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CRM & Sales Pipeline

A CRM that owns your data, not the other way around

wpOps' CRM tracks Leads, Companies, Contacts, and Opportunities as one connected pipeline, with custom stages per team and Quotes that go out with a real e-signature — built into the same plugin as bookings, billing, and support, not a separate subscription.

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The Opportunity pipeline — drag deals between stages as they move.

What it does today

Not a lite CRM bolted onto a website builder — the same core workflow a dedicated sales tool would give you.

Lead-to-Opportunity pipelinecrm.lead / crm.opportunity
A Lead moves through Contacted, Qualified, and either Disqualified or converted into a real Opportunity — every step logged automatically on its own timeline.
Company as the shared recordcrm.company
Every Company brings together its Contacts, Opportunities, Leads, Quotes, Projects, Orders, Vendors, and Bookings on one page — not five tabs across five tools.
Multi-contact dealscrm.opportunity
An Opportunity can carry more than one Contact, matching how a real buying committee actually works, not a single decision-maker field.
Quotes with real e-signaturesales.quote
Send a line-itemed Quote straight from the Opportunity — it generates a real PDF and, if you connect an e-signature provider, routes the signature request automatically.

How it fits your sales process

Three steps, the same shape whether you're working one deal or fifty.

01

Configure your pipeline

Set the stages that match how your team actually sells — not a fixed default you have to work around.

02

Work Leads to Opportunities

Qualify, convert, and track each deal's own activity timeline as it moves.

03

Send a Quote and get it signed

Line items, a real PDF, and e-signature routing, without leaving the Opportunity.

Self-hosted, not another SaaS seat

Where the CRM lives is a real difference, not a slogan — your data stays on your own server, under your own control.

Where your data livesYour own database
Who can see itOnly your own team
Monthly per-seat CRM fee$0

Frequently asked

Is this a full CRM or a lite version?

Full — custom pipelines per team, multi-contact deals, lead scoring, and Quotes with e-signature are all included, not gated behind a higher tier.

Can I customize the pipeline stages?

Yes — pipelines and their stages are configurable per team, not a fixed default.

Does it replace HubSpot or Pipedrive completely?

For the core CRM/sales workflow, yes; it doesn't replicate a large marketing suite's own list-deliverability infrastructure at HubSpot's scale — see the Marketing Automation page for what's actually included there.

See CRM & Sales Pipeline on a real installation, not a slide deck.

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