What you get
Pipelines & deals
Drag-and-drop boards with configurable stages, probabilities and weighted forecasting, so you always know what's really going to close.
Leads that capture themselves
A key-authenticated web-form snippet feeds leads straight from your website, with scoring rules and one-click conversion into a contact, account and deal.
Contacts & accounts
People and companies with relationships, activity timelines, notes, tags and owners — plus CSV import/export and de-duplication when you need it.
Quotes & products
Build quotes from a product catalogue, linked to the deal, with line items and statuses from draft to accepted.
Campaigns & sequences
Reusable email templates and multi-step cadences that keep prospects warm without manual chasing, with reporting on what lands.
AI assistant built in
Search, create and update records in plain English — “convert the Voss lead and book a follow-up call” — with every change captured in the audit log.
Try the pipeline — right here
Drag deals between stages. Demo — sample data, resets on reload
Your pipeline, on demand
Ask the assistant anything about your deals and get grounded answers from your real data — then let it do the admin for you, with every change captured in the audit log.
Everyone in one place
Contacts, accounts and their relationships — with activity timelines, notes, tags and owners, plus CSV import/export when you need it.
A service desk, not just a sales pipeline
Keep customers after you’ve won them — support cases live right next to the deal and the contact.
Support cases
Log, prioritise, assign and resolve customer issues with types, owners and a full history — a real ticketing system, not a shared inbox.
Email-to-Case
Connect a support mailbox and inbound emails become tracked cases automatically, with the whole thread on the record and replies sent from OpSemble.
Customer portal tickets
Clients raise and follow their own tickets in a secure, branded portal — alongside their quotes and invoices — with no seat cost to you.
One customer record
Sales, quotes and support all hang off the same contact and account, so whoever picks up the phone sees the full picture.
More than a CRM — the platform underneath
The same tools that power CRM run across every OpSemble module: a client portal, a calendar, a way to model anything you like, and a visual workflow builder.
Customer portal
Give clients a secure, branded login to view quotes and shared records and interact with you — an external front door onto your CRM, with tokenised invites and no seat cost for your customers.
Calendar & meeting booking
A shared calendar for activities and meetings, plus public booking links that let prospects grab a slot — the appointments land straight against the right contact and deal.
Custom objects & fields
Model anything your business needs that isn't built in — assets, projects, subscriptions, memberships — as custom objects with your own fields, then link them to any record.
Visual workflow builder
Draw automations on a canvas: a trigger (record created, stage changed, on a schedule), branching logic, delays, and actions like email, task creation and webhooks.
Draw the follow-up, then never think about it again
The workflow builder turns your process into a diagram anyone can read. Fire a welcome sequence when a lead converts, chase a quote that's gone quiet after three days, create a task for the owner when a deal enters negotiation, or post to Slack when you win.
Delays, scheduled triggers and multi-step email sequences all run in the background — the same engine drives automations right across the platform, not just CRM. You can try the stage-gate and builder patterns on our Quality and home-page demos.
Sales intelligence, not just a list of deals
Know which leads to chase and where the quarter is really heading.
Lead scoring — and an AI opinion
Score leads on your own rules, and ask the AI for a second opinion on which are worth your time and why.
Weighted forecast
A pipeline forecast weighted by stage probability, so “what’s going to close” is a number, not a hunch.
Reports that matter
Deal velocity, revenue by rep, pipeline by source and stage, win rate and recurring revenue — all exportable to CSV.
Weekly report email
A scored, summarised pipeline update lands in your inbox every week, so nothing goes quiet unnoticed.
Grows from a shared list into a real sales operation
The structure a growing team needs, without moving to enterprise software.
Edit straight from the list
Fix a phone number or move a deal’s stage without opening the record — hover the row, click the pencil in the cell, type, done.
Segments
Build dynamic lists of contacts and companies from any criteria, and use them to target campaigns and sequences.
Saved views & filter builder
Slice any list with a visual filter builder, choose your columns, and save the view for the whole team.
Territories & lead routing
Assign owners by territory and route new leads to the right person automatically, so nothing sits unclaimed.
De-duplication & merge
Spot duplicate contacts, accounts and leads and merge them cleanly, keeping the history intact.
One platform. Only the modules you need.
CRM is one switch in your OpSemble tenant — turn it on alongside Projects, HR, Health & Safety, Quality and Training. The AI assistant, custom objects, calendar and workflow engine work across all of them.
Explore related modules: Projects • HR • See how they work together
Build your plan See pricing