We solve sales problems with


We customize the CRM to best suit your organization’s needs.

Leads Tracked


Leads handled everyday


Clients actively using OPALCRM



Streamline your sales processes by tracking leads, activities and other extendable organization’s needs

Lead Capture

  • Capture Leads from Website Forms
  • Upload leads from your offline events
  • Add a lead with the click of a button
  • Add leads from your marketing campaigns

Lead Engagement

  • Interaction with the leads is the key to conversion.
  • Plan your activities diligently.
  • Keep track of every call, email, and meeting with your client.

Lead Management

  • Add/Edit/Drop a Lead
  • Move the leads across different stages
  • Assign leads to different sales reps
  • With One-click, assign multiple leads

Team Management

  • Manage your sales representatives.
  • Assign role permissions to sales reps, Managers and Admins
  • Track Sales Representative’s work every day.

Quotation Managment

  • Keep track of all your financial sales closures.
  • Send Quotations to customers right from OPAL CRM.
  • All Quotations go through a workflow process.


  • Get detailed insights about your leads.
  • Detailed Reports that help you with lead conversion and lead life cycle management .
  • Make informed decisions.

Tour Planning

  • Plan your field sales tours
  • Approve tour plans submitted by your sales representatives
  • Track all your tour plans
  • Track all your tour plan expenses

Track Sales Performance

  • Track sales performance by assigning points/rewards
  • Motivate your sales teams to reach their quarterly, half-yearly and annual goals
  • Reward the Top Performer with performance-based incentives

Re-engage leads

  • Re-engage leads with appropriate offers/discounts.
  • Be ready to capture every opportunity.
  • Get a detailed audit trail for each lead. Never miss a detail.
Opal-crm for small business

CRM For Contract Manufacturing Companies

Contract manufacturing companies can track their field sales teams with OPAL CRM. It  enables the sales representatives with comprehensive sales plans, their goals and maximize incentives.

Opal-crm for small business


From banking to wealth management and capital markets to insurance, OPALCRM enables financial services firms to work cohesively across the front-office, middle-office, and back-office to develop deeper client relationships.

Opal-crm for small business
CRM Applications

CRM for Real Estate

Real Estate is a highly competitive market. Managing your sales pipelines, effective lead management and lead engagement, can lead to successful conversions.

Opal-crm for small business

CRM for Training Institutes

Corporate training institutions, skill-based training institutions and educational institutions, often have a challenge in managing their lead pipeline. OPAL CRM’s Lead Management Software helps these institutions in managing their leads and drive closures.

Opal-crm for small business

Generating New Ideas. Solving Sales Problems

Every organization is unique, so are their sales processes. We are committed to delivering sales solutions and adding value to every organization


Satisfied Clients

Ongoing Projects

Users served

Our Product Roadmap

Our journey in CRM started with the first step of creating our MVP and launching in November 2017. We have constantly upgraded our CRM to reach market expectations.


OPAL CRM customization

Effective lead management means effective lead conversions and profitability. OPAL CRM is a Customizable SaaS Product that can help organizations, manage their sales pipelines

OPAL CRM has been developed with the intent to help organizations with Lead Management, Lead Engagement and Closures. Hence all our modules are completely customizable and executable. OPAL CRM focuses on delivering value with its comprehensive list of features that can be leveraged for lead management.

  • Customization
  • Implementation
  • Support

We offer


OPAL CRM is completely customizable and deployable on any private cloud.


To cater to the needs of Global Sales teams, OPAL CRM is also available as a SaaS.


For sales teams on the field, OPAL CRM is also available in the Mobile versions. 

Our Clients

From Our Clients

Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit laborum. Sed ut perspiciatis unde omnis.

OPALCRM is one of the most affordable Customer Relationship Management Softwares I have come across. It has all the basic features that are required to track leads from inception to completion. It is a great way to nudge and stay connected with the customers. I appreciate the support of OPAL CRM team.”

Edward White

Loan Sales Manager, Goldwater Bank, Phoenix,AZ, USA

I work for a Real-Estate Company. We were searching for a CRM product, that can help us track our leads and report project updates to the clients. OPAL CRM support team delivered an affordable solution and offered customizations as requested. We are very happy with the product.”

John Cusack

Lead Sales & Marketing Manager, Sunshine Realty, San Francisco, CA, USA

have questions on opal CRM?
contact us!

We look forward to understanding more about your business and sales problems.
we are excited to solve them for you.