OpX is an operating decision platform for B2B SaaS companies. It connects information from systems such as CRM, PSA, and HRIS with approved business assumptions, helping teams understand whether planned work can be covered by available people, skills, and capacity. Rather than replacing source systems, OpX brings their evidence together with the policies, thresholds, priorities, and approval authority that shape operational decisions.

Its applications address key stages of the customer lifecycle. Renewal Recovery helps teams assess renewal risks alongside delivery timing, customer relationships, account ownership, and team capacity, then prepare a reviewable response. Sales supports pipeline, seller capacity, and deal ownership planning. Professional Services helps match delivery commitments to roles, capacity, and timing. Customer Success supports service coverage, renewals, and workload balance.

OpX also provides capacity modeling, scenario testing, decision records, and operating memory so teams can trace the evidence and reasoning behind actions. Engagements can begin with one business question and a defined source package, then develop into a clear response with an approval path.