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The Openbiznis sales platform

Your sales work. All connected.

Bring contacts, leads, calling, opportunities and follow-ups into one workspace for your sales team.

01
CRM

A clearer picture of every relationship.

Keep contacts, companies and lead details together, with the information your team needs for the next conversation.

ContactsCompaniesLeads
Contacts & leads4 contacts
ContactStageOwner
Maya Chen
Maya ChenNorthstar Studio
InterestedNina Novak
Daniel Reed
Daniel ReedAtlas & Co.
ProposalAlex Morgan
Sofia Alvarez
Sofia AlvarezLuma Design
Meeting bookedNina Novak
Oliver Grant
Oliver GrantRidgeway Digital
ProposalAlex Morgan
02
Calling

Your next conversation starts here.

Work through leads with the dialer, capture call outcomes and return to the history behind each conversation.

DialerCall notesCall history
Recent callsToday
Maya Chen
Maya ChenNorthstar Studio
Follow-up set09:42 · 6m 24s
Daniel Reed
Daniel ReedAtlas & Co.
Proposal discussed09:18 · 4m 12s
Sofia Alvarez
Sofia AlvarezLuma Design
Meeting booked08:56 · 8m 03s
Oliver Grant
Oliver GrantRidgeway Digital
No answer08:45 · 0m 28s
03
Pipeline

Keep the next step in sight.

Manage opportunities, meetings and follow-ups in one sales workspace. Give setters and closers a shared view of the deal.

OpportunitiesMeetingsFollow-ups
Deal pipeline4 deals
In conversation 2
Maya Chen
Maya Chen

Northstar Studio

$4,800Website project
Discovery callNina Novak
Sofia Alvarez
Sofia Alvarez

Luma Design

$3,200Website project
Discovery callNina Novak
Proposal 2
Daniel Reed
Daniel Reed

Atlas & Co.

$7,500Website project
Review proposalAlex Morgan
Oliver Grant
Oliver Grant

Ridgeway Digital

$6,400Website project
Review proposalAlex Morgan
04
Sales management

Give your sales team a shared direction.

Use team views, activity reporting and forecasts to understand the work across your sales organization.

TeamReportingForecasts
Sales overviewThis week
Open pipeline$21,9004 opportunities
Sales team2Active members
Conversations this week Calls
12Mon
18Tue
15Wed
24Thu
20Fri
05
Workspace

A workspace shaped around your team.

Manage workspace and account settings, team access and roles alongside the tools your sales team uses.

SettingsMembersPermissions
Team & access2 members
Nina Novak
Nina Novaknina@northstar.example
Appointment setter
Alex Morgan
Alex Morganalex@northstar.example
Closer
Role-based workspace access
Your next conversation starts here

Bring your sales
into focus.

Leads, calls and the next step. Together in Openbiznis.

Create your workspace