The Complete Business Operating System

Every lead. Every client.
Every operation.
One platform.

OpSmart runs your entire business lifecycle — from first contact to invoice, with workforce management, HRMS, and payroll built in.

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app.opsmart.in/dashboard
OpSmart
Dashboard
Leads24
Clients
Messages3
Follow-ups2
Invoices
Workforce
Reports
Settings
Good morning, Arjun 👋
2 overdue follow-ups
New lead
₹7.7L
Pipeline value
+18% this week
24
Active leads
+4 new today
68%
Contact rate
Target: 75%
12
Agents online
2 on break
New1
Meena Devi
Devi Textiles
₹90,000 Warm
In contact3
Priya Ramesh
Ramesh Enterprises
₹2,40,000 Hot
Rajesh Nair
Nair Holdings
₹2,75,000
Proposal2
Aruna Sundaram
Sundaram Corp
₹1,65,000 Hot
Converted1
Lakshmi Pillai
Pillai Infra
₹3,20,000 Closed
Complete Business Lifecycle

From first hello
to recurring revenue

OpSmart is the only platform that manages every stage of your customer and business journey — without stitching together five different tools.

01
Leads & Acquisition
Capture leads from calls, WhatsApp, website forms, or walk-ins. Auto-assign to agents, score as Hot/Warm/Cold, and never miss a follow-up.
02
Conversion & Sales
Track every interaction on a visual kanban pipeline. Send proposals, schedule demos, and move deals forward — all in one screen.
03
Client Onboarding & Services
Once converted, the client seamlessly moves to service delivery. Create tasks, assign staff, monitor milestones, and ensure on-time delivery.
04
Invoicing & Billing
Auto-generate quotations, proforma invoices, GST / non-GST invoices, and track payment status — all linked to the client's history.
05
Recurring Services & Renewals
For ongoing clients, allocate dedicated staff, schedule recurring work, and trigger automated renewal reminders so nothing lapses.
Business lifecycle at a glance
Lead Capture
WhatsApp · Call · Web form · Walk-in
247
Pipeline & Conversion
Track, follow up, close deals
68%
Service Delivery
Tasks, staff allocation, milestones
142
Invoice & Payment
GST/non-GST · Receipts · Tracking
₹28L
Recurring & Renewal
Auto-allocate staff · Renewal alerts
89%
How It Works

Up and running in minutes

No lengthy implementation. No consultants. Just sign up and your team is live within the hour.

01
Set up your organisation
Create your workspace, define roles, add your team, configure services, and set attendance policies — all from one admin panel.
02
Connect your channels
Link your phone system, WhatsApp Business, email, and web forms. Leads from every channel flow into one unified inbox automatically.
03
Start managing & growing
Your agents work the pipeline, managers monitor in real time, and you watch revenue grow — all from a single, beautiful dashboard.
Core Modules

Everything your business needs

Built as a tightly integrated suite, not a collection of bolt-ons. Every module shares data, context, and intelligence.

Lead Management
Capture, classify, assign, and track every lead across its complete journey. Smart scoring, kanban pipeline, and overdue alerts keep your team on target.
Kanban board Hot / Warm / Cold Auto-assign Follow-up alerts
Client Management
Full client profiles with service history, communication timeline, invoices, and notes. Converted leads become clients with zero data re-entry.
Complete profiles Service history 360° timeline
Service Delivery
Create and assign tasks, track workflows and timelines, set milestones, and ensure on-time delivery. Full visibility for managers and clients alike.
Task management Milestones Staff allocation
Invoicing & Billing
Generate quotations, proforma invoices, GST and non-GST final invoices. Track payment status, send reminders, and reconcile with ease.
GST invoices Quotations Payment tracking Proforma
Unified Messaging
One inbox for WhatsApp, SMS, and email. Agents see full conversation history regardless of channel. No context ever gets lost.
WhatsApp Email SMS Templates
Reports & Analytics
Live dashboards covering leads, conversions, revenue, expenses, and agent performance. Know what's working and where to focus — in real time.
Live dashboards Agent KPIs Revenue reports
Telephony Integration
Built-in click-to-call, auto-dialler, call logging, and recordings. Every call is automatically linked to the lead or client record.
Click-to-call Call recordings Auto-dialler
Security & Access Control
Role-based access, OTP authentication, audit trails, and admin controls. Your data is protected at every level, with full visibility into who did what.
Role-based access OTP login Audit logs
Recurring Client Engine
Manage retainer clients automatically. Set renewal dates, allocate staff for recurring work, and trigger automated communications — without manual effort.
Auto-renewal Staff scheduling Retainer billing
Built-in Bundle

Workforce & HRMS
included as standard

No separate HR software to buy. OpSmart ships with full workforce management and HRMS with payroll — at no extra cost.

Workforce Management
Your team,
fully orchestrated
Real-time visibility into every agent's status, workload, and performance. Allocate staff to recurring service clients, manage attendance, and optimise capacity — all in one place.
  • Live agent status — online, break, offline, in-call
  • Staff allocation to recurring clients and services
  • Digital attendance with shift scheduling
  • Call volume, contact rate, and pipeline per agent
  • Role-based task assignment and workload balancing
  • Manager view with team-wide performance metrics
HRMS & Payroll
HR that works
with your ops
A complete HRMS that shares data directly with your operations — so payroll is based on real attendance, and leave impacts workload planning automatically.
  • Employee directory with roles, documents, and history
  • Leave management with approvals and balance tracking
  • Payroll engine — fixed, variable, and deductions
  • Payslip generation and distribution
  • PF, ESI, and TDS computation ready
  • Integrated with attendance for zero manual entry
Team performance today
Thu 7 May 2026 · Live
Agent Status Calls Contact rate Pipeline
DP
Divya P.
Senior agent
 Online 14 / 15
82%
₹9.4L
SR
Sneha R.
Agent
 Online 12 / 15
78%
₹5.2L
KM
Karthik M.
Agent
 Break 6 / 15
50%
₹3.1L
AI Agent Model

Meet your
AI operations
co-pilot

OpSmart's built-in AI agent handles routine tasks, surfaces insights, and answers your team's questions — so your people focus on relationships, not admin.

Smart follow-up suggestions
AI recommends the right action and timing for every lead based on history.
Draft messages
One-click WhatsApp and email drafts, personalised per client.
Revenue insights
Ask plain-English questions about your pipeline, team, or finances.
Automated workflows
Set triggers — lead created, invoice paid, task overdue — to auto-fire actions.
OpSmart AI · Active
Good morning Arjun! You have 2 overdue follow-ups. Priya Ramesh (₹2.4L) hasn't been contacted in 3 days — want me to draft a WhatsApp message?
AK
Yes, draft one and show me the pipeline summary for this week.
Draft ready: "Hi Priya, just checking in on our demo discussion. Do you have 15 minutes this week?" — Also, your pipeline this week: ₹7.7L active, ₹3.2L at proposal stage. Conversion rate is up 12% vs last week. 🎯
3×
Average increase in lead conversion
60%
Reduction in missed follow-ups
5+
Tools replaced by OpSmart
14d
Free trial, no credit card needed
Integrations

Connects with tools
you already use

OpSmart integrates natively with telephony providers, WhatsApp Business API, payment gateways, and more — with an open API for custom connections.

WhatsApp
Messaging
Telephony
VoIP / PSTN
Email
Gmail / SMTP
Razorpay
Payments
GST Filing
Compliance
Open API
Custom
Google Calendar
Scheduling
SMS Gateway
Notifications
Webhooks
Automation
Zoom
Video calls
Google Forms
Lead capture
+ more
Always growing
Industries We Serve

Built for service businesses
of every kind

Whether you run 3 agents or 300, OpSmart scales with your team and adapts to your industry's workflow.

Real Estate
Healthcare Clinics
Education & Training
IT & Software
Consulting Firms
Travel Agencies
Financial Services
Manufacturing
Logistics
Salons & Wellness
Home Services
Your industry
Pricing & Modules

Choose your plan,
see what you unlock

All plans include a 14-day free trial. No credit card required. Select a plan below to explore the exact modules and features you get.

Up to 20 users
3 of 4 modules
Priority support
14-day free trial
Start free trial
No credit card required for trial
Cancel or change plan anytime
Free onboarding support included
GST invoice provided
What customers say

Loved by teams
across India

"OpSmart gave us control over both sales and operations in one screen. Our lead conversion improved significantly and the team now has full visibility into every client account."
RK
Ramesh Kumar
Business Owner · IT Services, Chennai
"We were managing leads in notebooks and Excel. After OpSmart, no enquiry gets missed, our agents are more productive, and I can monitor everything from my phone."
SP
Sunitha Pillai
GM · Real Estate Agency, Kochi
"The HRMS and payroll being built in saved us an entire software subscription. The fact that attendance feeds directly into payroll with zero manual entry is a game changer."
AM
Anand Murthy
HR Manager · Corporate Services, Bengaluru
"Patient enquiries were being tracked manually and follow-ups were always delayed. OpSmart centralised everything and appointment coordination is now smooth and efficient."
PJ
Dr. Priya Jayaraman
Director · Healthcare Clinic, Chennai
"The telephony integration is what sold us. Every call is automatically logged against the lead, agents can't miss follow-ups, and my managers have real-time performance data."
VN
Vijayakumar N.
Sales Head · Financial Services, Coimbatore
"I replaced our CRM, project management tool, invoicing software, and HR system with OpSmart. One platform, one subscription, zero context switching. Best decision we made."
LT
Lakshmi T.
Founder · Digital Marketing Agency, Hyderabad
FAQ

Common questions

What does the 14-day free trial include?
The free trial gives you full access to all features in the Growth plan — lead management, client management, service delivery, invoicing, workforce management, HRMS, and the AI agent. No credit card required. At the end of the trial, you choose the plan that fits your team.
Does OpSmart support GST invoicing?
Yes. OpSmart generates quotations, proforma invoices, GST invoices, and non-GST invoices. GSTIN management, HSN/SAC codes, and tax calculations are all built in. You can also export invoice data for your accountant.
Can leads come in from multiple sources?
Yes. Leads can be captured from phone calls (via telephony integration), WhatsApp Business, website forms, email, manual entry, events/expos, and referrals. All sources flow into one unified lead pipeline.
Is OpSmart suitable for businesses outside Chennai?
Absolutely. OpSmart is a cloud-based SaaS platform accessible from anywhere in India and globally. We have customers in Chennai, Bengaluru, Mumbai, Coimbatore, Kochi, Hyderabad, and more. Multi-location enterprise setups are also supported.
Does the HRMS integrate with operations automatically?
Yes — this is one of OpSmart's core differentiators. Attendance data from the workforce module feeds directly into payroll, so there's zero manual entry for pay processing. Leave approvals automatically adjust workload allocation and task assignments.
Which industries does OpSmart work best for?
OpSmart is designed for service businesses — IT companies, agencies, consultancies, real estate, healthcare clinics, training institutes, financial services, travel agencies, and any business that manages leads, delivers services, and invoices clients. If you have a sales team and deliver ongoing services, OpSmart is built for you.
Get started today

Stop missing leads.
Start running operations.

Join hundreds of Indian businesses running their complete lifecycle on OpSmart. Your first 14 days are free.

Start free 14-day trial Book a demo call