SmartOps automates every step — from your first lead to contracts, client check-ins, complaints, surveys, and records in one connected system. Zero manual work. Zero missed renewals. Zero excuses.
When your business lives across spreadsheets, email threads, group chats, and separate apps, things fall through the cracks. Every single week.
Leads go cold, contract renewals slip, and client check-ins depend on memory instead of a reliable system.
Teams use spreadsheets, emails, forms, messages, and separate apps — but the owner still cannot see the full picture.
Every update becomes manual work because there is no single reliable source for performance and client health.
Missed renewals, cold leads, forgotten upsell opportunities. These losses are invisible until they compound into something serious.
Every stage automatically triggers the next — no manual handoffs, no data re-entry, no cracks to fall through.
Built from the ground up for service businesses — not adapted from a generic CRM template.
Track prospects, stages, tasks, notes, and follow-ups so no opportunity depends on memory or a group chat.
Store contract details, service terms, renewal dates, and automated reminders in one place.
Create structured check-ins after onboarding, during service, and before client risk becomes churn.
Capture client feedback, identify unhappy clients, and trigger follow-up actions automatically.
Turn client complaints into trackable records with SLA timers, ownership, and resolution tracking.
See leads, renewals, complaints, client risk, and revenue in one dashboard — no manual compiling.
Add scheduling records connected to contracts so your team always knows what is assigned and when.
Track payroll review records connected to completed work — clear, organized, and auditable by anyone on the team.
We start with security agencies because that is where we have the deepest domain experience. The same SmartOps foundation is being extended to cleaning services and staffing agencies next.
For agencies that need control over leads, contracts, staff assignments, shift records, incidents, complaints, renewals, and payroll — not five separate tools.
For cleaning businesses managing recurring clients, site contracts, staff, service visits, complaints, quality follow-ups, and invoices — without the spreadsheet chaos.
For temp labour and staffing companies tracking client leads, worker assignments, job orders, shift records, issues, payroll records, and performance from one place.
SmartOps is built so the same core foundation — leads, contracts, complaints, surveys, tasks, and dashboards — can be configured differently for each industry.
The platform is designed to grow with you. As SmartOps expands into new industries, clients who join early will benefit from new features and templates as they become available.
The homepage introduces the core idea. Each industry page speaks directly to that specific market and workflow.
Leads, contacts, contracts, complaints, surveys, tasks, reports, and dashboards. Common to all industries.
Different terminology, fields, workflows, and dashboard layouts configured for each specific market.
Scheduling records, payroll tracking, staff assignments, certification tracking, and client follow-up flows — added where needed.
QuickBooks, Connecteam, JotForm, or website forms can be connected. Scoped and quoted after the demo.
Start on our own SmartOps platform for a simple monthly price, or choose a Salesforce build when you need deeper enterprise-style customization.
Our own business operations system for shift-based teams that want one place for clients, staff, shifts, payroll, invoices, reports, and tasks.
For businesses that want SmartOps built directly inside Salesforce with deeper configuration, custom objects, flows, reports, and admin support.
For businesses that need external systems connected, advanced workflows, or a custom version of SmartOps built around their process.
No months-long migrations. No 40-page requirements doc. We review your current process, build what you need, and get you running fast.
We map your current leads, contracts, complaints, reporting, and operations to understand exactly what needs to be built.
We configure your SmartOps foundation — records, fields, automations, user access, and all workflows specific to your business.
We load sample data, validate all reports, test the main business journeys end-to-end, and fix anything that does not feel right.
Your team gets a full walkthrough. After go-live, we stay on as ongoing support for small changes, questions, and monthly check-ins.
Get a free 30-minute walkthrough built around your current tools, workflows, and the specific problems costing you time every week.
We will reply within 1 business day. No obligation.
No. Security agencies are the first use case because that is where we have the deepest experience. The same core system is being adapted for cleaning services, staffing agencies, and other service businesses next.
Yes. SmartOps is designed to complement your existing setup. Tools like QuickBooks, Connecteam, and JotForm can be connected — or kept separate. We scope any integrations after the demo based on what you actually need.
Typically 2–4 weeks depending on scope and how fast your team can provide inputs. The core system is usually live in the first two weeks. Automations, dashboards, and integrations fill out the rest of the timeline.
It covers support, small changes, monitoring, and ongoing admin help — up to 4 hours per month. Larger builds or integrations are scoped and quoted separately before we start anything.
Everything outside the foundation plan is available as a custom quote. We scope it together after your demo once we understand your exact needs, existing tools, and how your team actually works day to day.
Yes. Most clients start with the foundation — leads, contracts, complaints, and reporting — and add modules like scheduling records, payroll tracking, or integrations over time as the business grows and needs evolve.