Unified customer timeline
Every email, call note, invoice, payment, and quote shows up in chronological order on the customer's record. You stop asking "what was the last thing we said?" — it's the top row.
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Every customer, in one place. Forever.
Stop hunting through emails, WhatsApp threads, and a sales rep's memory. One contact card holds every conversation, invoice, payment, and open task — for every customer you've ever had.
Live preview·Customer profile with full interaction timeline and live balance
Customer profile with full interaction timeline and live balance
Every email, call note, invoice, payment, and quote shows up in chronological order on the customer's record. You stop asking "what was the last thing we said?" — it's the top row.
The balance you see on the customer card is the number that just updated when invoicing posted the latest invoice. No nightly sync, no "give it a minute."
Send a quote. The customer accepts it. Click once, and the invoice is drafted with the same line items, the same prices, the same VAT — already tied to the contact.
Group customers by industry, by city, by lifetime value, by overdue days. Build segments once and they update themselves as customers move between them.
A contact is created — manually, from a website form, or from an imported CSV.
Sales builds a quote against the contact. The quote PDF is delivered and tracked.
One click converts the quote to an invoice. The contact's balance moves automatically.
When the payment hits the bank feed, the contact balance returns to zero. Done.
You sell ongoing services. You need to know which clients are about to churn, which are growing, and who hasn't paid the last two invoices — all in one place.
You serve hundreds of dealers with custom price lists. Each dealer has their own pricing, their own credit limit, their own preferred contact — and Opredo remembers.
Every customer is a long-term relationship: install, service, replace. Five years of history is one scroll away when the next ticket comes in.
CRM is where every interaction starts. Here's where it goes from there.
One contact card. Every interaction. Forever — even after a sales rep leaves.