Sales
Know where every deal actually stands.
Pipelines kept in spreadsheets are pipelines nobody trusts by the second week of the quarter. OPM CRM keeps leads, accounts and opportunities in one place with the activity history attached.
What it has to handle
What sales actually need.
Four things, stated as problems rather than as features.
Every lead captured
Forms, imports and inbound enquiries land in one queue.
A pipeline you can read
Stages, owners and values, by period or by team.
Follow-ups that happen
Tasks and reminders attached to the record, not to someone's memory.
Reporting that reconciles
Conversion and velocity from the same data the team works in.
The products
Built on this OPM product.
Each one is bought separately. Take the one that solves your loudest problem; the others are there when you want them.
Also relevant
Other ways teams use OPM.
Growing Businesses
Getting off spreadsheets without buying an enterprise suite
- Workforce
- OPM CRM
- OPM Projects
Enterprise
Multi-location operations, permissions and audit
- Workforce
- OPM CRM
- OPM Projects
Professional Services
Billable teams, client delivery and utilisation
- OPM Projects
- Workforce
- OPM CRM
See OPM set up for sales.
Thirty minutes, your own setup in mind, and a straight answer on anything that does not fit yet.