Every lead and customer, updated automatically, from every channel
Most CRMs start clean and rot within a month because nobody types the notes. Opsei AI sits underneath every call, chat, and message, so contact records, transcripts, and lead scores write themselves. The record stays current, nobody has to touch a keyboard.
A CRM that keeps itself up to date, fully managed by your AI Agent
Because the AI handles the conversation, it also captures and maintains the record, accurately, every time.
Auto-built contacts
Every call, chat, and form creates or updates a contact with name, phone, email, and source - no typing.
Full activity timeline
See every interaction across every channel on one record, with transcripts and summaries attached.
Live lead scoring
Opsei AI qualifies each lead in conversation and scores it automatically, so your team knows who to call first.
Leads & customers
Track prospects and customers in one place, with the context of every conversation they have ever had.
Stays current next time
The AI remembers prior conversations, so records get richer over time instead of going stale.
Syncs to your tools
Push contacts and leads to HubSpot, Salesforce, Pipedrive, or any app via automations - kept in sync.
The record writes itself
Your AI answers
Every call, text, chat, and form lands on a single contact record, automatically matched to the right person.
It captures the details
Opsei writes the transcript, extracts the key facts, and scores the lead live as the conversation happens.
It stays current
Next time the customer reaches out, the record already knows them, and gets updated again, hands-free.
Opsei AI-native CRM vs. a traditional CRM
| Capability | Spreadsheet | Traditional CRM | Opsei AI CRM |
|---|---|---|---|
| Data entry | Manual | Reps type notes | None - it writes itself |
| Record freshness | Stale fast | Stale within a month | Always current |
| Captures every channel | No | Partial | Calls, chat, SMS, social |
| Transcripts & summaries | No | Rarely | On every interaction |
| Lead scoring | Manual | Add-on | Automatic & live |
Enterprise-grade security, built in
Your customer conversations are sensitive. Opsei protects them with the controls large enterprises expect - so you can put AI on the front line with confidence.
Access & audit control
Role-based access, single sign-on (SSO), and per-user audit logs so you always know who saw and did what.
Encryption everywhere
TLS 1.3 encryption in transit and AES-256 encryption at rest for every conversation, record, and file.
SOC 2 Type II
SOC 2 Type II controls with independent annual audits covering security, availability, and confidentiality.
Data residency
Tenant-isolated data that is never used to train third-party models, with US-based data residency available on enterprise plans.
Works with the tools you already use
Opsei plugs into your stack two ways: Automated Workflows push new leads, customers, and tickets out to your other apps the moment they happen, and Live Answers let the AI look up real information from your systems mid-conversation.
Automated Workflows (outbound)
Fire secure webhooks on every new lead, customer, ticket, or ended conversation. Connect to your CRM, back office, or thousands of apps through Zapier, Make, and n8n. Every delivery is logged, retried, and testable.
Live Answers (inbound connectors)
Let the AI query your own HTTPS APIs while it is talking to a customer - order status, bookings, account details, a customer's plan - and reply with the live result on both chat and voice.
