Operations & Workflows
Operations Hub
Unified operations dashboard that connects your CRM, calendar, and invoicing tools. Eliminate manual data entry and get real-time visibility across all workflows.
Overview
Small businesses waste 20+ hours per week on manual data entry between disconnected tools. The Operations Hub connects your existing business tools into a single dashboard with automated workflows. Built-in connectors for popular CRMs, calendars, and invoicing platforms. Custom reporting shows KPIs in real-time. Includes a client portal so customers can track project status without calling you.
Features
- Unified dashboard connecting business tools
- Configurable API connectors (CRM, calendar, invoicing)
- Automated task routing and assignment
- Real-time status tracking across workflows
- Custom reporting and KPI dashboards
- Team activity feed and notifications
- Document management with version tracking
- Client portal with project visibility
Integrations
google-calendarquickbooksslackemailwebhookzapier
Tech Stack
nextjssupabasetailwind
Best For
Home ServicesProfessional ServicesReal EstateRecruiting