Kolvexa combines your client CRM, project tracking, tasks, invoices, meetings, and automation in one connected workspace — with an AI assistant that surfaces overdue work, flags risks, and tells you what needs attention today.
Built for service teams
Kolvexa replaces the tab-switching and tool fragmentation that slows service businesses. Every module connects — so nothing falls through the cracks.
Maintain a structured client record with project history, contact notes, and status — so your team always has the full context without digging through emails.
Track every project's status, budget, and timeline in one place — and identify what's delayed or at risk before it becomes a problem.
Assign work with clear ownership, deadlines, and priorities so your team always knows what comes next — and nothing gets missed.
Create invoices, monitor status, and support online payments for faster collections.
Schedule client meetings, send automated reminders, and keep communication structured alongside the projects and tasks they relate to.
Set rules that trigger on key events, and use the built-in AI assistant to get a daily brief on overdue invoices, at-risk work, and recommended next steps.
Plans that match the product
Start on the free plan and upgrade when you need more capacity, payments, automation, branding, or advanced controls.
For trying the platform and running a small workflow
Start freeBest for getting started with a small workflow
For freelancers and growing businesses
Choose ProIncludes everything in Free, plus advanced features
For teams that need more control and flexibility
Choose EnterpriseIncludes everything in Pro, plus full customization
Extra organization and extra member add-ons can be purchased on eligible plans.
Get started in minutes
Set up your workspace, add clients, organize work, and manage operations from one place.
Sign up, create your workspace, and configure the basics in just a few steps.
Start building your client database and keep key information centralized.
Organize work with projects, task ownership, priorities, and deadlines.
Generate invoices, monitor status, and streamline collections from the same platform.
Keep communication moving and reduce repetitive admin work with automation.
Book client calls directly from their profile, set agenda items, and let automated reminders handle follow-ups so nothing falls through the cracks.
Generate itemized invoices from project data, set payment terms, and track status from sent to paid — with overdue alerts when action is needed.
Define rules that trigger actions when invoices go overdue, projects stall, or clients go silent — so your workflow keeps moving without manual nudging.
Surface overdue tasks, stale clients, at-risk projects, and revenue trends in one dashboard view — and export data when you need it.
Start each day with an AI-generated brief, ask questions about your workspace, and use project blueprints to plan new work faster.
Why Kolvexa
Kolvexa replaces fragmented spreadsheets and disconnected tools with one system designed to give your team operational clarity — not just another dashboard.
Trigger actions when invoices go overdue, projects shift status, or deadlines approach — so your team handles exceptions, not repetition.
Built-in reporting and AI-powered insights surface overdue invoices, stalled projects, and workload pressure before they escalate.
Clients, projects, tasks, invoices, meetings, and automation are all connected — so context travels with the work, not in someone's inbox.
Assign work across team members, track ownership at the task and project level, and maintain shared visibility into what is done and what is not.
Replace improvised spreadsheets and siloed tools with a structured workspace that keeps client records, financial data, and team operations organized and accessible.
Kolvexa runs in the browser — desktop or mobile — so your team can access clients, tasks, and operations from wherever they are working.
Start with the free plan and see how Kolvexa brings structure to clients, projects, invoices, and team operations — upgrade only when your business needs more capacity.
Free plan available • No credit card required • Upgrade anytime