Everything lives in spreadsheets
Customer info is spread across sheets, inboxes and sticky notes. Nobody is sure which version is current.
Fractional COO for small business
Your operations, built on solid ground.
We build you a CRM made for the way your business actually works, then set up the processes around it, so leads get followed up, jobs get done and you can see where everything stands. Priced for small businesses, not enterprises.
- Built around your business, not a template
- Live in about one week
- A fraction of enterprise CRM pricing
Sound familiar?
Your business has outgrown the spreadsheet.
Follow-ups fall through the cracks
Leads go cold and repeat customers drift away because no one was reminded to call back.
Big-name software costs too much
Enterprise CRMs charge per seat, need a consultant to set up, and are built for companies ten times your size.
What we do
One partner for your systems and your operations.
Custom CRM build
A clean, simple CRM shaped around your sales process and your industry. Your fields, your stages, your reports.
- Lead and customer pipeline
- Automatic follow-up reminders
- Dashboards and weekly reports
- Works on desktop and phone
Operations setup
We map how work moves through your business and put structure around it, so it runs the same way every time.
- Processes and SOPs
- Sales and job pipelines
- Reporting you can read in a minute
- Automations for repetitive tasks
Fractional COO, on call
Senior operating experience without a full-time salary. A partner to call when you’re hiring, scaling or stuck.
- Regular check-ins
- Priorities and accountability
- Vendor and tool decisions
- Help when something breaks
How it works
From first call to up-and-running in about a week, not months.
- 1
Discovery call
A free conversation about how your business runs today, where things slip and what you want to fix.
- 2
Build in about 1 week
We build your CRM and set up your core processes, and check in with you along the way.
- 3
Launch & train
We bring your data over, go live with your team and walk everyone through it.
- 4
Ongoing support
We stay on to adjust, add features and keep your operations running smoothly.
Our work
Custom CRMs we’ve built. No two look alike.
Eight live examples, each designed from scratch around a very different kind of business, with its own colors, type and feel. Click in and try them yourself; all of them use sample data.
New in every demo
- Calls & textsCall or text from any record. Calls, texts and emails share one timeline.
- Email tabA built-in inbox: send quotes and invoices as PDFs, and every email lands on the deal.
- Daily pipeline reportEvery morning: each stage in count and dollars, and every deal or quote that’s stuck.
- Payroll & commissionsPay runs, rep commissions and tax estimates, with pay stubs and direct deposit.
Lending & finance
Bedrock Funder
Emerald and gold on deep ink, dense like a trading desk.
A deal pipeline for a small-business lender: every file from first contact to funded, with missing-document tracking, lender submissions, offers, renewals, rep commissions and team reports.
- Stips tracking
- Offers & contracts
- Renewals
- ISO commissions
Logindemo@bedrockfunder.comdemo1234
Nonprofit
GiveTrack
Warm and friendly, in its own colors so a nonprofit can make it theirs.
A donor CRM for a nonprofit: donors and gifts, recurring giving, campaigns, receipts, the families it supports and monthly payouts, with clear reports for the board.
- Recurring gifts
- Receipts
- Campaigns
- Pledges due
Logindemo@givetrack.appdemo1234
One for every industry we serve
Six more sample CRMs, each built around how that kind of business runs. See all demos.
Trucking
Bedrock Haul
Safety orange on charcoal, built like a dispatch office.
Dispatch board, drivers and trucks, compliance due dates and invoices with factoring.
- Dispatch board
- Driver pay per mile
- Factoring status
Logindemo@bedrockhaul.comdemo1234
Logistics
Bedrock Freight
Navy and teal, clean as a route map.
Shipment tracking, quotes that book in one tap, carrier scorecards and warehouse space.
- Live shipments
- Rate cons
- Carrier scorecards
Logindemo@bedrockfreight.comdemo1234
Contractors & trades
Bedrock Build
Construction yellow on a blueprint grid.
Leads to estimates to jobs, change orders, crew schedule, permits and progress billing.
- Estimates
- Change orders
- Progress billing
Logindemo@bedrockbuild.comdemo1234
Restaurants
Bedrock Table
Burgundy and terracotta on cream, set like a menu card.
Reservations, guest profiles, catering and events, supplier orders, shifts and reviews.
- Event proposals
- Deposits
- Shifts & tips
Logindemo@bedrocktable.comdemo1234
Medical & dental offices
Bedrock Clinic
Soft mint and sky, calm and rounded.
Schedule, patient recalls, insurance claims and referrals. Fictional patients only.
- Recalls
- Claims
- Appointment reminders
Logindemo@bedrockclinic.comdemo1234
Retail
Bedrock Shop
Coral to violet, bright and playful.
Customers and loyalty, orders, inventory with reorder alerts and promotions.
- Loyalty
- Low-stock alerts
- Wholesale invoices
Logindemo@bedrockshop.comdemo1234
Who we work with
Built for the businesses that keep America running.
Trucking & logistics
Loads, drivers, customers and invoices in one view.
Contractors & trades
Leads, estimates, jobs and follow-ups that don’t slip.
Restaurants
Catering leads, vendors, staff checklists and opening/closing SOPs.
Medical & dental offices
Patient inquiries, recalls and front-desk workflows.
Retail
Customer lists, repeat-buyer follow-ups and inventory routines.
Nonprofits
Donors, gifts, receipts and campaigns.
Lenders & brokers
Deal pipeline, documents, submissions and renewals.
Other service businesses
If you sell to customers and track it in a spreadsheet, we can help.
Pricing
Simple monthly plans. No per-user fees, ever.
Pick the level of help you need. Your whole team can use it, at one flat monthly price.
This month's offer
The first 5 clients who sign up this month get Growth for $497/mo, locked in for 1 year, with no setup fee.
Starter
Your own CRM, built and hosted for you.
$397 /month
Unlimited users
+ $1,500 one-time setup (waived with a 6-month commitment)
- Your own CRM, built around your business
- We host it and keep it running
- Unlimited users, no per-user fees
- Small changes included
Most popular
Growth
The CRM plus the operations side, run for you.
$797 /month
First 5 clients who sign up this month: $497/mo for 1 year
+ $1,500 one-time setup (waived with a 6-month commitment)
- Everything in Starter
- Daily pipeline report
- Follow-up system so no lead slips
- Payroll and commissions tracking
- A monthly operations review
COO Partner
An experienced operator in your corner every week.
$1,995 /month
Hands-on help from Kenny
+ $1,500 one-time setup (waived with a 6-month commitment)
- Everything in Growth
- Weekly calls with Kenny
- About 4 hours a week of hands-on operations help
Setup fee: $1,500 one-time on any plan, waived when you commit to 6 months (and waived for this month's Growth offer). No per-user fees, ever.
Not sure which plan fits? Talk it through with Kenny in a free 30-minute call.
Book a callAbout
Hi, I’m Kenny Sheff.
I’m a working chief operating officer. My day job is running operations for a company that funds small businesses, so I spend my days inside the same problems you’re dealing with: leads to follow up, paperwork to chase, teams to coordinate and numbers to keep straight.
I started Bedrock Operating Partners because most small businesses can’t justify enterprise software or a full-time COO, but they still deserve good systems. We bring both to you in a way that fits your budget.
Born and raised in the Bronx, I believe in straight talk, fair prices and building things that last.
Kenny Sheff, Founder
FAQ
Questions owners ask us.
How is this different from Salesforce, HubSpot or Zoho?
Those are powerful platforms built for large companies, and they charge per user and usually need outside help to set up. We build a CRM that does what your business needs and nothing it doesn’t, set it up for you and support it, for a predictable monthly fee.
How long does it take?
Most builds go live in about one week after the discovery call. Larger projects with lots of data or custom workflows can take a little longer, and we’ll tell you up front.
Do I own my data?
Yes. Your data belongs to you, and you can export it at any time.
Can you move my existing spreadsheets and contacts over?
Yes. Bringing over your existing customer lists, leads and records is part of every setup.
Does it work on my phone?
Yes. Everything we build works in a web browser on your computer, tablet or phone, with nothing to install.
What if I need changes later?
Every plan includes support, and small changes are included. Businesses change, and your system should change with them.
Do you only work with certain industries?
No. We’ve built for lending and nonprofits and work with trades, logistics, restaurants, medical offices, retail and other service businesses. If you track customers, jobs or orders, we can help.
Is there a long-term contract?
No. Plans are month to month. The setup is $1,500 one-time, and it’s waived if you commit to 6 months.
Do you charge per user?
No, never. Every plan includes unlimited users, so your whole team can use it at the same flat price.
Let’s talk
Tell us about your business.
Book a free discovery call or send a note. Kenny reads every message personally.
Book a callPick a 30-minute time that works for you. It goes straight onto Kenny’s calendar.