A simple CRM alternative for small teams
Opeux gives small teams a CRM that does the few things they actually need — capture an enquiry, follow up on time, send a quote, gather a review — without the dashboards, fields and workflows nobody asked for. It is built for teams that want a tidy pipeline, not a sales-ops job to maintain it.
What teams use today
Small teams either run on a notes-app pipeline with a single shared spreadsheet, or pay for a heavy CRM that nobody really keeps up to date. Either way, follow-ups slip, quotes go out late and the deal pipeline lives mostly in one person's head.
Why that breaks
Heavy CRMs ask for too much data entry to stay useful, and spreadsheets do not remind anyone of anything. Quotes live in a separate document tool, reviews are chased by hand and web form leads land in an inbox that nobody owns. Nothing connects, so the team spends Friday trying to remember who said what.
How Opeux is different
Opeux Leads is a deliberately small pipeline with owners, reminders and AI follow-up drafts. It feeds straight into Opeux Quotes for branded proposals, Opeux Forms for clean web capture and Opeux Reviews for post-job feedback. You get the few CRM moves that move the needle, with no admin overhead.
Old way vs Opeux way
Recommended Opeux tools
How to switch
- 1.Export your current contacts and open opportunities from the existing tool or spreadsheet.
- 2.Import them into Opeux Leads and assign an owner per record.
- 3.Connect Opeux Forms to your website so new enquiries arrive in the pipeline automatically.
- 4.Switch quote sending to Opeux Quotes for the next two weeks.
- 5.Turn on Opeux Reviews once a job or quote is marked as won.
Frequently asked questions
Is Opeux a full sales-ops CRM?
No. It is a small pipeline plus quotes, forms and reviews — focused on small teams who do not have a sales-ops function.
Can I customise the pipeline?
You can rename stages, but the workflow stays simple on purpose.
Does it integrate with my email?
Quotes and chasers send via Opeux directly, with AI drafting the copy.
Can two people own the same lead?
A lead has one primary owner and a clear handover trail.
Will I outgrow it?
If you grow into a full sales-ops team you will want a larger CRM. Until then, Opeux gets out of the way.
Is there a free plan to try Opeux?
Yes. Every Opeux tool has a free tier you can run alongside your existing spreadsheets while the team gets used to it. You only pay when you outgrow the limits or want a paid feature.
How long does a typical small team take to switch?
Most small teams are productive on a single Opeux tool within an hour of importing their core list, and have the tool fully bedded in within two weeks. Adding more tools after that is faster because the workspace, customers and contacts are already set up.
Who owns the data inside Opeux?
You do. Every tool exports cleanly to CSV or PDF at any time, so you can leave with your data if you ever need to. There is no lock-in by design.
Does Opeux work on a phone for staff in the field?
Yes. Every Opeux tool runs in a phone browser with no app to install, so field staff can clock in, log usage, view jobs and update records without a laptop.
How does Opeux handle access for different staff?
Each workspace supports role-based access so owners, managers and field staff only see what they should. You can invite a bookkeeper or accountant with limited access, and revoke it cleanly when they finish.
What support is available if we get stuck?
Every plan includes email support and a searchable help centre with short walkthroughs. Paid plans add faster response times and onboarding sessions for the team.
Can we keep using our existing accounting tool?
Yes. Opeux is designed to sit next to your accounting tool, not replace it. Quotes, invoices and sales export cleanly so the bookkeeper stays in the same workflow.
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One Opeux account — start with one tool, add more later.