Everything your business needs to run
in one platform.
From the first lead to the last invoice, here's everything inside OpsROI - for agencies and trades alike. Tap any feature to see exactly how it works.
One login. Every tool the
work needs.
Everything you'd normally stitch together from six-plus tools, built into one platform - click a card for the details.
The feature delivery pipeline
Every feature above shares one thing - the same record. A lead becomes a contact, a contact becomes a job, and it moves through OpsROI end to end without re-entry or a gap between logins.
Capture
Leads and job requests land straight in the CRM — auto-tagged, routed, and never lost between tools.
Nurture
Automated email & SMS sequences keep every lead warm, so the first callback is always yours.
Close
AI estimates, e-signatures, and payment links turn conversations into signed, paying work.
Report
White-labeled dashboards update automatically — clients see the ROI the moment they log in.
Retain
Health alerts, renewal reminders, and a standing support team keep clients longer, hands-off.
How our team gets you running.
You don't build any of this yourself. From first call to fully running, our team maps, builds, and maintains it around how your business actually works.
We map your business
A short call to understand how you sell, deliver, and get paid today — no assumptions about your industry, niche, or crew size. We listen for your actual workflow, not fit you into ours.
We build the systems
Your CRM, automations, and reporting get built and configured around that exact workflow — pipelines named the way you think, fields that match your intake, dashboards showing the numbers you care about.
We keep it running
OpsROI stays on as your ops partner after launch — maintaining, adjusting, and supporting as you grow, add crew, add clients, or add a new service line. Not a one-time setup you're left to maintain alone.
See it running on your business.
Book a short call and we'll walk through what OpsROI would set up for you - no niche requirements, no long contracts.