AI BUSINESS OPERATIONS

One system to win customers, run the work, and keep them coming back.

Opsly connects your website, phone, inbox, pipeline, calendar, team, invoicing, payments, reviews and follow-up—with AI keeping every next step moving.

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Built for:Appointment teamsProject teamsField teams
operations.opslyapp.com
Opsly owner dashboard on desktop
Opsly mobile app
3 leads need follow-upAI found the next action.
$12.4k this monthSales stay visible.
Every lead.One pipeline.
Every conversation.Full context.
Every next step.Kept moving.
Every dollar.Connected to its source.

FROM FIRST CONTACT TO REPEAT CUSTOMER

The whole customer journey.
One intelligent platform.

Most tools stop at the lead, the booking or the invoice. Opsly keeps the entire operation connected.

01
Calls, messages, emails and forms flowing into one organized inbox

Capture

Calls, texts, DMs, forms and ads arrive in one place.

02
A customer message receiving a clear approved response

Respond

AI answers quickly, qualifies the inquiry and keeps the context.

03
A lead moving through a pipeline and becoming a confirmed customer

Convert

Move every opportunity through a clear pipeline to the next step.

04
A calendar, clock and confirmed appointment

Schedule

Book the appointment, consultation, project or job.

05
A coordinated team completing work and updating the customer

Deliver

Coordinate the team and keep the customer informed.

06
An invoice becoming a successful mobile payment

Get paid

Send proposals and invoices, then collect card or ACH payments.

07
A happy returning customer, review and referral loop

Retain

Rebook, reactivate, request reviews and generate referrals.

08
Performance charts and attention indicators being analyzed

Measure

See lead sources, revenue and exactly what needs attention.

ONE CONNECTED PLATFORM

Win the customer.
Run the business.
Grow the relationship.

AI is not bolted onto the side. It works across the conversations, pipeline, schedule, invoices and follow-up—watching for the gaps where opportunities usually disappear.

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Capture every opportunity

Website forms, calls, missed calls, texts, Instagram DMs and connected advertising leads become trackable opportunities.

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Turn conversations into customers

AI responds in your voice, qualifies the inquiry, keeps the full history and hands important conversations to your team.

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Schedule and coordinate

Book appointments, consultations and jobs. Keep calendars, customers, teams and next steps connected.

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Deliver and get paid

Move from proposal to completed work, then send invoices and collect payments without losing the customer context.

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Keep customers coming back

Automate follow-up, recover cold leads, rebook customers and turn completed work into reviews and referrals.

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◎

Know what needs attention

The owner dashboard and AI Manager surface stalled leads, open invoices, source quality and the next best action.

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BUILT AROUND HOW YOUR BUSINESS WORKS

Different work.
The same customer journey.

Opsly adapts to teams that turn inquiries into appointments, projects or jobs.

Appointment teams using a connected business workflow
Appointment teams

Fill the calendar. Keep it filled.

Qualify the customer, match the service or provider, book the appointment and bring them back again.

Inquiry → Booking → Service → Rebooking
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EVERY CONVERSATION BECOMES ACTION

No customer inquiry goes unanswered.

DMs, calls, texts and forms land in the same workspace. Opsly responds, captures the details and opens the opportunity—so your team sees one customer, not five disconnected messages.

  • Unified inboxEvery channel and customer history together.
  • AI responseYour voice, rules and handoff limits.
  • Automatic pipelineTurn interest into a trackable next step.
Opsly Instagram lead inbox
New DM captured Lead created

KEEP EVERY NEXT STEP MOVING

Follow-up that does not rely on memory.

Welcome new leads, follow up on proposals, remind customers about balances and bring dormant customers back—with the right context still attached.

  • Lead follow-upKeep promising conversations alive.
  • Reviews and referralsTurn great work into more work.
  • Win-back campaignsRecover value from the customer list.
Opsly marketing and follow-up automations
6 automations running Always on

CONNECTED, NOT DISRUPTIVE

Keep the systems you need.
Connect the customer journey.

Opsly can work as the intelligent customer-operations layer around the systems your team already uses—reading, writing and moving the next step forward.

InstagramPhoneTextEmailWebsiteGoogle CalendarSquareZenotiZapierOpen API
Z
INTEGRATION EXAMPLE

Opsly + Zenoti

Capture and qualify the lead, check real availability, book the appointment, recover no-shows, rebook customers and connect the original campaign to closed revenue—while Zenoti remains the system of record.

Opsly business overview dashboard
!3 leads need a reply
✓5 appointments booked
$2 open invoices

THE OWNER VIEW

See what needs attention before you have to ask.

The dashboard and AI Manager read across the operation—surfacing stalled conversations, pipeline value, schedules, open invoices and the next action.

One viewAcross sales and operations
Real contextNot another disconnected report

SEE THE COMPLETE CUSTOMER JOURNEY

Ready to run the business
without losing the customer?

Show us how inquiries reach you today. We will map how Opsly can connect the conversations, the work and the revenue.

Request an Opsly demo ↗