We 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.
We understand the daily hurdles of Marketing and Sales Team
Lead Capture - Online/Offline channels
Lead Communication Records
User Access Management
Approve and Reject Lead Quotations
Rate your Lead and prioritize actions
Alerts and Notifications
Two lines of Code Integration for website,eCommerce...
Manage Lead Files, Quotations, Invoices, Notes together
Visualize Product Lead Interests
Open for Customization
API integration for Enterprises
Mobile app camera - Scan the Business Card & App will parse the text and upload as a lead
How is OPAL CRM different
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.
At a glance
We're Here To Help!
Unit No: 309, KTC Illumination
Hyderabad, Telangana 500081
M-F: 9am – 8pm
+91 92991 52641