AI copilotGmail + CRMHuman approvals
AI operations copilot for email and CRM follow-ups
Opsy is an AI operations copilot for small sales teams. Run follow-ups across Gmail, HubSpot, and Slack in plain English—with a human approval on every customer-facing step.
Read how it works on the product page or jump straight to security & trust.
Hi, I'm Opsy
No credit card
Free while in beta
You approve customer messages
Teams like yours are on the beta
Inside the product
Chat, approvals, and workflows — one place
Opsy surfaces what needs attention; you approve before anything sensitive runs.
You
Show me leads that need follow-up this week.
Opsy
Found 3 leads with no reply in 5+ days. Want drafts or add them to a workflow?
2 approvals waiting
CRM update and outbound email — review before send.
How it works
Three steps to your first workflow
Most teams reach a first workflow in about 5–10 minutes.
Connect your tools
Link Gmail, HubSpot, Slack, and your other apps. One-time setup.
Ask Opsy what you need
Just type what you need. No wizards, no configuration—just talk.
Approve, run, repeat
Review actions before they run. Opsy handles the rest.
Real results
Stories from real users
These moments happen every day. Opsy helps you catch them.
Explore deeper write-ups in sales follow-ups, CRM hygiene, and solutions.
Lost deal recovered
Before
Client went silent after pricing. No follow-up. Deal lost.
With Opsy
You asked Opsy: 'Show me leads that need follow-up.' Opsy flagged the stall and surfaced a value-first reply. Client closed 2 weeks later.
You asked Opsy; Opsy delivered.
Slow support → Instant reply
Before
Frustrated client waited 3 days for a response. Left a bad review.
With Opsy
You asked Opsy to prioritize the inbox. Opsy surfaced the urgent message and suggested an empathetic reply. Issue resolved same day.
You asked Opsy; Opsy delivered.
Forgotten lead → Follow-up
Before
"I'll think about it" turned into 6 months of silence. Lead went cold.
With Opsy
You asked Opsy: 'Who needs follow-up?' Opsy reminded you at day 3 with a gentle nudge script. Lead converted.
You asked Opsy; Opsy delivered.
Composite beta feedback
What early teams are saying
Quotes are illustrative composites from beta interviews—not attributed endorsements. See example outcomes and read sales follow-up use cases.
“I asked Opsy to show me leads that needed follow-up. Five minutes later I had a list. No more digging through spreadsheets.”
Sarah Chen
Founder, B2B SaaS (seed stage)
“Finally, automation that doesn't require a developer. I connected Gmail and built my first workflow in one conversation.”
Marcus Webb
Owner, Regional services business
What changes
What you actually get
New to Opsy? Start with the product overview and integrations directory.
Ask Opsy: "Show me leads that need follow-up"
Opsy tracks and surfaces leads automatically. Just ask when you need them.
Ask Opsy: "Connect Gmail" or "Add an email step to this workflow"
Connect integrations and build automations in your own words. No setup wizards to learn.
Ask Opsy: "What approvals are waiting?"
Nothing executes without your approval. Opsy surfaces what's pending so you stay in control.
Ask Opsy anything about your business ops
Workflows, failed runs, performance summaries — Opsy finds it and does it when you ask.
Works with your stack
Connect Gmail, HubSpot, Slack, and more
Live means you can connect it in the app today (see Settings → Connected Apps after you sign in). We keep improving each connector—email us if something you need is missing.
What is Opsy?
Is Opsy better than Zapier?
Is Opsy safe to connect to Gmail?
Does Opsy support OAuth?
Early access
Try Opsy free while we are in beta
No credit card. Full access while we improve the product.
We have not announced final pricing yet. Early users will hear from us first when paid plans exist.
- Connect Gmail, HubSpot, Slack, and more
- Chat-first help for follow-ups and light routines
- You approve customer-facing messages before they send
Want help staying on top of follow-ups?
Create a free account for our beta. No credit card.
After you sign in, tell Opsy a little about how you work. It will suggest simple ways to save time—always with your approval before anything goes to a customer.
Built for small teams who want less tab-switching—not another complicated dashboard.