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NorthOpsSimple CRM · starter

Simple CRM demo

The Simple CRM is our starter CRM for trades and service businesses: one pipeline, quotes and invoices, a job calendar, follow-up rules and reports, ready to use. It is the lighter, lower-cost sibling of our full CRM, priced on a quote. This demo uses four example businesses and representative sample data, so you can see how it works day to day.

Need more? See the full CRM
Choose a business model to explore
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Businesses, records and figures shown are representative sample data — not a real customer account. ← Back to NorthOps
NorthOps
Simple CRM · example
Workspace
Operations

How NorthOps works

We start with an operational audit, then tailor the system to your workflows, tools and priorities. This demo shows one tailored example.

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Model
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KP
Simple CRM demo. Businesses, records and figures shown are representative sample data — not a real customer account. Need more? See the full CRM
Good morning · Kestrel Plumbing & Heating Sample

Operations dashboard

Every enquiry, quote and job in one place.

Before NorthOps

Found in the audit

    After NorthOps

    Tailored system
      Recovered Revenue This Month
      £0
      Illustrative sample figure.
      Illustrative scenario. A representative estimate of what a tailored follow-up system could recover — not a market statistic.

      Business impact

      What automated follow-up could be worthIllustrative

      Example figures for an example business.

      Key numbers

      Representative operational KPIsSample data

      Revenue

      Last 6 months (sample)

      Pipeline by stage

      Follow-ups due

      0 open

      Live activity

      Simulated

      Want a system like this in your business?

      NorthOps starts with an operational audit, then builds systems, automations and workflows tailored to how your business actually runs — with optional ongoing support.

      Operational auditOngoing support packagesWorkflow optimisationWebsite redesign
      Request an Operations Review
      Lead to invoice Sample data

      Lead Pipeline

      Move a lead across the board.

      Open value £0
      Awaiting reply 0
      Conversion 0%
      Won / collected £0
      Generated from the pipeline Sample data

      Quotes & Invoices

      Every quote and invoice.

      Outstanding £0
      Paid / recovered £0
      Records 0
      CustomerJobAmount QuoteInvoice
      Scheduled work Sample data

      Job Calendar

      Booked and in-progress work, placed on the current month. Open any item to see the record.

      Month
      Operational summary Sample data

      Reports

      A snapshot of the current board — value, stages, top services and what an operational audit typically surfaces.

      Revenue

      Last 6 months (sample)

      Pipeline by stage

      Value by service

      Top areas

      What the audit surfaces

      Problem → tailored fix
        Quote follow-up system Sample data

        Automations

        Plain-English rules that run in the background. Toggle any rule to enable or pause its behaviour in this demo — the activity feed and sequence respond.

        The follow-up sequence

        Runs when a quote or job is sent
        NorthOps

        Websites, AI assistants and business systems for owner-run businesses: trades, property and service businesses in the UK, US, Canada and other English-speaking countries.

        NorthOps is a sole trader business run by Maros Cincura, Ashford, Kent, United Kingdom. NorthOps isn't VAT registered, so there's no VAT to add.

        Services

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        • AI receptionist
        • Trades Business Toolkit

        See the work

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        • CRM demo
        • Simple CRM demo
        • How it works

        Contact

        • Get a quote
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