Opsly CRM

Opsly is the mobile app for teams using the Opsly CRM: clients, tickets, interventions, quotes, scheduling, and team chat, all in your pocket.

Your Opsly workspace opens on your phone just like it does on your computer, with the same modules and access rights. Every CRM improvement arrives automatically without an app update. And you also benefit from features only an app can offer.

NEVER MISS A THING
• Reliable notifications, even when your phone is locked: a chat message, a mention, a customer reply, a ticket assigned to you, a sales opportunity entrusted to you.

• You choose what you receive (chat, tickets, sales) from your profile, and the sound for each category in your phone's settings.

• A tap on the notification opens the relevant record directly.

• Notifications are end-to-end encrypted: their content is only readable by your phone.

ON THE GROUND
• Take a photo of a piece of equipment and attach it to the ticket, or send a voice message in the chat.

• Have your client sign on the spot, directly on the screen, at the end of a service call.

• Open quotes, invoices, contracts, and service reports in PDF format, and share them with a single tap.

• Call a contact, send them a message, or get directions to their address with a simple tap.

• No network? A clear screen will tell you, and the app will automatically reconnect.

• Take a photo of a business card: the prospect's profile will automatically populate (with the Opsly AI option).

SIMPLE AND SECURE
• Log in in seconds: scan the QR code displayed in your profile on your computer, without having to re-enter your email address or password.

• Lock your account with your fingerprint, face, or phone's passcode, if you wish.

• Your session stays open: no need to log in every morning.

WHO IS IT FOR?
Opsly is reserved for employees of companies using the Opsly CRM. Upon first launch, enter your company's account address (for example, your-company.opsly.fr), then log in with your usual account. Without an Opsly account, the application does not provide access to any content.

YOUR DATA
Your data remains with your company, within its Opsly account. The application only stores a login session on your phone and, if you enable notifications, a notification ID.

Questions? contact@opsly.fr
• Take a picture of a business card: the prospect's record will automatically populate (with the Opsly AI option).