Everything needed to track work properly.
Aegis Ops brings the core parts of a workflow into one place, then configures them around the way your team works.
Smart forms
Capture structured information from staff, customers or sites. Use required questions, help text and reusable dropdown lists.
Case management
Turn submissions into trackable cases with status, owner, notes, files and history.
Tasks and ownership
Assign work to a person, team or department so the next step is clear.
Lightweight CRM
Keep contacts, companies, sites and related cases connected without needing a large CRM rollout.
Audits and checks
Record inspections, evidence, failed checks and follow-up actions in a consistent format.
Dashboards and reporting
See open work, overdue items, recent activity and the processes that need attention.
Configured for your process, not a generic template.
We start by mapping one real workflow. Then we build the form, statuses, ownership and reporting around it.
Statuses
Set the route from new request to completed case.
Notifications
Keep the right people informed at the right point.
Permissions
Control who can view, update and manage each area.
Reusable lists
Use live site, department and user data in forms.
Want to see it with real examples?
Request demo access or book a review around one workflow you want to improve.
Request Demo Access