CRM Software For Wealth Management


CRM For Insurance

OPALCRM encourages Wealth Management & Private banking companies to grow their Investments Under Administration by developing trusted connections with their clients and offering them customized customer service.

Lead tracking

Lead management

Activity tracking

Account and contact management

24/5 Email support

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Unit No: 309, KTC Illumination
Hyderabad, Telangana 500081


M-F: 9am – 8pm
S-S: Closed

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+91 92991 52641