OpsHubRun your entire business ops from one place
OpsHub is a business operations platform for small businesses, consultants, agencies and growing teams. CRM, tasks, chat, video calls, invoices, documents, forms, AI, attendance and more. All in one workspace.
50+
Integrated modules
90+
Feature entitlement keys
155
Form templates
26
Document templates
4
Access roles
14
Day free trial
Pipeline Value
$248K
Open Tasks
34
Team Score
91%
Pipeline Snapshot
Upcoming Birthdays
Core features
Everything your team needs
No more juggling five different tools. OpsHub brings every operational workflow under one roof.
Live Dashboard
Real-time pipeline snapshots, team scores, follow-up queues, overdue tasks and activity metrics. All in one view.
CRM & Lead 360
Full Lead 360 view with 22+ tabs, 80+ data fields, duplicate detection, score auto-calc, birthday tracking and pipeline stages.
Contacts
Manage contacts with full history, birthday panel, zodiac, AI-generated messages, WhatsApp copy and "Convert to Lead" flow.
Team Chat & Calls
Channels, DMs, threads, pins, voice messages, @mentions, reminder alarms and 1-on-1 audio/video calls.
Tasks & Projects
Assign tasks with priorities, recurrence, reminders and health scores. Manage projects with milestones and kanban boards.
Calendar & Attendance
Schedule events, track team attendance, manage recurring calendar events and sync birthday reminders automatically.
Invoices & Receipts
Create professional invoices, track payment status, generate receipts and download PDF documents with your branding.
File Management
Upload images, videos, PDFs, documents and spreadsheets. Preview files directly inside the platform with FileDetailPanel.
Video Huddles
Instant or scheduled video meetings with your team, clients and guests. Crystal-clear audio and video, no extra software required.
Workspace & admin
Built for operators, not just users
Workspace Owners and Admins get a full control plane: user management, RBAC, per-user feature gating, billing settings and multi-gateway payment support.
Access role hierarchy
Workspace Owner
Super admin. Full org control
Admin
Org admin. Users, settings, billing
Manager
Team lead. Team data and reports
Staff
Standard user. Assigned features only
User Management
Invite, activate, deactivate and manage users. Set roles, assign feature access per user and control visibility at every level.
Role-Based Access Control
Four roles: Workspace Owner, Admin, Manager and Staff. Every feature, route and API endpoint is gated by role and plan entitlement.
Per-User Feature Control
Override plan-level entitlements per user. Enable or disable specific features for individual team members.
Billing & Subscription
Manage your workspace subscription, view invoices, update payment methods and track usage. All from your billing settings.
Automation Engine
Build trigger-action automations across CRM, tasks and forms. Configure triggers, conditions and actions from the Settings panel.
Health Dashboard
Schema diagnostics, email diagnostics, check-and-repair tools and system health indicators. Available to workspace admins.
Any payment gateway. Your choice.
OpsHub is not locked to any single payment provider. Configure PayPal, Flutterwave, Stripe or any gateway you prefer from your workspace settings. Switch providers at any time without changing your billing logic. Your subscription engine, dunning, webhooks and entitlements all work the same regardless of gateway.
Simple setup
Up and running in minutes
Create your workspace
Sign up, set your org code and invite your team in minutes.
Import your data
Bring in leads, contacts and files from any CSV or existing system.
Assign roles & permissions
Staff, Manager, Admin or Workspace Owner. Full RBAC out of the box.
Operate at full speed
Dashboard, chat, tasks, invoices and huddles all live in one tab.
Testimonials
Built for operations teams
"Having CRM, tasks, chat and invoices in one place has simplified how we run our day-to-day operations considerably."
Sarah M.
Operations Director
"Onboarding was straightforward. The chat and task system keeps our remote team coordinated every day."
James K.
Agency Owner
"The Lead 360 view alone is worth it. We haven't missed a follow-up since switching to OpsHub."
Priya N.
Sales Manager
Pricing
Simple, transparent pricing
Every plan includes a 14-day free trial. No card required to start. Pay by PayPal when your trial ends.
OpsHub Starter
14-day free trial included
For solo operators, consultants and very small teams.
- Up to 5 users
- 5 Huddle seats
- Contacts & CRM
- Tasks & projects
- Calendar & reminders
- Team chat + voice notes
- Invoices & receipts
- File upload & preview
- 5 GB storage
- —Attendance tracking
- —People & HR module
- —AI Studio
OpsHub Team
14-day free trial included
For small growing teams.
- Up to 10 users
- 10 Huddle seats
- Everything in Starter
- Attendance tracking
- More contact capacity
- More file storage (15 GB)
- Team calendar visibility
- Client/vendor/guest access
- Usage tracking
- —People & HR module
- —AI Studio
OpsHub Growth
14-day free trial included
For active teams managing clients, contacts, projects and operations.
- Up to 15 users
- 15 Huddle seats
- Everything in Team
- Advanced projects & templates
- Task checklists
- Huddle scheduling
- Advanced dashboard cards
- 30 GB storage
- Notification controls
- —People & HR module
- —AI Studio
OpsHub Scale
14-day free trial included
For larger teams that need more control.
- Up to 25 users
- 25 Huddle seats
- Everything in Growth
- AI Studio
- AI suggestions
- Larger contact & project limits
- 100 GB storage
- Advanced tenant controls
- Priority support
- —People & HR module (add-on)
Every plan includes
Need more than 100 users or custom integrations?
Custom integrations, dedicated account manager, and priority SLA. Contact us to discuss your requirements.
Roadmap
Coming later. Not in current launch packages.
These features are in development and will be enabled in future releases.
Ready to streamline your ops?
Join hundreds of teams already using OpsHub to manage their entire operation.
Create your workspace