MiOpsAI CRM · Lead-to-Delivery

Where the lead becomes the work.

Capture leads, score them, move deals through your pipeline, then watch a closed deal become a live client engagement automatically. The only CRM that hands off to itself.

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Most CRMs stop at 'Closed Won.'

Problem 1

The handoff black hole

A deal closes in your CRM and… nothing. Someone re-types the client into your project tool, your inbox, your billing. Details get lost in the gap.

Problem 2

Leads slip through

Web forms, referrals, inbound emails. Leads land in five places and go cold before anyone follows up.

Problem 3

Two systems, one client

Your sales CRM and your delivery tools never talk. You're paying for HubSpot and everything that comes after.

From first touch to delivered work, one system.

1

Capture

Leads flow in from web forms, manual entry, CSV import, or your existing HubSpot. Every lead is scored and routed automatically.

2

Qualify

Move deals through a visual pipeline. LizziAI can auto-triage and acknowledge new leads, then round-robin them to your team.

3

Close

Mark a deal won and OpsAI spins up the client record and engagement instantly. No re-entry, no handoff gap.

4

Deliver

The client is now live in OpsAI. Communications, projects, content, and AI context all begin the moment the deal closes.

Everything you need, front-of-funnel to delivered.

Lead capture everywhere

Web forms, CSV import, manual entry, and a public ingest API. Spam-filtered and de-duplicated automatically.

Visual pipeline

Drag deals through stages, track value, and close won/lost. Reopen anytime.

Lead scoring & lifecycle

Rule-based scoring and lifecycle stages (lead → qualified → customer) that keep your pipeline honest.

Email sequences & templates

Multi-step, time-delayed nurture sequences with merge-tag templates, sent from your own verified domain.

LizziAI sales assist

Auto-triage, auto-acknowledge, and route inbound leads. Run it in shadow, assisted, or autonomous mode.

HubSpot two-way sync

Already on HubSpot? Sync contacts, companies, and deals both ways, with conflict resolution.

Included with every plan.

The MiOpsAI CRM is built into every plan, with no add-on fee and no per-seat charge. Front-of-funnel to delivered work, in one place.

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