Built to run the full field-service business, not only ad campaigns.
Tradalytix is a SaaS platform for customer management, field operations, inventory, vendor workflows, and financial visibility. Marketing intelligence is integrated, but it is one part of a broader operating system.
Why Tradalytix was built
Many field-service teams rely on disconnected software: one tool for leads, another for dispatch, another for invoicing, and separate systems for inventory, payroll, and bookkeeping.
This creates broken handoffs, delayed follow-up, inconsistent reporting, and expensive operational mistakes. Leaders get partial data and teams spend hours stitching reports together.
Tradalytix was built to solve this fragmentation. We engineered a platform where growth, delivery, and financial workflows share the same source of truth.
Advertising and attribution remain supported, but they are integrated into the broader execution model that actually determines profitability.
Customer Onboarding and Success
A platform only works when teams adopt it correctly. Every rollout is structured around operational fit, measurable milestones, and training.
Platform Architecture Setup
We map your CRM, dispatch process, membership lifecycle, inventory flows, and financial workflows before enabling automations.
Workflow Configuration
We configure work order stages, estimate/invoice rules, routing logic, procurement controls, and reporting dashboards to match your real operations.
Team Training and Handoff
Office, field, finance, and leadership teams each receive role-specific training so adoption happens quickly and consistently.
Dedicated Customer Success
Each account gets platform support for operations and growth: KPI reviews, process refinement, and enablement for new staff as your organization scales.
- SLA-backed support tiers available
- Ongoing role-based onboarding
Data Management Philosophy
We treat workspace data as protected operational records. Tradalytix operates as a Service Provider under CCPA and a Data Processor under GDPR.
- No Data Brokering: We do not sell, rent, or share customer records across organizations.
- Minimal PII Exposure: Sensitive values are redacted or hashed before outbound sync where required.
- Right to Deletion: Workspaces maintain control over retention and deletion lifecycle requests.
Ready to unify growth and operations?
Start your trial to connect customer workflows, field execution, and financial visibility in one platform.