HeyLevo for Operations

Run the work.
Not the spreadsheets.

Trackers, vendor lists, events and payments in one place. Ask in plain words, and HeyLevo builds the board, the form and the ticketing.

A 30-minute walkthrough, built around your ops workflows.

ops busyworkHanded to HeyLevo
Chasing status updates across WhatsApp, email and sheetsOne tracker, three views
Retyping vendor quotes into a spreadsheetA form that fills the vendor tracker
Matching event payments to attendee listsReconciled on every sale
Merging five versions of the same CSVOne collection, export anytime
All 4 off your plate. Back to the real work.
A day with HeyLevo

One ops lead. One day.
No status calls.

Follow Dev through a Monday with a warehouse move and a dealer meet. Dev asks in plain words. HeyLevo builds it.

Dev · Operations leadProjects, vendors, inventory and events
  1. 8:50AM
    Monday check-in

    Status, without the status call.

    Dev asks what’s late. The board already knows.

    KanbanSaved views
    HeyLevo08:50
    DEV · OPERATIONSWhat’s overdue across our projects?
    Six cards need attention:
    • Checked 3 trackers and 140 cardsboard
    • Found 6 overdue cards and their ownersfilter
    • Saved them as an “Overdue this week” viewview
    6 overdue · grouped by ownerWarehouse move has 4 of them
  2. 11:00AM
    Vendors

    Quotes that file themselves.

    Vendors fill in a form. Every quote lands in one tracker, ready to compare.

    AI CMSFormsCard view
    HeyLevo11:00
    DEV · OPERATIONSMake a vendor tracker. Vendors should send quotes through a form.
    Your vendor tracker is ready:
    • Created a Vendors collection with 9 fieldscms
    • Built a quote form that writes into itform
    • Added a card view grouped by categoryview
    Vendor tracker liveShare the form link with your vendors
  3. 2:40PM
    Dealer meet

    Tickets that pay and reconcile.

    Two ticket types, a registration form and payments, matched to each attendee.

    Event PlatformTicketingPayments
    HeyLevo14:40
    DEV · OPERATIONSPlan the dealer meet: 300 seats, two ticket types, payments online.
    Your dealer meet is live:
    • Created the event page with 300 seatsevent
    • Added Standard and Standard + Dinner ticketstickets
    • Added a form for company and cityform
    • Connected Stripe for paymentspay
    Registrations openEvery payment matched to its attendee
  4. 5:30PM
    Inventory

    The old sheet, finally retired.

    Import the spreadsheet once. Plan from a calendar from then on.

    CSV importCalendar view
    HeyLevo17:30
    DEV · OPERATIONSImport last quarter’s inventory sheet and put restock dates on a calendar.
    Imported and planned:
    • Imported 1,240 rows from your CSVimport
    • Mapped the columns to fieldsfields
    • Added a calendar view by restock datecalendar
    Restock calendar ready18 items due this week
Use cases

What ops teams hand off first.

Real requests, written the way your team would type them. Each one done end to end.

Build a project tracker for the warehouse move.
Kanban board with 5 stages and 32 tasks
Calendar view for move dates
Operations
Collect inspection reports from our 12 sites.
Inspection form with photos and ratings
Every submission lands in one collection
AI CMSForms
Sell tickets for the dealer meet. Two tiers.
Event page with 2 ticket types
Payments through Stripe
Event Platform
Import our vendor list from the old spreadsheet.
Imported 420 vendors from a CSV
Saved views by category and city
AI CMSCSV import
Who still hasn’t paid for the summit?
Found 14 unpaid registrations
Sent each one a payment link
Event Platform
Get check-in ready for the door team.
Check-in list ready for the event staff
Attendance exported to CSV after the event
Event Platform
Outcomes

Fewer sheets. More done.

One place

For trackers, vendors, forms and events, all on the same data.

Operations + AI CMS
3 views

Kanban, card and calendar on every tracker. Switch in one click.

Operations
Free

Operations and the Event Platform start free. 0% HeyLevo fee on paid tickets.

Pricing
No more “where are we on this?” The board answers.
Customer nameRole, Company
FAQ

Questions from ops teams.

Something else on your mind? Ask us

What can I track with Operations?

Anything with stages or dates: projects, vendors, inventory, content plans, hiring and onboarding. Use Kanban, card and calendar views, add your own fields, and import or export CSV anytime.

Which payment gateways does the Event Platform support?

Razorpay and Cashfree in India, and Stripe in the US. Every payment is matched to its attendee.

Can vendors and field teams send us data?

Yes. Forms write straight into your collections, and roles and permissions control who can see and edit what.

What does it cost?

Operations is free. The Event Platform is free to start, with no HeyLevo fee on paid tickets. The AI CMS starts at $99 a month. See pricing

Get your day back.

Hand the busywork to HeyLevo. Keep the work only you can do.

A 30-minute walkthrough, built around your team's workflows.

Made with Levo