Retail operations workflow
The queue between your stores and central operations.
Operte is an operational CRM for retail teams that need to capture store issues, assign ownership, track SLA time, escalate overdue work, and see the health of every location.
Network overview
Good morning, Alex.
12
Open cases
03
At risk
87%
Store health
Needs ownership
Cold room temperature
Central Plaza
Guest complaint
Harbour Point
Trade licence renewal
West Avenue
What changes
Give every issue a path from signal to closure.
See the network, not just the noise
Bring open cases, at-risk work, expiries, and store health into one view for the operations team.
Make ownership explicit
Assign each issue to a responsible person or role so the next action is visible instead of buried in a group chat.
Let the clock create focus
Track SLA state, overdue work, escalation history, and notifications without asking managers to build another spreadsheet.
Preserve the operating story
Keep comments, files, status changes, approvals, and audit events attached to the store issue from start to finish.
Built for the handoff
Proof your operators can use.
One queue for stores, managers, vendors, and central teams
Bring open cases, at-risk work, expiries, and store health into one view for the operations team.
Issue ownership, priority, status, and SLA visibility
Assign each issue to a responsible person or role so the next action is visible instead of buried in a group chat.
Default three-calendar-day escalation foundation
Track SLA state, overdue work, escalation history, and notifications without asking managers to build another spreadsheet.
Store health, open work, and overdue cases at a glance
Keep comments, files, status changes, approvals, and audit events attached to the store issue from start to finish.
Photos, video, comments, and resolution evidence
Bring open cases, at-risk work, expiries, and store health into one view for the operations team.
Role-based access with strict organization isolation
Assign each issue to a responsible person or role so the next action is visible instead of buried in a group chat.
Make the next step obvious.
Is Operte a full ERP or CMMS replacement?
No. Operte is intentionally focused on the operational accountability layer between stores and HQ. It connects cases, maintenance, assets, documents, expiries, and store health without trying to replace finance, inventory, or workforce systems.
What happens when an issue becomes overdue?
The workflow exposes SLA state and provides an escalation foundation so the next responsible role can be notified and the history can be reviewed. Organizations can configure their policy as the escalation controls mature.
Does the workflow work across multiple stores?
Yes. Stores are first-class operating entities, and dashboards, issues, documents, and permissions can be scoped to the locations a user is authorized to manage.