Preview · early access by request
Opptain CRM
A CRM that lives inside your AI assistant.
For sales teams of about 10 to 100 people at a growing business, run by a founder or a sales leader, who want a CRM nobody has to type into.
Works insideChatGPTClaude
- Win rate by rep this quarter, against last quarter.
- Why can't Sam see this account?
- Move the Harbor deal to Proposal.
What it does today
Your customer records, where you already work.
Inside Claude and ChatGPT
Ask in plain words. Records, approvals and charts open in a panel in the chat.
Nothing changes without a yes
The assistant drafts every change. The owner approves it with one press.
Reports by asking
Ask for a report and get a chart, with its definition and dates. Every number opens the records behind it.
Every new lead gets an owner
A new web lead goes to someone available, and moves on if nobody acts on it within minutes of working hours.
Clear access
Who sees what is stated in plain words, and "why can't she see this?" gets an answer.
How it works
Two halves: a panel and a chat.
The panel
Seeing, browsing, editing and approving. It talks to the CRM directly, so what it shows and saves doesn't depend on the assistant getting it right.
The chat
Asking questions and getting answers, in plain words: which deals slipped this month, or who hasn't been followed up.
Where it stands
A preview, and honest about it.
Opptain CRM runs today for one company. There is no public sign-up and no pricing yet. Not built yet:
- Exporting all of your data in one step
- Subscriptions and recurring revenue
- Campaigns and email sequences
- Connections to other business apps
- Security certifications such as SOC 2
Want it early?
Tell us about your team. A person will reply.