How Oppsight works
One place to find the businesses you sell to, learn everything that matters about them, and work every deal through to the close.
The full tour
Start to finish: your first sign-in, setup, bringing in your clients, searching in plain words, a business up close, your pipeline and your first call.
Find them
Search the way you talk. Oppsight reads your words and works out the place, industry, size and anything else you mention.
Plain-language search
Type “roofing contractors within 100 km of Kelowna” or “new restaurants in Saskatoon” and get a list you can work right away. No filter menus to learn.
Coverage that reaches past the cities
More than 3.2 million Canadian businesses, drawn from government registries, city licences and open map data. Small towns, rural areas and the North are included.
Live registry check
If a business isn't in Oppsight yet, it checks the government business registry while you wait (in BC today, with more provinces to come) and adds the one you pick in a single click.
Watched searches
Save a search and Oppsight tells you when a new business matching it appears, so you're first through the door.
Know them
Every business gets a full profile, and every fact on it tells you where it came from and how old it is.
Company profile
Legal and trading names, phone, website, address, industry, size, fleet, registration numbers, related companies and every location, gathered from every source that mentions them.
People and roles
Owners, managers and buyers from public records and from your own team, with job history so you notice when someone moves to a new company.
Signals
New businesses, job changes, growth, new locations and closures appear on your home screen as they happen, with the ones you follow first.
Call prep
One page with everything you need before you dial: who they are, what's changed, what to ask, and what happened last time.
Close them
Your CRM is built in, so there's nothing to copy and paste between tools.
Pipeline by stage
See every deal from first contact to won, move it with one click, and see where deals stall.
Follow-ups that don't slip
Calls, emails, notes and tasks in one timeline, with today's follow-ups at the top of your home screen.
Referrals
Record who sends you business, see which referrers are worth the most, and remember to thank them.
Your data, your way
Import your existing customer list from a spreadsheet, export anything you need, and keep a full history of every change.
Coaching built in
Sales training that never stops, built from the most rigorous research on how real sales happen.
Tailored to you
Tell Oppsight your role, your company and what you sell. Lessons use your name and examples from your industry. Your plan each week adapts to the calls you log, how your deals are moving and the lessons you've finished. Call reviews are optional and add more detail.
Grounded in research
Lessons on openers, discovery, reading buyer styles, handling objections and negotiation draw on published studies such as Gong's analysis of millions of recorded calls and Neil Rackham's SPIN research, and each lesson names its source.
Practice and check
Every lesson ends with practice and a short check, so skills stick instead of fading after the course.
Always evolving
New lessons are added over time, and what's new is shown each time you open Coaching.
Built for teams
Admins stay in control; reps get only what they need.
Features and permissions
Choose which features each person can use, from search and exports to pipeline and coaching.
Training you can assign
Set required lessons and the introduction video for new reps, and see who has finished them.
See who's using it
A team report shows activity, searches and pipeline by person, so you can spot who needs help early.
Shared knowledge
Corrections and contacts your team adds are shared across your company and checked before they reach anyone else.
See it on your own market
Tell us what you sell and who to, and we'll show you your market in Oppsight.