OpsWyseThe operations layer of WyseraRun your business, not your tools.
The editorial CRM for founders and operators. Pipelines, AI copilot, metrics, pages, calendar and 40+ modules on one surface, one grammar, zero bloat.
Wyse is readingPipelineInboxCalendar3 people need you today
- 1
Dana TorresNorthwind HealthSigned this morning. Order form drafted.$48,000Send - 2
Maya ChenBrightline StudioAsked about pricing twice. Quote ready.$12,400Review - 3
Mesa ClinicsRenewal in 30 daysQuiet for 12 days. Call prep ready.$30,000Prep
Pipeline38 open deals, $1.24M
Prospect2
Pine Ridge$8,200
Harbor Dental$5,600Quote2
Brightline$12,4002
Oakline$9,800Contract1
Northwind$48,0001Customer2
Mesa Clinics$30,0003
Cedar and Co$18,000Northwind moved to Customer. Logged on the deal.
- Autonomy modes: Draft, Notify, Auto
- 3
- Autonomy modes: Draft, Notify, Auto
- Modules, one grammar
- 40+
- Modules, one grammar
- People included on Pro
- 10
- People included on Pro
- From signup to first pipeline
- < 60s
- From signup to first pipeline
The CRM that gets you found and felt
Pipelines, Wyse AI, metrics, pages and a command palette, working together.
So your team moves on signal, not guesswork.
- AI-PoweredWyse reads your workspace, drafts in your voice, and answers with citations to the records it used.
- Built to ScaleForty modules under one grammar. Switch context without switching tools or retraining the team.
- Team-ReadyRoles, permissions, real-time presence, and shareable views, ready from day one.
Dana and Arjun are hereSearch or ask anything
⌘KThree things. Done differently.
Not another CRM, a workspace with a brain.
Mesa Clinics
6 clinics, Arizona. Customer since March
Arjun MehtaOwner- 1Prospect
- 2Quote
- 3Contract
- 4Customer
- 5Order
Prospect Pulse, 30 days
Warming up
Contract Radar. Renews in 30 days
90d30d7dWyse, this morning
Call Mesa first today. Renewal is in 30 days and usage is up 40% since September.
- AI that reads the roomWyse grounds every answer in your live workspace, across pipeline, inbox, and calendar. Ask in plain English, get a cited answer, a chart, and a draft you can ship. Never a generic LLM.Includes Grounded queries, Call prep briefs and Weekly recap.
- A deal chain that converts itselfProspect, quote, contract, customer, order: one click at every handoff. Line items, client identity, and payment terms carry forward. No re-keying, no dropped records.Includes Quote Déjà Vu, Send-to-customer and Convert in 1 click.
- Every record tells its storyProspect Pulse, Journey rails, Contract Radar, and Customer Health turn static records into a heartbeat. Open any deal and see warmth, trajectory, and what to do next.Includes 30-day Pulse, Milestone rail and Health score.
The deal chain
One record, from first form to paid order.
Every handoff is one click. The client, line items and payment terms carry forward, so nobody types them twice.
Northwind Health
ProspectClinic network, 14 sites
Maya ReyesOwnerCame in
Website form, Tuesday 10:42
Asked for
Pricing for 14 sites
Prospect Pulse
Last 30 days
Warming up: 4 visits to pricing this week.
0 of 4 handoffs, one click each
Convert to quoteCarried forward
Into prospect, nothing typed twice.
- ClientNorthwind Health
- ContactDana Torres
- Line itemsAdded at quote
- Payment termsNet 30, annual
- OwnerMaya Reyes
Meet Wyse, from signal to closed loop
The always-on agent inside OpsWyse.
Wyse watches your pipeline, spots the moments that matter, drafts the move in your voice and hands the lead to the right rep, with context.
- 1See what movedLand in your workspace and overnight activity is already lined up across pipelines, inbox, dashboards, and pages. One view, five modules.
- 2Ask the workspacePlain English in. Wyse reads your live pipelines, metrics, and pages, then returns the query, the chart, and the next move. With citations.
- 3Ship the answerOne click publishes wherever it belongs: pinned dashboard, PDF brief, CRM nudge, scheduled post. Same answer, four destinations.
Ask Wyse
While you were away
Built for operators who actually ship
Five stages, end to end.
For founders, operators, RevOps, agencies and sales teams.
- Capture1 of 5
Jordan LeePine Ridge CareWeb form, 9:14 am
- Owner
Arjun- Stage
- New lead
- Sites
- 4 clinics
Capture every lead in one pipeline
Forms, CSV, email, API. Every lead lands in one pipeline with owner, stage, and context auto-detected.
- Draft2 of 5Next
Wyse drafts next
Nudge, recap or quote, in your voice.
Draft every move with Wyse
Natural language in. Wyse drafts the nudge, the recap, the quote, in your voice, grounded in your workspace.
- Approve3 of 5Next
@Dana can you sign off the discount?
ApproveApprove in two clicks
Real-time presence, mentions, and sign-offs, attached to the record, not lost in Slack.
- Ship4 of 5Next
- Dashboard link
- PDF brief
- CRM nudge
Ship to every channel from one composer
One answer, many destinations: dashboard link, PDF brief, CRM nudge, scheduled post, and a shareable page.
- Measure5 of 5Next
Days to close
125 faster
Measure what actually moves the needle
Deal velocity, forecast accuracy, Wyse ROI. Spot what works, kill what does not, no dashboard switching.
40+ modules99.9% uptime SLA24/7 Wyse online
Everything in one workspace
Everything an operator touches, under one grammar.
Core CRM
14 toolsThe deal chain, Wyse and the records that tell you what to do next.
- PipelineProspects, quotes, contracts, customers, orders and tickets in one chain
- Wyse AI CopilotGrounded in your workspace, cites the records it used
- Prospect PulseA 30-day warmth rail on every lead
- Prospect JourneyMilestone rail from first touch to signed
- Triage ModeInbox zero for the pipeline, keyboard driven
- Today's PrioritiesWyse picks your first three records each morning
- Friday RecapThe week, written by Wyse
- Deal ConvertersOne click at every handoff, nothing re-keyed
- Quote Déjà VuClone line items from a past quote
- Send to CustomerWyse-drafted quote emails with the PDF
- Contract RadarExpiry tracking at 7, 30 and 90 days
- Customer HealthA 0 to 100 churn score
- Ticket and CustomerTickets link to the right customer on their own
- StudioPages, blog, social scheduler, bio and files
“OpsWyse replaced three seat-tax tools. The pipeline actually moves now.”
Rajesh PoojariFounder and CEO, FlyrlinkOne price, people included
Every feature on every plan. Pay for how much you use.
How many people on your team?
SOC 2 Type II audit underwayEncrypted end-to-end99.9% uptime SLACancel any time
Bigger than Pro, or not sure which fits? See full pricing.
In detail
What OpsWyse actually ships
The business operating system, and the product everything else hangs off. It owns accounts, workspaces, members, roles and per-product entitlements for the entire suite, and it is the OIDC issuer every other product signs in against. Inside it, a schema-flexible record engine turns any business object into a typed template, a visual workflow engine runs approval gates, and 43 functional modules cover the work.
- 43
- Business modules
- 116
- Graded features
- 22
- Template types
- 10
- View types
The record engine
Any business object becomes a typed template rather than a hard-coded screen. 22 template types, 22 column types and 10 view types, with formula and calculated fields at Pro.
Clinics, a template you defined
ListKanban
Your columns, your stages, typed.
- List, Grid and Kanban views
- Calendar, Timeline and Matrix pivot
- Stream, Feed and Split view
- Reference columns across templates
- Public ingest forms
- Saved named views
The revenue chain
One typed path from first contact to recurring revenue, with each conversion recorded rather than reconstructed later.
- Lead to Deal to Quote to Agreement
- Quote revision as a version chain
- Agreement to Order to Subscription
- Renewal and amendment
- Subscription upgrade and downgrade
- Auto-conversion triggers
Workflow and approvals
A visual no-code canvas with an approval gate, which is the piece that makes automation safe to point at customers.
- Field-change, record-create and manual triggers
- Webhook, cron and email-reply triggers
- Conditional branch
- Approval gate with a human in the loop
- Rate limiting and send-window rules
- Forward-row, PDF, wait, branch and loop actions
Wyse AI inside the CRM
The agent reads the record it is acting on, so a drafted reply already knows the deal, the history and the next action.
- AI summarise across record, thread and recap
- AI draft reply and new outreach
- AI next action per record
- Pipeline priorities and deal ranking
- Intent classification
- Contract Radar, Churn Risk and Health
Connected
Where OpsWyse sits in the suite
The tenancy root. It owns accounts, workspaces, roles and entitlements, and every other product signs in against it.
Into OpsWyse
A dedicated opswyse-handoff agent, plus CRM push from event lead capture, so a captured contact becomes a CRM record rather than a CSV.
Lead applications from the public form feed the team's own pipeline, landing in the CRM that already holds every other lead.
Membership state is driven by verified webhook events, so a paid member is a subscription the CRM already knows about rather than a separate list to reconcile.
OpsWyse
Tenancy root and sign-in for the suite
Out of OpsWyse
Identity, workspace and entitlements. PostWyse signs in against the OpsWyse OIDC issuer and reads which capabilities the plan has bought.
Single sign-on across the Wyse products through the same OIDC issuer, so a founder brand is not a second account to manage. This is one login spanning the suite, not a connection to your own identity provider.
The role vocabulary is already reserved (recruiter, hiring_manager, interviewer, manager) and OpsWyse HR is the handoff target, in production today.
Members and entitlements resolve against the same tenancy root, so a community member and a CRM contact are not two unrelated people.
Answers
OpsWyse questions
One editorial surface with 40+ modules grounded in the same grammar: Pipeline, Inbox, Calendar, Studio, Autopilot, Settings. Wyse is a real copilot, not a bolted-on chat window. It reads your workspace, cites the records it used, and drafts output you can ship.
Get started
Your first workspace, in under a minute.
No sales call. Invite your team when you are ready. Wyse is waiting.
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