02 · CRM
Every lead in one place.
Every website form and chat becomes a customer record with the page it came from. Built in Oxford, as part of the Operation Buildup platform.
New 2
Quoted 2
Won 1
Sample data · “Your Business”, Oxford, AL
Quick answer
What is the Operation Buildup CRM?
It is the customer list and sales pipeline inside the Operation Buildup platform, built in Oxford, Alabama. Every website form and chat becomes a customer record with the page it came from, with accounts, opportunities, estimates and quotes, tasks, visit notes and full history. It costs $29 per user, per month with a 5-user minimum.
Built today
From the website to the won column.
No copying leads out of your inbox. The request, the page it came from, the quote and every note stay on one customer.
Customer records
Every website form and chat becomes a record with the page it came from.
Sales pipeline
Accounts, opportunities, estimates and quotes.
Tasks & history
Tasks, visit notes and full activity history on every customer.
One inbox
One inbox for website chat, so no conversation gets missed.
Already have a CRM?
Keep it. We’ll connect your website to it.
- Many CRMs accept website forms by embed, tracking script or API.
- We check what your account allows before promising anything.
- If it can’t connect, every request still arrives by email.
The platform
The CRM is one room in a bigger building.
The Operation Buildup platform also runs the rest of the office, all in one place.
Atlas, the built-in AI assistant
Answers in plain English with sources, respects each person’s permissions, and your data is never used to train public AI.
Help desk
Requests by email or portal, tracked, assigned and closed, with a knowledge base.
Onboarding & offboarding
Accounts ready on day one. Access removed the same day, with a record.
Invoices & approvals
Forward a vendor invoice. AI reads it, matches the vendor and routes it for approval. 100 invoices a month included.
Projects
Boards, tasks and due dates.
Website builder
Your site and your CRM in the same platform.
Email signatures & directory
Pulled from Microsoft 365, consistent for everyone.
Price
$29per user, per month · 5-user minimum ($145/month)CRM and platform price
- $25 per user per month when billed annually.
- Early access: set up through a short demo. No self-serve signup yet.
- Founding customers lock their price for 2 years.
- Managed IT customers get the platform included.
Questions
CRM questions, plainly answered.
What does the CRM cost?
The Operation Buildup platform is $29 per user per month with a 5-user minimum ($145 a month), or $25 per user per month billed annually. Founding customers lock their price for 2 years.
Can I sign up online?
Not yet. The platform is in early access and is set up through a short demo, so you get it set up with someone instead of on your own.
I already have a CRM. Do I have to switch?
No. Keep it. Many CRMs accept website forms by embed, tracking script or API. We check what your account allows before promising anything, and if it can’t connect, every request still arrives by email.
What happens when someone fills out my website form?
It becomes a customer record with the page it came from. From there it moves through your pipeline with estimates and quotes, tasks, visit notes and full activity history.
What is Atlas?
Atlas is the built-in AI assistant. It answers in plain English with sources, respects each person’s permissions, and your data is never used to train public AI.
Is it included with Managed IT?
Yes. Managed IT customers get the platform included, with the CRM, help desk, onboarding and offboarding, invoices and approvals, and Atlas.
Contact
Book a 20-minute demo.
The platform is in early access, so every new customer is set up through a short demo. Founding customers lock their price for 2 years.