OpsyncHub for Sales
Pipelines, calling, outreach and proposals on one record, so every rep and manager works from the same picture of each deal.
The problem
Reps switch between a CRM, a dialer, an email tool and a proposal tool. Activity is logged late or not at all, and the forecast is a guess.
A working day in OpsyncHub
- Open the campaign and start a power-dialling session; every call is logged to the record.
- Follow up by SMS or email from the shared inbox, or enrol the record in a sequence.
- Move the deal to the next stage and send a proposal the client signs online.
- The manager reviews the weighted forecast and listens in on a live call.
What the team uses
Sales pipeline and proposals
AvailableCampaigns with stages and assigned agents, weighted forecasts, broadcasts and proposals that clients accept and sign online.
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.
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 moreCRM and universal records
AvailableOne record model for leads, customers, tickets and candidates, with stages, custom fields, companies and a full activity timeline.
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 moreAutomation and workflows
Available with limitsTrigger-based workflows that assign, move, notify, message and update records — with dry runs, run history and retries.
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 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 moreAnalytics and reporting
Available with limitsCustom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
Learn moreWebsites
PlannedWebsites with forms that create CRM records, custom domains and scheduled publishing — built, and not yet released to customers.
Learn more