How to Use the CRM in Oppora.ai

What You'll Learn

This comprehensive guide will walk you through the essential concepts and practical steps needed to master this topic. By the end of this article, you'll have a solid understanding of the key principles and be ready to implement them in your workflow.

What is the Oppora CRM?

The CRM is Oppora's built-in pipeline tool, where replies turn into tracked deals. It keeps four object types in sync with the rest of the platform so you don't need a separate CRM to manage what your outreach generates:

Accounts — the companies you're working.
Contacts — the people at those companies.
Opportunities — potential deals, moved through pipeline stages with a value and close date.
Tasks — the follow-up work, on a simple board.

The CRM has an Overview tab (totals and charts) plus a tab for each object type. Because it's built in, campaigns can create opportunities automatically when a lead replies.

CRM Overview: total accounts, contacts, opportunities, won/lost, and pipeline/sales charts.

CRM Overview: pipeline totals and value, with Opportunities Overview and Sales Overview charts.

Accounts and Contacts

Accounts

Accounts are the companies in your pipeline.

Each account carries its name, phone, industry type, website, and account owner, and you can view, edit, or remove it from the Accounts tab.

You can add accounts manually or import them.

Contacts

Contacts are the people saved in the CRM (as distinct from "leads," which live in lists before they're in the pipeline).

A contact shows name, email, phone, stage, the account(s) they belong to, and contact owner. Add, import, edit, or delete them from the Contacts tab.

Terminology: Throughout the product, "leads"/"people" are prospects in lists; "contacts" are people saved in the CRM.

A lead becomes a contact when it enters your pipeline often automatically when they reply.

Opportunities and Pipeline Stages

An opportunity is a potential deal, tracked from first interest to closed. Opportunities move across pipeline stages on a Kanban board, and each stage column shows its count and total value.

The default stages include Qualification, Demonstration, Proposal, DecisionMakers, and Negotiation, plus the closed outcomes Won and Lost. Stages are fully customizable rename, reorder, add, or remove them to match how your team actually sells.

Opportunities board: drag deals between customizable stages; each column totals its value.

Opportunities Kanban: stage columns (Qualification, DecisionMakers, Demonstration, Proposal) with deal cards.

Creating an Opportunity

You can create an opportunity from four places, whichever fits your moment:

Automatically from a campaign — turn on "Auto-create opportunity in CRM when someone replies" in the campaign's options, and qualifying replies become opportunities on their own.
Manually — from the Opportunities tab (Add).
From inside an Account — create the opportunity in the context of the company it belongs to.
From the opportunity page itself.

Opportunity fields

Field	Notes
Opportunity Name	Required.
Opportunity Value	Required — the deal's monetary value.
Opportunity Stage	Required — which pipeline stage it starts in.
Related Account	The company the deal is with.
Related Contacts	The people involved.
Type	e.g. New Business.
Opportunity Owners	Who owns the deal.
Close Date	Required — expected close.
Source	Where it came from (e.g. Website).
Priority	Low / Medium / High.
Description	Free-text notes.
Attachments	Up to 5 files.

Create Opportunity dialog name, value, stage, account, contacts, owners, close date, source, priority.

The Create Opportunity form; required fields are marked with an asterisk.

Tasks

Tasks track the follow-up work behind your pipeline, on a Kanban board with three columns: Not Started, In Progress, and Completed. Each task card shows its title, the person, a to-do label, due date, assignee, related account, a note, and a priority (e.g. High). Add a task with the Add button or the + on any column.

Tasks Kanban board with Not Started, In Progress, and Completed columns and a task card.

Tasks board: move cards across Not Started → In Progress → Completed; cards carry due date, assignee, and priority.

HubSpot Integration

Oppora's CRM currently integrates with HubSpot, and the sync works two ways changes flow between Oppora and HubSpot in both directions, so your pipeline stays consistent whichever tool you're working in. Connect it from the Integrations page.

Sequencing tip: Set up the HubSpot connection before you turn on campaign auto-create-opportunity at scale, so the deals Oppora generates flow into HubSpot from day one rather than needing a later backfill.

HubSpot is the only CRM integration available today. For any other tool, use CSV export from the relevant CRM tab.