About OperelioWe’re building the RevOps team every CRM needs.
Operelio is the AI RevOps agent that runs your lead management: every lead and list cleaned, verified, checked against your CRM, scored and routed into HubSpot, Salesforce or Pipedrive.
Bridgeant, the agent inside Operelio, does the work a RevOps person or team does today: it builds the trails your leads go through from one sentence, changes them when you ask, cleans one-off lists and checks every trail each morning. Nothing reaches your CRM until it’s right.
Bridgeant built this trail from one sentence and saved it switched off, for you to check and switch on. Shown in the app’s dark mode.
Operelio in briefThe short answers to what people ask most.
Updated
Most people meet Operelio through its free spreadsheet tools. The product is the layer behind them, between your data and HubSpot, Salesforce and Pipedrive, with Bridgeant, its agent, running it.
Why we built Operelio
I’m Daniel Pank, the founder of Operelio. For six years I cleaned lead lists and imported them into a CRM by hand. That’s the work Operelio now does for sales and operations teams.
In February 2019, a few months out of university, I joined an outsourced sales and marketing startup working out of a shed. There was no structure, no org chart and no standards. After my first day I remember thinking: what have I done?
I spent a year as a BDR. Other companies had proper CRMs. We worked off spreadsheets, with numbers pulled from the Yellow Pages. So I learned everything I could about CRMs, phone systems and data providers. A year later I was the business operations manager, responsible for the systems, the training and the workflows.
Then Covid hit. In a week we moved a shed full of desktop computers onto laptops, cloud phones and video calls. With everyone at home, office lines stopped working, so we needed data providers, and we needed a CRM.
I looked at HubSpot, Salesforce, Pipedrive and Zoho. The costs climbed fast as we grew, and none of them could keep each client's data separate while we still saw everything. So I built our CRM on Podio, a work management tool from Citrix, for £100 (about $130) a month for 15 people. It worked, but it became my Frankenstein's monster. Every import, every new field and every access change went through me.
That's where Operelio started. Our clients were enterprise businesses, so every client's data had to stay separate and every import had to be right. Cleaning a list took 30 minutes to an hour. Then, at the field mapping step, I'd find I had combined the wrong columns or split out something important. Cleaning and importing were two separate jobs that didn't talk to each other. Even when the cleanup was right, Excel would change the file, accented names would break on import, and I'd delete the import and start again.
Every data provider and every client sent data in a different shape. On top of that I was merging lists from several providers, choosing which provider's column to keep, and adding the client's own data. I did this for years and became the data expert.
I tried importing straight from data provider APIs, but the mapping went wrong in the CRM and half the details went missing. I tried bulk uploads with a second data set laid over the top, but lost the control over which data ended up in each field. I tried Zapier, n8n and every workflow automation tool I could find. Each workflow worked for one shape of data and failed when a file had different or missing columns. The costs grew with use in ways I couldn't forecast, and one runaway workflow could have cost thousands.
Later I tried ChatGPT. It helped with small, simple files, but it got larger files wrong and couldn't do the import. I've tried again since with the newest models: a 10,000-row spreadsheet took 10 minutes, it guessed at some of the values, and it left out 5,000 rows. Each time, I went back to doing it by hand, even after I moved to lead a commercial team of 20 to 25 salespeople and 3 to 4 managers. I did the data between meetings.
I asked our enterprise clients how they handled it. Some had a RevOps team or dedicated CRM roles, some paid an outsourced provider, and some used lead routing software. I priced the software: over £1,000 (about $1,300) a month for our 30 people, ten times what our CRM cost, and it would still have needed me to run it.
In February 2026 I stepped back to consult for the company and, with a team across the UK and US, started building what I wished I'd had. Operelio sits in front of your CRM. It cleans the spreadsheet, maps the columns to your CRM's fields, checks for duplicates and missing values, and imports into HubSpot, Salesforce or Pipedrive. If a record doesn't pass the checks, it doesn't get in.
Bridgeant, our AI RevOps agent, carries what I learned doing this job for years. Trails run the whole process on their own: automated imports, automated cleanup and automated lead routing, so new leads reach the right rep without anyone touching a spreadsheet.
Most of the clients I spoke to said their CRM was full of bad data. Most of it got in at the import. You shouldn't need to be a data or Excel expert, lose an afternoon to one spreadsheet, or pay for a RevOps team you're not ready for, to keep your CRM clean.
Operelio is for solo founders, agencies and small and medium businesses that want the work of a RevOps team without the cost of one. Larger teams use it too, in place of routing software and manual imports.
Operelio is built by a team across the UK and US. We’ve worked in sales ops, revenue operations, and agency delivery, so we’ve lived this problem firsthand.
What Operelio does todayEvery lead and every list passes through Operelio before it reaches your CRM.
Leads and lists come in from website forms, files, email, webhooks and schedules. Operelio removes duplicates, fixes spellings and formats, verifies email addresses, checks each lead against your CRM, scores it and routes it to an owner. A lead that isn’t ready is held, with its reason, until you say yes.
Ways in
Files and foldersUploads, a watched folder
Website formsYour form, Typeform
Email inA lead, or files attached
WebhooksZapier, your own codeOperelioRun by Bridgeant, or by you
Your CRM
HubSpot
Salesforce
PipedriveHeld, with its reasonWaits in Operelio until you say yes
What Bridgeant runs onBridgeant is an AI on top of Operelio’s own engine. The engine is the software that cleans, checks and pushes every lead, and you can run it without the AI.
The AI works out what you want. Operelio’s own code does the work, on every row, the same way every time.
Bridgeant, the AI
Operelio, the engine
Three ways to run OperelioYou, Bridgeant and your own code run the same trails, through the same checks and within your plan’s limits.
Run any of the 17 tools on a spreadsheet, from the Data Health Check to deduplication and email verification. Or build a trail yourself on the canvas, step by step. Every step Bridgeant uses, you can run without it.
15 of the 17 tools are free. Switching a trail on needs Starter.
Tell Bridgeant the job in one sentence. It builds the trail against your real CRM, tests it on your sample and saves it switched off for you to check. Ask for a change, like “send Germany to Anna”, and it makes a draft you put live yourself. On a trail it built, the draft has to pass a test first.
On Starter and up, Bridgeant checks your trails every morning and suggests fixes, with the numbers behind them.
Connect 
Claude or 
ChatGPT to Operelio’s MCP server by signing in once. Your assistant reads your trails and leads, runs tools, pauses trails, pushes to your CRM and asks you before each change. Your own code can use the API, and webhooks tell your systems when a lead is held or pushed, a run ends or a trail pauses.
The MCP server works on every plan, within its limits. The API and webhooks are on Pro and Agency. See the API and MCP server
ClaudeorChatGPTConnected to OperelioWhich leads were held this week?
Opereliolist_leads
14 were held: 9 with no email, and 5 on your Do Not Contact list. None of them reached HubSpot.
Your code
curl -G \ operelio.com/api/v1/leads \ -d state=held \ -H "Authorization: Bearer op_…"
What we stand forBridgeant does real work in your CRM, so these five rules are built into how Operelio runs.
Claude or ChatGPT reaches Operelio through your own account, within your plan. Every tool that changes something is marked, so your assistant asks you before it runs it.
Company factsFor anyone checking who we are.
HubSpotSalesforcePipedriveClaudeChatGPTthrough the MCP server
Where we’re going
We want every company with a CRM to run its data through Operelio first. Bridgeant does the RevOps work a person or a team does by hand today.
Free to start, no credit card.
