OUR PRODUCTS

OPAL CRM

CAPTURE LEADS:

FEATURES

Capture leads from different channels for the leads to help move through different stages as they progress towards being a client.

BENEFITS

  • Captures leads from websites.
  • Leads from campaigning via email.
  • Leads from advertisements on facebook and google ads.
  • From free trails , offline marketing campaigns , trade shows automated lead capture is derived.
  • Automated lead capture from webinars , newsletters , subscriptions.

MANAGE ACTIVITIES:

FEATURES

Communication with the leads is the key to conversion so plan your work actively in order to Keep track of every call, email, and customer meeting.

BENEFITS

  • Manage lead documents, quotations, invoices and notes together.
  • Invoice planning management.
  • Managing user-access.

TEAM MANAGEMENT:

FEATURES

Different rates of access for staff, managers and administrators, pass leads and maintain track of all the activities of the members in the team.

BENEFITS

  • Rate your employees and prioritize team management actions.
  • Analyzation of team communication records.
  • Leads can approve and reject team quotations and activities.

QUOTATIONS AND INVOICES:

FEATURES

Keep track of all financial transactions such as quotations and invoices, and follow the position of hierarchy for approvals, as well as submit email updates from the app to clients.

BENEFITS

  • Save as draft quotations.
  • Present manager quotations for approval.
  • Reject quotations for inaccurate submissions.
  • Converts a completed quotation to invoice and activates email as attachment with invoice.
  • Modifies a rejected quotation and authorizes the quotation submitted.

REPORTS:

FEATURES

Get detailed performance updates on team performance, lead transfers, task updates, quotation , invoice reports and more so stay posted at any time and make educated decisions.

BENEFITS

  • Comprehensive and detailed briefing of reports.
  • Structured reports on product lead interests.
  • Detailed reports allow easy Integration..

RE-ENGAGE LEADS:

FEATURES

Re-engage leads to being able to capture any opportunity with appropriate offers / discounts so that you get a comprehensive audit trail on every lead and never miss a step.

BENEFITS

  • Following up of existing leads.
  • Identify a lead as not involved / discover offers / dislikes etc.
  • Discard the uninvolved and uninterested leads.
  • Re-engage a drop lead with acceptable discounts / offers.
  • Identify return leads to conversion as hot and follow up

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