Answer every call. Book more jobs.

OperatorOS recognizes callers, triages new vs. existing, books or warm-transfers, and logs it all into your CRM.

Trusted by brokerages, roofers, and HVAC teams

How it works

Three steps to never miss another lead

1. Identify

Recognize callers by phone number, greet by name, and triage new vs. existing customers instantly.

2. Patch or Book

Warm-transfer to available team members or instantly book appointments in your calendar.

3. Summarize to HubSpot

Automatically log call transcripts, summaries, and follow-up tasks to your CRM.

Metrics you'll optimize

Key performance indicators that drive revenue growth

↑ 98%
Answer rate
↓ 2min
Speed-to-lead
↑ 73%
Booking rate
↑ 89%
Show rate
↑ 84%
First-call resolution

Features

Warm transfer with consult

Brief your team before connecting the caller for seamless handoffs.

After-hours coverage

24/7 availability ensures you never miss a lead, even at 2 AM.

Slack/Teams alerts

Real-time notifications for urgent calls and hot leads.

Multi-location routing

Intelligently route calls based on location, specialization, or availability.

Transcripts & summaries

Every call transcribed and summarized with action items.

HubSpot integration

Automatic logging of calls, contacts, and follow-up tasks.

Integrations

Works seamlessly with your existing tools

Security & compliance

Built with enterprise-grade security and WCAG accessibility standards

Call-recording consent

Automated consent collection for all recorded calls with legal compliance tracking.

Data retention windows

Configurable retention policies for compliance with GDPR, CCPA, and industry regulations.

WCAG-conscious UI

AA contrast ratios ≥4.5:1, keyboard navigation, and screen reader compatibility.

Simple, transparent pricing

Start with our 60-day lift guarantee

Process-Map Diagnostic

$1,000

Fully credited toward setup

Professional

$2,500

per month + $0.10/minute

Enterprise

Custom

Volume pricing available

60-Day Lift Guarantee

If you don't see measurable improvement in answer rates and booking conversion within 60 days, we'll refund your setup fee.

Frequently asked questions

Everything you need to know about OperatorOS

How do integrations work with my existing CRM?

OperatorOS integrates seamlessly with HubSpot, Salesforce, and other major CRMs through native APIs. Setup takes about 15 minutes, and all call data, transcripts, and follow-up tasks are automatically logged.

What happens to calls after hours?

OperatorOS answers 24/7, even at 2 AM. For urgent calls, it can immediately text your on-call team while booking follow-up appointments. Routine inquiries are handled completely, with summaries sent to your team.

How do warm transfers work?

The AI briefs your team member before connecting the caller ("I have John Smith calling about a roof inspection, pre-approved buyer, wants to schedule this week"). You can accept, decline, or ask for more information before the transfer.

Are call transcripts and summaries accurate?

Yes. We use enterprise-grade speech recognition with 95%+ accuracy, plus AI summarization that captures key details, next steps, and sentiment. All recordings include consent collection for compliance.

How is my data protected and stored?

All data is encrypted in transit and at rest, with configurable retention windows for compliance. We're GDPR and CCPA compliant, with SOC 2 Type II certification in progress. You own your data completely.

What's included in the 60-day guarantee?

If you don't see measurable improvement in answer rates, booking conversion, or lead response time within 60 days, we'll refund your entire setup fee. We track these metrics in real-time on your dashboard.

Start your free Automation Assessment

Discover how much revenue you're leaving on the table with missed calls. Get $1,000 credit toward your OperatorOS setup.