How it works

Two decisions, then the work carries itself.

Tell Opsylo what your business does and it switches on the right modules, loads a pipeline that matches how your work moves, and renames the screen to your words. Change any of it in the marketplace afterwards. From then on each document hands off to the next one — nothing gets typed twice.

Step one

Say what your business does

8 presets. Each one switches on a set of modules, loads a pipeline that matches how that trade really works, and renames what's on screen — a clinic sees Patients and Appointments where a factory sees Customers and Work orders. It is one product, configured; not a different edition.

HVAC / Field Service

AC & appliance install, service and AMC contracts.

7 modules · 5-stage pipeline

Calls them Customers · Service visits

Salon / Spa

Appointments, memberships and billing for salons & spas.

4 modules · 5-stage pipeline

Calls them Clients · Appointments

Clinic / Healthcare

Patient records, appointments and billing for clinics.

4 modules · 5-stage pipeline

Calls them Patients · Appointments

Interior / Construction

Design leads, project procurement and progress billing.

6 modules · 5-stage pipeline

Calls them Clients · Site visits

Retail / Distribution

Inventory, purchase orders and GST billing for traders.

5 modules · 4-stage pipeline

Calls them Customers · Deliverys

Manufacturing

Orders, inventory, procurement and accounting for makers.

6 modules · 5-stage pipeline

Calls them Customers · Work orders

Education / Coaching

Admissions pipeline, students and fee collection.

4 modules · 5-stage pipeline

Calls them Students · Batchs

Real Estate

Property leads, site visits and booking payments.

4 modules · 5-stage pipeline

Calls them Clients · Site visits

The lightest preset (Salon / Spa) starts you on 4 modules at ₹2,196/month; the fullest (HVAC / Field Service) on 7 at ₹4,293/month. A preset is a starting point, not a lock.

Step two

Change your mind in the marketplace

Every one of the 32 modules can be switched on or off from inside the product, whenever you like. You are never buying an edition and growing out of it — you add Manufacturing the month you start manufacturing.

CRM & Sales

Leads & PipelineKanban, sources, deduplication, conversion
₹499/mo
Contacts 360Customer & company profiles, full history
₹399/mo
Omnichannel InboxWhatsApp, email, IG & FB in one thread
₹899/mo
AI Sales CopilotLead scoring, next-best-action, auto-drafts
₹1,299/mo
Marketing AutomationEmail/SMS/WhatsApp campaigns to segments, scheduling, lead scoring
₹899/mo

Field Service

Dispatch & SchedulingCalendar, technician assignment, live status
₹799/mo
Technician AppOffline-first PWA, job cards, photos, sign-off
₹599/mo
AMC & Service AlertsContracts, auto visits, renewal reminders
₹699/mo

Service Desk

Helpdesk & SLATickets, queues, business-hours SLA clocks, CSAT
₹899/mo

Operations & PSA

Projects & PSAProjects, tasks, timesheets, billable hours, live project P&L
₹999/mo
E-signatureSend documents for signature, public signing links, tamper-evident audit trail
₹699/mo
Asset Management (EAM)Asset registry, preventive maintenance, work orders, downtime & availability
₹899/mo

Finance & ERP

GST InvoicingBranded quotes & invoices, CGST/SGST, e-invoice
₹599/mo
Payments & UPIRazorpay links, UPI AutoPay, reconciliation
₹399/mo
Accounting LedgerGL, P&L, balance sheet, GST returns, TDS
₹1,199/mo
Inventory & WarehouseMulti-location stock, reorder, parts usage
₹899/mo
ProcurementPurchase orders, vendors, bills, GRN
₹799/mo

Manufacturing

Manufacturing (MRP)Bills of material, work orders, material issue, finished-goods costing
₹1,299/mo
Warehouse (WMS)Warehouses, bins, located stock, move ledger, pick-pack-ship
₹999/mo

Sales & POS

Point of SaleCash registers, sessions, checkout with split tender & GST, stock decrement, refunds, Z-report
₹999/mo
Online StorefrontPublic store, product catalogue, online orders, fulfilment with stock decrement
₹1,199/mo

Vertical packs

Restaurant / KOTMenu, tables, dine-in orders, Kitchen Order Tickets, running bill → POS
₹1,099/mo
Clinic / EMRPatients, appointments, visit notes & vitals, prescriptions, visit → invoice
₹1,099/mo
Education / FeesStudents, fee plans & installments, fee collection with receipts, dues tracking
₹999/mo
Real Estate / InventoryProjects & unit inventory grid, bookings, sold/available tracking, collection
₹999/mo
Fleet / TransportVehicles, fuel logs & mileage, service records, insurance/PUC/fitness/permit expiry alerts
₹899/mo

People

HR & PayrollTeam, attendance, salary runs, PF/ESI/PT
₹999/mo
Recruiting (ATS)Job openings, public careers page, candidate pipeline, interviews, hire → employee
₹899/mo
Performance (PMS)Review cycles, weighted goals, self & manager reviews, ratings
₹799/mo
Learning (LMS)Courses, lessons, quizzes, assignments, completion tracking
₹699/mo
Forms & SurveysBuild a form, share a public link, collect responses — daily check-ins, inspections, feedback; CSV export by date
₹399/mo

Analytics & BI

Reports & BISelf-serve report builder across every module — table & charts, saved dashboards
₹999/mo

Opsylo Core is in every workspace at no cost — multi-tenant, roles, automation, notifications, theme studio.

Step three

Then the documents hand off to each other

This is the difference between a set of modules and a system. When a quotation is accepted, the invoice is one click away and carries the customer, the lines and the tax position with it. Bill a delivery and the challan knows it has been billed. Bill a purchase order and the order locks, so it can never quietly disagree with the vendor's invoice.

LeadContactkeeps the lead's history
QuotationInvoiceon acceptance
Delivery challanInvoicebill what shipped
ShipmentInvoicebills the picked lines
Purchase orderVendor billlocks the PO from edits
JobInvoicebill the work done
Support ticketJobsend an engineer
AMC contractInvoiceone per period
Recurring profileInvoiceon schedule

Nothing is typed twice

Each hand-off carries the customer, the lines, the place of supply and the tax treatment across. The next document opens where you already are — you never leave one screen to make a record another screen needs.

Nothing is billed twice

A challan that has been invoiced says so and refuses a second attempt. An AMC period can only be raised once. The guard is in the database, not in a screen, so two people working at once cannot both succeed.

Every document knows its parent

A bill records the purchase order it settles, an invoice records the delivery it billed. That link is what locks an order once it has been invoiced — and what lets you answer “where did this come from?” a year later.

Underneath

One spine, whatever you switch on

Modules are not separate apps stitched together. They share one customer list, one document numbering series, one GST position, one approval chain and one audit trail — which is why the hand-offs above are possible at all.

32modules, one codebase
8trade presets
9document hand-offs
14 daysfree trial, no card