Sales and job orders disconnect
A lead becomes a client, but job orders and service delivery often move into separate tools.
For Staffing & Labour Agencies
Track clients, job orders, and workers in one system.
SmartOps helps staffing and temporary labour agencies manage CRM pipeline, client agreements, worker records, job orders, shift records, surveys, client issues, payroll review records, and dashboards without jumping between tools.
CRM pipeline
Track prospects, meetings, proposals from one pipeline.
Open job orders visible
See demand, fulfillment status, and next actions without a spreadsheet hunt.
Worker assignment linked
Job order, worker, and shift record connected in one operational view.
The Problem
Where staffing agencies feel the friction.
Staffing businesses move fast. Without one shared system, leads, job orders, worker assignments, and client issues become difficult to control.
Worker assignments are scattered
Teams need one place to connect clients, open roles, workers, and shift records.
Issues take too long to resolve
When problems and feedback arrive by phone or email, there is no shared operational record.
Reporting stays manual
Owners struggle to see open orders, filled demand, client health, and payroll review status together.
Workflow
From prospect to fulfilled demand.
SmartOps helps staffing businesses keep the commercial and operational workflow connected.
01
🎯
CRM pipeline
Lead captured and outreach started
02
📄
Client agreement
Terms, rate, and account details confirmed
03
📌
Job order
Role requirements and shift demand created
04
👥
Worker assignment
Qualified workers matched to the order
05
🕒
Shift record
Scheduled work tracked and status updated
06
⭐
Survey
Client feedback collected after delivery milestones
07
🔁
Review & renew
Account reviews and renewal follow-up triggered
Solutions
What SmartOps manages for staffing agencies.
SmartOps connects business development, client delivery, workforce operations, and reporting in one platform.
CRM pipeline
Track leads, client meetings, proposals, and next-step tasks in a structured pipeline.
Client agreements
Store service agreements, contract terms, and renewal timing by account.
Worker records
Keep worker information, availability, skills, and assignment readiness organized.
Shift records
Track job order fulfillment, assigned workers, shift timing, and completion status.
Job orders
Manage open roles, client requirements, and assignment workflow from one view.
Issue tracking
Capture client issues, escalations, and internal follow-up with clear ownership.
Survey
Collect client surveys, service feedback, and account health indicators over time.
Dashboards
See pipeline, open orders, worker utilization, issues, and review records in one place.
Outcomes
What staffing leaders gain.
The right system gives staffing agencies more control over both growth and execution.
Demand visibility
See open job orders, account activity, and upcoming work without piecing data together.
Better coordination
Keep clients, workers, shift records, and issues connected in one workflow.
Stronger account management
Use surveys, issue tracking, and renewal reminders to grow and retain clients.
Pricing
Simple pricing with a path for custom builds.
Start with SmartOps Core on our own platform, choose a Salesforce build when you need deeper customization, or request a custom quote for integrations.
SmartOps Core
Our own business operations system for shift-based teams that want one place for clients, staff, shifts, payroll, invoices, reports, and tasks.
$199setup
then $99 / month — includes 2 admin users + up to 20 employees
- ✓Accounts, contacts, leads, and pipeline tracking
- ✓Employees, shifts, assignments, and employee portal
- ✓Payroll review, invoices, reports, and dashboards
- ✓Auto-generated tasks and follow-up reminders
- ✓Industry terminology and modules configured for your team
Best starting option for most small businesses. Extra users, advanced modules, and paid integrations can be added as your business grows.
SmartOps Salesforce Build
For businesses that want SmartOps built directly inside Salesforce with custom objects, automations, reports, dashboards, and admin support.
$800setup
then $250 / month — support, admin help, and small changes
- ✓Salesforce-based CRM and operations configuration
- ✓Custom fields, objects, flows, reports, and dashboards
- ✓Best if you already use Salesforce or need it as your source of truth
- ✓Monthly support, improvements, and workflow adjustments
- ✓Salesforce licenses are separate and purchased directly
This option is best when Salesforce is required or when the business needs deep CRM customization.
Custom Build & Integrations
For businesses that need third-party tools connected, advanced workflows, or a custom version of SmartOps built around their process.
Quoteafter demo
Scoped once we understand your current systems
- ✓QuickBooks, Connecteam, JotForm, website forms, or API work
- ✓Advanced automation and custom dashboards
- ✓More complex role-based workflows
- ✓Industry-specific workflows, field sets, and modules
- ✓Quoted clearly before any custom work begins
Already using other tools? SmartOps can work alongside them first, then connect integrations when the business is ready.
Book a Demo
See SmartOps running your workflow — live.
We will walk through your current process, show where SmartOps fits, and outline what setup would look like for your business.
- ✓Focused on your real workflow, not a generic sales pitch
- ✓We review CRM pipeline, operational tracking, and reporting needs
- ✓You leave with a practical implementation direction
Request your free demo
We will reply within 1 business day. No obligation.
FAQ
Questions staffing and labour agency owners usually ask.
SmartOps helps staffing agencies organize CRM pipeline, client agreements, job orders, worker assignments, shift records, surveys, issues, and dashboards.
Can SmartOps track client job orders?
Yes. SmartOps can track client requests, job orders, requirements, assignment status, follow-up tasks, and client communication from one connected system.
Can I manage workers inside SmartOps?
Yes. Worker records, availability, assignments, shift records, and basic operational details can be organized inside SmartOps so your team has one clear view.
Can SmartOps replace an ATS?
SmartOps is not positioned as a full ATS replacement. It focuses on client operations, CRM pipeline, job orders, worker assignments, shift records, client issues, surveys, and dashboards.
Can we track client issues and service feedback?
Yes. Client issues, complaints, and survey feedback can be tracked by account so you can see which clients are satisfied, which need follow-up, and where service risk exists.
Can SmartOps help with payroll review?
Yes. Completed shift records can support payroll review records. Payroll processing itself can stay in your existing payroll or accounting system.
What if we already use spreadsheets or QuickBooks?
SmartOps can organize the operational layer while working alongside your current tools. If you want integrations, they can be scoped and quoted after the demo.