Operations, Data & Back Office
Internal automation, reporting, forecasting, workflow and business intelligence.
What's included
Workflow Automation
Connects apps and removes repetitive manual steps across the business.
OPS-001 · All SMEs
Booking / CRM / POS Integration
Keeps customer, booking and transaction data moving between core systems.
OPS-002 · Hospitality, beauty, clinics, retail
Automated Appointment Reminders
SMS/email/voice reminders, confirmations and rescheduling links.
OPS-003 · Appointment businesses
Automated Quote Generation
Creates branded quotes from form/CRM data and triggers approval/follow-up.
OPS-004 · Trades, B2B services, events
Proposal & E-Sign Workflow
Generates proposals/contracts, sends for signature and updates CRM automatically.
OPS-005 · Agencies, professional services, trades
Invoice Automation
Creates invoices from completed jobs/bookings and sends reminders for overdue accounts.
OPS-006 · Trades, B2B, services
Receipt / Document Data Extraction
AI extracts supplier, amount, date or form data into accounting/ERP/spreadsheets.
OPS-007 · Bookkeeping-heavy SMEs, logistics, property
Customer Onboarding Automation
Welcome emails, forms, documents, tasks, access and reminders after a sale.
OPS-008 · Professional services, gyms, agencies, clinics
Employee Onboarding Automation
Collects details, sends policies, creates accounts/tasks and tracks completion.
OPS-009 · Growing SMEs
SOP / Knowledge Hub
Central searchable portal for procedures, checklists, training and internal documents.
OPS-010 · Growing/multi-location SMEs
Task & Approval Workflows
Routes purchase, leave, discount, content or operational approvals automatically.
OPS-011 · Offices, retail, multi-location
Inventory Low-Stock Alerts
Triggers alerts or reordering workflows based on inventory thresholds.
OPS-012 · Retail, hospitality, wholesalers
Inventory / Demand Forecasting
Uses sales history and seasonality to estimate future stock or staffing demand.
OPS-013 · Restaurants, retail, ecommerce
Menu / Product Profitability Analytics
Identifies high/low-margin products, mix and opportunities to optimise menu/catalogue.
OPS-014 · Restaurants, retail
Staff Rostering Integration
Connects schedules, availability, leave, sales demand and time tracking.
OPS-015 · Hospitality, retail, clinics
Queue / Service Time Analytics
Measures wait times, service times and bottlenecks from POS/check-in/queue data.
OPS-016 · Restaurants, clinics, service centres
Custom Management Dashboard
Single view of sales, leads, bookings, reviews, ads, operations or inventory.
OPS-017 · Most SMEs
Automated Weekly / Monthly Reports
Emails management reports with KPIs, trends, explanations and action items.
OPS-018 · Most SMEs
Customer Lifetime Value & Cohort Analysis
Measures retention, repeat purchase, acquisition quality and value by cohort/source.
OPS-019 · Retail, hospitality, memberships, ecommerce
Sales Forecasting
Forecasts pipeline/revenue using historical deals, seasonality and current opportunities.
OPS-020 · B2B and service SMEs
Automated Data Cleanup / Deduplication
Standardises and deduplicates CRM/customer records.
OPS-021 · Businesses with old CRMs/spreadsheets
Staff Performance Dashboard
Tracks sales, bookings, response times or service metrics by staff/team where appropriate.
OPS-022 · Sales, service, hospitality, multi-location
Digital Checklist / Compliance Workflow
Mobile recurring checklists, evidence capture and escalation for operational routines.
OPS-023 · Hospitality, retail, facilities, trades
Talk to us about operations, data & back office.
We'll start with the problem you're trying to solve, then select the capabilities from the catalogue that solve it.