Opine Just Leveled Up: Smarter Sales Automation, More Pipeline Power, and Less Busywork

Let’s be real: presales teams don’t need more admin work. They need better tools that work for them, not against them. That’s why Opine’s latest release is packed with features that cut down on busywork, boost deal momentum, and keep everyone aligned without the endless manual updates.

Here’s what’s new:

Multiple Pipeline Support: Align Opine With Your Sales Strategy

CRMs support multiple pipelines, so Opine does too. Whether your org separates new business from renewals, segments by industry, or structures pipelines by deal size, Opine now adapts to your workflow.

Why it matters:

• Keep new deals, renewals, and success plans clearly separated.

• Improve visibility so stakeholders see only the deals that matter to them.

• Ensure smoother collaboration between sales and customer success.

With this flexibility, Opine fits seamlessly into your sales motion, no matter how complex.

Next Steps Automation: Say Goodbye to CRM Data Entry

Keeping "Next Steps" updated in your CRM is critical—but let’s be honest, it’s also a pain. Opine now automates these updates on demand or on a set schedule, so your deal records stay fresh without reps manually entering every detail.

Why it matters:

• Free your team from mind-numbing admin work.

• Reduce the risk of stalled deals due to missing context.

• Improve forecasting with real-time, accurate deal insights.

Your reps should be closing deals, not playing CRM babysitter. Now, they don’t have to.

Generate Slack Updates: Keep Teams Aligned, Instantly

Click. Post. Done. With the new “Update Slack” button, you can instantly generate and share deal updates—including current status, next steps, and buyer feedback—directly in Slack. No more scrambling to keep everyone in the loop.

Why it matters:

• No more crafting updates from scratch—just push and share.

• Keep leadership, sales, and customer success aligned with structured deal insights.

• Eliminate constant check-ins with clear, real-time updates.

Your deals move fast. Now your updates do too.

Internal Deal Plan Tasks: Because Not Everything Is Buyer-Facing

Some deal tasks need to stay internal—like approvals, strategy discussions, and key execution steps. Opine now lets you mark tasks as internal-only, keeping them visible to your team but hidden from the buyer portal.

Why it matters:

• Separate internal execution from customer-facing action items.

• Standardize internal processes by embedding them into templates.

• Improve deal strategy without cluttering the buyer’s view.

Better organization. More strategic execution. Fewer accidental buyer-facing missteps.

Deal Subscriptions: Get the Updates You Need—Without the Noise

Sales leaders and stakeholders don’t need every deal detail—just the key updates that matter. With Opine’s deal subscriptions, you can subscribe to specific deals and get notified about major progress without constant manual check-ins.

Why it matters:

• Stay in the loop on important deals without getting overwhelmed.

• Improve visibility without micromanaging.

• Reduce distractions by tailoring updates to what actually matters to you.

Big picture clarity, without the notification chaos.

@ Mentions for Seamless Collaboration

Email chains are slow. Slack threads get buried. Now, you can @ mention teammates or buyers directly in Opine to notify them instantly via in-app and email alerts.

Why it matters:

• Instantly loop in the right people at the right time.

• Keep deals moving by ensuring everyone sees their action items.

• Reduce miscommunication and keep collaboration smooth.

No more lost action items. No more “Did you see my email?” Just faster, more efficient teamwork.

Read-Only CRM Fields: Protect Your Data From Accidental Edits

Opine now supports read-only CRM fields, so essential deal data stays locked while remaining visible to the team. Reps can reference key information without the risk of unintended edits.

Why it matters:

• Maintain data accuracy and prevent accidental changes.

• Provide full visibility without sacrificing control.

• Ensure reporting integrity while keeping reps informed.

Governance meets usability, ensuring that sales teams have the insights they need while keeping critical data intact.

Request Filters on the Deal Board: Identify and Solve Blockers Faster

Not all deal roadblocks are created equal. Now, Opine’s deal board filters let you pinpoint stalled deals based on request type and priority, so you can differentiate between bugs, feature requests, and other blockers.

Why it matters:

• Quickly surface deals stuck due to unresolved requests.

• Prioritize work based on blocker type (bug vs. feature request).

• Proactively address roadblocks to keep deals moving.

Because sales doesn’t have time for guessing games.

Presales teams move fast, and Opine continues to innovate to ensure your deal process moves with you. With smarter automation, better collaboration tools, and enhanced pipeline flexibility, you can focus on what actually matters, building trust and winning deals.

Ready to see these updates in action? Book a demo today and watch Opine work for you.