Sales CRM
Opero CRM
Win more contracts and keep every client close.
Opero CRM is a sales CRM for operations companies. Move deals through a visual pipeline, send quotes, and get ahead of every renewal — sharing the same customers and sites your other Opero products already know.
Everything you need to run crm operations
Purpose-built features that replace the spreadsheets, group chats, and paper that slow your team down.
Pipeline management
Drag deals through your stages and always know what's about to close — and what's at risk.
Contacts & accounts
Every contact, site, and past job in one place — shared with the rest of your Opero products.
Quotes & proposals
Build and send branded quotes, then turn a won deal into a live account in a single click.
Tasks & reminders
Never let a follow-up slip. Assign tasks and get reminded before a deal goes cold.
Renewals
Track contract end dates and get ahead of every renewal before it lapses.
Sales reporting
See pipeline value, win rates, and forecasts by rep and stage at a glance.
How it works
Up and running in three steps
Import your pipeline
Bring in your leads and accounts — or start fresh — and set up your stages in minutes.
Work every deal
Move deals through the pipeline, log calls, send quotes, and schedule follow-ups.
Win and hand off
Close the deal and it becomes a live account your operations products already know.
Get started with Opero CRM
Spin up Opero CRM for your team today, or talk to us about rolling out the full Opero suite.