From first conversation to won work.
Keep leads, opportunities, quotes and follow-ups together. See where every deal stands and what needs to happen next.
- A clear view of your pipeline
- Customer context, close at hand
- Follow-ups that stay visible
Opebix brings sales, projects, operations, workforce and financial visibility together in one connected business platform.
Built for businesses that have outgrown spreadsheets and disconnected systems.
When every team works in a different tool, keeping everyone on the same page becomes a job of its own.
Shared information. Clear handovers.
A business that works together.
One platform. A shared context for every part of your business.
Keep leads, opportunities, quotes and follow-ups together. See where every deal stands and what needs to happen next.
Bring customer details, project context and quoted work together. Keep the office and delivery team working from the same information.

Coordinate jobs, tasks and field documentation in a workspace built around the work. See the plan and the next action in one place.
Bring crew allocations, responsibilities and timesheets into the picture. Understand who is assigned and where capacity needs attention.

Connect operational decisions with costing and accounting information. Keep commercial context visible as work moves through the business.
Move from chasing updates to reviewing a shared view of your business. Keep an eye on work, revenue, resources and actions that need attention.

From the first enquiry to the work delivered, information belongs with the job. Bring each stage into one platform, with fewer disconnected handovers.
One business journey. Connected information at every stage.
Give your field workers a clear view of their work, wherever the day takes them. Job details in hand. Updates back to the office. Less back and forth.
Check assigned jobs, start times, site details and contacts in the Field Portal.
Complete pre-start and completion forms, add photos and submit timesheets against the work.
Bring field submissions back into Opebix so the office can review what’s been done without chasing another update.

For owners, general managers and operations teams. See what needs your attention, without chasing another update.

Illustrative sample data. Views are available across the relevant Opebix workspaces.
When spreadsheets and separate systems start holding you back, it’s time for a more connected way of working.
Let’s talk about your businessDifferent industries. The same need for clarity.
Keep the tools you love in the conversation. We’re planning connections that bring your work, accounts and communications closer together.
Talk integrations with usWork management
PlannedAccounting
PlannedEmail & conversations
PlannedEmail & conversations
Planned
Accounting
PlannedTell us about your team, your workflows and where you want to go. We’ll discuss scope, onboarding and pricing with you.
Let’s talk pricing A conversation, with no commitment.Getting to know Opebix? Start here.
Opebix is a connected business platform for sales, projects, operations, workforce and financial visibility. It brings the office and field into a shared workspace.
No. Opebix is designed around coordinating people, projects and commercial activity. A demo is the best way to explore whether the workflows fit your industry and business.
Use your demo to walk through your current systems, data and ways of working. We will discuss fit and onboarding requirements before you decide on next steps.
Integrations are on the roadmap. Monday.com, Xero, Gmail, Outlook and MYOB connections are planned, with no release date announced. They are not currently available.
The Opebix team will use your details to discuss your requirements and arrange a walkthrough. Submitting this form does not create an account or start a paid subscription.
See how Opebix can bring your sales, projects and operations
into one connected workspace.
Tell us a little about your team and what you’re looking to improve. We’ll take it from there.
Share how your business works today.
Explore the workflows that matter to you.
Discuss fit, onboarding and pricing.