Operations System

A system built around how your operation runs: an internal tool, a training platform, or a CRM across departments that off-the-shelf software can't handle.

$14,500fixed price

Delivery: 5–6 weeks
Before the build: Required $1,000 Diagnostic, paid separately
After launch: 30 days of Synergy Care included
Payment: In full, 50/50, thirds, or financed

What qualifies as an Operations System

It fits this tier when it stays within:

Up to 7 core records and 6 custom screens or dashboards
2 user roles (for example manager and staff)
Up to 3 automated workflows and 3 third-party integrations
Data moved in from up to 2 clean CSVs
Partners can log in as one of your 2 roles. A separate portal for clients, contractors or partners is a Business Platform.

A small overage is a Module: an integration for $1,200, a screen for $1,500, or an AI skill for $1,500. If your build plus its Modules would cost as much as the next tier, we quote the next tier instead. Anything past these limits that isn't a Module is quoted at $350/hour, in writing, before the build starts.

Is this the right size?

Need a CRM with up to 4 types of records, 4 screens and 1 team role, or one connected AI assistant? A Team System ($7,500) may be enough.

Need a separate portal for clients, contractors or partners, 3 or more roles with detailed permissions, payment or accounting-system syncing, or AI across several agents? Consider a Business Platform ($25,000–$50,000).

Grow your Core into a Synergy Hub when you want project fulfillment after the sale, commission tracking, or a training platform for your team.

Every build includes

Built as professional, full-code software. No bloated low-code templates and no vendor lock-in: you own clean, production-grade code.
A 14-day user acceptance testing window after launch
30 days of Synergy Care after launch: we host it, watch it, and handle early adjustments.
A fixed price, agreed before the first payment.

What you can build here

Operations CRM and fulfillment tool: Goes past sales tracking into job costing, project milestones, inventory or asset tracking, commission calculations, or custom dispatching.
Training and onboarding platform: Staff or partners log in, watch training videos, ask an AI tutor trained on your SOPs, pass assessments, and earn certifications. Managers get a dashboard.
A department's operating tool: An underwriting workbench, a vendor management system, or a production tracker.

Where real ideas land at this tier

The sales, operations, and client system: Your CRM grows into fulfillment after the sale. An opportunity marked won becomes an active project. Your operations team gets dashboards to track deliverables, assign tasks, calculate commissions, and watch profitability.
The team training and enablement system: A dedicated training app with staff logins, structured video courses, AI-graded tests, certification tracking, and a manager dashboard that shows who is falling behind.

Synergy Hub: Where your team works: one record per client and one review queue.

The terms

Delivery time counts from kickoff: scope signed, first payment cleared, and the access and data in your scope received. If we're waiting on you, the clock pauses. For a build that starts with the Diagnostic, kickoff comes after the readout.
Pay in full up front, half to start and half at launch, or in thirds: at the start, at a working demo midway, and at launch.
Financing is available from a Team System up, with terms set in your proposal.
Full refund within 3 days of a build's first payment. After that the work has started, and the scope you approved stands.