Client intake & CRM
Branded intake forms that auto-create the client record — no re-keying. Every client, contact, and conversation in one place.
For Service Professionals
Business management software for service professionals.
Client intake, time tracking, invoicing, payments, and client management — in one platform built for the people who run a service business one client at a time. Flat pricing. Thirty-minute setup. No per-seat games.
One Platform
Everything it takes to run the business — in one place.
Stop stitching together a CRM, a time tracker, an invoicing tool, and three spreadsheets. Vex unifies the whole back office.
Time tracking
Log billable time in seconds from desktop or mobile, by client and by project. Stop losing the 14% of hours that never get written down.
Invoicing
Invoices generate from logged time and send in one click, with automatic payment reminders so you stop chasing.
Payments & cash flow
Get paid by card or ACH through built-in Stripe payments, and see what you’ve earned, what’s outstanding, and what’s overdue at a glance.
Built For Your Work
Software tuned to your profession.
The core is the same unified platform — but the workflows, language, and templates are tailored to how your profession actually bills and works.
Lawyers
IOLTA-compliant trust accounting, time tracking, and intake-to-invoice for solo and small firms.
Freelancers
Proposals, time tracking, and automatic invoicing that get you paid faster.
Agencies
Manage clients, projects, and retainers from one dashboard instead of five tools.
Fitness Coaches
Scheduling, session packages, and payments for coaches and personal trainers.
Real Estate Agents
Client pipelines, commission tracking, and transaction admin in one place.
Therapists
Private-practice scheduling, client intake, and billing — kept simple and private.
Recruiting Agencies
Track candidates, placements, and client invoicing from first call to fee.
Don’t see your field? Vex works for any service business that bills by time or project — consultants, bookkeepers, designers, and more. Join the waitlist and tell us what you do.
Why VexOps
Priced and built for one-person back offices.
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Flat pricing — $49/month
One price for everything. No per-seat fees, no setup charges, no surprise tiers as you grow.
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Up and running in 30 minutes
Self-serve and intuitive from day one — no month-long onboarding or paid training required.
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Your data is yours
Encrypted in transit and at rest, and exportable to CSV, PDF, or JSON anytime. No lock-in. SOC 2 Type II in progress for launch.
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One platform, not five tools
Intake, time, invoicing, payments, and clients share one source of truth — so nothing falls through the cracks between apps.
FAQ
Frequently asked questions
It’s a single platform that handles the back office of a service business — client intake, time tracking, invoicing, payments, and client management — instead of juggling separate apps and spreadsheets. VexOps is built specifically for solo and small service businesses that bill by time or project.
Service-based professionals who run the work and the admin themselves: lawyers, freelancers, agencies, fitness coaches, real estate agents, therapists, recruiters, and similar. If you bill by time or project, Vex is built for you.
A CRM tracks contacts; an accounting tool tracks money. Vex connects the whole workflow — from the moment a client fills out your intake form to the moment their invoice is paid — so you don’t re-enter the same data in three places.
Flat $49/month for solo professionals and small teams up to 5 people. No per-seat fees and no setup charges. The first 100 waitlist members get 30 days free at launch.
Vex is in active development and launches Q2 2026. Join the waitlist to get early access and founder pricing.
Get Early Access
Be first in line.
Tell us a bit about your business and we’ll send you early access when we launch.
Join the Waitlist
First 100 get 30 days free at launch.