GoldenOps

Stop losing deals to missed follow-ups. GoldenOps keeps your entire pipeline visible, organized, and on track — so every lead gets the attention it deserves.

Requires an existing GoldenOps account. Sign up at goldenops.co through the GoldenOps Chrome Extension.

Built by sales professionals who were tired of leads slipping through the cracks, GoldenOps brings your follow-up workflow to your pocket. Whether you are an SDR managing hundreds of prospects or a small business owner wearing every hat, GoldenOps gives you the structure to stay consistent and close more.

FOLLOW-UP MANAGEMENT

• Create and organize leads with names, companies, notes, and follow-up dates
• Color-coded deadlines show overdue (red), due today (green), and upcoming (blue) at a glance
• Add multiple notes per lead to track every touchpoint and conversation
• Soft-delete leads you no longer need while keeping your history intact

SMART NOTIFICATIONS

• Push notifications alert you before a follow-up is due so nothing slips
• Your app badge shows exactly how many leads need attention right now
• Tap any notification to jump straight into that lead

REPORTING DASHBOARD

• See your open, completed, and deleted leads with one tap
• Drill into any metric to view the individual leads behind the number
• Track completion percentage, follow-up rating, average touchpoints, and timeframe
• Admin view shows top reps by meetings set and follow-ups completed

TEAM COLLABORATION

• Assign leads to team members with automatic email notifications
• Transfer opportunities between reps when priorities shift
• Search and manage all team members from the admin dashboard
• Track who is performing and where the team can improve

CRM SYNC

• Automatically sync notes to HubSpot and Salesforce with one click
• Support for both HubSpot contacts and Salesforce records
• Notes stay in sync — update in the app, see it in your CRM, and vice versa

CALENDAR INTEGRATION

• Follow-up dates create 15-minute calendar events automatically
• Works with Google Calendar and Microsoft Outlook Calendar
• Change a date in the app and your calendar event updates instantly
• Delete a lead and the calendar event is removed for you

ATTACHMENTS

• Attach photos, documents, and files directly to any lead
• Store proposals, contracts, business cards, or meeting notes alongside your leads
• Upload from camera, photo library, or files

WORKS WITH THE GOLDENOPS CHROME EXTENSION

• Sign up on desktop through the Chrome Extension and take your pipeline mobile
• All data syncs seamlessly between your browser and your phone
• Capture leads from LinkedIn, company websites, and CRM platforms on desktop, then follow up on mobile

Questions or feedback? Reach us at info@goldenops.co or visit goldenops.co/contact — we respond to every message.