[ The Platform ]

One platform.
Every revenue function.

From prospecting to expansion — see everything OpeRev does. Built for teams that execute, not just observe.

Prospecting

Contact Database & Prospecting

Your entire prospect universe in one place. Import, search, score, and manage thousands of contacts with the precision your revenue team needs.

  • Import thousands of contacts via CSV with automatic field mapping
  • Search, filter, tag, and score contacts by any attribute
  • Build static and dynamic prospect lists
  • Bulk operations: tag, enrich, add to campaign, export
  • Contact-to-account auto-linking by email domain
  • Deduplication and data validation on import
Sarah ChenTier 1 · 94
Marcus WebbTier 1 · 91
Priya NairTier 2 · 76
James OkaforTier 2 · 72
Ana ReyesTier 3 · 54
IndustrySaaS · B2B
Employees51–200
Tech StackHubSpot · Stripe · AWS
LinkedInlinkedin.com/in/jsmith
Email Patternfirst@company.com
Enrichment

Web Enrichment Engine

Turn partial data into complete records. OpeRev enriches companies and contacts from publicly available signals — automatically, at scale.

  • Company enrichment: description, industry, tech stack, social links
  • Contact enrichment: email pattern construction and LinkedIn URL inference
  • Bulk enrichment across entire contact lists with one click
  • Enrichment status tracking per record
  • New contacts enriched automatically on import
Intelligence

ICP Engine & Auto-Scoring

Stop guessing who your best customers are. OpeRev's ICP Builder guides you through defining your ideal profile — then automatically scores and tiers everyone in your database.

  • Guided ICP Builder wizard with step-by-step configuration
  • Multi-criteria scoring: firmographic, technographic, behavioral, demographic
  • Automatic Tier 1 / 2 / 3 / No-Fit assignment for every contact and account
  • ICP validation against your existing customer base
  • Anti-ICP criteria to exclude bad-fit prospects
  • ICP updates trigger automatic re-scoring across the database
ICP SCORE BREAKDOWN
Firmographic fit28 / 30
Tech signals22 / 25
Buyer persona24 / 25
Anti-ICP flags0 / 0
Total Score94 / 100
WEBSITE ANALYSIS
PositioningRevenue Ops Platform
Key FeaturesPipeline, CRM, Reports
ICP SignalMid-market SaaS
Gap IdentifiedNo enrichment layer
Intelligence

Website & Competitor Intelligence

Analyze any company's digital presence in seconds. Extract positioning signals, identify ICP matches, and build campaign angles from competitor messaging.

  • Analyze any company website for positioning, features, and messaging
  • Compare your positioning against named competitors
  • Extract ICP signals from competitor messaging and social proof
  • Generate campaign angles and differentiation insights automatically
  • Identify feature gaps your competitors don't cover
Go-to-Market

Campaign Management

Plan, execute, and attribute campaigns — all in one place. Every campaign connects to the accounts it targets and the pipeline it generates.

  • Create campaigns with owner, status, dates, and channel tags
  • Link target account and contact lists directly to campaigns
  • Campaign timeline and status tracking
  • Track pipeline influence per campaign
  • Campaign-to-deal attribution built in
Q2 Outbound PushActive
Mid-market EmailActive
Partner WebinarPlanning
Pipeline influenced$284,000
Step 1 — EmailDay 0
Wait3 days
Step 2 — Follow-upDay 3
Wait5 days
Step 3 — Break-upDay 8
Outreach

Outreach Sequences

Build structured multi-step email sequences. Enroll contacts from any list or campaign. Track progress through each step — no guessing what's been sent.

  • Multi-step email sequences with merge tags and personalization
  • Wait steps with configurable delays between emails
  • Enroll contacts from any list, campaign, or ICP segment
  • Track enrollment status per contact
  • Sequence performance metrics across all enrollments
Sales

Pipeline & Revenue

Real-time pipeline visibility with full attribution lineage. Every deal connected back to its campaign, account, and contact history.

  • Real-time pipeline metrics: total value, weighted value, stage distribution
  • Deal creation with account and contact linking
  • Stage distribution and weighted revenue forecasting
  • Campaign-to-deal attribution across all open and closed deals
  • Deal history and activity log
Total pipeline$1,240,000
Weighted value$496,000
Deals — Qualified14
Deals — Proposal8
Deals — Closing5
Acme CorpHealth: 92
Vertex SolutionsRenewal: 45d
Harbour LabsAt Risk
Relay GroupExpansion opp
Customer Success

Customer Lifecycle

Revenue doesn't end at close. Track customer health, manage contracts, monitor renewals, and identify expansion opportunities — all from the same system.

  • Customer health scoring and at-risk flagging
  • Contract management with milestone tracking
  • Renewal monitoring with countdown alerts
  • Expansion opportunity identification
  • Post-sale lifecycle automation triggers
Lead Capture

Forms & Lead Magnets

Capture leads directly into OpeRev from any website. No third-party form tools needed. Every submission is ICP-scored, tagged, and ready for outreach.

  • Embeddable forms for any website — single script tag
  • Lead magnets with gated content downloads
  • Form analytics dashboard with submission tracking
  • Direct integration into contact database with auto-tagging
  • ICP scoring applied on every new lead submission
<script
  src="…/form.js"
  data-workspace="id"
  data-form="contact"
></script>
SDR viewDaily Execution
AE viewPipeline
Marketing viewCampaigns
CSM viewCustomers
Founder viewCompany Command
Experience

Role-Based Experience

Every person on your team gets a purpose-built operating surface — not a generic dashboard. The onboarding wizard adapts to your role from day one.

  • Onboarding wizard adapts to your selected role
  • Navigation filtered and prioritized by role
  • 9 distinct role surfaces: SDR, AE, Marketing, CSM, VP Sales, RevOps, Founder, Partner, Admin
  • Role-based default views and metric prioritization
  • Switch roles anytime as responsibilities evolve

One system.
Every function.

See the full platform in action with a free trial.

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