Stop Paying for 7 Tools.
End the
Operations Link is the AI-native, all-in-one business management platform: CRM, project management, HR & payroll, client portal, and fleet tracking — in one shared database. Built-in voice AI (Luna) and dashboard AI (Nova) that answer questions and book appointments from your live data. No imports. No syncing. No more paying $80+/user for tools that don't share a database.
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Quick Answer
What is Operations Link?
Operations Link is an AI-native, all-in-one business management platform that replaces your CRM, project management, HR & payroll, client portal, and fleet tracking tools with one shared database. It includes Luna (voice AI for lead qualification) and Nova (dashboard AI for live data queries). Built for construction, HVAC, trucking, electrical, professional services, and field-services teams. Starts at $79/user/month with a 15-day free trial.
Industries and managed services
By Industry
Pre-configured workflows for the operations-driven verticals we serve:
Managed Services
Done-for-you back-office services on top of the platform:
You Wanted to Run a Business.
Instead, You Manage a Tool Stack.
Your client data is in one app, your projects in another, your invoices in a third. When a client calls asking about their project status, you check three systems before you can answer. Your team enters the same information twice. Your tools don't share data, so you export CSVs and pray nothing breaks. That's not operations — that's archaeology.
$80+/user/month
The real cost when you add up your CRM, PM tool, HR system, client portal, and fleet tracker
15+hours/week
Lost to switching tabs, re-entering data, and building reports from disconnected exports
3–5tools to check
Before you can answer a simple client question about their project status or invoice
Built for Production from Day One
This Isn't a Demo. It's a Running Platform.
95+
Authorization Policies
Cerbos ABAC — every action checked, every time
49
Production Services
Running on Kubernetes across 3 dedicated nodes
413
Tests Passing
Automated test suite — zero regressions shipped
100%
Tenant Isolation
Row-level security — your data is cryptographically yours
Built after years of managing operations teams with disconnected tools. Operations Link exists because no platform combined CRM, projects, HR, and AI agents in a single database with real security.
CRM Platform Features
One Database. Every Module Connected.
Your CRM knows about your projects. Your invoices know about your timesheets. Your AI agents know about everything. Here's what's inside.
A Full Business Phone System
Your number, your menu, an extension for every person on your team. Warm transfer, conference, ring groups, hold queues, callbacks. Nobody free? It follows them to their mobile. Every call recorded, transcribed and filed against the job.
Luna — Your AI Sales Agent
Luna greets website visitors AND answers your sales line, qualifies leads, sells from your real pricing, and books them straight into your calendar — 24/7. No missed enquiries, no extra headcount.
Nova — Multi-Agent AI That Knows Your Business
Nova orchestrates domain-specific AI agents across CRM, projects, HR, fleet, and finance — each with persistent memory. Ask in plain English, get answers with full context. Not a chatbot. An operations brain.
Projects + CRM in One Data Layer
Your CRM contacts, project timelines, invoices, and team schedules all share one database. When a deal closes, the project kicks off automatically — zero re-entry.
Client Portals with Vera Voice AI
Give every client a branded portal for projects, files, messaging, payments, and scheduling — with Vera, their own voice AI agent, who answers their questions instantly in the portal and on your phone line.
HR, Payroll & Time Tracking Built In
Timesheets, PTO requests, payroll runs, and employee records live inside the same platform your team already uses every day. One login, not five.
Fleet Tracking with GPS & Route Optimization
See every vehicle on a live map, track mileage, and optimize routes. Fleet data feeds directly into project costing and payroll — no spreadsheet gymnastics.
Enterprise Security from Day One
Row-level tenant isolation, 95+ authorization policies, Keycloak SSO, and zero-trust networking. Not "enterprise-ready in v5" — production-grade right now.
Email, Video & Chat — No Third-Party Add-Ons
Send emails from your @company domain, jump on video calls, and message your team — all inside Operations Link. Every conversation is linked to the client or project it belongs to.
Five Tools You're Paying For.
One Platform That Replaces Them.
Every module shares one database. When a deal closes, the project kicks off. When a timesheet is submitted, payroll picks it up. When a client asks a question, they check their portal — not your inbox.
No credit card required • 15-day free trial • Enterprise-grade security
Switching From
We've Already Done the Homework on Your Current Stack.
Side-by-side breakdowns showing exactly what migrates cleanly, what gets simpler, and where the savings come from.
How your work actually flows.
A new enquiry arrives — on your site or your phone line. Luna answers it, qualifies it, and books it. The deal closes and the project starts itself. Every module runs on the same database, and Nova watches all of it.
Luna handles the intake
Your AI sales agent answers your website and your phone line, qualifies the enquiry, and books it straight into your calendar — before your team lifts a finger. When the deal is won, the project starts itself.
Nova keeps it running
Your dashboard AI monitors every module, flags what needs attention, answers questions in plain English, and automates the follow-through.
Your First 30 Days
What Switching to Operations Link Actually Looks Like.
A 12-person HVAC team. Coming off ServiceTitan + Gusto + QuickBooks + a custom client portal. Here's what the first 30 days on Operations Link look like — without the marketing fluff.
Week 1
Import & Setup
- →CSV import: contacts, projects, invoices
- →Team invites — SSO connected
- →Client portal branded & live
Week 2
First Pipeline Closed
- →Lead → quote → signed contract in one tool
- →Project auto-kicks off when deal closes
- →Vera answers first client portal call
Week 3
Payroll Runs From Timesheets
- →Crews log hours in mobile app
- →Timesheets flow into payroll automatically
- →No CSV exports, no QuickBooks sync
Week 4
You Cancel ServiceTitan
- →Old tool stack: $2,400+/mo gone
- →Operations Link cost: ~$1,290/mo (Professional × 12)
- →Saved: ~$1,100/mo · re-deployed to ad spend
Illustrative scenario based on a typical 12-person field-services migration. Your numbers will vary by team size, current stack, and data volume.
The Real Cost Of Building It Yourself
One Platform. Or Seven Vendors and a $50K Build.
We did the math against VAPI, Retell, HubSpot, Monday, BambooHR, Gusto, and a custom LangGraph build. The numbers below are conservative.
Voice AI year-1
$0
vs. $4K–24K with VAPI / Retell / Bland
Multi-agent AI
Included
vs. $50K–150K custom LangGraph build
10-user team / month
$1,290
vs. $2,500–5,000+ piecemeal stack
Pricing
Pricing
One Platform. Three Plans. Zero Tool Sprawl.
A CRM ($25/user) + project tool ($15/user) + HR system ($20/user) + client portal ($20/user) = $80+/user across 4 tools that don't share data. Operations Link starts at $79/user — CRM, projects, payments, and the client portal included; AI and HR & payroll switch on as add-ons when you need them.
ESSENTIALS
$79
user / month
PROFESSIONAL
$129
user / month
ENTERPRISE
Custom
Ready to Replace Your Tool Stack?
Start your 15-day free trial. Set up your workspace in minutes. No credit card required.
Zero-risk guarantee: Full Professional access for 15 days. Build your workspace, import your data, invite your team. If Operations Link doesn't save your team time and eliminate tool sprawl — you walk away having paid nothing. On paid plans, cancel anytime. No contracts, no exit fees.
What Is Operations Link?
Operations Link is an AI-native operations platform that replaces separate CRM, project management, HR, client portal, and fleet tracking tools with a single multi-tenant database. Unlike Salesforce, HubSpot, or Monday.com — which require integrations between siloed tools — Operations Link shares data across every module natively. Its AI team spans Nova (a dashboard assistant on your live business data, included from the Professional plan), plus managed agents we build for you: Vera (voice AI in your client portal) and Luna (a sales agent on your public site). Operations Link is built for operations-driven businesses including construction, HVAC, trucking, electrical, professional services, and field services. Pricing starts at $79/user/month with a 15-day free trial.
Frequently Asked Questions
Stop Paying For
7 Tools
Book a free 30-min call. We'll show you exactly which tools Operations Link replaces on your stack — and how much you'd save. No pitch. No pressure. The breakdown is yours to keep.