How to Use the CRM in Oppora.ai

The CRM module in Oppora.ai is designed to simplify customer relationship management by centralizing all key sales activities. Instead of juggling multiple tools, you can manage accounts, contacts, opportunities, and tasks in one place. This step-by-step guide walks you through each sub-module so you can efficiently track customer interactions, streamline your sales pipeline, and close deals faster.

Step-by-Step Guide

• Log in to your Oppora.ai dashboard.
• On the left sidebar, locate the option CRM.

• Click on CRM to open the CRM section.
• Inside CRM, you will see the core four sub-modules:

❒ Account

❒ Contact

❒ Opportunity 

❒ Task

Step 1 – Account

1. Select Account.
2. You will see your Company List.

3. Click View, next to any company, to see complete details.

4. Inside an Account, you will find these sub-features:

►Overview – Displays key company details and activity summary.

► Notes – Add, edit, or review notes for the account.

► Email – Check and track email conversations.

► Calls – View and manage call logs.

► Task – Assign or manage follow-up activities.

► Meeting – Track upcoming or past meetings.

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Step 2 – Contact

1. Select Contact.

2. You will see a list of contact leads.

3. Click on any contact to open details.

4. You can edit the necessary information, such as:

Step 3 – Opportunity

1. Select Opportunity.

2. Click Add Opportunity.

3. Fill in the requirements, such as:

4. Once added, you can manage and track the opportunity:

• Monitor progress through different stages
• Update lead situation/status
• Keep notes, tasks, or communication history attached

Step 4 – Task

1. Select Task.

2. Click Add Task to create a new task.

3. Fill in the necessary details, such as:

4. Once added, you can track your tasks to stay on top of the entire sales process:

⦿ Monitor pending, ongoing, and completed tasks

⦿ Ensure follow-ups are not missed

⦿ Keep the sales pipeline moving smoothly

Conclusion

Oppora.ai’s CRM provides sales professionals with a structured approach to managing customer relationships, eliminating the need to switch between tools. By following these steps-managing accounts, tracking contacts, handling opportunities, and staying on top of tasks-you can streamline your workflow, improve team collaboration, and ultimately close more deals with confidence.