Contacts & accounts
A shared record of every contact and account, with history and privacy-aware access.
Core operations · CRM
Win and keep customers with context, not chaos
OPERAPLEX CRM keeps every contact, lead, opportunity and interaction in one place — connected to quotes, orders and the ledger, so sales and service teams always know where things stand.
Leads & pipeline
Track leads and opportunities through configurable pipelines and stages.
Activities & follow-ups
Log activities, schedule follow-ups and keep the next step clear for everyone.
Quotations & proposals
Create quotes and proposals where configured, linked to customer records.
Dashboards
See pipeline, activity and outcomes in configurable dashboards for the team.
ERP connectivity
Flow customer records into orders, invoicing and receivables in the ERP.
Connected by design
Sales and finance, finally on the same page
Because the CRM shares the OPERAPLEX core, a won opportunity can become an order, an invoice and a receivable without re-keying — and service tickets stay attached to the customer.
- Customer history visible to sales and service alike
- Quotes and orders connected to the ledger
- Follow-ups and tasks linked to the Task Management system
- Support requests linked to the Ticket System
Ready when you are
See the CRM connected to your ERP
Book a walkthrough and watch a customer move from lead to order to service — all in one platform.