Connect the entry points
Bring forms, calls, texts, DMs and advertising responses into the same operating flow.
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CAPTURE EVERY CHANNEL
Capture every opportunity
Bring every new inquiry into one connected workspace so the source, conversation and next step stay attached from the beginning.
See Opsly in action ↗Built for appointment, project and field teams.
✓New inquiry captured and ready for follow-up
1Source stays attached2Lead is created3Next action becomes visible
WHAT COMES IN
Signals from the customer journey.
- Website forms and submitted details
- Incoming and missed calls
- Text messages
- Instagram DMs and ad responses
- Connected advertising leads
- Customer notes, locations and photos
WHAT OPSLY CREATES
Usable records and visible next steps.
- A trackable lead and pipeline opportunity
- A connected customer record
- The complete conversation history
- The original source, campaign or keyword
- A visible follow-up action or unanswered-lead alert
HOW IT WORKS
One connected workflow.
Keep the original context
Preserve where the inquiry came from, what the customer asked and the complete conversation.
Create the next step
Turn interest into a visible opportunity your team can qualify, schedule and move forward.
WHAT OPSLY ACTUALLY DOES
From capability
to business result.
Each action keeps the customer, the work and the outcome connected instead of creating another isolated tool.
CapabilityWhat Opsly doesWhat changes
Capability01Multichannel capture
What Opsly does
Routes supported forms, calls, missed calls, texts, DMs and advertising responses into one lead flow.
What changes
Fewer inquiries get buried across separate apps and personal phones.
Capability02Automatic lead creation
What Opsly does
Creates the opportunity and attaches the customer’s request, contact information and submitted details.
What changes
The team spends less time re-entering leads before it can respond.
Capability03Source attribution
What Opsly does
Preserves the channel, campaign, advertisement or matched keyword that produced the inquiry.
What changes
Owners can see which marketing is producing real opportunities.
Capability04Complete inquiry context
What Opsly does
Keeps messages, notes, locations and submitted photos with the same customer and opportunity.
What changes
Customers do not have to repeat the story when someone else takes over.
Capability05Unanswered-lead visibility
What Opsly does
Surfaces new inquiries, conversations awaiting replies and leads that are beginning to go cold.
What changes
The team can respond before the opportunity disappears.
AUTOMATION WITH CONTROL
What Opsly handles.
What your team controls.
AI and automation move the routine steps. Your team keeps authority over rules, exceptions and customer commitments.
- ✓Receive supported inquiries in one workspace
- ✓Create the lead and preserve its source
- ✓Keep messages and submitted details together
- ✓Surface unanswered and aging opportunities
- →Choose which channels are connected
- →Review or correct customer details
- →Assign ownership and change pipeline stage
- →Respond personally or allow enabled AI assistance
OPSLY IN THE REAL WORKFLOWKeep the customer journey moving.
WHAT THIS CHANGES
More context.
Fewer gaps.
One customer record
Stop treating every channel like a separate person or disconnected conversation.
Source visibility
See which forms, messages and campaigns are creating real opportunities.
Fewer missed leads
Make unanswered inquiries visible before they disappear from the pipeline.
FIELD-TEAM EXAMPLE
An Instagram question becomes a scheduled walkthrough.
The business keeps the advertisement, customer request, photo, conversation and next step attached from the moment the inquiry arrives.
- 01
A homeowner sees an Instagram advertisement and sends a DM with a question and property photo.
- 02
Opsly identifies the advertisement and keyword connected to the inquiry.
- 03
A lead is created with the message, photo, source and customer details together.
- 04
The opportunity appears in the shared inbox and pipeline with its next step visible.
- 05
The team or enabled AI responds, and the agreed walkthrough stays attached to the same record.
WHAT STAYS CONNECTED
No isolated handoffs.
WebsitePhoneTextInstagramAdvertising leadsCustomer recordPipeline
SEE THE COMPLETE CUSTOMER JOURNEY