OpsyncHub for Operations
Automation, work items, time, commission and client-facing operations running on the same data the front line produces.
The problem
Operations teams glue tools together with spreadsheets and manual handovers, and spend their time reconciling instead of improving.
A working day in OpsyncHub
- Automate the handovers and follow-ups that used to rely on memory.
- Track requests and tasks as work items with references and time against them.
- Review timesheets and approve the pay period’s commission.
- Provision a client workspace and share results through the client portal.
What the team uses
Automation and workflows
Available with limitsTrigger-based workflows that assign, move, notify, message and update records — with dry runs, run history and retries.
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 moreTime 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 moreCRM and universal records
AvailableOne record model for leads, customers, tickets and candidates, with stages, custom fields, companies and a full activity timeline.
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.
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.
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 more