Sales & Marketing
Leads, HubSpot/custom CRM, quotes, follow-up reminders, and campaign reports.
- HubSpot
- Custom CRM
- Lark
- n8n
Use cases
Each use case starts from real operating work, uses a stack the business can maintain, and ships a workflow small enough for the team to adopt.
By function
Leads, HubSpot/custom CRM, quotes, follow-up reminders, and campaign reports.
Repeated tasks, owners, reminders, status tracking, and less duplicate entry.
Order checks, receivables, invoices, and daily owner dashboards.
One queue for inboxes, orders, appointments, tickets, and follow-up.
Context-aware agents for lookup, response drafting, and permissioned tasks.
Connect POS, Excel, Lark, Shopify, PayPal, Zalo, CRM, and existing tools.
By business type
Orders, inventory, invoices, revenue reports, and data mismatch alerts.
Inbox, orders, shipping, payment reconciliation, and customer reminders.
Customer pipelines, briefs, quotes, task handoff, and progress reports.
Inquiry forms, schedules, learners, payment reminders, and enrollment reports.
Data from multiple files, approval rules, documents, and management reports.
Orders, processing status, inventory, delivery, and operating bottlenecks.
Workflow audit
Send OPERCEL a short description of orders, reporting, receivables, customer follow-up, or repeated data entry. The first response will focus on a small, clear automation plan that can be validated against real work.
Automation and AI are not only for large enterprises.