Your Channels. Your Systems. No New Software.

Your team is buried in ops work.
We fix that.

OpsRev deploys autonomous AI teammates inside the channels your team already uses: Slack, Teams, Google Chat, email, and text threads. They work across Salesforce, Office 365, Google Drive, Notion, your CRM, accounting, and operations systems so work moves without another dashboard. No new software.

Why OpsRev Get a Free Ops Assessment
OpsRev.ai
Today
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OpsRev 6:00 AM
Morning digest
What's the status on Pinnacle?
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OpsRev
Pinnacle Group • $185K
Stage Proposal Sent Last touch Mar 3 Next Revised SOW due Friday
Next action

I can sync the CRM or draft the revised SOW. Which should I handle?

Let's go ahead with the revised SOW.
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OpsRev

Revised SOW drafted and available in CRM.

crm.com/pinnacle/sow
Remind me Monday if Bright Solutions hasn't replied.
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OpsRev

Monitoring. I’ll check Monday and ping you only if Bright Solutions stays quiet.

Morning digest, already posted.

OpsRev posts the morning digest before anyone asks for it.

This is your team channel, not another app: OpsRev replies inside Slack, Teams, Google Chat, email, or wherever your team already works.

3+
Roles Offset
All
Systems Connected
Days
Not Months
24/7
Autonomous Ops
Why OpsRev.ai

Managed AI teammates, not DIY agent experiments.

The hard part is not opening a chat window. It is connecting the right systems, making work repeatable, scoping access, monitoring failures, and improving the teammate as your business changes.

OpsRev helps you through each step so AI becomes a governed operating layer, not another tool your team has to manage alone.

Read Why OpsRev See How We Start

Custom integrations

We connect the teammate to your CRM, inbox, files, accounting, portals, and line-of-business tools instead of forcing another dashboard into the stack.

Repeatable skills

Your workflow becomes a versioned skill with defined inputs, steps, outputs, approvals, and escalation paths, not a pile of fragile prompts.

Scoped guardrails

Permissions, approval gates, deterministic checks, and audit trails keep the teammate inside the lane where it should operate.

Production operations

We monitor workflow runs, create issues, patch skills, and deploy improvements as your systems and operating goals change.

Ongoing partnership

Reporting, review meetings, roadmap decisions, and new-skill development keep the teammate aligned with what the business needs next.
Case Study

A prominent Florida roofing organization now runs core operations on OpsRev.

Florida roofing is serious business: storms, permitting, compliance, inspections, insurance documentation, crews, and customers all move at once. This organization needed faster approvals and cleaner pipeline execution without adding another back-office bottleneck.

After OpsRev went live across job records, estimate documentation, follow-up, and reporting workflows, the long tail of stalled work disappeared in the post-launch cohort.

Read the Case Study
21 -> 6 days
Reroof approvals
31 -> 13 days
Repair approvals
0
Jobs stalled 30+ days
13% -> 57%
Estimate documentation

Anonymized analysis of 6,631 AccuLynx jobs before and after launch.

View details
The Problem

Your team spends more time on admin work than the work that grows revenue.

CRM updates, POS exports, accounting cleanup, loyalty data, follow-up emails, document assembly, data entry — your best people are buried in operational grind instead of doing the work that actually moves the needle.

Slow Follow-Ups

Catering leads, estimate requests, sales opportunities, and open customer issues sit for days without a response. By then, the customer has already called a competitor. Revenue bleeds out silently.

System-to-System Data Entry

Your team spends hours every day moving data between systems — POS, CRM, accounting, loyalty, vendor portals, spreadsheets, and email. That's not their job. It's a process failure.

Growth = More Coordination

Every new location, acquisition, service line, or busy season creates more reconciliation, reporting, handoffs, and follow-up. Revenue scales but admin overhead scales right with it — eating your margins.

Industries

Built for businesses where the work spans too many systems.

OpsRev is strongest when revenue, operations, finance, and customer teams all depend on the same information but live in different tools.

Field Services

Roofing Contractors

Estimates, sales kits, CRM updates, measurement data, invoices, and customer follow-up handled across the tools your team already uses.

Hospitality

Restaurants & Multi-Location Operators

POS, accounting, loyalty, catering sales, vendor invoices, and store operations connected so finance and operators see the same reality.

Commercial Trades

Specialty Contractors

Bid documents, compliance checks, scope packages, and change-order workflows assembled without adding back-office headcount.

Commercial HVAC

HVAC Reps & Distributors

Quote support, product data, submittals, service coordination, and data-center project follow-up automated across your existing tools.

Role Examples

Examples of roles OpsRev can offset.

The exact mix depends on the operation. In practice, our best deployments create leverage across the recurring admin roles that sit between sales, finance, customer service, and operations.

Roofing

Sales Admin / CRM Coordinator

Updates job records, tracks estimates, assembles sales kits, and keeps follow-up moving without forcing reps back into admin mode.

Restaurants

Bookkeeper / Reconciliation Clerk

Compares POS sales, deposits, delivery payouts, vendor invoices, and accounting categories before month-end cleanup piles up.

Restaurants

Catering Sales Coordinator

Monitors inbound catering leads, drafts responses, updates sales records, and alerts the team when opportunities go stale.

Commercial Trades

Estimating Coordinator

Prepares bid packages, moves takeoff data, checks scope details, and stages proposal documents for estimator review.

Commercial HVAC

Sales Support / Application Engineering Admin

Triage quote requests, gather product and submittal data, stage CRM updates, and keep data-center project follow-up from living in inboxes.

Manufacturing

Order Entry / Sales Ops Admin

Turns quote and customer data into ERP-ready orders, checks fields, and flags missing pricing, BOM, or inventory context.

Freight & Insurance

Account Support Coordinator

Handles routine portal updates, document requests, status checks, and exception alerts so producers and operators stay focused.

CRE

Lease / Property Data Analyst

Extracts lease details, updates property records, prepares report inputs, and flags critical dates before they become misses.

A New Paradigm

No new software to adopt.

OpsRev operates entirely inside Slack, Teams, Google Chat, email, text threads, and wherever work already happens. It connects across Office 365, Google Drive, Notion, Salesforce, CRMs, accounting, and ops systems. No dashboard, no portal, no new app to train on. Your AI teammate shows up in your channel and works through your systems.

What you won't get

  • A new dashboard to check
  • A login to remember
  • Another app to open
  • Training on new software
  • A tool migration project

What you will get

  • An AI teammate inside Slack, Teams, Google Chat, or email
  • Morning digests delivered in your channel
  • Approvals and next steps handled in-thread
  • Updates flowing across Office 365, Google Drive, Notion, Salesforce, and your systems
  • Live dashboards and calculators published as Artifacts when chat isn't enough
  • Your current stack, working together
How It Works

AI teammates that live in your channels and systems.

We deploy autonomous AI teammates directly into the channels your team already uses and connect them to the systems your business already runs on. The work gets handled 24/7 without asking your team to adopt another platform.

STEP 01

Connect & Map

We connect to your channels, email, files, CRM, accounting, and ops tools. Map your fields, business rules, approvals, and handoffs.

STEP 02

Shadow Mode

Your AI teammate watches how your team works for 1–2 weeks. It learns your process, terminology, systems, exceptions, and escalation paths. Zero disruption.

STEP 03

Enable Your Team

System updates, reconciliation checks, follow-up sequences, and document assembly go live. Your team sees the work inside the channels they already use.

STEP 04

Governance Live

Full autonomous operations. Follow-up enforcement, stale-work scans, exception alerts, and process governance run 24/7 with visibility in your team channel.

New · OpsRev Capture
Our Differentiator

Get the knowledge out of your team and into an agent.

The hard part of any AI teammate is capturing how the work actually gets done. We make it easy: your team records and narrates a task with our desktop app — no interview calls, no lengthy walkthroughs. OpsRev's AI turns each recording into a step-by-step SOP and a map of the systems you touch, then scopes the skills and integrations your teammate needs.

  • Record & narrate the work — we turn it into skills, not meeting notes
  • A scoped, buildable skill in days — not weeks of process interviews
  • macOS app ready today for Apple Silicon · Windows coming soon
Explore Capture View Mac app
OpsRev Capture desktop app — record and narrate how your team works
Capabilities

Your team gets leverage. Leadership gets visibility.

Your people focus on revenue-generating work. Your AI teammates handle the operational grind and keep leadership informed.

Ops Automation

Follow-Up Enforcement

Monitors every inbound lead, catering request, estimate, ticket, and open customer issue. Automated reminders, system tasks, and team alerts when anything goes untouched.

Stale Work & Dead Deal Scanner

Regular scans flag stale leads, dead estimates, unreconciled orders, neglected tasks, and missing handoffs so your operating reports reflect reality.

Call, Meeting & Store Audits

Analyzes customer calls, meetings, store check-ins, and operational notes for quality, completeness, and follow-through. Scales accountability across the business.

Team Enablement

Automated Follow-Ups

After every call, meeting, order inquiry, or operational issue, your AI teammate drafts follow-ups, updates the right system, and creates next-step tasks.

Customer Briefing Packets

Auto-generated briefings combining CRM history, account context, sales activity, loyalty behavior, open issues, and relevant notes. Delivered before every meeting or site visit.

See a real example

Documents, Reports & Reconciliation

Proposals, estimates, catering summaries, invoice packets, finance reports, and exception lists assembled from real system data.

Interactive Artifacts New

When output is too rich for chat, your teammate publishes a live interactive page — dashboards, calculators, reports — at a stable link. Private to your team, shareable when you say so.

Try two live artifacts
See It In Action

This is what your team sees before work starts.

No prompting. No templates. OpsRev detects the work ahead and delivers the context your team needs into the channel they already use: account history, open issues, system status, customer context, and talking points. Ready before the day starts.

Pre-Demo Briefing Packet · Auto-generated
Feb 13, 2026
Account: Northbridge Wellness Group Rep: Ben Mercer (BDR) Product: Insights
🏢 Company Overview
CEO, COO, retail footprint, $3.5M grant...
📋 CRM History
$100K churned Aug 2022, win-back opp...
🎬 Demo Script
Opening, 3 acts, objection handling...
+ 5 contacts · competitive landscape · checklist View full packet

New Artifacts: briefings were just the start — your teammate now publishes fully interactive dashboards and calculators at a live link.

Explore Artifacts

No new software. Lives inside your existing stack.

Salesforce HubSpot Toast Square QuickBooks JobNimbus Office 365 Google Drive Google Analytics Notion Slack Teams Google Chat Email Loyalty Platforms
How We Start

Start narrow. Prove value. Then expand.

We do not ask you to commit to a broad AI transformation. We find one real workflow, measure it, ship the teammate, and decide what should happen next.

STEP 01

Ops Autopsy

We map the workflow, tools, handoffs, approval rules, and baseline metrics that show where the operation is leaking time.

STEP 02

Scoped Pilot

We build one useful teammate against real systems, tune in shadow mode, and add approval gates where the work needs control.

STEP 03

Rollout Decision

You get the measured pilot result, recommended next scope, operating model, and a clear call on whether expansion is worth it.

See the Starting Model

Stop hiring for work
that shouldn't exist.

Give us a look at your current operations. We'll show you exactly where your team is losing hours to admin work, where system handoffs are breaking, and what an AI teammate would handle on day one. No commitment. No cost.

Get a Free Ops Assessment

48-hour turnaround. Read-only access. Zero obligation.