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.
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.
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