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OPM CRM

Every customer, from first hello to renewal.

Leads, deals, quotations, contracts, payments and support in one CRM, so your team always knows what happens next.

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Free plan available. Upgrade when your team grows.

Sales representative following up on a lead

The customer lifecycle

One record, from enquiry to renewal.

Nothing is re-typed between sales, finance and support. Each stage picks up where the last one ended.

  1. Capture

    Leads from your website, imports and your team.

  2. Qualify

    Assign, qualify and follow up on time.

  3. Win

    Deals by stage, value and owner.

  4. Quote

    Priced, approved and sent.

  5. Deliver

    Contracts, projects and payments.

  6. Support

    Tickets tied to the customer.

  7. Renew

    Renewals flagged before they lapse.

Pipeline

See every deal, and the next step on each one.

Deals move across stages you define, with value, probability and owner on every card. Open, weighted and won totals update as your team works, so the weekly review starts from facts.

  • Pipeline and list views with filters
  • Weighted pipeline and closing this month
  • Deals with no next step, flagged
Pipeline features
Sales team reviewing the week's pipeline together

Quotations

Quotes your manager can approve in a minute.

Build a quotation from the deal with line items and GST. Send it for approval when your rules ask for one, then share it with the customer. When the deal is won, the contract and payments follow from the same record.

  • Line items, taxes and discounts
  • Approval rules for quotations
  • Contracts, payments and renewals linked
Quotation features
Account team planning the next step on a deal

Modules

The whole commercial team, in one workspace.

  • Leads and contacts

    Capture, dedupe, assign and follow up.

  • Deals

    Pipelines, stages, products and forecasts.

  • Quotations

    Line items, GST, approvals and PDFs.

  • Contracts

    Terms, values and dates in one place.

  • Renewals

    Upcoming renewals and renewal deals.

  • Support

    Tickets linked to the customer record.

  • Email

    Inbox, templates, sequences and campaigns.

  • Automation

    Workflows with conditions, waits and approvals.

Email and automation

Follow-ups that happen, even on a busy week.

Connect your Gmail or Outlook mailbox and send from the CRM. Sequences space out emails and call tasks for each new enquiry, and workflows assign leads, create tasks and ask for approvals by themselves.

  • Templates, sequences and campaigns
  • Opens and replies on the contact timeline
  • Workflows with branches, waits and approvals
Automation features
Business development meeting with a prospective customer

Inside OPM CRM

The screens your sales team will live in.

Deals by stage

Open, weighted, closing and won totals above a board your team updates as they go.

  • Filters by owner, stage and product
  • Pipeline and list views
  • Next step on every deal
OPM CRM deals pipeline with open, weighted and won totals and deal cards by stage

Built for

For the people who win customers, and keep them.

  • Business development meeting with a prospective customer

    Sales representatives

    A clear list of who to call today, and everything about them in one place.

    See how
  • Sales team reviewing the week's pipeline together

    Sales managers

    Pipeline reviews, approvals and team performance without chasing updates.

    See how
  • Account team planning the next step on a deal

    Account and service teams

    Contracts, renewals, payments and support for existing customers.

    See how

Customers and renewals

Winning the deal is the start of the relationship.

Customer profiles bring together contracts, payments, projects and support tickets. Renewals show up well before the date, so the account team can prepare instead of react.

  • Customer 360 profile
  • Payments and outstanding amounts
  • Renewal opportunities

Trust

Customer data, handled with care.

  • Roles and permissions

    Each screen and action checks the person's role, so people see what they should.

  • Audit logs

    A record of who changed what, on the plans that include it.

  • Your own workspace

    Each company works in its own workspace on its own subdomain.

Part of OPM Technologies

Customer work that carries on in the rest of OPM.

One OPM company account and one sign-in across products. Connections are rolling out product by product.

  • Planned

    Won deals to invoices

    Send accepted quotations to OPM Billing as invoices.

    Explore Billing
  • Planned

    Won deals to delivery

    Start an OPM Projects plan from a signed contract.

    Explore Projects
  • Planned

    Forms to leads

    Turn Airform enquiry forms into CRM leads.

    Explore Airform

Questions

Good to know

What does OPM CRM cover beyond leads and deals?

Quotations with approvals, customer profiles, contracts and renewals, payments, projects and support tickets. The same customer record follows the relationship from the first enquiry to the renewal.

Can we send email from the CRM?

Yes. Connect a Gmail or Outlook mailbox, then use templates, sequences and campaigns, with replies and opens tracked against the contact.

How do website enquiries reach the CRM?

Add a website form connection in Settings. Each enquiry your site posts becomes a lead with the source Website, ready to assign.

Does each company get its own workspace?

Yes. Every company gets its own workspace and subdomain, with roles and permissions for each person on the team.

Is there a free plan?

Yes. Start on the Free plan and upgrade when you need more users, automation or analytics. Current prices are on the pricing page.

Put your next ten deals in OPM CRM.

Start on the Free plan, or book a walkthrough and we will set it up around your sales process.

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