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

CRM For Real Estate

  • Organize, monitor your daily tasks and sell with ease.
  • Never miss out on a lead, keep them in the loop always.
  • Speed up your routine tasks and concentrate more on productive activities.

CRM For Capital Markets

  • Leverage research and deep client knowledge drive’s volumes.
  • Share information across your team with ease.
  • Better manage client opportunities and relationships.

CRM For Wealth Management

  • Easily track, manage and understand key relationships.
  • Real-time access to client profiles.
  • Build long-term relationships with trust.

CRM For Insurance

  • Acquire customers fast and accurately.
  • Cross-sell effectively.
  • Improve the closure rates.

CRM For BPO Companies

  • Boost sales and maintain customer relations with precise information.
  • Unite your enterprise across back-office business processes.
  • Get a 360-degree view of the clients.

CRM For Marketing Agencies

  • Capture leads any time.
  • Never miss on following up with customers.
  • Automate manual entry and streamline sales processes.

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

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
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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.

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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.

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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.

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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

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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.