Built for lean teams
One connected system for your entire operation
Unify tasks, customers, invoicing, and AI-assisted automation in a single workspace. Stop chasing status updates across scattered tools and start running your business from one place.
Everything your team needs, nothing it does not
Each feature works together so your data flows, your dashboards reflect reality, and your team knows what to do next.
Unified workspace
Run tasks, projects, customers, and invoicing in one shared operating view. No more switching between six tabs to find what matters.
AI copilot
Draft emails, summarize meetings, and propose next actions grounded in your synced data. Every suggestion links back to its source.
Automation
Schedule follow-ups, trigger onboarding checklists, and send invoice reminders automatically. Set the rule once, then move on.
KPI dashboards
Weekly and monthly dashboards generated from real activity. Each number links to the underlying records, so you can verify what you see.
Integrations
Connect email, calendar, accounting tools, and CRMs. Synced data feels native inside the workspace, not bolted on.
Template-first setup
Start from proven workflows, roles, and KPIs for your business type. Adjust what you need, skip what you do not.
Work triggers reporting, so dashboards reflect reality
When a deal closes, an automation creates the onboarding checklist, schedules invoice reminders, and notifies the team. Each Monday, the AI produces a KPI summary with links to source emails, tasks, and invoices for you to review.
- Connect Gmail, Google Calendar, and your accounting tool
- Import contacts and open invoices
- Set up automations from proven templates
- Review grounded AI summaries each week
Designed for the way small teams actually work
Whether you run a 5-person agency or a 15-person services company, OpsUnity adapts to your workflow. Start from templates designed for your business type and adjust as you grow.
No heavy administration, no spreadsheet rewiring, no six-week implementation. Connect your tools, pick a template, and start working in the same afternoon.
Ready to run your operation from one place?
Stop chasing updates across scattered tools. Connect your existing systems, pick a template, and see your first weekly KPI summary within days.