MORE ABOUT US
We Provide The Best Solution for Sales Teams.
OPALCRM is designed by Sales Team for Sales Teams. Having closed many sales for existing clients, we understand that the sales process and sales lifecycle is different for every industry. A successful sales team needs an easy-to-use system that can keep them reminding about their daily tasks and track their commissions.
- Completely Customizable
- Easy to adapt
- Workflow Management
- Commission Tracking
- E-mail Support 24x7
Contact Us Anytime
Of experience in sales, customer acquisition and support.
High-Level Product Features
- 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
- Interaction with the leads is the key to conversion.
- Plan your activities diligently.
- Keep track of every call, email, and meeting with your client.
- Add / Edit / Drop a Lead
- Move the leads across
- Assign leads to different sales reps
- With One-click, assign multiple leads
- Manage your sales representatives.
- Assign role permissions to sales reps, Managers and Admins
- Track Sales Representative’s work every day.
- Keep track of all your financial sales closures.
- Send Quotations to customers right from OPAL CRM.
- All Quotations go through a workflow process.
- Get detailed insights about your leads.
- Detailed Reports that help you with lead conversion and lead life cycle management .
- Make informed decisions.
- 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
- 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.
Let’s discuss how we can help you improve your sales.
SALES EXCELLENCE UNLEASHED
We know how to assist your Sales Teams.
Best CRM Customization
Every sales team is unique. We offer customizations to OPALCRM that fit into your sales process to ensure conversions.
24/7 E-mail Support
Sales is more process driven than feature driven. We help your sales teams establish a process where a CRM can enhance their task needs.
Our Completed Projects
Digital Marketing Agency
A digital marketing agency based in Philadelphia leveraged OPALCRM to track the leads generated for their clients.
Healthcare Training Agency
OUR TRUSTED CLIENTS
BOOST YOUR BUSINESS TODAY
With Most Reliable
- 100% Customizable
- 24X7 E-mail Support
- Implementation Support
- Best Quality Services
“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.”
Loan Sales Manager, Goldwater Bank, Phoenix,AZ, USA
Lead Sales & Marketing Manager, Sunshine Realty, San Francisco, CA, USA
News & Update
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