OPAL CRMWe 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
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.
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