Business Operations Platform
Describe what you need.
We build it.
It runs for you.
One workspace for your data, automations, intelligence, and team. The platform handles the repetitive work so you can focus on what actually matters.
14-day trial · No credit card · Cancel anytime
How it works
Describe
Tell us what your operations look like in plain words.
Build
The platform creates your tables, workflows, and reports.
Run
Everything executes on schedule. You get notified, not buried.
Support
Stuck? Coactra Support is available inside the platform to help.
Invoicing, lead pipeline, campaigns, and automations in one workspace
Connects to your email, calendar, spreadsheets, and team messaging tools
AI monitors your operations and alerts you before things break
Records
Automations
Runs Today
Credits
| Company | Industry | Status | Score |
|---|---|---|---|
| Acme Corp | SaaS | new | 8.4 |
| Widget Inc | E-commerce | contacted | 7.1 |
| DataFlow | Analytics | new | 9.2 |
| CloudOps | DevOps | enriched | 6.8 |
Integrations
Works with tools you already use.
Connect your CRM, email, spreadsheets, and payment tools. The platform syncs data between them and automates the workflows you used to do manually.
OAuth for email and calendar. API keys for everything else. Connect once, data flows continuously.
HubSpotGmailSlackStripeGoogle SheetsZohoSalesforceShopifyCalendlyNotionMailgunMicrosoftSolutions
One platform, every operational need.
Click a category or watch it cycle. Each shows what your workspace looks like on Coactra.
Growth Operations
Find companies with live operational pain. Research them. Reach out with something specific.
Hiring Signal Finder
12 leads found today
Insight
Reply rate from referral signals is 3.2x higher than cold outreach.
Leads
4 records
| Company | Signal | Status | Score |
|---|---|---|---|
| Fieldguide | Hiring RevOps | new | 8.4 |
| Procurify | Hiring RevOps | contacted | 7.9 |
| Klaviyo | Series C funding | replied | 9.1 |
| 4MINDS | Tech adoption | new | 6.8 |
Operations break every growing business.
Scattered Operations
Your business runs on spreadsheets, scattered tools, and manual processes. Nothing is connected. Finding information takes longer than using it.
- Data lives in 5 different places
- No single view of what's happening
- Every new client means starting from scratch
Time on Repetitive Work
You spend hours every week doing things that should happen automatically — copying data, sending reports, checking if things ran correctly.
- Manual data entry that could be automated
- Reports compiled by hand every week
- Checking tool after tool for updates
No Visibility
You don't know what's working until something breaks. By then it's already affected your clients, your revenue, or your reputation.
- Problems surface days after they start
- No automated alerts when things go wrong
- Can't see patterns in your own data
One platform. Everything operations needs.
Data, automations, intelligence, and human help — all in one workspace. No more juggling tools.
Data Tables
Flexible tables for any operational data. Import CSV, connect APIs, or let AI structure it from your description.
Automations
Filter, enrich, score, email, sync — chain as many steps as you need. Schedule them or trigger on events.
AI Intelligence
Insights generated from your data automatically. Anomaly detection, trend analysis, and plain-English recommendations.
Connections
Connect Shopify, HubSpot, Google Sheets, Slack, or any REST API. OAuth or API key — set up in seconds.
Review Queue
Nothing sends without your approval. AI proposes actions, you review and approve. Safe by default.
Human Operator
Need expert help? Request assistance directly in the platform. Setup, integrations, or ongoing management.
What you can do inside the workspace.
Data & Tables
CSV upload, API connections, or let AI structure tables from your description. Flexible, schema-free, searchable.
AI Automations
Chain steps: filter → enrich → score → email → notify. Runs on schedule, on trigger, or on demand.
Revenue Operations
Invoicing, quotes, payment tracking, and recurring billing. Professional PDFs with your branding, customer portal included.
Lead Pipeline
Capture via webhook or scraper, score against your ICP, route to team members, track from lead to customer.
Campaigns & Sequences
Rich email editor, audience segmentation, merge variables, drip sequences. Schedule or send immediately.
Intelligence & Reports
AI scans your data for patterns and anomalies. Morning briefings, weekly reports, proactive nudges.
Operations Canvas
Map your business processes visually. Drag-and-drop nodes for steps, tools, people. AI reads your maps to build better automations.
Schedule & Calendar
Unified view of everything with a date: follow-ups, invoice dues, sequence steps, calendar events. Connect your calendar for sync.
Integrations
Connect email, calendar, spreadsheets, team messaging, and any REST API. OAuth or API key. Data flows both ways.
Team & Collaboration
Invite members, assign roles, route leads to the right person, track who did what. Built for teams of 1 to 50.
Set up in minutes. Get help when you need it.
Step 01
Sign up and describe your work
Create an account and tell the AI what your business does. It sets up your workspace with the right structure — tables, columns, connections.
Step 02
Set up automations
Use the step-by-step builder or describe what you need. Filter data, enrich with AI, send emails, generate reports — your choice.
Step 03
Review before anything runs
Every automation is tested before it touches your data. You see exactly what will happen. Nothing sends without your approval.
Step 04
Get help when you need it
Stuck on something? Request operator assistance. A human enters your workspace (with your permission), fixes it, and hands it back.
Built for
People who run operations, not people who want another tool to learn.
Solo consultants
Manage client operations from one workspace. Scale without hiring.
Small businesses
Replace 3-4 disconnected tools with one place for data and automations.
Agencies
Each client gets isolated workspace. You see everything from one portal.
RevOps teams
Pipeline automation, lead scoring, and reporting. Configured step by step.
Before vs. after structuring your ops.
What changes when your operations have a proper workspace instead of scattered tools.
Without Coactra
- ✕Lead follow-up takes 2-4 days
- ✕Reports compiled manually every week
- ✕Pipeline visibility: disconnected spreadsheets
- ✕Data accuracy ~60% — full of duplicates
- ✕No one monitoring for anomalies
With Coactra
- Lead response under 15 minutes, automated
- Reports generated automatically, always available
- Real-time unified dashboard in your portal
- Data validated and cleaned continuously
- Signals fire the moment something looks wrong
< 48h
Time to first insight
100%
Operator-managed
24/7
Automation runs always
0
Tools for you to learn
Stop spending time on operations you could automate.
Sign up in 30 seconds. Describe your business. See your first automation configured and tested — before you decide to stay.