One system for pipeline, projects, billing, and time.
Stratava IS gives service businesses one place to track leads, deliver projects, send estimates and invoices, and report on results. Every team member works from the same records, with role-based access from day one.
Disconnected tools slow your team down
Most service businesses run on spreadsheets, a separate CRM, an invoicing app, and a time tracker. Data sits in silos, and your team spends hours reconciling it instead of serving clients.
One set of records for every workflow
Stratava IS connects your pipeline, cases, estimates, expenses, billing, and reporting. Every team member sees the same data in real time, scoped by role.
What is included
Six modules under one login.
- 01
CRM and pipeline
Track leads from first contact to closed deal on a configurable Kanban board, list, or calendar.
- 02
Cases and client records
Manage service engagements with case lifecycle tracking, client profiles, and document storage.
- 03
Estimates and billing
Build line-item estimates, send invoices, collect e-signatures, and track payments.
- 04
Expenses and finance
Submit receipts, categorize expenses, route approvals, and export reports.
- 05
Time tracking
Log hours by project or case, set pay rates, and approve timesheets.
- 06
Reporting
Pipeline, case, billing, and expense metrics with date filters and saved views.
Bring leads into the pipeline from the sources you already use
Import a CSV on any plan. On Professional and above, leads flow in automatically from your website forms and tools, and you can research new prospects with AI. Every lead is de-duplicated and enters the pipeline with status New.
- Website form
- CSV or JSON
- Zapier or API
- AI researcher
Stratava IS pipeline
De-duplicated, status New, ready to work
CSV import on every plan. API access and the AI researcher on Professional and above. Multiple API keys on Enterprise.
Pricing
Monthly plans with a one-time setup fee. No annual contract required.
Need something built to spec?
Custom pricing is set at time of sale. We scope each engagement in a discovery call, based on your module requirements, integrations, team size, and complexity.
Book a scoping callHow we protect your data
- Multi-factor sign-in
- Users with access to sensitive information verify a second factor, not just a password.
- Organization data isolation
- Each organization’s records are separated at the database level. One customer cannot see another’s data.
- Role-based permissions
- Each team member gets the access their role requires, with configurable roles.
- Billing through Stripe
- Payments run on Stripe. We do not see or store card details.