Play Video

Oppora's Claude MCP is Live. Connect our Email Database & Outreach features with any tool to build smart automations inside Claude. Start for Free

OppO
ra

CRM for converting leads to deals

Push an interested reply to the CRM and Oppora creates the contact, account and opportunity, with the whole email thread attached. Move deals through your own stages, assign tasks and see won and lost deals in one place.

Start freeBook a demo

Free plan, no credit card

4.5 on G24.9 on Capterra

Customer 1
Customer 2
Customer 3
Customer 4

Trusted by 5,000+ customers

Company 1
Company 2
Company 3
Company 4
Company 5
Company 6
Company 7
Included on every plan
Free
With unlimited team members, and roles to control who sees what.
Pipeline stages ready on day one
8
Rename, reorder, add or delete them, and set a probability for each.
Two-way CRM syncs: HubSpot and Zoho CRM
2
Keep your existing CRM and let Oppora feed it.

The CRM next to the inbox, not in another tab

A separate CRM beside your outreach tool

Oppora Sales CRM

Interested replies copied into the CRM by hand

Replies become deals in one click or automatically

Email threads missing or split across records

The full campaign thread logged on the deal

The same company created twice from different sources

Records matched by email and name, so duplicates are not created

Accounts never marked as customers after a deal closes

A won deal marks the account and contact as Customer

How it works

  1. 1

    Capture interested replies

    Push replies from Unibox, or turn on automatic opportunities in your campaign settings.

  2. 2

    Work the pipeline

    Drag deals between stages, set values, owners and close dates, and assign tasks.

  3. 3

    Close and report

    Track won and lost deals and pipeline value on the CRM overview and in reports.

The whole thread, on the deal

When a reply is pushed, Oppora creates the opportunity first, then logs every email in the campaign thread on it, in the order it was sent. The contact is the person who replied and the account is their company, never your own mailbox.

  • Every step of a multi-step sequence in one thread
  • Contact and account taken from the lead and its company
  • Pushing the same lead again reuses the existing records

Customers mark themselves

Every account and contact has a lifecycle stage: Lead, Opportunity, Customer, Bad Fit or Canceled. A new deal moves them to Opportunity and a won deal moves them to Customer. Automation only moves forward, and Bad Fit and Canceled are yours to set.

  • Lifecycle follows every deal, however it was created
  • Won means a Win stage or a 100% probability
  • Filter accounts and contacts by lifecycle stage

Tasks for the whole team

Create to-do, call, email and meeting tasks, link them to an account, contact or deal, and assign them to a teammate. Add a reminder, or repeat a task monthly, quarterly, half-yearly or yearly.

TasksExample
Search tasks
Status: Not StartedPriority: All
TaskTypePriorityAssigned to
Send pricing to Marcus LeeEmailHighDana Ruiz
Demo with Northwind LabsMeetingHighDana Ruiz
Check in with TallyfinCallMediumPriya Shah
Quarterly review with OrbitlyTo-doLowTom Becker
Example data for illustration.

What teams say

  • “Everything being in one place has made our workflow much simpler. Earlier we had to switch between multiple tools, but now our team can manage leads, campaigns, and replies without jumping between tabs.”
    Gavin Clarke, Sr. People Business Partner, Diligent Robotics
  • “Everything from sending to replies is handled in one system, making it easy for even non-sales teams to use without a steep learning curve.”
    Chenna Vemula, Senior Cloud Security Engineer, Pearson
Start freeBook a demo

Free plan, no credit card

Running a pipeline for outbound

How to keep deals moving when most of them start as a cold email reply.

01

Capture the reply while it is warm

The moment a lead says yes is when context matters most: what you sent, what they answered and who else is on the thread.

Pushing the reply from the inbox, or letting the campaign do it for the statuses you pick, keeps that context on the deal instead of in a personal mailbox.

02

Stages that match how buyers decide

New workspaces start with Qualification, DecisionMakers, Demonstration, Proposal, Negotiation, Verbal, Win and Lost. Rename or reorder them to match the steps your buyers really take.

Give each stage a probability so the pipeline value reflects how likely each deal is to close, not just how many deals you have.

03

One record per relationship

Leads arrive from campaigns, LinkedIn, imports and CRM syncs. Without matching, the same company ends up in your CRM several times.

Oppora matches contacts by email, ignoring case, with LinkedIn as a fallback, and accounts by name, so new activity lands on the record you already have.

Sales CRM FAQ

Something not covered here? Book a demo and ask us directly.

What the CRM costs

Sales CRM
Included
Team members
Unlimited
Pushing campaign replies to the CRM
Free
HubSpot and Zoho CRM sync
Included

Free plan: the full CRM, HubSpot and Zoho sync, and unlimited team members. Pro and Max: the same CRM, plus more data, AI and outreach capacity.

Compare plans
How do interested leads get into the CRM?

Push replies from Unibox in one click, with or without an opportunity, or turn on automatic opportunities in a campaign and choose which reply statuses create them. Each deal keeps the full email thread.

Can I customize the sales stages?

Yes. Add, rename, reorder and delete stages to match your sales process, set a probability for each, and drag deals between them.

Can my team collaborate?

Yes. Team members with access can work on accounts, opportunities and tasks, and roles and permissions control who sees what. Team members are unlimited on every plan.

Does it work with HubSpot or Zoho?

Yes. Oppora has two-way sync with HubSpot and Zoho CRM, so you can keep using your existing CRM alongside Oppora.

What happens to an account when a deal is won?

When a deal reaches a Win stage, or a stage with 100% probability, its account and contacts move to the Customer lifecycle stage automatically.

Will pushing the same lead twice create duplicates?

No. Oppora matches contacts by email and accounts by name before creating anything, and reuses the existing opportunity for that account and owner.

Can Ask Ora update the CRM?

Yes. Ask Ora can create and update accounts, contacts, opportunities and tasks from chat, and AI Workflows have a CRM step for automated pipelines.

Use it wherever you work

Pairs well with

Let’s Vibe Sales too!