We customize the CRM to best suit your business needs
Streamline the everyday process of tracking the leads and Extendable Enterprise needs
- Capture leads from various channels.
- Engage your leads better.
- Move leads across various stages as they progress towards becoming a client.
- Interaction with the leads is the key to conversion.
- Plan your activities diligently.
- Keep track of every call, email, and meeting with your client.
- Different access levels for employees, managers, and admin.
- Transfer leads.
- Keep track of all the activities of your team members.
Quotations and Invoices
- Keep track of all financial dealings such as Quotations and Invoices.
- Follow the role hierarchy for approvals.
- Send email notifications to the clients from the app.
- Get detailed reports on the team’s performance, lead conversions, activity reports, quotation and invoice reports and much more.
- Stay updated anytime.
- Make informed decisions.
- 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.
Find Your Perfect CRM
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.
Integrate your business with Customer Relationship Management tool.
Increase your Sales and Customers!
What People Are Saying
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Unit No: 309, KTC Illumination
Hyderabad, Telangana 500081
M-F: 9am – 8pm
+91 92991 52641