For a startup, Opser isn't the layer around a legacy ERP; it's the operating workspace itself. Sales, Customers, Tasks, Email, Chat, Meetings, Documents, Wiki, People, and Finance on one foundation, with a team of agents that works across them.
Each job gets its own SaaS tool, each one free until you add a seat or cross a record limit. Nothing talks to anything: a lead lives in the CRM, the work lives on a board, the follow-up runs through a zap that breaks quietly, and the numbers get copied into a sheet by hand. Every subscription and every context switch comes out of runway and out of product time.
Opser is one system you own from day one: CRM, outbound, inbox, chat, wiki, drive, and tasks on one foundation, an agent per teammate that knows the company, and the internal tools you'd otherwise buy built by describing them.
Each one is a job your team does today by hand across several tools. On Opser one agent does it across the apps below and the systems you keep, and you approve.
Lead lists in a sheet, sequences in one tool, replies in another, and the CRM updated by hand on Sunday.
The agent researches accounts, enriches contacts, drafts the sequence in your voice, and logs every reply and next step on the deal.
Find 30 mid-size logistics companies in DACH, enrich the ops leads, and draft a 3-step sequence.
Customer emails, investor intros, and support requests pile up in three founders' inboxes.
The agent triages shared and personal inboxes, drafts replies, files bugs to the board, and turns intros into CRM contacts, with approval before anything goes out.
Triage the support inbox, draft replies, and file real bugs to the board.
Notes in a doc, action items forgotten, the CRM stale.
Record the call without a bot joining. When it ends, Meetings writes the summary, decisions, and action items, and the agent updates the deal and creates the tasks. You review and confirm.
From the Acme call: update the deal, create the follow-ups, and draft the recap email.
The NDA in someone's downloads, the offer letter in a doc, signatures chased by email.
The agent drafts the NDA or the offer letter as a document. You send it for signature, reminders go out on their own, and the signed copy lands in Drive with its audit trail.
Draft a mutual NDA for Meridian and get it ready for Riley to sign.
Investor and team updates take an evening of digging through tools.
The agent drafts the weekly update from what shipped, what closed, and what's stuck, pulled from Projects, CRM, and Finance.
Draft this week's investor update from shipped tasks and closed deals.
Connected in one workspace, configured for your industry. Explore each app, then add the workflows that make it yours.
Pipelines, organizations, and contacts, with profiles that fill themselves in.
Explore app
Account research, enrichment, and sequences in your voice, handing replies to Customers.
Explore app
Team boards, tasks, subtasks, and due dates, with comments and files.
Explore app
Company wiki, SOPs, meeting notes, and the monthly investor update drafted from live numbers.
Explore app
Team directory, reporting lines, and time off with approvals.
Explore app
Quotes, invoices, recurring billing, and what each customer owes.
Explore app
Every Gmail and Outlook mailbox in one inbox, labeled by urgency, with replies drafted for your OK.
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Team chat with shared agents you @mention in a channel and approve from a card.
Explore app
Calls recorded without a bot, with the notes, decisions, and action items written for you.
Explore app
Your onboarding flow, your pricing calculator, your customer-health dashboard, your hiring pipeline. Describe it and it's built into the same system, on the same data.
Build your appStart with a request like this
Build a customer health dashboard: usage, open tickets, last contact, renewal date, and a risk flag per account.
Because the CRM, the inbox, the tasks, the wiki, and chat live in one system, each person's agent can research the account, draft the reply, file the bug, write up the call, and draft the update, with approval before anything goes out.
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.