OPAL CRM

AN ON PREMISE CUSTOMIZABLE CRM SOLUTION

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Key Features of Opal CRM

Capture Leads from your Website

Capture the Leads offline and start tracking them instantaneously. Lead Capture becomes a tedious task, when you have to sit and enter the leads on your CRM. While capturing offline leads, manual intervention cannot be avoided. However, capturing of digital leads that come through your website, can be easily automated using Opal CRM. As soon as your customer fills in a form, Opal beautifully captures it and keeps it ready on your CRM.

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Track your Leads

Tracking your leads, managing your leads have always lead to a disappointment when it comes to the usability of a CRM application. Opal CRM gives you an ease of  tracking  your leads in each stage. A one shot view of your active leads, gives your sales representatives a 360 degree picture of your leads. Knowing which stage your leads are, following up with your leads and tracking them closely have never been this easy!

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Notifications and Alerts

Missed a follow-up with a lead? Don’t remember which lead you should be following up with? Don’t worry, Opal CRM has it all. Notifications and Alerts help you on the missed follow-ups and prompt the user with a message till the activity is closed or the event is addressed.

 

Manage Your Contacts

Opal defines a WON lead as a contact and stores the details into the system. While lead has minimal information, a contact shall capture in-detail information about the lead. If there is a project associated, there will be project duration and invoice details recorded. Contact details page gives an overview of the contact.

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Duplicate Lead Identification:

While multiple sales and marketing teams are working together, there are chances of adding the same lead again and again. This duplication, later creates an issue when you generate reports and analyze why there were many enquiries, but there were no enough conversions. These duplicate leads could be misleading. Opal CRM rules out the duplicate leads, by effectively identifying the leads in the initial stages itself.

Create your Lead Profile

Knowing your lead is as important as creating a lead. You create a lead and put it in your CRM, doesn’t help your Sales representative in attending to the lead. Opal CRM will help you create a Lead Profile, by populating the necessary details from its robust integrations. This will help your Sales Representative to prioritize the lead, attend to the lead and help conversions.

 

Manage your Leads

Manage Your leads at each stage of the Lead Tracking. Add new Leads, add follow up activities, mark the leads based on their interest, is pretty efficient with Opal CRM. Once you start using it, you will fall in love with it!

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Lead Communication Record

Do your leads often come to your website and drop emails or messages on your contact us form? Do you feel it difficult to keep a track of them? Opal CRM helps you capture the communication easily. Opal CRM, captures the information from your lead and saves it as lead communication on your lead details page. So your lead communication is streamlined and stored in one place. You can see the history of your lead enquiries.

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Lead Status Report

While Dashboard gives the picture of leads that the enterprise has, a detailed lead status report can be seen in the All Leads Page. The leads are classified as Won, Lost, Not Qualified and In progress. When updating a lead to close, system shall capture the reason for closure of the lead. This helps the marketing team analyze, which campaigns generate valuable leads and thus channelize their marketing campaigns accordingly.

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Custom CRM

Opal CRM was built with a vision to address maximum CRM use cases. However, we strictly don’t believe in “One Size Fits All” kind of solutions. Hence, Opal has been built to accommodate maximum customizations for each business need. Opal’s basic version can suit to your needs if you don’t need any customizations.

Hybrid CRM Solution for Your Business Needs

OpalCRM is a Hybrid CRM which includes Sales CRM, Marketing CRM and Service CRM. To quantify it comprises of 30% marketing CRM, 60% Sales CRM and 10% Service CRM. OPAL CRM gives you two options – Use cloud based CRM model or self hosted on premise CRM model.

Cloud Based OPAL CRM allows you to perform all the CRM activities necessary for a small business owner. Lead Tracking, Notes capture, Track quotations and monitor conversions. It is especially useful, where you have minimum customizations.

On-Premise OPAL CRM allows you to host the application in-house and on your network. This product benefits those businesses who are looking for customized CRM solutions for their business needs.

  TRACK LEADS
Streamline the everyday process of tracking the leads

   VIEW ALL LEADS
Ability to view leads at each stage

    VIEW ACTIVITIES

Not only able to track the activities from the team, but also activities happening around the industry.

We Are Ready To Help You On OPAL CRM

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ANY QUESTIONS?

Have a project or an idea you’d like to collaborate with KloudPortal? Please get in touch!

EMAIL

contactus@kloudportal.com

WE ARE LOCATED AT:

KloudPortal

# 309, KTC ILLUMINATION, Image Hospital Road, Gafoor Nagar, Madhapur,    Hyderabad -500081

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