— Why this exists —
The third option, between band-aids and behemoths.
Most small and mid-sized businesses live somewhere uncomfortable. They've outgrown spreadsheets and Zapier. They can't justify the $50K-and-six-months it takes to deploy Salesforce or HubSpot Enterprise. So they accumulate seven SaaS tools that don't talk to each other and watch their team drown in app-switching. Heed Operations Platform is the third option — a custom-feeling, branded, AI-native ops backbone delivered at SMB pricing.
7
Tools Replaced
CRM, intake forms, calendar, SMS, email automation, voice agent, social approvals — into one branded dashboard.
62.5
Hrs/Wk Recovered
Documented for an existing Heed client (5 executives, $80K annualized labor value).
$300K+
Annual Savings (Documented)
Across three 2025 deployments. Zero security incidents. ISO 42001 / HIPAA / SOX / EU AI Act compliant.
What makes this different. You're not buying a SaaS subscription where you fit your business into someone else's workflow. You're buying a custom-built platform branded to your firm, configured around how your team actually works, and continuously upgraded by Heed as your needs evolve. The setup fee builds the platform. The recurring fees keep it running, supported, and improving.
One-Time Setup Fee. Covers discovery, build, branding, integrations, data migration, training, and the first 30 days of stabilization support. Recouped over months 1–3 of the engagement.
Per-Employee Seat. Scales with the team. More seats means more value extracted from the platform — also more support load and AI inference cost. Priced to be transparent and predictable.
Monthly Platform Fee. Hosting, AI inference, security, monitoring, support, and continuous upgrades. New features and integrations added quarterly at no additional cost (within tier).
Add-Ons à la Carte. Voice agents, advanced AI workflows, custom integrations, white-label, compliance packages. Start with what you need, grow into more. Some are one-time fees, some are monthly.
— Standard Tiers —
Foundation, Growth, Scale.
Three configurations of the same core platform, sized to where the business is and where it's going. Every tier includes the dashboard, AI assistant, integrations, security, and continuous upgrades — what changes is depth, automation sophistication, and team scale.
Foundation
Foundation
For solo operators and small teams ready to consolidate their toolkit and add AI to intake and follow-up.
Setup
$2,500 one-time
Per Seat
$25 /mo
Platform
$299 /mo
Seats Included
Up to 5
Core Platform
- Branded operations dashboard
- AI intake assistant (lead summary + suggested actions)
- Form-spree-style intake forms (unlimited)
- Calendar gatekeeping w/ qualifying questions
- Email reminder sequences (3 templates)
- Single-pane lead pipeline view
- Cloudflare Zero Trust authentication
Integrations
- Outlook or Gmail calendar
- 1 third-party integration of choice
Support
- Email support, 48-hour SLA
- Quarterly platform upgrades
- 30-day stabilization period
Schedule Discovery Call
Growth
Growth
For established small businesses with multiple revenue streams. Adds SMS, voice, and marketing-funnel infrastructure.
Setup
$5,500 one-time
Per Seat
$45 /mo
Platform
$649 /mo
Seats Included
Up to 15
Everything in Foundation, plus
- SMS reminders (Twilio or RingCentral)
- Multi-stage email automation (unlimited tracks)
- AI-drafted reply suggestions for inbound email
- Event/workshop gating with qualification forms
- Landing-page builder for sub-vertical campaigns
- Social approval workflow (Zoho, Buffer, native)
- Heatmap + analytics dashboard
Integrations
- Up to 5 third-party integrations
- Zapier/Make connector (unlimited Zaps)
Support
- Priority email + Slack channel, 24-hour SLA
- Monthly platform upgrades + feature requests
- Dedicated success manager (shared)
Schedule Discovery Call
Scale
Scale
For mid-sized teams running multiple service lines, locations, or specialized workflows that need deep AI.
Setup
$12,000 one-time
Per Seat
$75 /mo
Platform
$1,499 /mo
Seats Included
Up to 40
Everything in Growth, plus
- Multi-agent AI workflows (specialized agents per role)
- Voice agent for after-hours intake (ElevenLabs/Clerx)
- Custom data dashboards (real-time business metrics)
- Document intelligence (auto-extract from PDFs, intake)
- Multi-location / multi-team data segmentation
- Advanced reporting + monthly performance reviews
- Custom AI training on company voice & process
Integrations
- Unlimited third-party integrations
- Custom API connectors (2 included)
- Webhook orchestration
Support
- Phone + Slack support, 4-hour SLA
- Bi-weekly upgrades + custom feature builds
- Dedicated success manager (named)
- Quarterly business review + roadmap session
Schedule Discovery Call
Tier upgrades happen mid-contract without penalty. Foundation customers can move to Growth or Scale at any time — only the delta in setup fee applies, and the seat/platform pricing adjusts on the next billing cycle. The platform is built to scale with the business, not punish it for growing.
Annual billing discount. Pay annually upfront and receive a two months free credit (~16.7% effective discount) on platform and seat fees. Setup fees are not eligible for the annual discount.
— Enterprise Track —
When the off-the-shelf giants stop fitting.
Enterprise customers don't need a tier. They need a custom build. A bespoke replacement for the Salesforce/SAP/Workday stack their business has outgrown — at a fraction of the cost, with everything they actually use, and none of the licensing trap.
Enterprise · Salesforce Replacement
A custom-built operations platform that actually fits.
Most enterprise CRM rollouts cost $500K–$2M, take 12–24 months, and produce systems people work around. We've 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 5–15 enterprise SaaS contracts (CRM, project mgmt, BI, comms)
- 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 engagement
Discovery & Architecture
$25K–$50K
Build (Phased)
$150K–$500K+
Per Seat
$150 /mo
Platform
$2,500+ /mo
Seats
Unlimited
Contract Term
36 months
The economics. A typical Salesforce-replacement engagement comes in 60–80% below comparable Salesforce/HubSpot enterprise pricing (license + Implementation Partner + ongoing customization). Heed retains the build IP for client benefit; client owns their operational data and the deployed platform.
Request Enterprise Briefing
Construction services firm — currently in deployment. Replacing a Salesforce implementation that was projected to cost ~$1M and take 24 months. Heed's build delivers everything they need at a fraction of the cost — custom dashboard for assessors, AI-powered project intake, vendor coordination, document management, and field-team mobile interface — with the first business unit live within 90 days. Estimated lifetime savings: $500K+ in license fees and ancillary tooling alone.
— Tier Comparison —
What's in each tier, at a glance.
Side-by-side reference for what's 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 |
| Lead pipeline view | ✓ | ✓ | ✓ | ✓ |
| Cloudflare Zero Trust auth | ✓ | ✓ | ✓ | ✓ |
| Communications |
| SMS reminders & confirmations | — | ✓ | ✓ | ✓ |
| Voice agent (after-hours intake) | — | + Add-on | ✓ | ✓ |
| AI-drafted email replies | — | ✓ | ✓ | ✓ |
| Multi-stage email automation | — | Unlimited | Unlimited | Unlimited |
| Marketing & Funnel |
| Landing-page builder | — | ✓ | ✓ | ✓ |
| Event/workshop gating | — | ✓ | ✓ | ✓ |
| Social approval workflow | — | ✓ | ✓ | ✓ |
| Heatmap & analytics | — | ✓ | ✓ | ✓ |
| Advanced AI |
| Multi-agent AI workflows | — | — | ✓ | ✓ |
| Document intelligence | — | + Add-on | ✓ | ✓ |
| Custom AI training (company voice) | — | — | ✓ | ✓ |
| Multi-location data segmentation | — | — | ✓ | ✓ |
| Integrations & Customization |
| Third-party integrations | 1 | 5 | Unlimited | Unlimited |
| Custom API connectors | — | + Add-on | 2 included | Unlimited |
| Zapier/Make connector | — | ✓ | ✓ | ✓ |
| Webhook orchestration | — | — | ✓ | ✓ |
| White-label / source-code access | — | — | + Add-on | ✓ |
| Support & 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 |
| Quarterly business review | — | — | ✓ | ✓ |
| Compliance & Security |
| Audit logging | Basic | Standard | Advanced | Enterprise |
| SSO (SAML/OIDC) | — | + Add-on | ✓ | ✓ |
| HIPAA / SOC 2 ready | — | + Add-on | + Add-on | ✓ |
| Source code escrow | — | — | — | ✓ |
— Feature Catalog —
Eight capability categories, one platform.
The full surface area of what the platform can do. Tiers determine which categories are included by default; add-ons unlock specific features inside categories at lower tiers.
01
Lead Intake & Qualification
Every lead lands in one place, summarized by AI, ready for action.
- Unlimited custom intake forms
- AI summarization of lead situation
- Suggested-action prompts (add contact / schedule / follow up / route)
- Auto-qualification scoring (Scale+)
- Spam & low-quality filtering
02
Calendar & Booking
Branded booking, with the gatekeeping the off-the-shelf tools won't give you.
- Custom-branded landing pages
- Required intake questions before slot confirmation
- Outlook M365, Google Calendar, or both
- Round-robin or load-balanced team scheduling
- Reschedule & cancellation flows
03
Communications Stack
Email, SMS, and voice — all wired into the same lead record.
- Multi-stage email automation (hot / warm / cold tracks)
- SMS reminders + confirmations (Twilio or RingCentral)
- AI-drafted reply suggestions for inbound
- Voice agent for after-hours intake (Scale / Add-on)
- Unified inbox with thread context
04
Marketing Funnel
Landing pages, gated events, social — all wired to the same lead pipeline.
- Sub-vertical landing-page builder
- Event/workshop access gated by qualifying form
- Social media approval workflow (Zoho/Buffer/native)
- Heatmap + scroll analytics
- A/B testing framework (Scale+)
05
Pipeline & CRM
Custom data model. No more squeezing your business into someone else's schema.
- Custom lead, contact, deal, and matter models
- Configurable pipeline stages per service line
- Automatic note + email logging on contact records
- Multi-location / multi-team segmentation (Scale+)
- Deal-velocity & conversion reporting
06
AI Workflows
Specialized AI agents trained on your business — not generic chatbots.
- AI assistant trained on company voice & process
- Multi-agent orchestration (Scale+)
- Document intelligence — extract from PDFs, contracts, intake
- Right-model selection (Claude/GPT-4/GPT-4o-mini per task)
- Audit-logged AI decisions for compliance
07
Integrations
Connect to whatever you already use, without forcing a switch.
- Native: Gmail, Outlook, Google Calendar, M365
- SMS/Voice: Twilio, RingCentral, ElevenLabs
- Social: Zoho Social, Buffer, native APIs
- Forms: Form-spree, native intake
- Custom API connectors (Scale: 2 included; Enterprise: unlimited)
08
Security & Compliance
Enterprise-grade security from day one — not a checkbox added later.
- Cloudflare Zero Trust authentication on every tier
- Just-in-time credentials for integrations
- Audit logging (basic to enterprise depth)
- SSO (SAML/OIDC) — Scale and Enterprise
- HIPAA / SOC 2 / ISO 42001 / SOX-aligned (Add-on or Enterprise)
— Add-On Modules —
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. Some are one-time fees; most are monthly add-ons.
| 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 (only) |
| 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. Separate licensing terms apply. |
$5,000 |
$499/mo |
Scale (only) |
| 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 (e.g., "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 |
Add-ons are pure-margin revenue. Every add-on is built on top of the existing platform infrastructure — meaning no incremental hosting cost, no incremental engineering load beyond initial activation. Once an add-on ships for one client, it's productized and available to every client at the same price.
— Delivery Process —
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. Enterprise engagements follow the same structure but at extended timelines and depth.
01
Discovery
Workflow audit, integration map, data inventory, brand assets. We document what you actually do, not what you wish you did.
Days 1–5
02
Build
Platform configured, branded, integrated. AI assistants trained on your voice and process. Test data populated for review.
Days 6–18
03
Train & 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 19–25
04
Launch
Old systems retired or moved to archive. Heed monitors closely for 30 days. Continuous-upgrade cadence begins on day 30.
Day 26+
Continuous upgrades. The platform improves every cycle — quarterly on Foundation, monthly on Growth, bi-weekly on Scale, continuous on Enterprise. New features ship at no additional cost as long as they fit the tier's scope.
Quarterly reviews. Scale and Enterprise customers get a quarterly business review — what worked, what didn't, what's on the roadmap, and where the platform should evolve next quarter.
Migration assurance. Customers can export their data at any time in standard formats (CSV, JSON, PDF). No vendor lock-in. Source-code escrow available for Scale (add-on) and Enterprise (included).
Transparent AI cost pass-through. Heavy AI usage (large document intelligence runs, voice-agent minutes beyond included quota) is billed at cost + 15% margin. Reported transparently in the monthly invoice. No surprises.
Why this works as a business. Setup fees recoup build hours within the first month and fund the next sales cycle. Per-seat fees scale revenue with the customer's growth — no separate upsell motion required. Platform fees cover hosting and ongoing engineering capacity. Add-ons are pure margin once productized. Enterprise deals fund roadmap acceleration. Every client engagement makes the platform better for every other client.
~$11K
Avg. Year-1 Foundation Revenue
$2.5K setup + ($25 × 5 seats × 12) + ($299 × 12) = $2,500 + $1,500 + $3,588 ≈ $7,588 base. Add-on attach lifts ~$3K/yr.
~$30K
Avg. Year-1 Growth Revenue
$5.5K setup + ($45 × 10 seats × 12) + ($649 × 12) = $5,500 + $5,400 + $7,788 ≈ $18,688 base. Add-on attach lifts ~$10K+/yr.
~$80K+
Avg. Year-1 Scale Revenue
$12K setup + ($75 × 25 seats × 12) + ($1,499 × 12) = $12K + $22.5K + $17,988 ≈ $52,488 base. Add-ons + custom builds typically lift to $80K+.