One platform for the work your company already does
Every department works on the same records, the same conversations and the same history. Each part of the platform is listed below with what it does today — and where something is still planned, we say so.
Platform foundation
The shared layer every department uses: one record model, collaboration, automation, AI, reporting and controls.
CRM and universal records
AvailableOne record model for leads, customers, tickets and candidates, with stages, custom fields, companies and a full activity timeline.
Learn moreWork items and approvals
Available with limitsTasks, tickets and requests as work items with references like TKT-1042, assignees, status history, comments and time logged against them.
Learn moreTeam chat and notifications
Available with limitsChannels, direct messages and threads with mentions, attachments and search — and links that resolve #TKT-1042 to the work it names.
Learn moreAutomation and workflows
Available with limitsTrigger-based workflows that assign, move, notify, message and update records — with dry runs, run history and retries.
Learn moreAI assistance
Available with limitsAn AI assistant with record context, AI call QA, reply suggestions, roleplay practice and a governance queue — with hard spend ceilings.
Learn moreAnalytics and reporting
Available with limitsCustom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
Learn moreSecurity and enterprise controls
Available with limitsDatabase-enforced workspace isolation, custom roles, audit log, SCIM provisioning, scoped API keys and send-time TCPA/DNC enforcement.
Learn morePublic API and webhooks
Available with limitsA versioned public API for records, agents, campaigns and activities, plus signed outbound webhooks and inbound webhook endpoints.
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Sales and communications
Pipelines, outreach and calling on the same records the rest of the company sees.
Sales pipeline and proposals
AvailableCampaigns with stages and assigned agents, weighted forecasts, broadcasts and proposals that clients accept and sign online.
Learn moreInbox and outreach sequences
Available with limitsA shared SMS and email inbox on the customer record, plus multi-step sequences across calls, SMS, email and tasks.
Learn moreCalling and dialer
AvailableManual, power and predictive dialling in the browser, with recording, voicemail drop, supervisor listen/whisper/barge and post-call AI QA.
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Customer service
Support work tracked against the customer’s full history.
People and talent
Hiring pipelines and team performance in the same workspace.
Company operations
Time, commission, goals, scheduling and client-facing operations.
Time tracking
AvailableClock in and out, breaks, timesheets, a live team view and shift templates — with time attributed to campaigns or work items.
Learn moreCommission and payroll periods
Available with limitsCommission rules, pay periods, approval, payslips and exports calculated from the work recorded in OpsyncHub.
Learn moreGoals and performance
AvailableGoals for people and teams, with check-ins, progress tracking and leaderboards.
Learn moreCalendar and scheduling
Available with limitsAn internal calendar with staff availability and services, and a one-way pull from Google Calendar.
Learn moreClient portal
AvailableA portal where your clients see their campaigns, deals, activity, results and recordings, and message your team.
Learn moreAgency client workspaces
Available with limitsFor agencies: create and fund client workspaces, choose their products, delegate access, and run playbooks and reports across clients.
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Growth
Customer-facing web presence connected to the CRM.