The Operations Platform
The operations platform your business actually wanted.
One AI-native dashboard that replaces your CRM, intake forms, calendar tools, SMS service, automation engine, and email triage. Built bespoke. Branded to you. Continuously upgraded by Heed.
Between band-aids and behemoths.
Most small and mid-sized businesses live somewhere uncomfortable. They have outgrown spreadsheets and Zapier. They cannot justify the $50K and six months it takes to deploy Salesforce or HubSpot Enterprise. So they accumulate seven SaaS tools that do not talk to each other and watch their team drown in app-switching. The Heed Operations Platform is the third option.
CRM, intake forms, calendar, SMS, email automation, voice agent, social approvals, in one branded dashboard.
Documented for an existing Heed client (5 executives, $80K annualized labor value).
Across three 2025 deployments. Zero security incidents. ISO 42001, HIPAA, SOX, and EU AI Act compliant.
Foundation, Growth, Scale.
Three configurations of the same core platform, sized to where the business is and where it is going. Every tier includes the dashboard, AI assistant, integrations, security, and continuous upgrades.
Foundation
For solo operators and small teams ready to consolidate their toolkit and add AI to intake and follow-up.
- Branded operations dashboard
- AI intake assistant with lead summary and suggested actions
- Unlimited intake forms
- Calendar gatekeeping with qualifying questions
- Email reminder sequences (3 templates)
- Single-pane lead pipeline view
- Cloudflare Zero Trust authentication
- Outlook or Gmail calendar
- 1 third-party integration of choice
- Email support, 48-hour SLA
- Quarterly platform upgrades
- 30-day stabilization period
Growth
For established small businesses with multiple revenue streams. Adds SMS, voice, and marketing-funnel infrastructure.
- SMS reminders via Twilio or RingCentral
- Multi-stage email automation, unlimited tracks
- AI-drafted reply suggestions for inbound email
- Event and workshop gating with qualification forms
- Landing-page builder for sub-vertical campaigns
- Social approval workflow (Zoho, Buffer, native)
- Heatmap and analytics dashboard
- Up to 5 third-party integrations
- Zapier and Make connector with unlimited Zaps
- Priority email and Slack channel, 24-hour SLA
- Monthly platform upgrades and feature requests
- Shared dedicated success manager
Scale
For mid-sized teams running multiple service lines, locations, or specialized workflows that need deep AI.
- Multi-agent AI workflows, specialized agents per role
- Voice agent for after-hours intake (ElevenLabs or Clerx)
- Custom data dashboards with real-time business metrics
- Document intelligence that auto-extracts from PDFs and intake
- Multi-location and multi-team data segmentation
- Advanced reporting and monthly performance reviews
- Custom AI training on company voice and process
- Unlimited third-party integrations
- Custom API connectors (2 included)
- Webhook orchestration
- Phone and Slack support, 4-hour SLA
- Bi-weekly upgrades and custom feature builds
- Named dedicated success manager
- Quarterly business review and roadmap session
When the off-the-shelf giants stop fitting.
Enterprise customers do not need a tier. They need a custom build, a bespoke replacement for the Salesforce, SAP, or Workday stack their business has outgrown, at a fraction of the cost.
A custom-built operations platform that actually fits.
Most enterprise CRM rollouts cost $500K to $2M, take 12 to 24 months, and produce systems people work around. We have replaced one at a fraction of the cost with a platform built around how the business actually operates, connected to every internal tool, accessible to every department, and entirely owned by the client.
- Discovery, architecture design, and vendor de-risking included
- Replaces 5 to 15 enterprise SaaS contracts (CRM, project management, BI, communications)
- Custom-trained AI agents for each business function
- SSO, RBAC, audit logging, ISO 27001, HIPAA, SOX-aligned
- Phased rollout, first business unit live within 90 days
- Source-code escrow available, client owns the platform
- White-glove migration from existing systems with parallel-run period
- Dedicated build team with named architect throughout the engagement
What is in each tier, at a glance.
Side-by-side reference for what is included where. Add-ons can extend any tier. Enterprise is fully custom, every feature can be in scope.
| Feature | Foundation | Growth | Scale | Enterprise |
|---|---|---|---|---|
| Core Platform | ||||
| Branded operations dashboard | ✓ | ✓ | ✓ | ✓ |
| AI intake assistant | ✓ | ✓ | ✓ | ✓ |
| Intake forms (unlimited) | ✓ | ✓ | ✓ | ✓ |
| Calendar gatekeeping | ✓ | ✓ | ✓ | ✓ |
| Email reminder sequences | Up to 3 | Unlimited | Unlimited | Unlimited |
| Cloudflare Zero Trust auth | ✓ | ✓ | ✓ | ✓ |
| Communications | ||||
| SMS reminders and confirmations | — | ✓ | ✓ | ✓ |
| Voice agent (after-hours intake) | — | + Add-on | ✓ | ✓ |
| AI-drafted email replies | — | ✓ | ✓ | ✓ |
| Marketing and Funnel | ||||
| Landing-page builder | — | ✓ | ✓ | ✓ |
| Event/workshop gating | — | ✓ | ✓ | ✓ |
| Social approval workflow | — | ✓ | ✓ | ✓ |
| Heatmap and analytics | — | ✓ | ✓ | ✓ |
| Advanced AI | ||||
| Multi-agent AI workflows | — | — | ✓ | ✓ |
| Document intelligence | — | + Add-on | ✓ | ✓ |
| Custom AI training (company voice) | — | — | ✓ | ✓ |
| Multi-location data segmentation | — | — | ✓ | ✓ |
| Integrations and Customization | ||||
| Third-party integrations | 1 | 5 | Unlimited | Unlimited |
| Custom API connectors | — | + Add-on | 2 included | Unlimited |
| Zapier/Make connector | — | ✓ | ✓ | ✓ |
| White-label / source-code access | — | — | + Add-on | ✓ |
| Support and Service | ||||
| Support response SLA | 48 hr | 24 hr | 4 hr | 1 hr |
| Upgrade cadence | Quarterly | Monthly | Bi-weekly | Continuous |
| Success manager | — | Shared | Named | Dedicated team |
| Compliance and Security | ||||
| Audit logging | Basic | Standard | Advanced | Enterprise |
| SSO (SAML/OIDC) | — | + Add-on | ✓ | ✓ |
| HIPAA / SOC 2 ready | — | + Add-on | + Add-on | ✓ |
| Source code escrow | — | — | — | ✓ |
Extend any tier without upgrading.
Add-ons let customers stay at the right tier for their team size while unlocking specific advanced capabilities. Each add-on can be turned on or off mid-contract.
| Add-On | What It Does | Setup | Monthly | Available On |
|---|---|---|---|---|
| AI Voice Agent | 24/7 inbound call answering with intake capture and lead-record creation. ElevenLabs or Clerx. | $1,500 | $249/mo | Foundation, Growth |
| Document Intelligence | Auto-extract data from PDFs, contracts, intake forms, ID documents. Routes to lead records. | $1,200 | $199/mo | Foundation, Growth |
| Multi-Agent AI Workflows | Specialized agents per role (intake, qualifier, scheduler, closer). Orchestrated by a supervisor agent. | $2,500 | $349/mo | Growth |
| Custom API Connector | Bespoke integration to any third-party tool with a public or private API. One connector per add-on unit. | $1,500/each | $49/mo each | Foundation, Growth |
| SSO (SAML/OIDC) | Single-sign-on for the dashboard. Okta, Azure AD, Google Workspace, JumpCloud. | $750 | $99/mo | Foundation, Growth |
| HIPAA Compliance Package | BAA, encryption-at-rest hardening, audit-log retention, access reviews, annual attestation support. | $3,500 | $299/mo | Growth, Scale |
| SOC 2 Readiness Package | Pre-audit assessment, control documentation, evidence collection, auditor introductions. | $5,500 | $199/mo | Growth, Scale |
| White-Label / Reseller | Strip Heed branding. Resell the platform under client's brand to their own customers. | $5,000 | $499/mo | Scale |
| Avatar Video Engine | AI-generated video content engine using a trained likeness. Includes consent gate, content approval flow, scheduled distribution. | $2,000 | $349/mo | Foundation, Growth, Scale |
| Outbound Campaign Engine | AI-powered outbound calling and email at scale. "Call 25 contacts and invite to next event." | $1,500 | $299/mo | Growth, Scale |
| Custom Feature Build | Bespoke feature scoped against client business need. Quoted per scope; becomes part of the client's instance. | From $2,500 | Included | All tiers |
From signed contract to live platform in 30 days.
A repeatable delivery process that turns the setup fee into a working platform on a predictable timeline. Every project begins with a Proof of Concept that validates the core idea before full build.
Discovery and POC
Workflow audit, integration map, brand assets. We document what you actually do and stand up a Proof of Concept against your real data.
Days 1–5Build
Platform configured, branded, integrated. AI assistants trained on your voice and process. Test data populated for review.
Days 6–18Train and Migrate
Team training sessions, data migration from existing tools, parallel-run period. Your team uses the new platform alongside the old for 7 days.
Days 19–25Launch
Old systems retired or moved to archive. Heed monitors closely for 30 days. Continuous-upgrade cadence begins on day 30.
Day 26+Ready to see what your operations platform should actually look like?
Bring your tools list and we will scope the consolidation. No pitch deck. Just a conversation.