Operations manager for service businesses
Run enquiries, bookings, follow-up and finance from one command centre.
OpsNote turns customer messages into organised work: lead details, suggested replies, attachments, booking context, value tracking, finance, stock, and operational visibility without the clutter of a traditional CRM. It uses AI technology where it saves time, without making it the whole product.
Capture
Capture social and WhatsApp enquiries, attachments, replies, and lead context into one workspace.
Organise
OpsNote keeps lead details, missing info, estimated value, and reply context ready to use.
Operate
Book work, track finance, manage stock, and keep follow-up moving from web or desktop.
Today
Good afternoon
New enquiry from WhatsApp
Customer sent two replies, photos, and a phone number. OpsNote grouped it into one lead.
Est. GBP 1.8k
Language-aware follow-up
Suggested reply matches the customer language, with a switch back to your app language.
Needs access info
Booked job with costs
Booking, stock costs, receipt uploads, and pipeline value stay visible in Finance.
GBP 4.2k
OpsNote assistant
The next reply is already drafted.
Customer supplied location, photos, and timing in the latest thread. OpsNote keeps the reply focused on the missing access detail and offers two booking windows in their language.
OpsNote
Product
A CRM, inbox and operations dashboard in one.
Most tools make you manage the system. OpsNote is designed around the work itself: read the message, understand the job, reply, book, track value, and keep moving.
Message-first CRM
OpsNote starts from the conversation, not a spreadsheet. Message threads, attachments, contact details, and lead updates stay together.
Lead intelligence
Summaries, missing details, estimated value, priority, language-aware replies, and business sign-off sit beside the conversation. AI technology supports this quietly in the background.
Bookings and follow-up
Move from enquiry to booked work with date, time, notes, status, drag-to-reschedule calendar actions, and next-step visibility.
Operational finance
See completed income, open pipeline, value quality, stock exposure, uploaded receipts, and transaction-style activity.
Workflow
From first message to booked work.
Connect supported Meta channels and capture customer enquiries with message history and attachments.
OpsNote classifies real leads and keeps unrelated messages out.
OpsNote prepares the lead, drafts the reply, detects language, and flags missing details.
You edit, send, book, track value, upload receipts, and follow up from one workspace.
Trust
Built for a real launch, not a throwaway prototype.
Pricing
Start with Solo. Scale when your operation does.
OpsNote is launching with the core command centre for one operator or business owner. Teams and Enterprise are planned for companies that need shared workflows, deeper control, and custom rollout support.
Existing customer? Manage your subscription in OpsNoteLive now
3 days freeSolo
For founders, operators, sole traders, consultants, and small service businesses running enquiries themselves.
£39.99
/month
Full access is free for 3 days. Cancel before your trial ends and you won't be charged. Then £39.99/month.
Coming soon
Teams
For growing businesses that need shared ownership, staff workflows, permissions, and team visibility.
Team pricing
Built for multiple users, shared inboxes, assignments, and team-level reporting.
Future scale
Enterprise
For larger operators that need custom onboarding, deeper integrations, compliance, and priority support.
Custom
Designed for multi-location operations, advanced integrations, and hands-on rollout support.
Included in Solo
The release plan covers the full day-to-day workspace.
The current release is focused on the core operations workspace: connected Meta messaging, lead handling, language-aware replies, attachments, bookings, finance visibility, stock, settings, and customer follow-up.
OpsNote Solo
One command centre
per workspace
Subscribe once, manage billing from Settings, and keep your business workspace synced across devices.
Desktop App
Run OpsNote from your Windows desktop.
The desktop app opens the same secure OpsNote workspace in a dedicated window, so your inbox, bookings, finance, stock, and settings stay synced with the web app.
OpsNote for Windows
Installer for Windows 10 and 11. You will still sign in with your OpsNote account after installing.
FAQ
Practical answers before you start.
OpsNote is built for businesses that need less admin friction and more control over the work already coming in.
Is OpsNote just another CRM?
No. OpsNote is closer to an operations manager: enquiries, messages, bookings, notes, finance signals, stock, and follow-up in one place.
Which channels are live?
Facebook, Instagram, and WhatsApp messaging are live through Meta. Gmail is coming soon.
How does subscription access work?
Create an account and add your payment details securely through Stripe Checkout. You won't be charged during your 3-day trial, and cancelling before it ends costs nothing. After that, OpsNote continues at £39.99/month.
Ready when you are