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Retool for Operations Teams

From manual processes to proactive operations

Empower builders to create actionable, operational apps that deliver business impact and scale.

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Teams of all sizes use Retool

Beyond legacy limitations: tools that extend your systems

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Extend legacy systems without replacing them

Build on top of Salesforce, SAP, NetSuite—unify fragmented systems into streamlined workflows without expensive migration projects

From reactive to proactive operations

Workflows automate processes; Agents optimize them autonomously 24/7 with human oversight for critical decisions.

Ship without engineering

Use Assist to generate operational apps in days—no more waiting months in the IT backlog for simple internal tools.

Measurable ROI in weeks

Replace manual processes with governed automation that proves value to executives immediately—not quarters down the road.

Customer Stories

Build operational excellence across your organization

Create internal tools that eliminate manual work, unify fragmented systems, and drive measurable business outcomes.


Process & Workflow Automation

Integrate systems and automate end-to-end processes across tools—from quote-to-cash to support ticket resolution—with intelligent, AI-driven workflows.

Case management & ticketing

Consolidate customer requests, internal issues, and approval workflows in traceable systems that promote alignment and accountability.

Admin Panels & Operational Dashboards

Build unified views across CRM, ERP, and support systems—giving teams real-time visibility without switching between ten different tools.

Data Entry & Form Automation

Replace error-prone spreadsheets and email chains with governed forms that write directly to your systems of record.

Resource & Schedule Management

Optimize allocation, reduce conflicts, and improve utilization with custom scheduling tools that connect to your actual availability and capacity data.

Agent-Powered Operations

Deploy AI agents that autonomously monitor operations, trigger workflows, and optimize processes—with human oversight for critical decisions.

From cost center to strategic enabler

Transform manual processes into governed workflows.

  • Automate core business processes to accelerate growth without limitations
  • Replace spreadsheet/Slack workarounds with traceable systems
  • Reduce human error and improve compliance
  • Automate repetitive tasks to free team capacity
  • Prove transformation ROI to executives in weeks, not quarters

Modernize operations without expensive migration projects.

  • Build on top of Salesforce, SAP, Oracle, NetSuite
  • Unify fragmented systems into streamlined workflows
  • Maximize ROI on existing CRM/ERP investments
  • Deploy in your cloud with your compliance requirements (SOC 2, HIPAA, PCI)

Use enterprise AppGen to build apps in days, not months.

  • Use Assist to generate operational apps from natural language
  • Native integrations with CRM/ERP/support systems out of the box
  • Built-in audit logs, SSO, RBAC—compliance automatically
  • Turn "shadow IT" into sanctioned, governed innovation

Build competitive operational capabilities with speed.

  • Adapt workflows as business requirements evolve
  • Launch new processes without waiting on product engineering
  • Scale operations without proportional headcount growth
  • Deliver measurable savings and efficiency gains

Resources

Real-world impact across any industry.

Across industries, operations teams build applications that reduce costs, improve efficiency, and drive competitive advantage.

Financial services

Automate loan processing, compliance reporting, and customer onboarding with secure operational workflows.

Healthcare

Coordinate patient scheduling, manage referrals, and streamline billing with connected systems.

Retail & e-commerce

Manage inventory, process returns, and coordinate fulfillment with real-time operational tools.

Manufacturing & energy

Optimize production scheduling, manage quality control, and coordinate maintenance with custom workflows.


Logistics & transportation

Coordinate dispatch, track shipments, and optimize routing with integrated operational dashboards.

Technology & SaaS

Manage customer success, process renewals, and coordinate support with tools built around your GTM systems.