Find YouR Perfect CRM

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.

Contact an Agent!

Call: +91 92991 52641
Email: contactus@kloudportal.com

Visit: Flat No: 309, KTC Illumination, Madhapur-500081

CRM For Real Estate

Organize, monitor and sell with ease. The Propertybase CRM is developed to speed up your day, so you and your real estate agents can concentrate more on dollar-productive activities.

CRM For Capital Markets

Our OPAL CRM for Capital Markets solution is designed for the unique and exceptional needs of capital market companies. Our CRM solution incorporates existing systems and data to provide a common.

CRM For Wealth Management

OPALCRM encourages Wealth Management & Private banking companies to grow their Investments Under Administration by developing trusted connections with their clients and offering them customized customer service.

CRM Software For insurance

OPALCRM provides extremely innovative and flexible tools that allow insurance companies to form a rational and emotional connection with their customers.

CRM for Commercial Banking

OPALCRM easy to integrate platform enables integration with middle-office and back-office systems like risk administration, KYC, MDM and organization insight systems.

CRM For Marketing Agencies

OPALCRM is a unique kind of CRM. It’s elegantly developed for Marketing Companies, so fast-moving Marketing agencies can develop strong connections that lead to repeat business.

Our OPAL CRM Software Key Features

 

We Work With Your Budget

We will work within your Budget

How OPAL CRM Different

We understood the daily hurdles of Marketing and Sales Team

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
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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 as attachment
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Browse For Free

  • 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.
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