Replace fragmented software and messy spreadsheets with one workspace. Every teammate gets an AI operator that reads your data, runs your workflows, and takes action — quotes, approvals, customer comms.
Introducing Opser
Each teammate gets their own agent inside a shared workspace, so AI becomes part of daily operations instead of living in a separate chatbot.
Agents can work across business data, files, email, integrations, and internal tools, so they can act on real context instead of waiting for copy-pasted input.
Standard CRM, Kanban, and inventory modules ship out of the box. The real power is custom — build any internal tool with its own UI and logic, and every agent can operate it natively.
What agents can do
Integrations
Sync invoices, bills, and accounting records.
Schedule meetings, triage inbox, and draft replies.
Read sheets, update cells, and build reports.
Create, read, and organize files and folders.
Update deals, contacts, and pipeline activity.
Draft replies, send follow-ups, and chase open threads.
Plus hundreds more through custom connectors, APIs, and scripts — if your team uses it, your agent can reach it.
How It Works
Our engineers sit with your team to learn how you actually operate — where work gets stuck, which deliverables keep slipping, and which processes agents can take off your plate. No generic questionnaire.
We build the workspace around your team — agents, integrations, approvals, and the custom internal tools that don't exist off the shelf. You get something ready to use, not a platform to configure.
Your team starts handing off real work as soon as agents are live. Our engineers stay close — extending reach, wiring new workflows, and scaling what works as you grow.
FAQ
How long does it take to get live?
Most teams are running in 2 weeks. Our engineers handle setup — integrations, agents, approvals, and any custom internal tools you need. You don't configure a platform; you get a working workspace.
Do we need engineers on our side to set this up?
No. Our forward-deployed engineers build the workspace with you. Your team stays focused on operations while we handle the agents, integrations, and custom modules.
Do we have to replace our ERP, CRM, or existing tools?
No. Opser sits on top of the stack you already run on — QuickBooks, HubSpot, Outlook, SharePoint, and hundreds more — so agents can read and act across it without a migration.
What if we need something off-the-shelf software doesn't cover?
That's the normal case. We build custom modules with their own UI that your team uses and your agents operate natively. It's core to the product, not a one-off favor.
Can agents take actions we don't approve?
Not unless you let them. Every action can be gated by approvals you define — sending emails, updating records, refunds, outbound messages. Agents show their work before anything happens.
Our supplier data was 40GB across 20,000 Excel and PDF files — putting together a single customer quote used to take a week. Opser's agents search it, build the PDF, and draft the customer email. We do in two hours what used to take a week, and we're winning contracts we used to lose on speed alone.