1
Know the dashboard
The dashboard shows the current state of the business, and the KPI cards jump you into the matching filtered section.
Opero Guide
Learn how to run your business from one place.
A simple walkthrough for using Opero to manage leads, customers, estimates, invoices, tasks, workflow, and reporting.
Getting Started
Getting started with Opero
Start with the dashboard, learn the sidebar, and use the clickable KPI cards to jump straight into the work that matters.
2
Learn the sidebar
Use the sidebar to move between Leads, Customers, Estimates, Invoices, Payments, Tasks, and Settings without losing your place.
3
Use the global search
Search customers, invoices, estimates, tasks, and notes from the top bar when you want to jump directly to a record.
4
Keep the business profile current
Set the business name, industry, contact details, and short description so Opero can tailor labels, email drafts, and workflows.
5
Start with a lead or customer
Add the first lead or customer record so you can move from first contact to a real workflow immediately.
6
Track work as you go
Tasks, lead activity, and email history keep the next move obvious while you work the day.
Core Workflows
Core workflows inside Opero
These are the pieces most people use every day: lead management, email setup, outreach, history, pipeline work, tasks, customers, estimates, invoices, and dashboard shortcuts.
Leads
Sort, filter, and work the next opportunity.
Use statuses like New, Contacted, Demo Scheduled, Qualified, Won, and Lost to keep the lead list focused.
Email Setup / SMTP
Connect your business email account.
Go to Settings → Email Settings, enter SMTP host, port, username, password, sender name, sender email, and reply-to, then run Test Connection.
Email Outreach
Generate and send outreach from Opero.
Generate Outreach Email or Follow-Up Email, review and edit it, then send through SMTP or open your mail client if SMTP is not connected.
Sender Copies
Keep a hidden copy for the sender.
When enabled, Opero automatically BCCs the sender email on outreach messages for verification and record keeping. You can turn it off in Email Settings.
Lead Capture
Collect website leads directly into Opero.
Settings → Lead Capture gives you a public embed key, a copyable widget snippet, and optional notification emails for new submissions.
Email History
See every outbound email in one place.
Each lead shows sent and failed emails, recipient, subject, type, status, and future-ready engagement badges when tracking data exists.
Work My Pipeline
Let Opero choose the next revenue action.
Start with the selected lead if one is open, otherwise let Opero pull the highest-priority lead, then send, skip, schedule, or convert.
Founder Program
Lock in founder pricing before public launch.
Founder spots are limited, and the upgrade modal explains the $29/mo lifetime plan, the Lead Radar trial, and the priority support benefits.
Billing & Founder Access
Manage pricing, checkout, and current plan status.
Settings → Billing shows the Stripe founder checkout URL, founder spot counters, and the active Pilot or Founder status in one place.
Onboarding Wizard
Set up the workspace step by step.
New organizations see a guided setup for business profile, SMTP, lead capture, notifications, and the first lead before they hit the dashboard.
Tasks
Track follow-ups and deadlines.
Use open, due today, due this week, overdue, completed, and follow-up filters to stay organized.
Customers
Keep customer records linked to the work.
Customer details stay connected to tasks, activity, estimates, and invoices so the history never gets lost.
Estimates & Invoices
Create quotes and billing records.
Build estimates, convert approved work into invoices, and track paid, unpaid, and overdue status from the same workspace.
Dashboard
Use KPI cards as shortcuts.
Clickable dashboard cards jump into the right filtered section, so you can move from the overview straight into action.
Mobile Settings
Use the gear icon to reach settings quickly.
On mobile, the top-right gear and profile menu keep Email, Lead Capture, Billing, and Account settings within easy reach.
Launch Ready
Everything needed before marketing goes live
Opero’s pre-marketing launch flow keeps the founder offer clear, the workspace set up, and the account ready for the first paying customers.
Founder Offer
Only 25 businesses get founder pricing.
The founding member program explains the $29/mo lifetime plan, 90 days of Lead Radar, and the locked-in pricing protection.
Lead Capture
Capture website leads directly into Opero.
Customers can paste the embed code into their site, then control notifications and lead routing from Settings → Lead Capture.
Launch Checklist
Confirm the key launch items in one place.
Business profile, email, lead capture, notification email, founder checkout URL, first lead, and outreach activity all show up in the readiness checklist.
Work My Pipeline
A simple guided outreach workflow
Use the guided pipeline to keep momentum. Opero starts with the selected lead when one is open, otherwise it begins with the highest-priority lead that needs attention.
Lead
→
Send Email
→
Log Outreach
→
Follow-Up Task
→
Continue
The queue advances after successful actions such as send, skip, schedule follow-up, or convert.
Founder Rollout
Built with real businesses
Opero is currently in active founder rollout. Early businesses help shape the platform while receiving locked pricing, priority support, and early access to upcoming features.
Questions about Founder Access? Email founders@startopero.com.
SaaS Browser
Founder Program Open
OperoHQ Community
Listed on SaaS Browser
Verified and listed on SaaS Browser
OperoHQ Community
Need Help?
Join OperoHQ for support, feature discussions, updates, and founder networking.
Founder Discussions
Connect with business owners and founders using Opero.
Share ideas, ask questions, and compare how other businesses run their daily operations.
Roadmap Access
Follow development and help shape future features.
See what is being built, understand what is next, and give feedback that helps guide product decisions.
Support & Walkthroughs
Get help, onboarding, and guidance directly from the community.
Find practical help for setup, usage, and workflows without waiting around.
Business Networking
Build relationships, partnerships, and opportunities.
Connect with other owners who are building real businesses and solving real problems.
FAQ
Frequently asked questions
What is Opero?
Opero is a modern business operating system for managing leads, customers, estimates, invoices, tasks, workflow, and reporting.
Who is Opero for?
Opero is built for small and service-based businesses that want one clean place to manage daily operations.
Is Opero mobile friendly?
Yes. Opero is designed to work across desktop and mobile workflows.
Can I import my existing business data?
Yes. Opero Import Center is being prioritized to help businesses migrate customers, spreadsheets, invoices, estimates, and workflow data.
Does Opero file taxes?
No. Opero Tax Center is designed for tax readiness, reporting, reminders, and CPA-ready exports. It does not replace professional tax, legal, or accounting advice.
Can I cancel monthly founder access?
Yes, monthly founder access should remain cancel-anytime unless the active Stripe configuration says otherwise.
Need help?
Need help? Contact support@startopero.com.
What if SMTP test fails?
Check SMTP host, port, username, password, sender email, and reply-to in Settings → Email Settings. Test Recipient is only for test emails, and Sender Email is the from address.
Where do I find Settings on mobile?
On mobile, use the gear icon in the top-right of the app header or the profile menu. That’s where you’ll find Email Settings, Lead Capture, Billing, Account, and sign out.
What is the onboarding wizard?
The onboarding wizard walks a new workspace through the business profile, SMTP, lead capture, notifications, and first lead setup. You can skip any step and finish later from Settings.
What if an outreach email does not send?
If SMTP is connected but the recipient is invalid, Opero will show a friendly delivery error and keep the lead record intact. If CRM logging needs a refresh, Opero will tell you before you try again.
How do I join Founder Access?
Founder Access is limited to the first 25 businesses. The upgrade modal shows the current spot count, the $29/mo lifetime pricing, and the 90 days of Lead Radar included for founders.