The lead intake CRM that never loses a lead or forgets who someone is.
Capture every new enquiry from your website forms, assign an owner, move leads through your own stages and convert a won lead into a customer in one click — with every person and company in one clean address book.
What is a lead intake CRM?
A lead intake CRM is where every new enquiry lands first. It records who the lead is and where they came from, assigns an owner, and tracks the lead until it becomes a customer — so no enquiry is lost in an inbox, a notebook or a sales rep's phone.
OpraOne combines lead intake with the rest of your business. Website forms feed enquiries straight into your pipeline, and a won lead converts into a customer and a quotation in one click, ready for a sales order.
How lead intake works in OpraOne
- Capture the enquiryWebsite lead forms and direct entry drop every enquiry into one leads list, with its source recorded.
- Assign an ownerGive each lead a responsible rep, an expected value and a probability.
- Qualify through your stagesMove leads from New to Qualified to Quoted, with full stage and activity history.
- Convert in one clickTurn a won lead into a customer and a quotation without re-typing anything.
Inbox and spreadsheet lead tracking vs. a lead intake CRM.
Why product businesses move enquiries out of inboxes and into a proper lead intake process.
| What you need | Inbox & spreadsheets | OpraOne lead intake CRM |
|---|---|---|
| Website enquiries | Scattered across inboxes | Lead forms feed one leads list |
| Who follows up | Unclear, leads go cold | An owner on every lead |
| Pipeline visibility | Manually updated sheets | Custom stages with value & probability |
| History of each lead | Lost in email threads | Full stage and activity history |
| Lead to customer | Details re-typed into a quote | One-click conversion to customer & quote |
From website enquiry to customer without re-typing a thing.
Publish simple forms on your own website that feed new enquiries straight into your leads list. Assign an owner, track expected value and probability, and turn won leads into customers and quotations in one click.
Everything you need for lead intake and customer management.
Keep your contacts organized, capture every enquiry, and pass won leads straight to quotations and sales orders.
One Clean Address Book
Store individuals and organisations, link people to the companies they work for, and keep multiple addresses, phone numbers, and tax details.
Custom Sales Stages
Capture enquiries, assign an owner, set expected value and probability, and move leads through your own stages (New → Qualified → Quoted → Won/Lost).
Embeddable Capture Forms
Publish simple forms on your own website that feed new customer enquiries straight into your OpraOne leads list automatically.
Tailored to Your Business
Group contacts and leads with colour-coded tags and add your own extra fields to records without waiting on a developer.
Ask Opra AI
Look up contact records, check lead history, summarise enquiries, or draft updates in plain language right inside your workspace.
Lead to Customer & Quote
Turn a won lead into a customer contact and quotation with one click, carrying over every detail without re-typing.
Works with the rest of your OpraOne workspace.
Leads, price books, sales orders and purchase orders share one database, so nothing is typed twice.
One catalog, a price for every buyer
Retail, wholesale, distributor and seasonal price books with volume tiers, discounts and validity dates.
Explore Centralized Price Book Management →Requisition to goods receipt
Purchase requisitions, multi-step approvals, supplier purchase orders and goods receipts into stock.
Explore Purchase Orders CRM →Quotes, orders and live stock
Quotations, sales orders and multi-warehouse stock with batch, expiry (FEFO) and serial tracking.
Explore Sales Orders & Inventory →Lead intake CRM FAQs
Common questions about capturing, qualifying and converting leads in OpraOne.
What is a lead intake CRM?
A lead intake CRM is the system that receives every new enquiry, records where it came from, assigns it to the right person and tracks it until it becomes a customer. OpraOne captures enquiries from website forms and direct entry, assigns an owner, and moves each lead through your own pipeline stages to a one-click conversion.
How does OpraOne capture leads from my website?
You publish simple, embeddable lead forms on your own website. Every submission arrives in your OpraOne leads list automatically with its source recorded, so no enquiry is lost in an inbox or re-typed from email.
What happens to a lead after it is captured?
Each lead gets an owner, an expected value and a probability, and moves through your own stages — for example New → Qualified → Quoted → Won or Lost. Every stage change and activity is kept in the lead's history.
Can I customise lead intake stages and fields?
Yes. You define your own pipeline stages, group leads with colour-coded tags and add custom fields to lead and contact records without waiting on a developer.
How do I convert a lead into a customer?
Turn a won lead into a customer contact and a quotation in one click. Every detail carries over, so nothing is typed twice, and the quotation is priced from your centralized price books.
Does lead intake connect to sales orders and purchasing?
Yes. A converted lead flows into quotations, sales orders and warehouse stock, and if stock runs short your team can raise purchase orders from the same workspace.
Is there a free plan for the lead intake CRM?
Yes. OpraOne has a free Starter plan, and paid plans scale by users, contacts, leads, products, storage and integrations. See OpraOne pricing for current plans.