Opervance
AI automation and operations platforms · Orange County

Replace the software your team works around.

We sit with your team, map how the work really runs, and build the AI-powered automation and platforms that replace old, disconnected systems. One piece at a time, so daily work keeps running.

Call (844) 440-5727 Email info@opervance.com
What we do

AI and automation built for how your team actually works

Most growing companies run on software bought years ago. Their teams fill the gaps with spreadsheets, sticky notes, and copy and paste. We replace those systems, automate the repetitive work, and use AI where it saves real time.

Due todayWaitingDone
$
Account 1042 · payment dueText sent 9:02 AM
Sent
☎
Account 0877 · missed paymentNext in dialer
Queued
✉
New web lead · SpanishWaiting 8 min
Assign
◷
Account 0561 · 8:40 PM localOutside calling hours
9:00 AM

Sample data

Follow-up automation

Nobody has to remember the next call

Calls, texts, and payment reminders are queued by where each customer stands. Calling hours, opt-outs, and caller numbers are checked before anything goes out.

Workflow automationPower dialerAutomated textingPayment reminders
One recordActivity
◎
Client recordStatus, balance, assigned agent
Synced
☎
Phone systemEvery call logged to the record
Synced
✉
TextingReplies land with the right agent
Synced
⌂
Website formPhone verified, then routed
Synced

Sample data

Platform replacement

One system instead of five logins

Client records, phones, texting, payments, and your website work from the same data. We move you over one system at a time while the old one keeps running.

Client managementPhone systemMigration
TodayThis week
#
Calls connectedBy agent and by caller number
Live
!
Follow-ups overdueFlagged before a client complains
3
⚙
SettingsChanged by your admin, not a developer
Edit

Sample data

Visibility

See what happened, without asking around

Every automation logs what it did. Managers see who was contacted, when, and the result, and can change the rules themselves.

DashboardsAlertsAdmin settings
AI activityReview
◉
Outbound call · greeting detectedSpeech recognition: voicemail, not a person
Voicemail
♪
Voicemail left in Maria's voiceGenerated from her recorded voice
AI voice
✎
Article draft readyDrafted by AI, approved by your team
Review

Sample data

AI

AI where it saves real time

We use AI for the jobs it does well: telling a live person from a voicemail greeting, leaving voicemails in your agent's own voice, and drafting content your team reviews before it goes out. Every AI step is logged, and a person stays in charge of decisions.

Speech recognitionAI voiceAI drafting
Current work

Replacing a financial services firm's entire software stack

One client in Southern California, name withheld. Some systems are live today and others are in development. Screens on this page use sample data. Numbers come from the live systems.

Live since Nov 2025Payment team

Payment follow-up workspace

A queue of accounts due for contact, a power dialer, two-way texting, calling-hour checks before every call, and opt-outs tracked per phone number. Connected to the firm's client records.

540 → 1,280

Calls per agent login per month. Jan to Mar 2026 average, then May to Aug 2026 after the power dialer went live.

5,197

Live conversations the dialer connected to an agent, Mar 24 to Oct 13, 2026.

42,042 calls · 50,995 texts

Nov 2025 to Oct 2026.

A login is not always one person; two logins are shared by a department. The months before already used the workspace's click-to-dial.

LiveClient communication

Texting platform with status-based follow-ups

A shared inbox, scheduled messages, and follow-ups that send when a case sits in the same status too long.

185,254

Texts sent to 33,414 numbers, Apr 16 to Oct 13, 2026.

2,821 sent · 19 failed

Status-based follow-ups, with no one pressing send.

Messages are deleted after 180 days, so counts cover six months.

Pilot with one teamReplaces a hosted phone system

Business phone system

A calling platform for the firm's teams. It spreads calls across the firm's caller numbers and rests a number before its answer rate starts to drop, so calls keep connecting. Designed from 12 months of the firm's own call data.

189,704

Outbound calls analyzed to shape the design.

In developmentReplaces off-the-shelf case software

Client management platform

Client records, case status, payments, and reporting in one place. Designed so every action syncs back to the old system until the switch is complete.

LiveReplaces a website builder

Bilingual website

English and Spanish pages on a self-hosted site the firm controls.

Process

How a replacement runs

We never switch everything off at once. Each system goes live on its own, next to the old one, before the old one goes away.

  1. Sit with the team

    We watch the work and write down every step, including the workarounds.

  2. Measure it

    We pull numbers from your phones, texting, and records to see where time and customers are lost.

  3. Build one system

    We start with the one that costs the most and run it beside the old one.

  4. Switch and hand over

    Your team moves over, sees what the system does each day, and controls its settings.

Which system does your team work around the most?

Tell us. We'll tell you whether it's worth replacing and what that would involve.