TradeFlo

The CRM at the center of VYAN OS

Own the relationship.
Run the whole shop.
Nothing slips.

TradeFlo is the CRM at the center of VYAN OS, the Relationship Operating System. The relationship owns everything, and every focused tool writes back to it, so you keep the line clean from first contact to repeat revenue. Every screen ends in a next step.

TradeFlo Today

What needs you today

5 next steps, in order

Marisol Reyes Replied 2 minutes ago, ready to schedule Call back
Dent & Vale Proposal viewed, no signature yet Send invoice
Okafor residence Job finished, review not yet asked Ask review
Lena Brooks New lead from your Profile page Open record
One record per relationship. Every tool writes here.
Fig. 01 The console, where the day ends in next steps

$0

To start. No card, no setup fee.

1

Record per relationship, never a duplicate.

9

Focused tools writing to the same record.

$99/seat

The whole OS, billed yearly. The cap.

One record, one relationship

The relationship owns everything.

Calls, messages, proposals, jobs, payments, and reviews all hang off one record. The focused tools never make their own copy. They write back to the relationship, so the history stays whole and your crew never relearns where a customer stands.

  • 01

    One record, never a duplicate

    Every contact opens exactly one relationship. New touches attach to it instead of starting a fresh card you have to merge later.

  • 02

    The tools write to it

    Quote Maven, Buildout, Earshot, Heylo, PaidUp and the rest all read and write the same record. The relationship is the source of truth, not any one tool.

  • 03

    Every screen ends in a next step

    Today shows what needs you, in order. Nothing slips between first contact and repeat revenue, because the record always knows what comes next.

The relationship graph

Call Quote Job Pay Review Follow One record

One relationship at the center. The fleet writes to it.

How it works

Three steps. In this order.

A contact comes in, the relationship opens itself, and the day runs on next steps. The same record carries every call, proposal, job, payment, and review, so nobody rebuilds context twice.

  1. 01 · Capture

    A contact opens one record.

    A call, a text, or a lead from your public Profile opens one relationship. TradeFlo files it once. No data entry, no duplicate to merge later.

  2. 02 · Work

    The tools write to it.

    Quote it, schedule it, build it, get paid, ask for the review. Every focused tool you add reads and writes the same record, so the relationship stays whole.

  3. 03 · Close the loop

    Today ends in a next step.

    The console shows what needs you, in order. From first contact to repeat revenue, the record always knows the next move, so nothing slips.

The fleet

Focused tools, one record.

Each tool does one thing well and writes back to the relationship. Add the ones you need, when you need them. They run inside TradeFlo, so the work never leaves the record.

  • Buildout
    The production jobs board
  • Canvass Pro
    The field map that works offline
  • Datum
    Instant takeoff, no truck roll
  • Earshot
    Power dialer with call intelligence
  • Heylo
    The review engine
  • Onsight
    Consent-gated automations
  • PaidUp
    Billing and payments, free to use
  • Quote Maven
    Proposals that close, e-sign included
  • Volley
    Cadences and follow-up

Pricing

Start free. Add what you need.

TradeFlo core is free to start. Add focused tools a la carte, or take the whole OS for one capped price. No setup fees. Read-only exit, never hostage.

Free to start

$0 / mo · no card

The CRM core, free. The relationship and the loop, on the house.

  • Today, Relationships, and Pipeline
  • Your public Profile and the relationship graph
  • Three automations
  • Vyan Pay, free, then 3% when you get paid (3.5% on cards)

The whole OS

$99 / seat / mo · billed yearly

Every tool in the fleet, on one capped price. Or $119 per month.

  • Everything in Free
  • The full fleet writing to one record
  • No setup fees, ever
  • Read-only exit, never hostage

Add tools a la carte

Per seat / month. Yearly is two months free. Pick four or more and you have unlocked the whole OS.

VolleyCadences and follow-up $19$16/mo yearly
OnsightConsent-gated automations $39$33/mo yearly
Canvass ProThe field map, offline $49$41/mo yearly
Quote MavenProposals that close $49$41/mo yearly
BuildoutThe production jobs board $49$41/mo yearly
DatumInstant takeoff $59$49/mo yearly
EarshotPower dialer plus call intelligence $79$66/mo yearly
HeyloThe review engine $79$66/mo yearly
PaidUpUsage-priced billing and payments Freesmall fee on pay
No setup fees· Monthly true-up· Read-only exit forever· Open the full calculator

Own the relationship

Open the CRM at the center of VYAN OS.

Start free, no card. Run your day on next steps, keep the relationship whole, and add the tools you need when you need them.

$0

To start. No card, no setup fee.

Read-only

Exit forever. Your book is never hostage.