01
Understand what matters
We start with a short call, then a Zoom or in-person mapping session.
We map enquiries → bookings → jobs → invoicing and find where things slip.
You get: a simple current-state map and the top bottlenecks.
About Opnixa
About
We configure your tools into one run-ready system.
Opnixa is an engineering-led team. We map how work flows today, fix the first leak, and ship a workflow your team can run.
No portals or bespoke software. Everything is configured under your accounts and billing.
Built by engineers
Systems setup. Clean handover.
Design keeps it simple for staff; engineering keeps it reliable. We ship the smallest change that fixes the leak.
When it gets busy, most businesses run on memory and manual follow-ups. We replace that with written steps and clear handover.
We shortlist the most cost-effective tools that fit how you work today, then integrate them so you see value fast.
AI is used only where it safely removes manual steps, with guardrails and human control.
Working rules
Clear rules so setups stay practical, safe, and easy to run.
- Ownership boundaries
You own the accounts.
Everything is configured under your logins; access can be removed any time.
- Security and access
Only the access needed.
Scoped permissions, time-boxed access, and auditable changes.
- No lock-in
No dependency on us to operate.
Your tools, billing, and data; we configure and hand over.
- Integration first
Reuse what you already use.
We recommend the smallest set of tools that fits; we don’t push extras.
- Changes tracked
Every change documented.
What changed, why, who the responsible person is, and how to undo the change.
- Clear plan and tune-ups
No surprise scope.
You approve a plan before work starts; tune-ups are opt-in.
These rules are how we keep setups safe, reversible, and easy for your team to operate.
How we work
Five clear steps from first review to ongoing support.
02
Choose the first fix
We pick one workflow to repair first so you see value fast.
We confirm responsible people, response timing, and the minimum rules and checks needed.
You get: a one-page plan with responsibilities and a success check.
03
Set it up in your tools
We configure inside your logins and reuse what you already have.
We connect tools, set triggers, and test with real work and edge cases.
You get: a working flow plus an exception path when something fails.
04
Hand over clearly
We document what changed, why, who owns it, and how to undo it.
We make responsibility visible so staff can run it without guessing.
You get: a handover pack and run notes your staff can follow.
Design keeps it simple for staff; engineering keeps it reliable.
05
Improve intentionally
Tune-ups are planned, scoped, and tracked — no random changes.
We review what broke, what’s noisy, and what’s worth improving next.
You get: a focused backlog and scheduled improvements if you opt in.
FAQ
It is a quick review of how enquiries arrive, who owns them, how fast they are answered, and where booking or follow-up may be leaking.
We start by helping you convert the intent you already get. Once capture, response, booking and follow-up are working, we can improve the wider system.
Usually not. We keep what works and only recommend a change when the current tool blocks response, booking, follow-up or visibility.
Yes, if the tools allow the right access. We map calls, forms, inboxes, CRM, booking links, SMS, email and accounting tools before recommending the first fix.
The first fix is kept small. We document the process, train the team, and make each owner, next step and follow-up timer clear.
You do. Accounts, billing and data stay under your control, with scoped access and a clear handover.
Most first fixes are scoped to ship quickly. If several tools are involved, we start with the smallest useful lead-handling workflow.
You receive a clear handover with what changed, who runs each step, and what to improve next across quotes, jobs, payments, reviews and reporting.
Your website, how enquiries arrive today, and access to the tools involved once the first fix is scoped.
No. We configure and connect best-fit tools under your accounts. No forced platform and no black-box rebuild.
Want help tightening the way work moves?
We’ll start with one fix, set it up inside your tools, then improve it.