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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, spreadsheets 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.

Built for service operators
HVAC
Plumbing
Pest control
Electrical
Field services
Local trades
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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.

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 Command Surface

One screen. Every signal. Every dollar.

A fraction of the live executive dashboard owners actually see — rendered in the calm, prestige aesthetic Simpl Ops ships with.

hvacdemo@gmail.com
SIMPL OPS
Operational Intelligence

Executive Summary

Updated: LiveLive
Owner
Alex
Active Alerts
2
High Priority
0
Live Signals
4
Recurring
0
Timezone
Mountain

Owner Summary

1
Headline
Operational constraint detected
2
What changed
Current active constraint: Capacity
3
Why it matters
Capacity recovery is the live priority based on signals.
E.R.R.
Estimated Revenue Recovery
Based on current signal performance window
$10,500–$21,000 /mo
Weekly estimate: $3,938
Constraint
Capacity
Recovery Type
Capacity recovery
Confidence
Low
Estimated recoverable revenue from underutilized capacity.

Strategic Options

1
Aggressive
Add fulfillment capacity or rebalance staffing fast to capture unmet demand.
2
Moderate
Improve scheduling efficiency before expanding fulfillment capacity.
3
Lifestyle
Control workload, reduce strain, prioritize quality of life.

Issue Priority Mix

High Priority2
Medium Priority0
Low Priority2
Healthy1

Open Priorities

Primary Constraint
Primary operational constraint detected and prioritized.
High
Conversion Rate (7D)
Lead-to-booking conversion looks healthy.
Healthy
Booking Velocity (7D)
Booking pace may be too slow vs. demand.
Low
Capacity Utilization (7D)
Capacity appears underused next 7 days.
Low

Current Signals

Lead Volume (7D)
Leads last 7 days: 1
High
Capacity Utilization (7D)
Booked: 1 / Capacity: 40 (3%)
Low
Booking Velocity (7D)
1 booked / 1 leads (100%)
Low
Conversion Rate (7D)
Conversion rate at 60% or higher
Healthy
Ask Simpl
Ops

I'm here to help guide you toward success. What do you need to know?

Type here…

Visual representation of the Simpl Ops Executive Summary. Values are illustrative; your dashboard reflects your operation's specific signals.

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.

Demo data. 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
Revenue at risk
$87,400/mo
Recoverable
~$53,500/mo
~$642,000/year
Location 2 · Plano North
Critical
Low lead-to-booking conversion
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
  • Auto-assign inbound leads within 15 minutes
  • One-touch quote followup within 24 hours
  • Audit lead ownership and rotation policy
Exposure
$34,800/mo
Recoverable
~$21,000/mo
Location 5 · Round Rock
High
Under-utilized capacity
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
  • Shift regional ad spend toward Round Rock
  • Migrate two technicians' schedules to Southlake temporarily
  • Launch location-specific tune-up promotion
Exposure
$28,500/mo
Recoverable
~$18,000/mo
Location 7 · Fort Worth South
High
Booking velocity declining
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
  • Reinstate three-touch quote followup within 72 hours
  • Audit lost-lead reasons for the last 60 days
  • Coach two CSRs on quoting and followup process
Exposure
$24,100/mo
Recoverable
~$14,500/mo

Recoverable estimates assume the recommended strategy is executed successfully. Actual results vary by business.

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 a business expert that already knows your locations, your systems, and what changed this week — because it's been monitoring them the entire time.

What Simpl Ops already knows
  • · 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 is already there, 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.

Simpl Ops isn't another dashboard subscription. It's an operational intelligence layer for the entire business — priced accordingly.

Simpl Ops
$1,200
/ month

Includes the first 5 locations.

Additional locations: $150/mo each.

5 locations
$1,200/mo
7 locations
$1,500/mo
10 locations
$1,950/mo

Every engagement starts with a conversation. No credit card, no automated checkout.

Every plan includes
  • Executive Dashboard across every location
  • Continuous monitoring of every connected system
  • Detected opportunities with evidence and financial impact
  • Recommended actions, prioritized by expected outcome
  • Ask Simpl Ops — the business-aware AI expert
  • Business Pulse and location comparisons
  • ROI tracking on every recommendation
  • Founder-led onboarding and integration support
Questions serious operators ask first

Every question an executive would raise before signing.

  • Simpl Ops connects the systems your business already uses — CRM, scheduling, accounting, email, spreadsheets, analytics — and turns them into a single operating intelligence layer. It watches what's happening across every location, identifies problems worth an executive's time, explains why they are happening, and recommends what to do next.

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
Book your operational review
A solutions architect will walk you through what Simpl Ops could find in your business. No long-term contract. See Terms, Pricing & Cancellation.