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
One AI-powered operating platform for your entire company
Sales, support, recruitment and operations work on the same records, conversations and calls — with AI built into the work — instead of in a dozen disconnected 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
Your company runs on one customer. Your tools act like it has five.
Before
- A CRM for sales
- A help desk for support
- A dialer and a separate texting tool
- Spreadsheets for hiring, time and commission
- A chat app where the decisions get lost
Five logins, five copies of the customer, and handovers that depend on someone remembering.
With OpsyncHub: one record, every team
- Sales called the customer and sent a proposal they signed online.
- Support answered a ticket in SLA order, with the sales history on screen.
- Operations automated the handover and tracked it as TKT-1042.
- Leadership saw all of it in one dashboard.
Same record, same timeline, same workspace — with AI working on that data, not beside it.
SalesSales pipeline and proposals · Calling and dialer · Inbox and outreach sequencesCustomer supportSupport desk · CRM and universal records · Inbox and outreach sequencesRecruitmentRecruitment pipeline · CRM and universal records · Inbox and outreach sequencesOperationsAutomation and workflows · Work items and approvals · Time trackingLeadershipAnalytics and reporting · Goals and performance · Sales pipeline and proposals
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
Queue recorded calls for AI QA: Whisper transcription after the call, then scoring against your own rubric, with strengths, weaknesses and coaching points on the call.
Workflow Automation
Trigger actions from product events — call completed, form submitted, stage change, SLA breach. Build workflows with forms, dry-run them first, and retry failed runs from history.
Shared SMS & Email Inbox
One inbox for SMS and email, attached to the customer record. Assignment, AI-suggested replies and the full thread history on every record.
Compliance Engine
Every call and SMS is checked against your DNC list and opt-outs, calling hours in the recipient’s local time, marketing consent and a contact-frequency cap. One that fails a check is not placed.
8 process types.20+ templates.50+ modules.
Power Dialer & Telephony
Predictive, power and manual modes with one-click voicemail drop. Local presence dialing, transfer, hold and DTMF, running on Twilio and Telnyx with failover.
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
See active calls and join them: listen, whisper to the agent, or barge in. Supervisors are dialled into the call’s conference.
AI COPILOT
AI Chat & Advisor
An AI assistant inside OpsyncHub with your record context — ask about your data, search and update records, and draft replies.
SCRIPTS
Call Scripts
Versioned call scripts with branching by objection, shown to agents in the dialer as they talk.
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, power and manual modes with one-click voicemail drop. Local presence dialing, transfer, hold and DTMF, running on Twilio and Telnyx with failover.
Dialer · Live session
+1 (415) 555-0192
Connecting · local presence
AnswerSkip
AI QA & Coaching
Queue recorded calls for AI QA: Whisper transcription after the call, then scoring against your own rubric, with strengths, weaknesses and coaching points on the call.
AI QA · Auto score
94
Greeting & ID verified
Disclosure given
Missed cross-sell
Workflow Automation
Trigger actions from product events — call completed, form submitted, stage change, SLA breach. Build workflows with forms, dry-run them first, and retry failed runs from history.
Workflows · Builder
Call ended→
No answer→
Send SMS→
Wait 1d→
Re-dial
Shared SMS & Email Inbox
One inbox for SMS and email, attached to the customer record. Assignment, AI-suggested replies and the 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 map its columns to fields like name, phone, email and company. Possible duplicates are flagged so you can merge them.
Drop CSV or browse
✓ name✓ phone✓ email✓ company
04
Connect your phone system
Search for and buy a local number from settings, then place a test call from the dialer. Carrier connections are run by OpsyncHub.
Local number
+1 (512) 555-0142 · bought
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
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
One price per company workspace.
Not per seat.
Every plan includes a set number of users and the whole connected platform.
Core
One connected workspace for a small team.
Pricing confirmed with our team.
Growth
Several departments running on one platform.
Pricing confirmed with our team.
Business
A whole company operating from one place.
Pricing confirmed with our team.
Enterprise
Larger organisations with governance, scale or contract needs.
Pricing confirmed with our team.
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
Yes. Calling and SMS run through OpsyncHub’s Twilio or Telnyx connection, and you buy numbers from settings. The dialer, local presence, voicemail drop, call recording and post-call transcription are built in.
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