Streamline your Sales with
Check out the features of OPAL CRM that can help you manage your leads pipeline
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
- Manage your sales representatives.
- Assign role permissions to sales reps, Managers and Admins
- Track Sales Representative’s work every day.
- Plan your field sales tours
- Approve tour plans submitted by your sales representatives
- Track all your tour plans
- Track all your tour plan expenses
- Interaction with the leads is the key to conversion.
- Plan your activities diligently.
- Keep track of every call, email, and meeting with your client.
- Keep track of all your financial sales closures.
- Send Quotations to customers right from OPAL CRM.
- All Quotations go through a workflow process.
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
- Add/Edit/Drop a Lead
- Move the leads across different stages
- Assign leads to different sales reps
- With One-click, assign multiple leads
- Get detailed insights about your leads.
- Detailed Reports that help you with lead conversion and lead life cycle management .
- 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.
Want to Know more about OPAL CRM?
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.
Lead Management Process
Tracking leads across their sales journey in your system is now easy. Understand the lead movement across your sales lifecycle, improve processes and increase conversions.
AUTOMATED LEAD CAPTURE
- Captures lead from a website
- Leads from E-mail Campaigns
- Leads from Facebook and Google Ad
- 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.
We understand the daily hurdles of Marketing and Sales Team
Lead Capture - Online/Offline channels
User Access Management
Rate your Lead and prioritize actions
Alerts and Notifications
Manage Lead Files, Quotations, Invoices, Notes
Open for Customization
Lead Communication Records
Approve and Reject Lead Quotations
Two lines of Code Integration for website,eCommerce...
Visualize Product Lead Interests
API integration for Enterprises
Mobile app camera - Scan the Business Card & App will parse the text and upload as a lead
How is OPALCRM Different
OPAL CRM is focused on helping Sales teams grow and reach their maximum conversion potential. OPAL CRM significantly improves the conversion y helping you to target hot leads and ensuring conversions of the right time. It helps B2C businesses with the tools and Software to track the leads, talk to them and close them towards conversions.
Easy User Interface
Complete Snapshot of your Leads
Track Sales Performance
OPAL CRM Story
We developed OPAL CRM to solve the problem for our sales teams. As we spoke to more and more marketing prospects, we understood that a simple and affordable lead management system was on a need in the market. Since November, 2017, we have been offering OPAL CRM as a SaaS product for public, with a 15 days free trial.
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.