Call: +91 92991 52641 contactus@kloudportal.com

We customize the CRM to best suit your business needs

FEATURES

Streamline the everyday process of tracking the leads and Extendable Enterprise needs

Capture leads

  • Capture leads from various channels.
  • Engage your leads better.
  • Move leads across various stages as they progress towards becoming a client.
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Manage activities

  • Interaction with the leads is the key to conversion.
  • Plan your activities diligently.
  • Keep track of every call, email, and meeting with your client.

Team management

  • Different access levels for employees, managers, and admin.
  • Transfer leads.
  • Keep track of all the activities of your team members.
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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.

Reports

  • 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

  • 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. 

KEY FEATURES

We understand the daily hurdles of Marketing and Sales Team

Lead Capture - Online/Offline channels

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Invoice Management

Detailed Reports

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Lead Communication Records

User Access Management

Approve and Reject Lead Quotations

Rate your Lead and prioritize actions

Lead Engagement

Lead Conversion

Easy Integration

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Alerts and Notifications

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Two lines of Code Integration for website,eCommerce...

Manage Lead Files, Quotations, Invoices, Notes together

Visualize Product Lead Interests

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Open for Customization

API integration for Enterprises

Mobile App

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Mobile app camera - Scan the Business Card & App will parse the text and upload as a lead

UNIQUE FEATURES

How is OPAL CRM different

AUTOMATED LEAD CAPTURE

  • Captures lead from a website
  • Leads from E-mail Campaigns
  • Leads from Facebook and Google Ad
  • Campaigns
  • Webinars
  • Newsletters
  • Subscriptions
  • Free Trails
  • Offline Marketing Campaigns
  • Trade Shows

WORKFLOW FOR QUOTATIONS AND INVOICES

  • Save Quotations as Draft
  • Submit Quotations for Approval by Manager
  • Reject Quotations for Incorrect entries
  • Modify a Rejected Quotation
  • Approval for submitted quotation
  • Convert a finalized quotation to invoice
  • Trigger e-mail with Invoice asattachment

IDENTIFY RETURNING LEADS

  • Followup with existing Leads
  • Identify a lead as not interested/looking for offers/dislike etc.,
  • Drop the uninterested leads
  • Re-engage a drop lead with appropriate offers /discounts
  • Identify returning leads as hot and followup to Conversion.

At a glance

We're Here To Help!

Office

Unit No: 309, KTC Illumination
Hyderabad, Telangana 500081

Hours

M-F: 9am – 8pm
S-S: Closed

Call Us

+91 92991 52641