What Opero is
A configurable operating layer, not another fixed template.
Standard ERP starts with predefined modules. Opero starts with the company operating model: the records people manage, the handoffs they repeat, the approvals they need, and the exceptions that shape real work.
The product connects custom data, workflow structure, automation, AI assistance, search, permissions, and auditability in one place. That matters because flexible software becomes risky when control is separate from configuration.
Opero is built for companies that need software shaped around their operations, but still want a system that can be governed, searched, automated, and improved over time.
Feature depth
What Opero can model, automate, and control.
Each part of Opero is designed to support real operational detail without turning into a loose collection of disconnected tools.
Operational data model
Create the record types your company actually uses, from service cases and assets to visits, approvals, contractors, requests, and internal process objects.
- Custom objects and modules
- Fields and relations
- Dictionaries and statuses
- Contractor records
Forms and record screens
Capture the right information for each process through structured forms and record views that can reflect the data, ownership, files, and related context a team needs.
- Process-specific forms
- Linked records
- Files and notes
- Record layouts
Workflow structure
Represent how work moves through the company: ownership, handoffs, approvals, status changes, internal requests, and operational steps that need to stay visible.
- Steps and statuses
- Approvals and handoffs
- Ownership
- Operational checklists
Automation rules
Use rules to respond to events, schedules, manual actions, and record changes. Opero can update records, send notifications, trigger webhooks, and preserve execution history.
- Event triggers
- Scheduled actions
- Notifications and webhooks
- Execution history
Search and visibility
Make custom operational data usable by helping teams find built-in and custom records, related entities, dictionaries, fields, and process context.
- Global operational search
- Custom data lists
- Related records
- Searchable dictionaries
AI-assisted work
Use AI where the work already has context: query drafting, report generation, script planning, summaries, classification, and controlled decision support.
- Saved query drafting
- Report assistance
- Script planning
- Summaries and classification
Governance
Keep flexibility under control with roles, permissions, organization boundaries, API tokens, and audit logs attached to the same operating model.
- Roles and permissions
- Organization isolation
- Audit logs
- API tokens
Example
Contractor and partner operations.
A company can structure external relationships in Opero instead of spreading contractor data across files, spreadsheets, inboxes, and separate tools.
| Need | Opero supports |
|---|
| Store partner records | Contractor profiles, contacts, addresses, and statuses. |
| Track extra data | Custom fields, dictionaries, and process-specific record attributes. |
| Manage documents | Linked files, notes, and record context in the same workspace. |
| Move work forward | Statuses, handoffs, approvals, notifications, and follow-up actions. |
| Keep control | Roles, permissions, organization boundaries, and audit logs. |
Book a demo
If your process is specific, your software should be able to understand it.
Show Koda Soft how your company works. We will show how Opero can model the data, workflows, controls, and AI assistance around it.