Why people switch
A CRM that fits the way small businesses actually sell
Opulent CRM is built for small-business teams and independent professionals who sell in person, in the field, and over the phone.
Organize every customer and prospect
One place for contacts, history and next steps — so nothing depends on a notebook, a phone's call log or someone's memory.
Never lose a follow-up
Tasks, reminders and appointments come out of the work itself: log a call or a visit and the next step is already scheduled.
Track calls and in-person visits together
Click-to-call, call notes, check-ins and visit outcomes live on the same timeline, whether you sell by phone, in the field, or both.
Plan a day that actually fits
Build and optimize sales routes, schedule appointments and see your tasks for today without rebuilding the plan every morning.
See your pipeline and your at-risk customers
Monitor opportunities by stage and get flagged on inactive or slipping customers before the relationship goes cold.
Report without the spreadsheet marathon
Generate reports with AI and ask plain-language questions about your customers, whether you're reviewing your own week or a whole team's.
Core capabilities
Everything you need, whether you sell alone or lead a team
Each capability is included in the single price — nothing here is an upsell.
Customers & prospects
One reliable record for every customer, lead and decision-maker, with the full interaction history attached.
Calls & conversations
Click-to-call from your phone, log calls with notes and outcomes, and create the follow-up in the same step.
Tasks & appointments
Reminders, tasks and calendar events tied to the customer, so no follow-up quietly disappears.
Territories & routes
Map your customers and prospects, then turn a filtered list into an efficient driving day in one tap.
Pipeline & AI reports
Stage-based opportunities, at-risk customer alerts, and reports you can generate with AI instead of spreadsheets.
Phone, tablet or computer
Same data everywhere — designed for a phone between appointments, not just a desk.
However you sell
In person, over the phone, or a mix of both
Most small-business selling is blended. Opulent CRM supports all three motions in the same workflow.
In-person selling
For anyone whose day includes a car, a route and a handshake.
- Account visits and check-ins
- Territory management and prospect mapping
- Route optimization
- Visit outcomes and next steps
- Samples and product discussions
- Appointment scheduling
Phone-based selling
For call lists, quoting by phone and long relationship-led follow-up.
- Click-to-call using your device's phone
- Manual call logging, notes and outcomes
- Follow-up tasks from every call
- Appointment scheduling
- Full contact history before you dial
- Optional in-app business calling
Digital follow-up
For everything that happens between conversations.
- Email and email templates
- Tasks and reminders
- Calendar events
- Notes on every record
- AI-powered customer queries
How it works
From a messy contact list to an organized sales day
- 01
Bring your customers in
Import or add your customers, prospects and contacts, then group them by territory, segment or owner.
- 02
Plan your day or your week
Line up the calls to make and the visits to run, build an optimized route, and schedule appointments with a purpose attached.
- 03
Work the plan
Call from your phone, check in at each stop, and log the outcome and the next follow-up in under a minute.
- 04
Review what's working
See pipeline movement, inactive customers and AI-generated reports — for yourself or across your whole team.
Who it's for
Built for independent sellers and small-business sales teams
Whether you sell on your own or lead a growing team, you get the same product. Start with one user and add your team as you grow — manage your day, or oversee your entire sales team.
See how people sell with itSmall-business sales teams
Growing teams that need real structure for customers, calls and pipeline without an enterprise rollout.
Independent sales professionals
Solo sellers, reps and consultants who want one organized system for their whole book of business.
Entrepreneurs & owner-operators
Owners selling alongside running the business, who need the follow-up handled without extra admin.
Outside sales representatives
Reps covering physical locations who need territories, routes and visit history that hold up.
Inside sales representatives
Phone-first sellers working call lists, quotes and long follow-up cycles from one screen.
Blended sales teams
Teams combining phone, email, appointments and face-to-face visits in the same week.
Industries
Used across any relationship-led sales process
Opulent CRM isn't tied to one industry. If you build relationships and follow up, it fits.
- Healthcare sales
- Diagnostic & medical sales
- Skincare & beauty
- Medspas
- Home services
- Professional services
- Insurance
- Real estate
- Wholesale & distribution
- Independent consultants
- Local service businesses
- B2B sales teams
Simple pricing
$70 / active user / month
$70 per active user, per month. Every core CRM feature included.
- All core CRM features
- Suitable for individuals and teams
- No core-feature tiers
- Email included
- Add or remove users as you change
- Optional in-app SMS and calling available separately
Your CRM data stays in your CRM
This website is a separate public marketing site. It stores no CRM records, has no connection to CRM databases, and never displays customer data. Signing in always takes you to the CRM application itself, where your own access controls apply.
See Opulent CRM on your own business
Book a guided walkthrough and we'll show the CRM using the way you sell — your customers, your calls, your visits and the problems you're actually trying to fix. Whether you sell on your own or lead a growing team.
Already a customer? The login button opens your CRM in this same window.