Opportunity OS
More Opportunity client portal
Client portal
More of the right conversations.
A focused workspace for turning market signals into qualified outreach, clean follow-up, booked appointments, and visible progress.
Signal-led sourcing
Approved outreach
Appointment visibility
Agent hierarchy
Ozzy runs the team
Ozzy
Business intake and routing
Learns the business, builds the lead thesis, and routes work to the right specialist.
Knowledge base
The KB tells every agent who to find, what to say, and what to ignore.
Danny
Intent DataFinds accounts, enriches context, and scores buying signals.
Emily
EmailTurns the lead thesis into outreach and follow-up.
Lindie
LinkedInBuilds LinkedIn conversations around the same thesis.
Addie
AdsKeeps paid audiences aligned with the same signals.
Chad
Booking ChatbotQualifies warm demand and moves calls forward.
Signal to call
01
Find
Signals become accounts
02
Qualify
Fit and intent are scored
03
Start
Conversations begin
04
Follow
Replies stay visible
05
Book
Interest turns into calls