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Features

Every capability you need — all included

No edition ladder and no per-feature negotiation. Here is what every active user gets, whether you sell on your own or lead a growing team.

Customers & Prospects

One organized record for every customer, prospect and contact you sell to — whether you sell alone or with a team.

  • Company and contact records with roles, notes and relationship history
  • Lead and prospect tracking from first enquiry to closed sale
  • Duplicate prevention so two people never work the same contact blind
  • Full interaction timeline: calls, visits, emails, notes and next steps

Calls & Phone Selling

Everything you need to work a call list and remember every conversation.

  • Click-to-call using your device's phone
  • Manual call logging with notes and outcomes
  • Follow-up tasks created straight from a call outcome
  • Complete contact history before you dial
  • Optional in-app business calling available separately

Follow-Ups, Tasks & Appointments

Never lose a follow-up, and plan your day instead of reacting to it.

  • Tasks with due dates, owners and priorities
  • Appointments and calendar events tied to a customer
  • Reminders so commitments don't slip through the week
  • Email and email templates for consistent digital follow-up

Territory & Prospect Mapping

See where your customers are and where the untapped ones sit.

  • Assign accounts to territories by geography, segment or specialty
  • Prospect mapping to find opportunities near existing customers
  • Coverage views showing untouched and overserved areas
  • Rebalance territories as you hire or restructure

Route Planning & Optimization

Turn a list of stops into a sensible driving day, in seconds.

  • Build multi-stop routes from any filtered customer list
  • Optimized stop order to cut backtracking and driving time
  • Day, week and territory-level route views
  • Hand off to your preferred navigation app for turn-by-turn driving

Visits & Check-Ins

Plan the week, then capture what actually happened while it's still fresh.

  • Schedule visits with purpose, duration and expected outcome
  • Fast mobile check-ins with structured visit outcomes
  • Samples and product discussions recorded against the account
  • Visit history per customer so anyone can pick up the relationship

Opportunities & Pipeline

See real movement instead of guessing from activity volume.

  • Configurable stages that match how you actually sell
  • Value, expected close date and probability on every opportunity
  • Pipeline board and forecast views by person, territory or product
  • Stalled-deal visibility so nothing quietly dies in stage two

Reporting & AI Insights

Answers about your business without a spreadsheet export marathon.

  • Activity, coverage, pipeline and conversion reporting
  • AI-generated reports and plain-language customer queries
  • Inactive and at-risk customer identification
  • Trend views to spot momentum or slippage early

Works Anywhere You Sell

Built for a phone in a parking lot as much as a laptop at a desk.

  • Phone, tablet and computer access with the same data
  • Today's plan and next stop always one tap away
  • Log a call or visit in under a minute between appointments
  • No separate 'field version' to reconcile later

Solo or Team Controls

Start with one user and add your team as you grow.

  • Works for a single independent seller with zero setup overhead
  • Role-based access for reps, managers and administrators
  • Team structures that mirror your real reporting lines
  • Shared visibility where you want it, boundaries where you need them

What makes it different

Designed around how small businesses actually sell

Built for how small businesses sell

Phone calls, appointments, emails and face-to-face visits in one workflow — not an enterprise suite you have to grow into.

One transparent price

$70 per active user, per month with every core feature included. No edition ladder, no per-feature negotiation.

Works solo or with a team

Whether you sell on your own or lead a growing team, the same product fits — start with one user and add people as you go.

Fast enough that it actually gets used

Short flows, sensible defaults, and one-minute logging from a phone between conversations.

Feature descriptions reflect product capabilities. PLACEHOLDER — add approved screenshots and customer proof points before publishing.

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.