# Sales & finance — Opelli

[Home](https://www.opelli.dev/index.md) › [Features](https://www.opelli.dev/features/index.md) › Sales & finance

Area 03

# Sales & finance

From first contact to order, payment and invoice — with campaigns, sites and forms connected to the same customer data.

[Customers](https://www.opelli.dev/features/business.md#customers) [Orders](https://www.opelli.dev/features/business.md#orders) [Finance](https://www.opelli.dev/features/business.md#finance) [Marketing](https://www.opelli.dev/features/business.md#marketing) [Sites](https://www.opelli.dev/features/business.md#sites) [Forms](https://www.opelli.dev/features/business.md#forms)

Ask for it

## Turn a campaign brief into a page ready for review.

Create a draft from material already in the project. The published site changes only when you approve a new version.

Customers

## A pipeline that remembers.

Keep every customer, conversation and opportunity in one place, with a clear next step for each deal.

- See pipeline conversion, time in stage and win rate without rebuilding the report in a spreadsheet
- Look up Czech companies through ARES when creating a customer
- Amounts are shown only to users with the right permission

![The Customers pipeline: deal cards in Lead, Prospect, Qualified, Proposal and Won columns with values, next steps and owners.](https://www.opelli.dev/img/crm.jpg?v=f8ccd82164)

![A customer's page: headline figures across the top, the deals table, the day-by-day history of notes, calls and emails, with contacts and customer details down the side.](https://www.opelli.dev/img/crm-account.jpg?v=5ba6dff1f4)

Discovery

## What customers asked for, kept as evidence.

Write down what a customer said, and group it under the idea it supports, before anything becomes a commitment.

- Keep each customer's own words with who said them, tied to their account in the CRM.
- Group insights under ideas, vote, and see which ideas the most customers back.
- Mark an idea considering, planned or declined: the team's intent, kept apart from the delivery board.

Orders

## Sell it, and take the money for it.

Share an order page where customers can choose, enter billing details and pay without creating an account.

![One paid order opened as a page: the lines and frozen totals, the address the buyer chose, the card payment with its fee, and the fulfilment recorded beside the billing details.](https://www.opelli.dev/img/orders-detail.jpg?v=81581d7fc1)

![The public order page: a themed card with the price per seat and term, the team size, billing period and address the buyer chooses, two add-ons, and the live total above Continue.](https://www.opelli.dev/img/orders-page.jpg?v=35978592c1)

- **Payments through your Stripe**Payments go directly to your connected Stripe account.
- **From order to delivery**Track orders, delivery and subscriptions in one place.
- **Financial details stay protected**Access to financial data is controlled by permissions.

What is still being billed, grouped by customer — seats and add-ons on one card even when they run on different periods.

![The Subscriptions tab grouped by customer: a past-due alert at the top, and one account billing yearly seats and monthly add-ons on a single card, expanded to its items and period.](https://www.opelli.dev/img/orders-subscriptions.jpg?v=a95c6bb957)

**It closes the loop the rest of this page opens.** The deal is won in [Customers](https://www.opelli.dev/features/business.md#customers), the order is placed and paid here, and [Finance](https://www.opelli.dev/features/business.md#finance) issues the invoice for it — over one set of customers, one set of permissions and one audit trail.

Finance

## The month's hours, as an invoice.

Turn approved project time into a ready-to-issue invoice with Czech tax details and a payment QR code.

- Use the right historical rate automatically and see revenue, cost and margin by project
- Create recurring drafts for retainers and review them before issue

![The invoice builder: the customer, period and lines on the left — two of them drawn from approved months — and the finished invoice on the right with the letterhead, VAT, totals and a payment QR code.](https://www.opelli.dev/img/finance-invoice.jpg?v=b9e8ba1e04)

Billing and cost are separate permissions — a bookkeeper can run invoicing end to end while cost rates and margins stay with the people who set them.

![The Rates table: each person's cost and bill rate with the months it applies to, one rate overridden for a single project, and the margin beside them.](https://www.opelli.dev/img/finance-rates.jpg?v=3eee9ac449)

Marketing

## Campaigns, from the same context.

The people you'd write to are already in the CRM, and the voice you'd write in is already on file.

![The campaign editor: Markdown source and recipient lists on the left, the live-rendered email in the Studio theme on the right.](https://www.opelli.dev/img/marketing.jpg?v=5305afbd5f)

- **Campaigns in context**Build messages from the contacts and brand material already in Opelli.
- **Personalize before you send**Preview the subject and message with real recipient data.
- **Reusable designs**Create a consistent email style without editing code.
- **Clear results and lasting opt-outs**Follow campaign performance and respect an unsubscribe across every list.

Sites

## The page your campaign points at.

A small marketing site sits beside the project it belongs to — a launch page, a webinar sign-up, a one-pager for a customer.

- Create a campaign page from the material already in the project.
- Preview every version and publish only when it is ready.
- Use your own domain and connect sign-ups directly to the project's forms.
- Return to an earlier version whenever you need to.
- See how many people the page reached — counted without cookies, so nobody is identified.

![The site assistant: a rendered landing page in the preview pane marked “Previewing version 5 — not published”, and a chat beside it where two instructions each came back with a summary of what changed.](https://www.opelli.dev/img/sites-assistant.jpg?v=22e8787ece)

Every answer is a new version. Publishing is one button — and so is going back to the one before.

![A microsite in Opelli: the version list — five versions, three written by the assistant, one marked Live, with Preview, Publish and Roll back beside the others — a picture of the page each version is, the last thirty days of visits, and a box to point your own domain at it.](https://www.opelli.dev/img/sites.jpg?v=69c7ae3fd0)

Links & traffic

## Short links that count, without cookies.

A short address for every flier and post, and visitor numbers for every public page you run in Opelli.

- Make a short link with campaign tags and a last day, and print its QR code.
- See clicks by day and by where they came from. A click is counted, never logged against a person.
- Read visitors and the steps they took on your sites, forms, order and booking pages, with no cookie banner needed.

Forms

## Ask the outside world.

Questionnaires, polls and sign-up pages. Build the questions, share the link.

![The Forms results view: per-question charts for the rating and choice questions, latest text answers, and the response table under the public link.](https://www.opelli.dev/img/forms.jpg?v=2462af4ca6)

![The public form page: a studio-themed card with rating, choice and long-text questions, the company name on top and an accent Submit button.](https://www.opelli.dev/img/form-public.jpg?v=e7af6eaf64)

- **Ask it your way**Choose from six question types and match the form to your brand. Mark any question as required and change its order.
- **You control intake**Open and close intake when you choose.
- **Results as they arrive**Collect responses without requiring an account and see results as they arrive.
- **No visitor tracking**No visitor tracking is stored with responses.

## See it on your own operations.

Opelli runs in the cloud on an `opelli.dev` address or your own domain. Leave your email and we will show you how it fits the way your team works.

[**Previous**← Planning & people](https://www.opelli.dev/features/time-people.md) [**Next**Security & control →](https://www.opelli.dev/features/trust.md)