Operations
Your back-office.
Systemised.
CRM, contracts, inspections, RevOps, and document management — all configured, maintained, and run for you. Stop being the bottleneck in your own business.
1
Place for all your records
0
Processes lost in email
100%
Done for you
What's included
Everything in the box.
→DocuFile — photo any document via WhatsApp, AI extracts, files, and enables natural language retrieval
→Visual Compliance Monitoring — site photos analysed for PPE compliance, pass/fail report sent to manager channel
→DocuStore setup — contracts, inspections, digital records, all in one searchable place
→CRM configuration and pipeline management
→RevOps — deal tracking, forecasting, reporting
→Contract templates and digital signing workflows
→Site inspection and checklist automation
→Property and facility management workflows
→Onboarding and offboarding process automation
→SOP documentation and process mapping
→Task routing and escalation workflows
→Weekly operations reporting
How it works
Audit. Build. Run.
01
Operations audit
We map your current processes — what's manual, what's falling through gaps, what's slowing you down. You get a priority list of what to fix first.
02
Systems build
We configure your CRM, DocuStore, and workflow tools. Processes are documented, automated where possible, and handed over with training.
03
Managed operations
Ongoing management of your systems — data integrity, process updates, reporting, and support. Your operations team without the headcount.
FAQ
Common questions.
What CRM do you use?
We work with the CRM that makes sense for your business — HubSpot, Pipedrive, Notion, or a custom n8n-powered setup. We don't lock you into a stack.
What is DocuStore?
Our document management system — a central, searchable store for all your contracts, certificates, inspection reports, and compliance records. Accessible by your team, auditable, version-controlled.
Can you help with property management workflows?
Yes — inspection scheduling, tenant communications, maintenance tracking, and lease management. Built for single-site up to portfolio-level operations.
Is this for small businesses or larger ones?
Both. The operations pillar is most valuable for businesses with 5–50 staff who are doing a lot manually and want to systematise before scaling.
Stop being the bottleneck.
Map your operations in one call. We'll show you the three things to fix first.
Book a call →