Customer Operations
$50/month
- Customers and leads
- Messages and contact history
- Orders and appointments
- Follow-up tasks and owner notifications
Beta checkout remains closed until usage controls, staging, and customer isolation tests pass.
Best for Local Businesses · Beta
Keep every customer conversation and next step connected.
Bring customers, leads, messages, orders, appointments, notes, statuses, and follow-up into one organized operating view.
The platform fee is not unlimited messaging.
SMS, WhatsApp, email, and other provider charges require measurable usage, configurable allowances, warnings, and additional credits.
Read Messaging Usage PolicyLive catalog sync is temporarily unavailable; approved fallback details are shown.
Workspace visual
From new lead to completed follow-up.
Capture
Website forms and approved sources create an organization-scoped lead.
Organize
Move the customer through statuses, notes, appointments, and orders.
Follow through
Record conversations, assign the next action, and notify the owner.
Guided onboarding
Configure the way your business serves customers.
Business setup
- Business type and services
- Customer categories
- Lead sources and sales stages
Operations setup
- Appointment hours and order types
- Main telephone and messaging preferences
- Follow-up rules and notifications
Team and data
- Team members and roles
- Notification recipients
- Reviewed customer-data import
Can I purchase this beta now?
No. The public price is approved, but checkout remains disabled until Phase 2 usage, security, and staging work is complete.
Are messages unlimited?
No. Provider usage is measured separately and may require credits or additional charges.
Does it use my Shield+ organization?
Yes. When released, records and permissions will remain scoped to the customer organization.
Customer Operations is in controlled beta.
Ask Shield+ about readiness or start with Finance today.