One connected SaaS platform for growth, operations, and financial control.
Tradalytix combines acquisition intelligence with core business operations. Advertising data is only one input. The platform is designed to run customer workflows, field service, inventory, vendor management, billing, payroll, and reporting in one system.
1. Operational command center
Leadership gets one view across demand, dispatch capacity, open jobs, collections, and profitability. This eliminates fragmented decisions caused by disconnected tools.
Unified operational timeline
See lead intake, scheduling status, technician progression, and invoice state from a single timeline.
Role-specific accountability
Owners, dispatchers, field staff, and finance teams each get focused visibility without fragmented tools.
Cross-system data flow
- Lead source and contact events enter CRM records.
- Dispatch and work-order status updates flow into operational reporting.
- Invoice and payment events feed financial performance dashboards.
- Optional channel exports receive validated conversion outcomes.
2. Revenue attribution as one module
Google Ads and LSA integration remains available, but it is intentionally one component of a larger operating model. Revenue attribution connects with CRM outcomes, invoicing, and service performance instead of sitting in isolation.
This lets teams optimize for qualified demand while still controlling staffing, pricing, service delivery, and cash flow.
3. Real-time lead and workflow intelligence
Lead quality scoring, routing, and follow-up status are visible to office and field teams in real time. The same intelligence layer powers dispatch decisions, membership nurturing, and retention automations.
Lead qualification
Score inbound demand by service fit, location, urgency, and booking potential.
Workflow routing
Automatically route records to dispatch, nurture, or suppression workflows.
Operational feedback loop
Use close-rate and job-quality outcomes to refine future routing and priorities.
Customer and Membership System
Customer records, recurring memberships, communication history, and lifecycle tracking in one place.
Field Service Workflow
Work orders, estimates, dispatching, scheduling, invoicing, and technician execution flow.
Inventory and Vendor Operations
Warehouse visibility, truck stock, procurement controls, and vendor management tied to job demand.
Financial Operations
Bill pay, expense controls, payroll visibility, and bookkeeping alignment across daily operations.
Data Security
Encryption in transit and at rest, scoped access controls, and audit trails across critical operations.
Automation Engine
Event-driven automations for routing, billing actions, inventory replenishment, and customer follow-up.
API-First Integrations
Connect existing systems using API contracts for CRM, telephony, accounting, payroll, and analytics workflows.
Stop operating from disconnected systems.
Run growth, service operations, and financial workflows from one platform with clear accountability.