Opera 3 CRM & Service Management
Pegasus Opera 3 SQL SE
Manage your entire customer lifecycle in one place — from first prospect contact and sales pipeline through to service contracts, helpdesk calls and engineer scheduling, all integrated with Opera 3 financials.
Two modules. One joined-up customer view.
Opera 3 CRM and Service Management work together to cover the complete customer journey — from winning new business to managing ongoing service and support.
Customer Relationship Management
Opera 3 CRM
Win new business and manage existing customers from a single platform integrated with Opera 3 financials.
Sales Pipeline Management
Full visibility of your pipeline broken down by owner, contact, referral method, sales type and area. Never lose sight of an opportunity.
Prospect to Customer Conversion
Convert prospect records directly to Sales Ledger accounts, and quotations to live sales orders in Sales Order Processing — no re-keying.
Activity & Task Logging
Log calls, mailings, tasks, promotions and conversations against any contact or opportunity. History updates automatically as activities take place.
Outlook, Word & Excel Integration
Send emails and import incoming email from Outlook. Generate mailshots using Word. New contacts automatically update your Outlook address book.
Sales & Activity Reports
Sales pipeline reports, opportunity processing reports and activity summaries give management the oversight they need to drive performance.
User-Definable Fields
Customise contact, company and opportunity forms with user-definable fields and lookups to match the way your business works.
Helpdesk & Contract Management
Service Management
Manage service contracts, helpdesk calls and engineer scheduling end-to-end, integrated with CRM and Opera 3 financials.
Service Contracts & Billing
Maintain service contracts including value, equipment covered, billing periods and renewal dates. Log all site visits and helpdesk calls against each contract.
Helpdesk Call Management
Log, track and manage helpdesk calls with status and priority tracking. Automatic notifications keep users updated when calls are created, assigned or updated.
Project Processing
Progress sales opportunities from CRM through to installation projects. Plan phases, assign budgets and track engineers from delivery through to completion.
Equipment Register
Maintain a register of all products covered by service contracts, track components exchanged on-site and generate relevant stock transactions automatically.
Service Level Agreements
Define and manage SLAs against each contract. Track response times, priorities and compliance to ensure your team meets customer commitments every time.
Maintenance Scheduling & Renewals
Schedule preventative maintenance visits and track contract renewal dates proactively — so no contract lapses and no visit is missed.
The business case for integrated CRM
Opera 3 CRM and Service Management deliver measurable results — from winning more business to retaining customers and delivering a better aftersales experience.
Full pipeline visibility
See every sales opportunity at a glance — broken down by owner, contact, referral method, area and stage. Management gets the oversight they need to forecast accurately and drive performance.
No prospect falls through the cracks
Task logging, activity history and automatic updates mean every prospect and customer interaction is recorded. Your team always knows what's happened and what needs to happen next.
Works the way your team works
Integrates with Outlook, Word and Excel so your team can keep using familiar tools. CRM Remote lets sales staff access and update CRM data on the road, syncing back to the main system automatically.
Better aftersales service
Service Management means the relationship doesn't end at the sale. Log contracts, schedule maintenance, manage helpdesk calls and track SLA compliance — giving customers a service experience that builds loyalty.
Integrated billing and invoicing
Service contracts can be invoiced directly through Opera 3, with documents posted automatically. No switching between systems — the financial side of service management is handled in one place.
Built into Opera 3 — not bolted on
CRM and Service Management are native Opera 3 SQL SE modules — not third-party integrations. Customer data flows freely between CRM, Financials and Supply Chain with no duplication or data entry.
Opera 3 CRM — watch the demo
See how Opera 3 CRM manages prospects, tracks sales opportunities and integrates with Opera 3 financials — all from one platform.
Pre-recorded webinar — contact us to arrange a live demonstration tailored to your business.
Explore Pegasus Opera 3 SQL SE
More modules — one integrated system
Financials
Sales, purchase and nominal ledgers, MTD VAT, cashbook and credit management.
ExplorePayroll & HR
HMRC PAYE and RTI recognised payroll with auto-enrolment and HR records.
ExploreSupply Chain
Stock control, purchase and sales order processing, with full warehouse management.
ExploreBusiness Intelligence
XRL reporting and dashboards — live Opera 3 data directly in Excel.
ExploreYou are here
CRM & Service Management
Sales pipeline, prospect conversion, service contracts and helpdesk management.
Current pageDocument Management
AutoFiling — scan, store and retrieve documents directly within Opera 3.
ExploreManufacturing
Bill of materials, works orders, MRP and production planning for manufacturers.
ExploreConstruction & CIS
CIS contractor and subcontractor management, fully integrated with Opera 3 financials.
ExploreReady to never lose sight of a customer again?
Whether you're looking to get more from your sales pipeline, improve aftersales service, or replace a standalone CRM with something integrated into your accounts — we can help. Book a free demo and see Opera 3 CRM working with your own data.