Centralized Deal Context
Every deal in your commit rests on somebody's memory of it. Opine puts the CRM fields, the threads, and the call transcripts on one record per deal, with a cited read on top. Walk into the forecast call knowing which number you can defend.
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How Centralized Deal Context works
Watch one deal go from scattered sources to a read anyone can check.
CRM deal and account data, Slack and Teams threads, call transcripts, calendar events, evaluation progress, notes, and documents. Every connected source lands on the opportunity.
How Centralized Deal Context works
Watch one deal go from scattered sources to a read anyone can check.
- 01 · Sources
Everything the deal produced lands here
CRM deal and account data, Slack and Teams threads, call transcripts, calendar events, evaluation progress, notes, and documents. Every connected source lands on the opportunity.
- 02 · The read
The summary writes itself
Status, risks and blockers, next steps, recent activity, competitive insights, and sentiment. Analysis of what happened, not a paraphrase of your CRM fields.
- 03 · Citations
Every claim shows its source
Hover a claim to see the Slack message, transcript moment, or CRM update behind it. Click through to the whole conversation.
- 04 · Freshness
The read stays current
Summaries regenerate on view once they go stale, and a material change on the deal cuts that window to a day. Add a nightly run, or refresh on demand.
Three systems, three versions of the truth
Salesforce holds the fields. Gong holds the calls. Slack holds the decisions nobody typed in. Every rollup you run assumes they agree, and they don't. Opine lands all of it on one record per opportunity, where every claim in the read cites the message it came from. That record is what every summary, field, and report on this deal reads from.
Everyone opens the same deal
Everyone from RevOps to post-sales opens the same deal with a different question. One record answers all of them, and it answers them today.
The whole deal, not the CRM's slice
Your CRM has the close date. The record has the call where the buyer said what that date depends on.
Every claim traces back
Challenge any line in a pipeline review and the source is one click away. A claim that can't cite a source doesn't make the summary.
Current when you open it
Open a stale summary and it regenerates. Anything older than two days says so on its face.
Shaped to how you run deals
Org-level instructions carry your qualification model, MEDDIC or your own, into every deal's summary. One-time instructions tailor a single read.
One record, five readers
- RevOps“Is the pipeline clean enough to report on?”Fields that match what the deal actually did.
- Sales managers“Where is this deal really?”Status and next step, each cited to a source.
- CROs“What can I commit to the board?”The number the deals underneath it support.
- Sales engineers“What did they actually ask for?”Criteria, blockers, and the technical history.
- Post-sales“What did we promise to win this?”The whole evaluation, handed over intact.
Asked in real demos
The questions that come up when a summary is about to be trusted in a forecast call.
Have one we didn’t cover? Bring it to the demo →
SourcesWhen it pulls up this summary, it's pulling from where, exactly?
The deal's whole record. CRM deal and account data, Slack and Teams threads, call transcripts, calendar events, evaluation progress, notes, and documents. If an integration is connected and syncing, it's in the picture, and the citation on each claim shows which source produced it.
AccuracyHow do I know it isn't hallucinating? Where did a claim come from?
Every claim carries a citation. Hover it to preview the source: the Slack message, the transcript moment, the CRM update. Click through to the full record. A claim that can't be traced to a source doesn't belong in the summary. Opine anchors the read to the latest CRM status, so a blocker that got resolved reads as resolved, not repeated.
FreshnessHow do I know I'm not reading last week's summary?
It regenerates before you read it. Summaries regenerate on view once they've gone stale, and a material change on the deal cuts that window to a day. You can add a nightly schedule, daily or a chosen weekday, and refresh on demand from the record. Anything more than two days old carries a staleness indicator.
ConfigurationIf we customize the summary structure, is that org-wide or per person?
Org-wide, with a per-generation escape hatch. Admins set custom instructions, a MEDDIC structure or specific properties to emphasize, and every deal's summary follows. For a one-off angle, pass one-time instructions to a single generation without changing the saved configuration.
PortfolioCan I get one view of every active deal instead of opening them one at a time?
Per deal, the record is the place to look. Across the pipeline, ask. Each deal's summary lives on its own record, which is where you send someone who wants the story on that deal. For the portfolio question, Ask Opine answers things like “what's the status of my deals?” in plain language against the same data.
MCP accessIs MCP access gated to a set of information, or does it get everything I can see?
It runs as you. Every read and write goes through the same permission rules as the app, and the tool list itself is entitlement-gated: a connected assistant only sees the tools your org has enabled, and only the data you're already allowed to see.
MCP authOur security team is moving away from API tokens. Is this OAuth?
Yes, with a browser consent screen. Connections authenticate over OAuth, and the first connect opens a browser window to authorize, each user as themselves. There are no static API tokens to manage or leak. Your org admin enables MCP access first.
DepthDo we get the full transcripts, or only the cleaned-up version?
Both, in their place. The summary is the cleaned-up analysis, and its citations click through to the full source conversation. Raw transcripts are reachable programmatically over MCP for teams that want the underlying data.
Your AI already works here. It just doesn’t know your deals.
Your team opens Claude, Cursor, or whichever assistant they have settled on a dozen times a day. Those tools are good at reasoning and blind to this deal. Connect Opine’s MCP server and the assistant they already use reads the same record you just watched get built: the conversations, the pipeline, the success criteria on a plan. Same context, same citations, inside the tool they were going to use anyway.
- Connects over OAuthA browser consent screen on first connect, then it just works. No static API tokens to manage or leak.
- Scoped to the person askingReads and writes run under that user's own permissions, and the tool list itself is gated to what your org has enabled.
- Writes back, with a guardrailNotes, tasks, tickets, and success criteria go both ways. An agent authored over MCP is saved disabled until a human turns it on.
Proven in the field
Technical sales teams run their pipeline on Opine. The results are public.
“I’ve used countless presales tools over the years, and I can confirm that not a single one comes close to what Opine is doing. Because of their platform, win rates are up, SEs are more efficient, and leadership has access to never-before-seen pipeline intelligence. It’s amazing.”
Shaun Dolan
Director of Solutions Engineering at Orca Security
