Call: +91 92991 52641 contactus@kloudportal.com

Check out the most exciting FEATURES of OPAL CRM

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

 

Stay tuned for upcoming features

10

April

Email automation

Send emails to leads from within the App

 

 

 

25

Aug

Automatic scheduling

Schedule marketing campaigns in the CRM app

10

Dec

AI-powered CRM

Get advanced features powered by artificial intelligence

CONTACT US

12 + 1 =

Office

Unit No: 309, KTC Illumination
Hyderabad, Telangana 500081

Hours

M-F: 9am – 8pm
S-S: Closed

Call Us

+91 92991 52641