We solve sales problems with
We customize the CRM to best suit your organization’s needs.
Leads handled everyday
Clients actively using OPALCRM
Streamline your sales processes by tracking leads, activities and other extendable organization’s needs
- 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
- Interaction with the leads is the key to conversion.
- Plan your activities diligently.
- Keep track of every call, email, and meeting with your client.
- Add/Edit/Drop a Lead
- Move the leads across different stages
- Assign leads to different sales reps
- With One-click, assign multiple leads
- Manage your sales representatives.
- Assign role permissions to sales reps, Managers and Admins
- Track Sales Representative’s work every day.
- 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.
- 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 with appropriate offers/discounts.
- Be ready to capture every opportunity.
- Get a detailed audit trail for each lead. Never miss a detail.
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.
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.
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.
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.
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
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.
OPAL CRM is completely customizable and deployable on any private cloud.
From Our Clients
“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.”
“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.”
have questions on opal CRM?
We look forward to understanding more about your business and sales problems.
we are excited to solve them for you.