What Oleera does for small business

Core product

The system for running the business

Everything on this page is included in Core and Complete. The same customer record connects sales, communication, billing, automation, reporting, and Ask Oleera, so information does not disappear when the work changes hands.

Customers and sales

Know who they are, what they need, and where they came from

Contacts

The customer record, with every call, text, email, form submission and note against it in one timeline. Phone numbers are normalised on the way in, so a text from a number saved three different ways still lands on the right person.

Properties

For businesses that work at customer locations, the address is its own record rather than a field on a person. The history stays with the place even when the contact changes.

Equipment history

For businesses that service installed equipment, Oleera keeps what is at each property, when it went in and what has been done to it. It is available when you need it, not required when you do not.

Pipeline

Deals through stages with value and age. The lead source is stamped on at creation and never recalculated, so a report six months later still says where the work came from.

Tasks and inbox

One stream of everything that came in, filterable by kind, plus the tasks that came out of it. Both are shared, so work does not live in one person's head.

Import

CSV import for contacts, properties, products and deals, with a preview of exactly what will happen before it happens. Addresses on a contact row become properties automatically.

Money

Quote it, bill it, collect it

Proposals and estimates

Line items from your price book, your terms, your branding. The customer signs on their phone with a finger and the signature is stored with the document.

Invoices

Raised from a proposal or from scratch, sent by email, paid online. Invoices attach to jobs many-to-many, because one invoice covering three visits is normal and most systems cannot represent it.

Payments

Card and ACH through your own Stripe account. You are the merchant of record, the money settles to your bank, and ACH is only marked paid once the funds actually clear rather than when the customer clicks pay.

Price book

Products and services with both a cost and a price, which is what makes margin per job a real number instead of an estimate.

Recurring plans

Retainers, service plans and other repeat work that raise their own invoices on schedule.

Revenue reporting

Revenue by lead source, recognised on the close date rather than the date a record was created. Margin per job. The report the incumbents cannot produce.

Marketing and automation

Follow up consistently, without living in the software

Email campaigns

Sent from a domain you verify, so your sending reputation is yours. Real metrics including why a message was skipped, which is the number that tells you something is wrong with your list.

Lead capture forms

Hosted forms that write straight into contacts with the source attached, plus a webhook if you would rather post from a site you already have.

Automations

Triggered sequences that read as English sentences rather than a diagram. When a form is submitted, wait ten minutes, then create a task. You can read what an automation does without opening a builder.

Booking pages

A public link that reads your real availability, respects your working hours, and creates the visit. Not a calendar widget bolted on the side.

Text messaging

Two way SMS on the contact record, with a real carrier registration check so messages do not silently fail the way they do when a number was never registered.

Client hub

A link a customer can open to see their documents and history without an account, a password, or a phone call to your office.

Ask Oleera

An assistant that reads everything and sends nothing

Ask it anything about your business in plain English. Which customers have gone quiet. What a campaign actually earned last quarter. Which invoices need attention. It reads the same records you do, so the answer comes from the business rather than from a guess.

It also does the work. Draft the follow-ups for every overdue invoice, write the estimate from these notes, tag everybody who bought a softener in 2024. Each one arrives as a proposed change you approve or reject, with the reasoning and the records it read attached.

Standing instructions run on a schedule. Every Monday morning, a summary of the week ahead and what needs a decision. It will be waiting for you. It will not have been sent to anybody.

How a change happens

1 You ask In plain English, the way you would ask an employee.
2 It reads Your records, scoped to your business and nobody else's.
3 It proposes A plain-English diff of exactly what would change, and why.
4 You approve Or edit it first, or reject it. Nothing has happened yet.
5 Code executes Ordinary deterministic code applies the approved change. Not the model.

Complete plan

Need to schedule and dispatch field teams?

Complete includes everything above, then adds jobs, visits, dispatch, crews, shifts, certifications, and capacity. It is the field operations extension for trades and other businesses whose work happens at customer locations.

Explore field operations

Not yet

What Oleera does not do

This list is here because a page that only lists strengths is not information. Everything below is either being built or deliberately out of scope, and none of it is on this site pretending otherwise.

Review generation and reputation monitoring
Social scheduling and publishing
Inbox and calendar sync with Gmail or Outlook
QuickBooks sync
Bulk SMS campaigns

Review generation and inbox sync are both planned. Social publishing is deliberately not being built because it is a separate product category, not a reason to make the system that runs the business harder to use.

Run your business in one place

Start with Core for customers, sales, money, automation, reporting, and Ask Oleera. Choose Complete when your business also needs to schedule and dispatch field teams.

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