On-premises AI · No monthly fees

Your sales tools, finally connected.

OpsBox deploys a dedicated AI agent on your own hardware — connecting your CRM, call recordings, email, and prospecting tools into one intelligent workflow. No cloud. No monthly AI fees. No data leaving your office.

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Disconnected tools

Your CRM, call recorder, and email don't talk to each other.

Your reps toggle between 5-8 apps every day. CRM says one thing, call recorder says another, email has context nobody else can see. The result: decisions made on incomplete data, every single day.

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Manual busywork

Reps spend hours on data entry instead of selling.

After every call, your reps manually update the CRM, write follow-up emails, and log notes. That's 5-10 hours per rep per week spent on admin instead of revenue-generating activity.

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Stale pipeline data

By the time reports are ready, the data is old.

By the time your weekly pipeline review happens, the data is already outdated. Deals have moved, risks have emerged, and opportunities have been missed — all because reporting is a manual, lagging process.

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AI that forgets

Cloud AI starts over every conversation. No memory. No context.

Cloud AI tools start fresh every conversation. They don't know your accounts, your methodology, or what happened on last Tuesday's call. Without persistent memory, AI is just a fancy autocomplete.

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From discovery call to deployed agent in two weeks.

01

Discovery

60-minute call to understand your process, tools, and team.

02

Configure

We build your agent with the modules you need on dedicated hardware.

03

Deploy

Hardware ships to your office. Plug in, connect, done. 30-day support included.

Pick what you need. Add more anytime.

Daily Briefings

Start every day knowing exactly what needs attention across your pipeline.

Every morning, each rep gets a personalized briefing: today's meetings with context, follow-ups due, pipeline changes overnight, and coaching tips based on recent activity.

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CRM Automation

Contacts, notes, and deal stages update automatically after every interaction.

After every call and email, your CRM updates automatically — new contacts, deal stage changes, activity logs, and next steps. No more end-of-day data entry marathons.

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Pre-Call Intel

Get a full briefing on every prospect before you pick up the phone.

Before every meeting, your agent pulls the latest from your CRM, recent emails, LinkedIn activity, news, and past call notes into a concise prep doc delivered to Slack.

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Post-Call Coaching

AI reviews your calls and delivers actionable coaching within minutes.

After each call, your agent analyzes the transcript against your sales methodology and delivers specific, actionable coaching — not generic tips, but feedback tied to what actually happened.

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Prospecting Reports

Automated research on target accounts, contacts, and buying signals.

Weekly territory analysis: new companies matching your ICP, trigger events, competitive displacement opportunities, and prioritized outreach recommendations.

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Email Draft Assistant

Context-aware email drafts based on call history and deal stage.

Draft follow-up emails, proposals, and outreach sequences using context from your CRM, call transcripts, and prospect research. Edit and send, don't start from scratch.

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Pipeline Health Monitor

Real-time pipeline analysis with stage velocity and conversion tracking.

Real-time pipeline hygiene: stalled deals, missing next steps, overdue follow-ups, and stage-specific conversion anomalies surfaced daily.

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Forecast Variance Analysis

Compare forecasts to actuals and surface the patterns behind misses.

Compare forecast vs. actual weekly. Identify which reps, stages, and deal types are driving variance so you can coach proactively.

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Win/Loss Analysis

Automated post-mortem on every closed deal — what worked and what didn't.

Automated pattern detection across closed deals: common objections, competitive losses, pricing sensitivity, and cycle time by segment.

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Territory Performance

Compare rep and territory metrics to find imbalances and opportunities.

Territory-level metrics: coverage gaps, account penetration, whitespace opportunities, and rep-to-territory fit analysis.

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Quota Attainment Tracker

Live tracking against quota with pace indicators and risk flags.

Real-time quota tracking with pace alerts. Know who's on track, who's at risk, and what pipeline is needed to close the gap.

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Comp Plan Modeling

Model compensation scenarios and their impact on rep behavior.

Model commission scenarios before you commit. Test new plan structures against historical data to predict cost and rep behavior changes.

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Competitor Tracking

Monitor competitor moves, pricing changes, and positioning shifts.

Monitor competitor pricing, messaging, product launches, and hiring patterns. Get alerts when something changes that affects your positioning.

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Content Signal Mining

Surface the topics and themes your prospects actually care about.

Identify what content your prospects engage with most. Surface topics, formats, and channels that drive pipeline so marketing can double down.

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Campaign Performance Digest

Automated summaries of campaign metrics with actionable insights.

Weekly campaign rollup: spend, leads, pipeline influenced, and cost-per-opportunity by channel. No more waiting for the monthly marketing review.

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ABM Signal Detection

Identify buying signals from target accounts across multiple channels.

Track buying signals across target accounts: website visits, content downloads, job postings, and tech stack changes that indicate readiness to buy.

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Renewal Risk Scoring

Predict at-risk renewals before the customer starts shopping.

Predictive risk scoring based on usage patterns, support tickets, NPS trends, and engagement drop-offs. Know which accounts need attention before they churn.

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QBR Auto-Prep

Generate quarterly business review decks from usage and health data.

Automatically generate QBR decks with usage metrics, ROI calculations, support history, and expansion opportunities. Hours of prep done in minutes.

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Customer Health Digest

Daily health scores across your book of business with trend analysis.

Daily digest of customer health changes: usage spikes/drops, sentiment shifts, support escalations, and milestone achievements.

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Expansion Signal Detection

Spot upsell and cross-sell opportunities from product usage patterns.

Identify accounts ready for upsell: growing usage, new departments engaging, budget cycle timing, and champion role changes.

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Onboarding Progress Tracker

Monitor new customer onboarding milestones and flag delays early.

Track every new customer through your onboarding playbook. Surface blockers, missed milestones, and at-risk implementations early.

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Support Ticket Escalation Monitor

Track escalation patterns and alert CSMs before issues compound.

Intelligent escalation detection: tickets trending toward SLA breach, repeat issues, VIP account problems, and cross-ticket pattern recognition.

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System Health Monitor

Monitor your OpsBox hardware, AI model performance, and integration health 24/7.

24/7 monitoring of your OpsBox hardware, AI model performance, integration connections, and memory usage. Get alerts before problems affect your team.

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Dedicated AI, on your desk

Purpose-built hardware that runs frontier-quality AI models locally.

128GB Dedicated AI memory
235B Parameter models run locally
0 Data leaves your building
$0 Cloud or API costs. Ever.

No cloud. No API costs. No per-seat fees. Your data never leaves your building.

Starting at $5,000

One-time investment. No subscriptions. No per-seat fees.

Sales Essentials

  • Dedicated AI hardware
  • Daily Briefings
  • CRM Automation
  • Pre-Call Intel

Sales Complete

  • Dedicated AI hardware
  • Daily Briefings
  • CRM Automation
  • Pre-Call Intel
  • Post-Call Coaching
  • Prospecting Reports
  • Email Draft Assistant

RevOps Suite

  • Dedicated AI hardware
  • Pipeline Health Monitor
  • Forecast Variance Analysis
  • Win/Loss Analysis
  • Territory Performance
  • Quota Attainment Tracker
  • Comp Plan Modeling

Marketing Intel

  • Dedicated AI hardware
  • Competitor Tracking
  • Content Signal Mining
  • Campaign Performance Digest
  • ABM Signal Detection

CS Suite

  • Dedicated AI hardware
  • Renewal Risk Scoring
  • QBR Auto-Prep
  • Customer Health Digest
  • Expansion Signal Detection
  • Onboarding Progress Tracker
  • Support Ticket Escalation Monitor

Everything

  • Dedicated AI hardware
  • All 22 modules
  • Sales · RevOps · Marketing · CS · System

Hardware passed through at cost. Custom configurations available.

What it costs to hire for these roles.

Junior Rev Ops

$65–75K/year
+ benefits + ramp time

Junior Sales Ops

$60–70K/year
+ benefits + ramp time

Junior Marketing Ops

$55–65K/year
+ benefits + ramp time

A fraction of one hire. Covers all three. One-time cost.

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Your data stays in your building

No cloud AI. No third-party servers. Everything runs on hardware you own, in your office.

💰

Pay once, own it forever

No subscriptions, no per-seat fees, no annual renewals. One investment.

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Persistent memory

Your agent remembers every interaction, every deal, every conversation. Context compounds over time.

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Done-for-you

We configure everything for your specific process. No DIY setup. No prompt engineering.

Yes. Our dedicated hardware runs 235B parameter models locally — frontier-quality AI without cloud costs.

Your data never leaves your office. Everything runs on hardware in your building.

1–2 weeks from discovery call to deployment.

OpsBox complements them. We connect to their data and add the operational layer they don't provide.

Yes, modules can be added anytime at listed prices.

30 days included. Optional retainers: $750/mo, $2K/mo, or $5K/mo.

They're self-serve DIY platforms. OpsBox is done-for-you: we configure everything for your specific process and ship local AI hardware that runs in your office.

Ready to connect your sales stack?

Book a 30-minute discovery call. No pitch deck. Just a conversation about your process.

Book a Discovery Call
brandon@ops-box.ai