Running your business across CRMs, spreadsheets, and accounting tools creates chaos.
For service businesses, managing clients, projects, and billing often means bouncing between CRMs, spreadsheets, and accounting tools that never fully connect. The outcome is more admin work and less time for customers.
Pollux is the Business Operating System for small and mid-sized businesses.
Right in the middle between limited accounting software and complex ERPs, Pollux delivers the perfect balance between ease of use and advanced capability, giving your business the best of both worlds.
With Pollux, you have all the power you need with the highest ROI.
Run projects, clients, billing, and operations on a cloud-based Business Operating System that is simple, affordable, and comes with free implementation and long-term support.
Replaces:
NetSuite, Quickbooks
Projects
Manage your projects end-to-end, aligning each project with your goals and initiatives to ensure everything stays on track for success.
Timeline
Visualize your projects with a timeline, providing a clear overview of tasks, deadlines, and progress to keep everything on schedule.
Budget & Financial Tracking
Directly add revenue and expenses to your projects and tasks, ensuring accurate tracking and complete financial visibility.
Task Management
Organize your workflow with a built-in Kanban view, allowing you to visualize tasks, prioritize, and track progress without the need for external tools
Upload any document or file
Upload any document or file for immediate access and use at any moment, or link to an online document. Keep all your documents and files in one easily accessible place.
Replaces:
Monday, Zoho, Salesforce, CRM
CRM
Have a clear picture of every Deal in your sales pipeline, effortlessly manage your Leads, Contacts, and Customers, and quickly generate Quotes.
Customer Portal & Link Sharing
Give customers self-service access to orders, invoices, and account details. Share quotes links instantly, reducing back-and-forth and making it easier to do business with you.
Replaces:
Quickbooks, NetSuite, Accounting System
General Ledger
A GAAP-compliant general ledger integrated with your operations, ensuring financial accuracy and compliance at every step.
Accounts Receivable & Accounts Payable
Stay on top of cash flow with AR and AP seamlessly tied to orders, invoices, and bills. Monitor overdue balances with real-time Aging Reports to keep collections and payables under control.
Revenue Recognition
Recognize revenue in compliance with accounting standards, linked directly to invoices and services provided.
Financial Reports
Instant access to the reports you rely on most: Balance Sheet, Profit & Loss, Cash Flow, and more. Always up to date in real time.
Custom Fields
Easily tailor Pollux to your business. Capture and organize the data that matters most to you.
Workflow Builder
Design workflows that fit your business. Map processes the way you operate, so your team works in a system that adapts to them.
Report Builder
Build any report you need. All your data is accessible through the report builder, giving you complete control over reporting and analysis.
Dashboard Builder & Business Intelligence
With Pollux dashboards and business intelligence tools, you turn data into clear insights. Create custom dashboards in minutes. Get real time analytics and reporting.
Custom Documents
Invoices, quotations, and reports formatted your way. Create documents that match your business processes and branding.
Run your business with Pollux, the Business Operating System that replaces QuickBooks, CRMs, and spreadsheets, helping you manage clients, projects, and billing so you can focus on growth.
Adaptable & built for the future
Free, in-house implementation
Top notch US based support
Total Control of Operations
Full visibility and efficiency across sales, projects, and finance, so nothing slips through the cracks.
Confidence to Take On Any Opportunity
Take on any client, project, or new business with confidence. Pollux adapts to your needs, giving you a platform that makes it work.
Deliver Outstanding Customer Service
Digital customer service and online tracking let you exceed customer expectations with faster, smoother experiences.
A Business That Runs Smarter
Unified reporting and forecasting give you clarity for planning and management. Make better decisions, reduce complexity, and drive stronger results every day.
A More Productive Team
Keep tasks aligned with every operation and gain full visibility into productivity. With time tracking, projects, documents, and notes all in one platform, your team works smarter and stays focused on what matters most.
A short, no pressure call to talk through your goals and must haves. You will get a clear sense of what a Pollux partnership could mean for your business.
