Customer Management
Elevate your customer relationships with OpSpot’s CRM features, enabling comprehensive customer profiles and history tracking. Automate communications such as updates and reminders, and offer clients a self-service portal to streamline approvals and track project progress in real time.
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Team Alignment on Jobs, Deliverables & Operations
OpSpot empowers teams with absolute clarity on tasks, locations, and deadlines
for peak performance. When everyone knows exactly what, where, and when, projects run smoothly,
maximizing productivity and ensuring on-time completion.
This clarity drives accountability and minimizes confusion, leading to successful project
outcomes for you and your customers.
Convert More Leads into Customers
Streamline your sales process with OpSpot's powerful Lead Management features.
Easily view, filter, and sort your leads to prioritize high-potential prospects.
Efficiently update key lead details and track their progress through the sales pipeline
by managing lead status (e.g., New, Contacted, Proposal Sent, Won, Lost).
This organized approach to lead management empowers your team to focus on
the right leads at the right time, improving conversion rates and driving sales growth.
Never Miss a Follow-up with Action Tracking
Boost sales with OpSpot's Action Tracking. Easily add actions (calls, emails, meetings) for each
lead, set due dates and reminders, and view a clear action timeline.
Improve lead management, nurture relationships, and convert more leads with OpSpot.
Securely Share Approval Checklists with Customers
OpSpot streamlines approvals by easily assigning checklists to internal teams and customers for any job.
Control who reviews and approves each stage, simplifying communication, reducing delays, and promoting
transparency for faster turnaround and increased customer satisfaction.