Obentric CRM & Sales

Better connections.
More closed deals.

Bring your contacts, conversations and sales pipeline together. From the first hello to the final invoice, give every relationship room to grow.

14-day free trial No credit card required

Connected to the tools you use LinkedIn HubSpot
One view of every relationship

Contacts, companies and conversations, together.

A pipeline that keeps moving

Clear stages and follow-ups for every opportunity.

From deal to paid invoice

Sales and Accounting, connected from the start.

Connected by design

Your favourite tools.
One connected CRM.

Connect LinkedIn and HubSpot to Obentric CRM. Bring your lead generation and customer relationships into the same workspace as your sales.

LinkedIn
Obentric
Obentric CRM
HubSpot
LinkedInLead generation

Turn professional connections into opportunities.

Connect your LinkedIn account to manage Pages, publishing and lead generation. Bring leads from your Lead Gen Forms into your CRM workflow.

Lead Gen FormsCompany PagesPublishing
HubSpotCRM integration

Keep your customer relationships connected.

Connect your HubSpot portal to sync contacts, companies and deals. Manage activities, explore campaigns and monitor sync progress from Obentric.

Contacts & companiesDeal syncCampaigns
Built for the whole sales journey

Less busywork.
More time for your customers.

Everything your team needs to organise relationships, stay on top of opportunities and turn conversations into revenue.

Visual Sales Pipeline

Kanban board showing every deal at every stage. Drag to move, click to see full deal detail with activity timeline.

Contact & Company Management

Full contact profiles with interaction history, linked deals, emails and documents — all in one searchable database.

Quotation Builder

Create professional quotes from your product/service catalogue. One-click convert to invoice when the deal closes.

AI Email Drafting

Describe what you want to say, Obentric AI drafts the email. Edit, approve and send — or let it schedule follow-ups automatically.

Activity & Task Tracking

Log calls, emails and meetings. Set reminders and follow-up tasks so nothing slips through the cracks.

Linked to Accounting

Close a deal and convert the quote to an invoice in Accounting with one click. Revenue flows directly into your financial reports.

From first contact to close

A simpler way to sell.

01

Add leads & contacts

Import from CSV, add manually or capture from web forms. Contacts link to companies automatically.

02

Manage your pipeline

Move deals through stages, log activities, send AI-drafted emails and attach quotes.

03

Close and invoice

Mark the deal won, convert the quote to an Accounting invoice and get paid — all in one platform.

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CRM & Sales

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Monthly total

£ /month

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