Replace spreadsheet chaos with a managed workflow portal.
Aegis Ops helps small businesses track requests, cases, approvals and customer records without forcing them into a huge enterprise CRM.
When work lives in spreadsheets, things get missed.
Most growing businesses do not need a huge enterprise system. They need a better way to track the work already happening across emails, forms, shared drives and people’s heads.
No clear owner
Tasks sit in a shared inbox and nobody knows who owns the next step.
No reliable trail
When something goes wrong, it is hard to show what happened and when.
Hard to report
Managers cannot see what is open, overdue or waiting for action.
Too much rework
The same details get copied between spreadsheets, forms and emails.
One place for work your business needs to track.
Aegis Ops gives each process a clear route from request to resolution.
Forms
Capture the right information first time.
Cases
Track requests, issues and actions from start to finish.
CRM records
Link people, companies, sites and history.
Tasks
Give work an owner, status and due date.
Audits
Record checks, evidence and follow-up actions.
Reporting
See what is open, overdue or complete.
Built around real business workflows.
Start with one painful process. Add more when the team is ready.
Maintenance requests
Log issues, assign owners and track completion.
Customer complaints
Keep every update, file and resolution in one case.
HR cases
Manage return-to-work forms, onboarding and requests.
Audit actions
Assign findings, track evidence and close the loop.
Supplier issues
Record queries, ownership, follow-ups and outcomes.
Internal requests
Replace shared inbox queues with structured work.
Compliance evidence
Collect files, notes and sign-offs in the right place.
Onboarding checklists
Make repeatable setup tasks visible and accountable.
From messy process to working system.
Map the workflow
We understand the current process and where it breaks.
Configure the portal
Forms, cases, statuses and access are set up for you.
Test with your team
You check the flow before anything goes live.
Go live
Your team gets a simple process they can actually use.
See a working demo before you commit.
Explore sample workflows, cases, forms and dashboards using fictional data.