See what matters
Bring stalled deals, late work, and emerging risks into view.
Operational visibility for growing teams
Your CRM stores the business.
CLX Ops watches it.
See what needs attention across customers, deals, tasks, and ownership—so important work doesn’t quietly fall through the cracks.
Awareness → Ownership → Action → Accountability → Execution
CLX OPS / COMMAND CENTER
Good morning, Jordan
OPEN DEALS
24
Across active pipeline
NEEDS ATTENTION
06
Review and assign
OVERDUE TASKS
03
Follow-through needed
Attention
What needs a decision or action
Deal follow-up overdue
Northstar Advisory · 4 days
Task past due
Send revised proposal · Today
Ownership needed
New opportunity · 2 days
A shared view of work, risk, and ownership
The visibility gap
The work is there.
The picture isn’t.
As a business grows, the details that keep customers moving get harder to hold together. A CRM can record every update and still leave your team piecing together what is stuck, what is late, and who owns the next step.
01
Stalled deals
Opportunities lose momentum between check-ins.
02
Overdue work
Tasks and follow-ups slip past their intended date.
03
Unclear ownership
An opportunity or customer has no clear next owner.
04
Quiet risk
SLA pressure and workflow issues surface too late.
One operational view
A command center for the work behind the numbers.
CLX Ops brings customers, contacts, deals, tasks, activities, and ownership into a practical view of what is happening—and what needs follow-through.
Know who owns it
Make responsibility and ownership gaps easier to spot.
Choose the next step
Give people context to decide what to do and when.
Follow through
Keep attention on the work until it moves forward.
Awareness→Ownership→Action→Accountability→Execution
A closer look
See CLX Ops in action.
See how CLX Ops surfaces an issue, identifies who owns it, explains what is happening, and helps your team decide what to do next. Try it below with sample data: pick an item, give it an owner, and decide the next step.
CLX OPS / COMMAND CENTER
Attention
Sample data
Needs attention
3
Unassigned
1
Handled
0
CriticalTask overdue · New · 1 day ago
“Send revised proposal” is past due
Due yesterday and still open. The customer is waiting on pricing before deciding on their renewal.
- Task
- Send revised proposal
- Deal
- Northstar Advisory — Renewal
- Due
- Yesterday
Owner Maya Chen
Interactive preview with sample data. Nothing you do here is saved.
AI with a person in control
Helpful context.
Human decisions.
AI can help explain what is happening and prepare a next step. Your team stays in control of every decision and action.
Explain Deal Risk
Understand signals behind a deal that may be losing momentum.
Explain Attention
Get a plain-language explanation of why an item needs attention.
Draft Follow-Up
Prepare an editable follow-up draft for a person to review.
AI assists. It does not make decisions, change CRM records, or send email. Follow-up stays a draft until a person reviews it.
Built for growing teams
For businesses where follow-through matters.
CLX Ops is designed for growing service and professional-services teams coordinating customer relationships, active work, and clear ownership. Examples include commercial cleaning, HVAC, electrical, plumbing, landscaping, security, facility services, IT and managed service providers (MSPs), and other professional services.
Commercial cleaningHVACElectricalPlumbingLandscapingSecurityFacility servicesIT / MSPsProfessional services
Founding beta
Help shape a clearer way to run the work.
The Founding Beta is a 30-day, $0 beta with no long-term obligation. It includes initial setup, customer and deal data onboarding, workflow configuration, personalized onboarding, operational visibility, AI-assisted capabilities, and direct feedback to the founder.
Operational visibility
Stop finding problems after they become problems.
Get a clearer operational picture of what needs attention, who owns it, and what happens next.
See CLX Ops in Action