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Operational Intelligence · One Layer Across Every System

Turn the systems you already use into one intelligent operating system.

Simpl Ops monitors your business across CRM, scheduling, accounting, email and every other tool your team already uses. It finds what needs attention, explains why, and tells your team what to do next.

Marquis Who's Who in America — Honored Listee, Est. 1898, Over 125 Years

Recognized by Marquis Who’s Who in America.

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Positioning

Keep the systems your team already uses. Add the intelligence they are missing.

Simpl Ops connects the tools your company already runs on — CRM, scheduling, accounting, email, spreadsheets, analytics — and turns them into a single operating system for the business. Nothing gets replaced. Everything gets smarter.

CRM
Scheduling
Accounting
Email
Spreadsheets
Analytics
Communication
Industry apps
One intelligence layer
A custom operating system, built from the tools your business already uses.

Simpl Ops watches every connected system, correlates what it sees, and gives your executives one place to understand — and act on — the entire business.

What Simpl Ops does

Monitor · Detect · Explain · Recommend · Measure.

Five things Simpl Ops does every day so your executives don't have to.

  1. 1Monitor

    Simpl Ops watches every connected system continuously — leads, jobs, invoices, capacity, communication.

  2. 2Detect

    It surfaces the moments that actually matter: revenue at risk, opportunities being lost, locations diverging from the rest.

  3. 3Explain

    Every finding comes with the underlying evidence — what changed, when, and where the pattern started.

  4. 4Recommend

    Prioritized, plain-English actions your team can take today, ranked by expected financial impact.

  5. 5Measure

    Simpl Ops tracks whether the fix worked — recovered revenue, resolved opportunities, and ROI over time.

04 — The Executive DashboardSimulated product data

The dashboard that names the constraint.

A seven-step tour of the current Simpl Ops Executive Dashboard, walked through the built-in simulation (Metro Plumbing Group) so every screen is faithful to the actual product.

01Monitors the business

The executive read, prioritized.

The Today view is a stable, at-a-glance read on the operation. Revenue, revenue at risk, modeled recovery, and a Business Pulse across every location — all pinned to the current simulated period with the underlying math visible.

  • Revenue $209,190 · simulated month 6 · 342 completed jobs × $610
  • Revenue at risk $7,320 · modeled exposure at 12 booking-equivalent gap
  • Recovered by Simpl Ops $18,400 · modeled from the Now→Next→Then playbook
  • Business Pulse: Steady — 4 of 5 locations within thresholds
Good afternoon, Operator.

The five-location business is stable overall, but East needs attention. Conversion is below the internal network benchmark while scheduling utilization is the highest in the group. West has the most spare capacity.

4 locations current · East delayed 47 min
Revenue
$209,190
Simulated month 6 · 342 completed jobs × $610 average invoice
Recovered by Simpl Ops
$18,400
Modeled · Now→Next→Then playbook, not verified recovery
Revenue at Risk
$7,320
Modeled exposure · 12 booking-equivalent gap × $610
Business Pulse
Steady
4 of 5 locations within thresholds · East is the primary constraint
Priority Intelligence
What needs your attention today
View all →
!
East conversion trails the five-location network

East booked 65 of 139 simulated leads (46.8%). Network booked 367 of 713 (51.5%). At the Central location's 55.3% rate, East would have produced about 12 additional bookings.

$7,320
modeled exposure
!
East is carrying the highest scheduling load

East is at 91% simulated schedule utilization while others range 74%–82%. Lower conversion with high utilization suggests an operational constraint, not a demand shortage.

91%
simulated utilization
+
West has room to absorb work

West is at 74% simulated schedule utilization. Before adding labor at East, review whether eligible East work can be redistributed to West.

17 pts
vs East utilization
Simpl Ops Insight
Treat East as the constraint before buying more demand.

Lead volume is not the first problem to solve. East is converting fewer leads while carrying the highest schedule utilization, and West has spare capacity. Validate East scheduling and follow-up, then test controlled workload redistribution before increasing lead spend or labor.

Estimated monthly impact
Operational priority
High confidence in simulated fixture
02Names the constraint

Priority Intelligence + Simpl Ops Insight.

Simpl Ops does not just show KPIs. Priority Intelligence surfaces what needs the executive’s attention today, and the Insight panel commits to a single operational read of the business — so the executive walks into the ops meeting already aligned.

  • “East conversion trails the five-location network” · modeled exposure $7,320
  • “East is carrying the highest scheduling load” · 91% simulated utilization
  • Simpl Ops Insight: “Treat East as the constraint before buying more demand.”
Simpl Ops Executive Dashboard — Today (scrolled): Priority Intelligence stack with Simpl Ops Insight and Estimated Monthly Impact.
03Finds where it happens

Every location on the same operating definition.

The Locations view compares all five simulated locations under the same rules — no blended averages hiding the constraint. Simpl Ops calls out which location is the current constraint and which one has the spare capacity to absorb work.

  • 5 locations compared under identical operating definitions
  • East — 46.8% lead→booking at 91% schedule utilization · flagged as constraint
  • West — 52.8% conversion at 74% utilization · flagged as the relief valve
  • Source health surfaced: East ServiceTitan scope delayed 47 min
Simpl Ops Executive Dashboard — Locations: five-location comparison table with East flagged and explanation cards.
04Shows how it got there

Six months of performance in one view.

Performance is a selectable analysis window — shown here with a six-month view drawn from the built-in simulation. Simpl Ops monitors the operation continuously; this view zooms into a chosen period so executives can see how demand and conversion moved together — and where they diverged — without leaving the dashboard for a spreadsheet.

  • Continuous monitoring — this view is a selectable six-month analysis window
  • Demand recovered in month 6 — leads returned to 713 after a month-4 low of 642
  • Conversion still trails month 1 — 51.5% vs. 57.2% (capacity-constraint profile)
Simpl Ops Executive Dashboard — Performance: 6-month AVE table with demand-recovered and conversion-below-month-1 explanation cards.
05Tells the team what to do

Now. Next. Then.

The Action Center orders recommended next steps to reduce uncertainty before the business commits money or headcount. It is intentionally a sequence, not a checklist — so leadership resolves the diagnosis before scaling either demand or labor.

  • Now — validate East source freshness before relying on new East events
  • Next — review East scheduling rules, dispatch and follow-up latency
  • Then — run a controlled East→West redistribution test
Simpl Ops Executive Dashboard — Action Center: Now / Next / Then sequenced recommendations.
06Measures the value honestly

Modeled exposure and verified recovery — never mixed.

ROI & Impact deliberately separates supported operational conclusions from modeled financial exposure. Simpl Ops will not present a modeled number as recovered revenue. If nothing has been verified yet, the panel says so.

  • Verified recovered value — reported only when a completed intervention exists
  • Modeled exposure $7,320 — labeled as simulation-only, not recovered revenue
  • Current simulated revenue $208,620 — 342 completed jobs at the AVE average
Simpl Ops Executive Dashboard — ROI & Impact: Verified recovered value / Modeled exposure / Current simulated revenue.
07Answers what the executive asks

Ask Simpl Ops — always on the page.

The Ask Simpl Ops bar sits at the base of every view so the executive can interrogate the same business context conversationally. The interface is live in the current product; the grounded conversational engine that answers against a customer's dataset is in preview.

  • Persistent prompt bar across every dashboard view
  • Ask Simpl Ops — interface live · conversational engine in preview
Simpl Ops Ask bar — Ask me anything, I'm your personal business expert.
Simulated scenario05 — A sample of the action

Detection · Diagnosis · Evidence · Strategy · Financial impact.

A representative sample. Simpl Ops surfaces the operational problems worth an executive's time — with the evidence and the recommended plan attached.

Fictional multi-location business (Northlight Home Services) — used for product demonstration, not an actual customer result.

Company
Northlight Home Services
8 locations · Residential HVAC + Plumbing
Monthly revenue
$1,420,000
portfolio
Revenue exposure
$87,400 /mo
measured at-risk
Modeled recoverable
~$53,500 /mo
~$642,000/year modeled
Loc #02 · Plano North
Critical
Low lead-to-booking conversion
Detected Conversion 16% vs 37% company benchmark (44-day trend)
Evidence
  • 214 inbound leads per month
  • 58% of leads received no callback within 2 hours
  • First-response average: 4h 12m (company avg 1h 05m)
  • Only 34 leads converted to bookings
Likely cause

Slow first-response and inconsistent lead ownership.

Recommended strategy
  1. 1Auto-assign inbound leads within 15 minutes
  2. 2One-touch quote followup within 24 hours
  3. 3Audit lead ownership and rotation policy
Revenue exposure
$34,800/mo
measured at-risk
Modeled recoverable
~$21,000/mo
if playbook runs
Loc #05 · Round Rock
High
Under-utilized capacity
Detected Capacity 58% for 6 consecutive weeks
Evidence
  • 4 technicians, 640 available hours per month
  • 372 booked hours (58% utilization)
  • Sister location Southlake saturated at 96%
  • Regional ad spend evenly distributed
Likely cause

Demand mix under available capacity; adjacent location oversubscribed.

Recommended strategy
  1. 1Shift regional ad spend toward Round Rock
  2. 2Migrate two technicians' schedules to Southlake temporarily
  3. 3Launch location-specific tune-up promotion
Revenue exposure
$28,500/mo
measured at-risk
Modeled recoverable
~$18,000/mo
if playbook runs
Loc #07 · Fort Worth South
High
Booking velocity declining
Detected Bookings down 22% MoM while leads flat
Evidence
  • 187 leads per month (stable for 90 days)
  • Bookings fell from 64 to 45 over 6 weeks
  • Conversion dropped 34% → 24%
  • Quote followup cadence stopped 5 weeks ago (staffing change)
Likely cause

Quote followup cadence discontinued after CSR staffing change.

Recommended strategy
  1. 1Reinstate three-touch quote followup within 72 hours
  2. 2Audit lost-lead reasons for the last 60 days
  3. 3Coach two CSRs on quoting and followup process
Revenue exposure
$24,100/mo
measured at-risk
Modeled recoverable
~$14,500/mo
if playbook runs
Revenue exposure

The measured monthly revenue currently at risk from an identified constraint — computed from the operation’s own signals, not projected.

Modeled recoverable

An estimate of how much of that exposure could realistically be recovered if the recommended strategy is executed successfully. Modeled — not guaranteed.

Ask Simpl Ops

Stop explaining your company to AI. Ask the AI that already understands it.

Ask Simpl Ops isn't a generic chatbot. It's designed to answer as a business expert that already understands your locations, your systems and what changed this week — grounded in the same authorized context the Executive Dashboard uses.

What Simpl Ops is designed to reference
  • · Every location's performance over the last 90 days
  • · Where leads come from, how they convert, and which are being missed
  • · Which technicians and CSRs are operating above or below the company benchmark
  • · What changed this week versus last week versus last month
  • · Which locations diverged from the rest of the company — and when
  • · The financial impact of every opportunity Simpl Ops has surfaced

Because the context lives inside Simpl Ops, the executive doesn't spend twenty minutes briefing an AI. They just ask.

Try asking
  • Why did Plano North miss its target this month?
  • Where are we losing the most revenue right now?
  • Which location needs my attention today?
  • What changed in conversion at Fort Worth South this week?
  • What is our biggest operational constraint across the company?
  • Which recommendation would have the highest financial impact?
  • Why are leads rising at Round Rock while bookings are falling?
  • Where do I have unused capacity I could redistribute?
  • What should my team fix first?

Example questions for demo company Northlight Home Services. Answers reference the authorized data Simpl Ops is already monitoring for your organization.

02 — The Estimator

Sample a fraction of Simpl Ops power with the Simpl calculator.

Five inputs. One number. A fraction of the bottleneck intelligence Simpl Ops surfaces continuously.

Inputs · Live
Computing
60leads/wk
Calls, forms, referrals — total per week
28%
% of leads that book a job
750USD
Dollars per closed job
62%
% of crew/calendar capacity used
8/wk
After-hours, no-answer, overflow
Estimated Revenue Loss
$0
/ month at risk
Illustrative estimate based on the inputs provided. Actual results vary.
Annualized
$0
Est. Recoverable Opp.
—/mo
Primary Constraint
Lead Conversion Engine
Diagnostic priority and recovery roadmap locked.
Free calculator result · No credit card
Estimates are directional and based on user-provided inputs and industry-benchmarked conversion (40%) and capacity (85%) baselines. Simpl Ops does not guarantee recovered revenue — actual outcomes vary by business, data quality, and execution.
Pricing

One transparent plan. Priced by the business, not by the seat.

Standard supported integrations included. Unlimited team access. No recurring fees for standard integrations.

Simpl Ops
$1,495
/ month

Includes the first 3 locations.

Additional locations: $199/mo each.

3 locations
$1,495/mo
4 locations
$1,694/mo
5 locations
$1,893/mo
7 locations
$2,291/mo
10 locations
$2,888/mo
Every plan includes
  • Operational Intelligence Platform
  • Supported Standard Integrations included
  • Unlimited team access — no per-user pricing
  • Cross-system intelligence & continuous monitoring
  • Bottleneck & revenue-leak detection
  • Prioritized Action Recommendations
  • Ask Simpl Ops (interface live · conversational engine in preview)
One-time
$995
one-time
Implementation & Launch

Charged once. Recurring pricing begins after launch validation.

Implementation covers
  • System connections
  • Initial synchronization
  • Data & schema mapping
  • Location configuration
  • Data validation
  • Detector & baseline setup
  • Launch validation & onboarding
Estimate

Build your Simpl Ops plan.

Enter your locations and the systems you use. Standard Integrations and unlimited team access are included. Premium Integrations only ever appear when the connector has a real published surcharge.

First 3 locations are included in the base plan.

Standard supported integrations are included. If a selected system requires a Premium connector (real published surcharge) or Partner Approval, we confirm cost and requirements during integration verification — never invented.

Your Simpl Ops plan
Recurring — monthly
Simpl Ops Platform
First 3 locations included
$1,495
Additional locations
None — you're within the included tier
—
Standard Integrations
Every standard supported connector
Included
Team access
Unlimited users, no per-seat pricing
Included
Premium Integrations
Only when a connector has a real published surcharge
Confirmed during verification
Monthly total
$1,495 /mo

Excludes any Premium Integration surcharge confirmed during verification.

One-time
Implementation & Launch
Charged once at start
$995
Integrations

Keep the software you already use. Simpl Ops connects to it.

Your CRM, accounting, scheduling, spreadsheets, ATS, payroll and other systems stay in place. The intelligence gets better.

51 of 51 shown
HubSpot
CRM
Simpl Ops Verified
Salesforce
CRM
Vendor Plan Required
Pipedrive
CRM
Available
Zoho CRM
CRM
Available
Copper
CRM
Available
QuickBooks Online
Accounting
Simpl Ops Verified
Xero
Accounting
Available
NetSuite
Accounting
Partner Approval Required
Sage Intacct
Accounting
Partner Approval Required
ServiceTitan
Field Service
Vendor Plan Required
Jobber
Field Service
Available
Housecall Pro
Field Service
Available
FieldEdge
Field Service
Available
Greenhouse
ATS / Recruiting
Available
Lever
ATS / Recruiting
Available
Workable
ATS / Recruiting
Available
Gusto
HR / Payroll
Simpl Ops Verified
Rippling
HR / Payroll
Available
ADP
HR / Payroll
Partner Approval Required
Paychex
HR / Payroll
Partner Approval Required
NetSuite ERP
ERP
Partner Approval Required
SAP Business One
ERP
Request This Integration
Square
POS / Payments
Simpl Ops Verified
Stripe
POS / Payments
Simpl Ops Verified
Toast
POS / Payments
Available
Clover
POS / Payments
Available
Shopify
E-commerce
Simpl Ops Verified
WooCommerce
E-commerce
Available
BigCommerce
E-commerce
Available
Mailchimp
Marketing
Simpl Ops Verified
Klaviyo
Marketing
Available
Google Ads
Marketing
Vendor Plan Required
Meta Ads
Marketing
Vendor Plan Required
Slack
Communications
Simpl Ops Verified
Microsoft Teams
Communications
Available
Twilio
Communications
Available
Google Workspace
Productivity
Simpl Ops Verified
Microsoft 365
Productivity
Available
Notion
Productivity
Available
Google Drive
Files / Storage
Simpl Ops Verified
Dropbox
Files / Storage
Available
OneDrive / SharePoint
Files / Storage
Available
Zendesk
Support
Available
Intercom
Support
Available
Freshdesk
Support
Available
Google Analytics
Analytics / Data
Simpl Ops Verified
Snowflake
Analytics / Data
Partner Approval Required
BigQuery
Analytics / Data
Partner Approval Required
Airtable
Other
Available
Zapier
Other
Simpl Ops Verified
Spreadsheets (CSV)
Other
Simpl Ops Verified
Status legend
Simpl Ops Verified
Tested end-to-end
Available
Connection infrastructure exists; not yet fully verified
Vendor Plan Required
Simpl Ops connection included; vendor requires specific API/plan access
Premium
Real published surcharge — Simpl Ops charge shown separately
Partner Approval Required
Vendor commercial or private API approval required
Request This Integration
Requires evaluation / build

Simpl Ops does not charge recurring fees for standard integrations. A Premium classification only appears when the connector has a real published surcharge — Simpl Ops charges are always shown separately from any vendor requirement.

The Operating Layer

Simpl Ops is not a CRM. Simpl Ops is the tool every CRM needs.

Your CRM stores the activity. Simpl Ops interprets the signals, ranks the issues by financial impact, and tells you what to fix first.

Most businesses do not have a data problem. They have a revenue-leak visibility problem.

Your CRM, spreadsheets, and reports often contain important insights that are not represented clearly. Simpl Ops connects the signals, identifies the issues, ranks them by financial impact, and gives you a custom-tailored recovery plan specific to your business. The days of guesswork are over.

Industry research · Annual revenue leakage
5%–16%
operational revenue leakage can hide in plain sight

Industry research suggests meaningful revenue can be quietly lost across business operations — often invisible to the dashboards owners check. In service businesses, leakage can hide in scheduling gaps, conversion drift, missed follow-up, and unbooked overflow.

Sources: Gartner, EY & MGI Research operational-leakage studies, 2018–2024.

92%
have valuable insight outside the CRM

Research found that 92% of businesses had valuable customer insights outside their CRM. The problem is often not a lack of data. It is that the information is fragmented and no system is connecting it and telling management what matters first.

Source: HubSpot research reported by TechRadar Pro, October 7, 2025.

Only 9%
trusted their data for accurate reporting

Only 9% of businesses surveyed said they trusted their data enough for accurate reporting. Simpl Ops helps owners move from scattered numbers to clear operational decisions.

Source: HubSpot research reported by TechRadar Pro, October 7, 2025.

49%
reached incorrect conclusions

Nearly half of data leaders said they had reached incorrect conclusions because their data lacked adequate context. A report can show what changed. Simpl Ops is designed to identify which change matters most.

Source: Salesforce research reported by TechRadar Pro, November 5, 2025.

34%
reported revenue loss from fragmented data

Thirty-four percent of businesses in one survey reported revenue loss connected to fragmented customer data, despite already using CRM and reporting systems.

Source: HubSpot research reported by TechRadar Pro, October 7, 2025.

37%
lost productivity reconciling scattered information

Thirty-seven percent of businesses said productivity was hurt by the time spent reconciling scattered information. Simpl Ops reduces the burden of manually comparing reports, spreadsheets, and operating numbers.

Source: HubSpot research reported by TechRadar Pro, October 7, 2025.

1 in 4
spent 7+ hours reconciling disconnected systems

One recent study found that one in four workers spent more than seven hours each week copying, reconciling, and adding context between disconnected systems.

Source: Workday research reported by TechRadar Pro, May 14, 2026.

Slow lead response
costs real opportunities

Harvard Business Review found that many businesses were not responding to incoming leads nearly fast enough. By the time the loss appears in a monthly report, those opportunities may already be gone.

Source: Harvard Business Review, “The Short Life of Online Sales Leads,” March 2011.

Simpl Ops identifies whether the problem is lead flow, conversion, booking velocity, capacity, or operational follow-through — then shows you what to fix first.

Questions serious operators ask first

Every question an executive would raise before signing.

  • $1,495/month, which includes the first 3 locations. Additional locations are $199/month each. Every plan gets standard supported integrations, unlimited team access (no per-user pricing), and no recurring fees for standard integrations. Implementation & Launch is a $995 one-time fee at the start.

09 — The company

Simpl Solutions exists for one outcome.

Recoverable profit, hidden inside operations that already work. We build the intelligence layer SMB owners deserve — the kind larger enterprises spend seven figures on internally.

Founded in 2025, headquartered in the United States, and shaped entirely by feedback from the operators we serve. Simpl Ops is the first product in a deliberately small, fluent ecosystem.

Recognition
Marquis Who's Who in America — Honored Listee, Est. 1898, Over 125 Years

Recognized by Marquis Who’s Who in America.

01
Operators first
We design for the person at 6 a.m. with a routing problem — not for the analyst at 4 p.m. with a dashboard.
02
Dollars, not data
Every signal is priced. If we can't quantify the recovery, we don't surface the noise.
03
Quiet intelligence
Software should disappear once it works. Simpl Ops earns its keep without asking for attention.
The mission

Make the SMB the most strategically informed buyer in any market it operates in — and help operators identify recoverable profit and use it to fund the next chapter of growth.

10 — Direct line

Talk to the operating layer.

Real humans. 4-business-hour SLA. Bring the constraint that's been quietly bleeding revenue — we'll model the recovery on the call.

Response time
Inside 4 business hours · Mon–Fri
Headquarters
United States · Remote-first
Send a message
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07 — The Move

Stop guessing what's leaking.
See it. Price it. Recover it.

Start with founder-led setup. We map Simpl Ops to your business, connect it to the systems you already use, and deliver your first operational view within 7 days.

Founder-led setup Connects to your existing tools No long-term contract
Get started with Simpl Ops
We\u2019ll send next steps for purchase and Implementation & Launch. Standard supported integrations included. Unlimited team access. See Terms, Pricing & Cancellation.