Platform

The execution layer for revenue teams.

OpeRev connects the objects revenue teams already care about so signals can move into reviewed action without another reconciliation pass.

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Object model

The product is the connection between the objects.

Contacts, accounts, campaigns, sequences, deals, customers, contracts, forms, and revenue signals share one operating graph.

OpeRev object graph Turn every revenue signal into action Example workflow
Contacts Dana Lee
Accounts Ridgeway Systems
Campaigns Expansion campaign
Sequences Reviewed outreach
Deals Pipeline review
Customers Northstar Logistics
Contracts Renewal window
Forms Lead capture
Revenue Signals Website intent spike

Operating motions

Three motions, one connected system.

Outbound, inbound, and customer workflows use the same objects instead of creating parallel processes.

Outbound motion

Find target accounts, enrich contacts, score fit, review a campaign angle, launch a sequence, and create pipeline with source context attached.

  1. Website intent spike
  2. Ridgeway Systems
  3. Dana Lee
  4. ICP score
  5. Expansion campaign
  6. Pipeline review

Inbound motion

Capture a form submission, enrich the account, score the lead, route reviewed follow-up, and keep campaign influence attached to the opportunity.

  1. Form submit
  2. Dana Lee
  3. Ridgeway Systems
  4. ICP score
  5. Route follow-up
  6. Pipeline review

Customer motion

Move a closed deal into customer lifecycle, track health and contract timing, flag renewal risk, and open expansion work from the same account graph.

  1. Pipeline review
  2. Northstar Logistics
  3. Health signal
  4. Contract
  5. Renewal
  6. Expansion

Product surfaces

Operate the revenue system instead of reconciling it.

Example records show how context stays connected across the workflow.

Click a surface to inspect the workspace. Auto-advances until you choose one.

Contact Database

Prospecting starts with one usable contact layer

Import, map, dedupe, tag, search, and score contacts in the same workspace where campaigns, sequences, deals, and customers live.

  • CSV import with field mapping and validation
  • Search, filters, tags, and static or dynamic lists
  • Contact-to-account linking by email domain
  • Bulk actions for tagging, enrichment, campaigns, and export
Revenue workspace
Dana Lee Connected to Ridgeway Systems, Expansion campaign, and Pipeline review
Dana Lee RevOps Lead Ready
Ridgeway Systems ICP 91 Tier 1
Website intent spike Hiring SDRs New
Expansion campaign Outbound angle Review

Enrichment

Enrichment becomes part of the record

OpeRev enriches companies and contacts with useful public signals so every team works from the same complete context.

  • Company descriptions, industry, size, and social links
  • Contact URL and email-pattern inference where available
  • Bulk enrichment across lists and campaigns
  • Status tracking for records that still need review
Workspace preview
Ridgeway Systems B2B SaaS | 51-200 employees | Uses HubSpot

Public website and company context become structured fields for scoring, campaigns, and sales review.

Industry B2B SaaS Fit
Employees 51-200 Fit
Tech stack HubSpot, Stripe, AWS Signal
LinkedIn Company and contact URLs Added

ICP Scoring

Score the market against the profile that matters

Build your ICP across firmographic, technographic, persona, behavioral, and anti-ICP inputs, then apply it to every record.

  • Guided ICP builder with review steps
  • Tier 1, Tier 2, Tier 3, and No Fit assignment
  • Scoring across contacts and accounts
  • Re-score records when your ICP changes
Signal workspace
ICP score 91 Tier 1

Ridgeway Systems matches the strongest ICP signals while no-fit flags stay visible for review.

Firmographic fit28 / 30Strong
Technology signal22 / 25Strong
Buyer persona24 / 25Strong
Intent signal17 / 20Active
Anti-ICP flags0Clear
Suggested next action Review Expansion campaign angle before launch.

Campaigns

Campaigns connect to target accounts and pipeline

Plan campaigns, assign owners, track status, attach target lists, and see which work is influencing real opportunities.

  • Campaign owner, dates, channels, and status
  • Direct connection to target account and contact lists
  • Pipeline influence tracking
  • Campaign-to-deal lineage
Example workflow
  1. Form submit Dana Lee Captured
  2. Enriched Ridgeway Systems Fit found
  3. Scored ICP 91 / Tier 1 Prioritized
  4. Engaged Expansion campaign Influenced
  5. Pipeline Pipeline review Open
Form capture, scoring, attribution, and routing stay connected. Marketing sees how campaign activity turns into pipeline handoff.

Sequences

Sequences launch from shared revenue context

Enroll contacts from lists, ICP tiers, or campaigns and track progress through each outreach step.

  • Multi-step email sequences with merge tags
  • Configurable wait steps
  • Enrollment from lists, campaigns, or segments
  • Per-contact status and sequence performance
Example workflow
Expansion campaign Dana Lee enrolled after operator review
  1. EmailOpen with hiring growth signalDay 0
  2. Wait3 business daysQueued
  3. EmailConnect pipeline pressure angleDay 3
  4. EmailClose loop with useful teardownDay 8

Pipeline

Pipeline carries its history with it

Deals connect back to the accounts, contacts, campaigns, and sequences that created them, giving operators attribution they can act on.

  • Deal stages, open opportunities, and stage distribution
  • Account and contact history attached to each opportunity
  • Campaign influence across open and closed deals
  • Activity context for handoffs and reviews
Pipeline workspace
Qualified
Pipeline view3 open deals

Expansion campaign influence attached

Proposal
Campaign influence4 campaigns

Northstar Logistics lifecycle signal

Commit
Renewal signals8 signals

Renewal path attached

Customer Lifecycle

Customer success uses the same revenue graph

Post-sale work stays connected to pre-sale context so customer teams can track health, contracts, renewals, and expansion.

  • Customer health scoring and at-risk views
  • Contract and milestone tracking
  • Renewal monitoring and countdowns
  • Expansion opportunity signals
Customer workspace
Lifecycle watchlist Connected to Ridgeway Systems and Pipeline review
Health 82 / 100 Watch
Contract Renewal in 47 days Upcoming
Expansion signal New team activity Open
Next action Create renewal play Review

Forms

Website leads flow into the operating system

Embedded forms capture leads into OpeRev so submissions can be tagged, scored, routed, and used in campaigns.

  • Single script embed for public websites
  • Lead magnet and gated content workflows
  • Submission tracking and direct contact ingestion
  • ICP scoring on new lead submissions
Revenue workspace
Dana Lee dana@ridgewaysystems.example
  1. Submission captured
  2. Ridgeway Systems enriched
  3. ICP score assigned
  4. Follow-up routed for review
<script src="https://app.operev.com/embed/form.js" data-workspace="workspace-id" data-form="contact"></script>

Revenue runs here.

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