Run the technical sale on its own track.
Your CRM says where a deal stands commercially. It says nothing about which evaluations are live, what's blocking them, or where your specialists are spent. Opine runs that motion alongside it, on stages your team defines.
4.8/5Trusted by high-performing revenue teams
A CRM opportunity has no room for any of this.
Success criteria that two sides score. A buying team that needs its own view. A security specialist who has to be found and staffed. Fourteen meetings nobody should have to log. Opine holds all of it on the deal, and your reps' record stays exactly as they left it.
Evaluation plan
from your criteria library
- SSO via Okta with SCIM provisioningMust-HaveMeetsD. Ruiz
- Data residency held in the EUMust-HaveExceedsR. AdeyemiBuyer
- Ingest 2TB a day without backpressureMust-HaveMeetsP. Nadel
- Alerts route into the on-call rotationMust-HavePartially MeetsP. Nadel
- Custom dashboards for the platform teamNice-to-HaveNot yet ratedR. AdeyemiBuyer
4 of 5 criteria rated·both sides scoring the same list
Team requests
Security review
P. Nadel · assigned in two minutes
matched on SAML / SSO · rule logged
Activity
14 meetings this evaluation
9 external · 5 internal
captured from calendars, not filed by hand
Buyer portal
3 people in the plan
R. Adeyemi rated 1 criterion
internal notes stay on your side
One place for the deal work, and the team work.
Three surfaces run a single evaluation end to end. Three more run the team that runs them. Open any feature to see how it works.
Run the evaluation
Everything that happens on one deal, from technical discovery to the technical win.
Dedicated Technical Processes
Give presales its own workflow instead of bending the sales CRM to fit.
Compose your own stages into a named process for the technical motion, and move deals through it on a board.
Meanwhile in Salesforce, Harborline is still Executive Alignment. Advancing one never writes the other.
POV Planning
Plan, run, and share proof-of-value work every stakeholder can follow.
Phases hold the criteria, tasks, and meetings. Owners and scores sit on each criterion, including the ones the buyer owns.
- SSO via Okta with SCIMMeets
- Alerts into on-callPartially Meets
- Custom dashboardsNot yet rated
Pulled from your success criteria library, where this one has already run 34 evaluations.
Buyer Portal
One shared space for sellers, technical teams, and buyers to move the deal forward.
The same plan the SE already maintains, opened to the buying team. They self-assign tasks, comment, and rate criteria.
Magic link or access code, allowlisted by email. Internal notes and tasks never enter the buyer’s view.
Run the team
Everything that happens across the portfolio: who's staffed where, where the hours go, and which deals deserve them.
Team Requests & Specialist Routing
Route requests to the right specialist and track them through to done.
A request names the skills the deal needs. Routing rules score the team against them and propose the specialist to staff.
Scored on the skills the request asked for. Auto-assign, or hold it for an owner to confirm, with the reason recorded.
Automated Activity Tracking
Capture presales activity automatically, without manual logging.
Every calendar event lands on the right deal and gets labeled, so utilization reporting costs your SEs nothing.
- Harborline · architecture reviewTechnical deep dive
- Bellgrove · first callDiscovery
- Duskfield · POV stand-upPOV
Capture is automatic from connected calendars. The labels are keyword rules you write once, and can see fire on every event.
Technical Fit Assessments
Score technical fit early so you invest where you can win.
An AI-filled field reads the deal's own context against a fit rubric you configure, so the poor-fit POVs are visible before an SE is spent on them.
- HarborlineIdeal fit
- NorthquayModerate fit
- CallowayPoor fit
An AI-filled field, scored against a rubric you configure, reasoning attached, on a schedule or on demand. Then filter the pipeline by it.
The evaluation, run properly
0%
increase in POV-to-closed-won conversion at Socket
“Opine has been a major win for reps and leadership alike, accelerating POCs and helping close our highest-value deals faster. I’m very bullish on what we can do with them next.”
Amjed Aboukhadijeh, VP of Sales at Socket
What SE leaders ask us first.
Whether it fights the CRM, how much the buyer sees, and what your team still has to do by hand.
Have one we didn’t cover? Bring it to the demo →
crmIs this a second system our team has to keep updated?
No, and that's the point of keeping the two tracks separate. Opine stages track the technical motion; your CRM stages track the commercial one. Advancing a deal on the board never writes your CRM stage field, and the board carries a CRM view of the same pipeline so you can always see CRM truth beside it. Everything else syncs natively with Salesforce and HubSpot.
processCan we run a different process for renewals than for new business?
Yes. Separate processes with their own stages, enabled with our team. Teams run a Proof of Value process for new business and a Customer Deployment process for renewals. Running more than one process is something our team enables with you today. Routing is automatic when each motion lives on its own CRM pipeline, which you wire to a process in settings. Routing by a field like Salesforce Opportunity Type inside a single pipeline is configured with you the same way.
accessHow locked down is the buyer portal, and how much do buyers see?
Buyers authenticate, and they see only what's shared. Entry is a magic-link invitation or an access code, never an open URL, and restricted plans enforce an allowlist by email address or domain. Internal-only notes and tasks are hidden from the buyer view automatically, you can preview the portal exactly as a buyer sees it, and revoking access cuts it immediately.
activityDo our SEs have to log their activity for this to work?
Capture is automatic. Labeling is yours to tune. Every event on a connected Google or Outlook calendar is captured and linked to the right deal, with no approval queue. The labels that sort a demo from a technical deep dive are keyword rules you configure once, so you can see exactly why an event was categorized and sharpen the scheme as you go. Manual logging exists only for work that never hit a calendar.
qualificationCan we require a fit assessment before a POV is allowed to start?
You can score fit early and triage on it. You can't yet block on it. You define the rubric, and Opine's AI field fill reads the deal's own context against it, writing the value to the deal with its reasoning so you can filter the pipeline by it. Poor-fit deals are visible before an SE is spent on one. An enforced gate that stops a plan from starting isn't supported today; it's a request we're actively considering.
plansEvery POV we run is different. Are we forced through templates?
No. Templates are a starting point, not a track. Any plan takes one-off criteria alongside library ones, and you can import years of existing criteria from a spreadsheet rather than retyping them. The success criteria library exists so the criteria you reuse stay consistent, not to stop you writing bespoke ones.