Get back to selling and enjoying your clients, not typing.
The big platforms give you a database to feed, or a robot that emails strangers on autopilot. Opterra20 is neither. You just talk to it. It works your real relationships, and never sends a thing without your yes.
Your whole book, in one button.
In the car, between meetings, standing in a lobby, tap once and talk. "Who should I call today?" "Log that I met Sarah about the Q3 buildout." "What is Paul's email?" Clarity hears you, answers from your book, and does the work. No screens to hunt through, no forms to fill.
The tools got it exactly backwards.
The old CRM made you do the data entry. The new "AI agents" swing the other way, they act on their own, cold-emailing strangers under your name. One buries you in busywork. The other hands your reputation to a robot. Neither is built for someone who sells on relationships.
The busywork tax
The old CRM makes one referral take a dozen steps to track. The tool becomes the job, so the good leads never get logged.
The runaway robot
The new autopilot agents hunt strangers and send email as you, without you seeing it. Your name, your reputation, on autopilot. No thanks.
The cold book
Meanwhile the relationships you spent years building quietly go cold, because no tool is watching the people who actually matter.
A tool that works your relationships, on your command.
Talk to it or type. It turns a forwarded email into a tracked opportunity, tells you who to call and why, and never sends, schedules, or saves a thing until you say yes. Warm relationships, not cold lists. Your judgment, not a robot's.
Meet Clarity.
Your sales agent. Ask her anything about your book, or tell her what you need, by voice or by typing. She reads every change back and waits for your yes before she does a thing. She never emails anyone on her own. You stay in control. She does the work.
No blank fields. No busywork. Just you, your relationships, and a tool that finally earns its keep.
Getting started takes minutes.
Apply
Tell us a little about your work. We keep the network sharp, so membership is by approval.
Bring your book
Import from a spreadsheet, HubSpot, or Salesforce, with no lost data. We set you up.
Get back to selling
Talk to Clarity, forward a lead, watch it track itself. The tool does the work from day one.
Your day, with the busywork gone.
Without Opterra20
- Busywork buries your best leads
- Or a robot emails strangers as you
- Relationships quietly go cold
- You never quite trust what it sent
- Built for a sales floor, not for you
With Opterra20
- Forward a lead, it is tracked
- Nothing sent without your yes
- It surfaces who is slipping away
- It works the people you know
- A boutique tool, built for you
Ready to get back to selling and enjoying your clients?
Apply to join. Opterra20 is not for everyone, and that is the point. Tell us a little about your work, and if it is a fit, we will get you set up ourselves.
Apply to join ›The anti-CRM. The tool serves the work, instead of you serving the tool.
Part of Stratica20