Operational intelligence

One Operational System,
Customized For Your Business

One Operational System,
Customized For Your Business

One Operational System,
Customized For Your Business

One size fits no one. We build each system to the business that runs it, so you pay for what you actually use.

Core

Core

For firms ready to take operations off their plate

For firms ready to take operations off their plate

What’s included:

Operational command dashboard — live on every device

Operational command dashboard — live on every device

Syra, your dedicated operations agent

Syra, your dedicated operations agent

Connected CRM, email inbox, and meeting scheduler

Connected CRM, email inbox, and meeting scheduler

5 custom connectors (e.g. DocuSign, QuickBooks, Stripe)

5 custom connectors (e.g. DocuSign, QuickBooks, Stripe)

Team view — who’s working on what, in real time

Team view — who’s working on what, in real time

Role-based access — partners and staff each see their own view

Role-based access — partners and staff each see their own view

Pro

Pro

Recommended

For firms handling client volume across phone, email, and calendar

For firms handling client volume across phone, email, and calendar

Everything in Core, plus:

Call agent — every call answered, qualified, and booked

Call agent — every call answered, qualified, and booked

Agreement agent — documents drafted, signatures routed

Agreement agent — documents drafted, signatures routed

Agents by department — built for each team and task

Agents by department — built for each team and task

Autopilot — routine work runs itself, exceptions come to you

Autopilot — routine work runs itself, exceptions come to you

7 systems under management

7 systems under management

6 additional integrations of your choice

6 additional integrations of your choice

Dedicated account lead direct channel with the Strategent team

Dedicated account lead direct channel with the Strategent team

Enterprise

Enterprise

For firms that want the full operational layer, built to spec

For firms that want the full operational layer, built to spec

Everything in Pro, plus:

Unlimited systems under management

Unlimited systems under management

Custom agents built for your workflows

Custom agents built for your workflows

Same day response, dedicated team

Same day response, dedicated team

We’ll build your plan together

Not sure where you land?
Start with a complimentary audit.

Not sure where you land?
Start with a complimentary audit.

Not sure where you land?
Start with a complimentary audit.

We map how your business runs today, show you where time and revenue are slipping, and recommend the plan that actually fits.

Complimentary. No commitment, no contracts.

Full plan comparison

Full plan comparison

Full plan comparison

Feature

Core

Core

Pro

Pro

Enterprise

Enterprise

Command

Operational command dashboard, on every device

Daily brief, written for you each morning

Team view with live ownership and status

Role-based access for partners and staff

Industry and market feed for your vertical

Syra and agents

Syra, your dedicated operations agent

Connected CRM, email inbox, and meeting scheduler

Call agent — calls answered, qualified, and booked

Agreement agent — drafts from your templates, signatures routed

Agents by department, built for each team and task

Autopilot — routine work runs itself, exceptions come to you

Custom agents built to your workflows

Connections

Custom connectors (e.g. DocuSign, QuickBooks, Stripe)

5

5

10

10

Unlimited

Unlimited

Systems under management

4

4

7

7

Unlimited

Unlimited

Service

Response time

24 hours

24 hours

12 hours

12 hours

Same day

Same day

Operations review with your team

Monthly

Monthly

Bi-weekly

Bi-weekly

Weekly

Weekly

Dedicated account lead

Direct Slack channel with the Strategent team

Dedicated operations team