CRM & Universal Records
One flexible record engine for every process type — sales pipelines, collections queues, support tickets, recruiting pipelines — in a single unified database. Custom fields, custom stages, custom everything.
Operations platform
Run your entire operation on one platform
CRM, power dialer, omnichannel inbox, AI QA and compliance in one system — so the record, the call and the audit trail are never three different tools.
Access by request · Onboarding done for you
app.opsynchub.com/inbox
ConversationsTickets
Maria Lopez2m
When will my order ship?
Acme Logistics11m
Need to update billing…
D. Okafor24m
Payment plan question
Priya Shah1h
Cancel subscription
M
Maria Lopez
Sales · Online
Hi! When will my order #4821 ship?
Hi Maria — it ships today and arrives Thursday.
Suggested
Send tracking link & mark resolved
Onerecord engine across every process
Eightprocess types, from sales to collections
Twentyvertical templates, configured before day one
Why?
CRM & Universal Records
One flexible record engine for every process type — sales pipelines, collections queues, support tickets, recruiting pipelines — in a single unified database. Custom fields, custom stages, custom everything.
AI QA & Coaching
Automatic call transcription and scoring with Whisper + GPT-4o. Score 100% of calls, surface coachable moments, detect sentiment and talk ratio — zero manual review.
Workflow Automation
Trigger actions from any event — call disposition, form submit, stage change, SLA breach. Visual no-code builder with starter templates for sales, collections, support, and recruiting flows.
Omnichannel Inbox
Unified inbox for email, SMS, and voice. Bulk triage, labels, assignment, AI-suggested replies, and full thread history on every record.
Compliance Engine
Built-in DNC scrubbing, TCPA calling-hours enforcement, and FDCPA guardrails. Violations blocked automatically before they happen.
8 process types.20+ templates.50+ modules.
Power Dialer & Telephony
Predictive, progressive, and manual modes with one-click voicemail drop. Local presence dialing, real-time transfer, hold, and DTMF. Twilio or Telnyx — your choice.
Sequences & Follow-Up Engine
Multi-step cadences across call, email, and SMS. Exit conditions, automatic enrollment from workflows, and per-step delays.
Live Monitoring & Supervisor
Real-time agent board with whisper coaching, barge-in, and live performance scoring across every active session. Conference-based by default.
AI COPILOT
AI Chat & Advisor
An AI copilot that lives inside OPSYNC — ask it anything about your data, draft replies, generate scripts, or get live coaching hints during calls.
SCRIPTS
Scripts & A/B Testing
Versioned call scripts with branching by objection, live A/B testing, deterministic hash routing, and automatic winner selection based on real outcomes.
REPORTING
Reports & Dashboards
Custom dashboards, scheduled CSV/PDF exports, funnel analysis, heatmaps, and drill-down reporting. Every metric you track, in one place.
Everything your ops team needs.
Fully integrated from day one.
CRM & Universal Records
One flexible record engine for every process type — sales pipelines, collections queues, support tickets, recruiting pipelines — in a single unified database. Custom fields, custom stages, custom everything.
Records · Pipeline
Maria LopezQualified●
Acme LogisticsNegotiation●
D. OkaforNew lead●
Priya ShahProposal●
Power Dialer & Telephony
Predictive, progressive, and manual modes with one-click voicemail drop. Local presence dialing, real-time transfer, hold, and DTMF. Twilio or Telnyx — your choice.
Dialer · Live session
+1 (415) 555-0192
Connecting · local presence
AnswerSkip
AI QA & Coaching
Automatic call transcription and scoring with Whisper + GPT-4o. Score 100% of calls, surface coachable moments, detect sentiment and talk ratio — zero manual review.
AI QA · Auto score
94
Greeting & ID verified
Disclosure compliant
Missed cross-sell
Workflow Automation
Trigger actions from any event — call disposition, form submit, stage change, SLA breach. Visual no-code builder with starter templates for sales, collections, support, and recruiting flows.
Workflows · Builder
Call ended→
No answer→
Send SMS→
Wait 1d→
Re-dial
Omnichannel Inbox
Unified inbox for email, SMS, and voice. Bulk triage, labels, assignment, AI-suggested replies, and full thread history on every record.
Inbox · Unified
✉ Maria — Order questionEmail●
💬 Acme — BillingSMS●
📞 D. Okafor — VoicemailVoice●
Reports & Dashboards
Custom dashboards, scheduled CSV/PDF exports, funnel analysis, heatmaps, and drill-down reporting. Every metric you track, in one place.
Analytics · Last 7 days
Getting started.
From sign-up to your first campaign.
Set up your OPSYNC org, invite your team, import your records, and launch — step by step.
01
Create your organization
The onboarding wizard walks you through org name, timezone, business hours, and industry — then seeds your pipeline from a process template.
Organization
Northstar Operations
GMT-05:00
Sales ▾
02
Invite your team
Invite users and assign a role — Admin, Manager, Supervisor, QA Manager, or Agent. They get an email link and auto-join your org on first login.
JMJ. Martinez
ManagerATA. Thompson
AgentPSP. Shah
QA Manager03
Import your records
Drop in a CSV and OPSYNC auto-detects fields like name, phone, email, and company. Duplicates are merged by phone + email.
Drop CSV or browse
✓ name✓ phone✓ email✓ company
04
Connect your phone system
Paste your Twilio Account SID and Auth Token or your Telnyx API key, buy or bring a number, and place a test call from the dialer.
Twilio Account SID
AC•••••••••••••••••••
Test call connected✓
Integrations
Works with your stack, not against it.
Bring your own telephony, billing, CRM and messaging — or pipe anything else through the public API and outbound webhooks.
TwilioTelephony
telnyxTelephony
OpenAIAI & transcription
SlackNotifications
stripeBilling
SupabaseStorage
SalesforceCRM sync
HubSpotCRM sync
ResendEmail
HighLevelCRM sync
Read the API referenceREST · outbound webhooks · API keys per workspace
Outbound ops insights.
Written by practitioners, for practitioners.
View all postsGuides on power dialers, collections compliance, AI call scoring, recruiting, and outbound operations.
Guides8 min read
Nearshore vs Offshore BPO: The 2026 Cost and Quality Breakdown
Offshore was the default for 20 years. Nearshore is the default now. Here's the real 2026 comparison — cost, quality, timezone, and when each still wins.
Apr 13, 2026Read
Product11 min read
Top 10 Contact Center AI Trends Shaping 2026
From AI QA that scores every call to agent simulation training and predictive workforce management, here are the 10 AI trends redefining how contact centers operate in 2026.
Apr 9, 2026Read
Sales5 min read
7 NICE CXone Alternatives for Enterprise Contact Centers (2026)
NICE CXone has the biggest feature set in enterprise CCaaS — and the longest implementation timeline. Here are 7 alternatives that deliver 80% of the capability in half the time.
Apr 8, 2026Read
Simple, transparent pricing.
Built around your workflow.
Pick the tier that fits your team — upgrade any time.
How big is your team?
5agents
Unlimited AI QA scoring
What’s included
- Power Dialer (all modes)
- AI QA scoring (unlimited)
- Universal CRM + pipeline
- Workflow automation builder
- Live supervisor monitoring
Book a demoCancel anytime · Custom plans available
Frequently asked
questions.
Answers on billing, features, telephony, AI, and compliance — or browse the full help center.
Book a demoWhat process types does OPSYNC support?
O
Sales, Collections, Customer Support, Recruiting, Insurance, Real Estate, Mortgage, and General. Each comes with pre-built templates, pipeline stages, and scripts.
Does OPSYNC include a phone system?
O
OPSYNC integrates with Twilio and Telnyx. You bring your own account (or buy numbers through us). We handle the dialer, local presence, voicemail drop, call recording, and transcription.
How does AI QA scoring work?
O
Every completed call is transcribed via Whisper, then scored against your rubric by GPT-4o. Scores, strengths, weaknesses, and coaching points are generated in 1–2 minutes per call.
What does OPSYNC do about TCPA?
O
The controls are enforced in the dialer rather than left to the agent: calling windows are applied per the contact’s own time zone, DNC lists are scrubbed at dial time, and every call records consent state, disposition and caller ID for the audit trail. Compliance itself still depends on your consent records and how your team operates — the product enforces the rules, it cannot certify your programme.
How do I migrate from Salesforce, Five9, or another CRM?
O
CSV import handles most migrations. For complex setups, we offer white-glove migration services on the Agency plan or as a one-time add-on.
Can I change plans at any time?
O
Yes. Upgrades are prorated and take effect immediately. Downgrades apply at the end of your current billing cycle so you keep everything you paid for.
Ready to replace
your entire ops stack?
Request access · Onboarding done for you