Last Updated
Overview
OPALCRM provides comprehensive CRM capabilities that streamline lead tracking and boost conversions. While certain automation features could be more robust, requiring some manual input, the software’s robust customization and dedicated support are invaluable for sales lifecycle optimization. This CRM is a compelling choice for effective sales handling and driving growth.
Overall Rating
Based on 2 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Opal CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Opal CRM?
OPALCRM is a comprehensive customer relationship management (CRM) solution designed for sales teams of all sizes, from small businesses to large enterprises. It streamlines the entire sales lifecycle by offering robust lead capture capabilities, allowing businesses to gather prospects from various online and offline channels. Furthermore, its intuitive lead engagement tools enable diligent activity planning and tracking of client interactions, ensuring no opportunity is missed and fostering stronger customer relationships for improved conversion rates. This focus on core sales processes helps organizations manage leads and achieve sales closures efficiently.
Opal CRM Pricing
The software features tiered pricing tailored to various business needs and preferences. It also includes a 15-day free trial and a free model for up to two users. The available plans are:
- Basic Plan: $220/month
- Standard Plan: $350/month
Disclaimer: The pricing is subject to change.
Opal CRM Integrations
While the software offers two lines of code integration for websites, e-commerce, etc., the vendor has not officially listed its integrations.
Who Is Opal CRM For?
OPALCRM software is ideal for businesses within diverse sectors and industries, such as:
- Digital marketing
- Healthcare
- Insurance
- Real Estate
- Fintech
- Contract manufacturing companies
- Training institutions
Is Opal CRM Right For You?
If a business struggles with critical business challenges such as inefficient lead tracking and missed sales opportunities, OPALCRM provides a solution by streamlining lead management and engagement.
With its robust features, like ‘Lead Management’ and ‘Track Sales Performance,’ the platform helps boost conversions and optimize sales processes. It is highly scalable, supporting businesses of all sizes, from small companies to large enterprises. The software also ensures data security by strictly adhering to privacy guidelines. Trusted by over 28,000 clients, including Resolution Insurance and Paradigm Development Group, OPAL CRM both enhances sales performance and protects sensitive information.
Still doubtful if Opal CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Opal CRM Features
Lead Capture
Among the prominent OPALCRM features, it provides robust lead capture capabilities, enabling businesses to effortlessly gather prospects from diverse sources like website forms, offline events, and marketing campaigns. This ensures a comprehensive database of potential customers and lays a solid foundation for effective sales outreach and conversion efforts.
Lead Engagement
Facilitating meaningful customer interactions, OPALCRM's lead engagement features allow sales teams to meticulously plan and track all activities. Users can log every call, email, and meeting, ensuring a complete interaction history. The software also enables re-engagement of leads with targeted offers and discounts. This organized approach is crucial for nurturing leads effectively and increasing the likelihood of successful conversions throughout the sales cycle.
Team Management
Designed to optimize sales team performance, OPALCRM includes powerful team management functionalities. It allows administrators to manage sales representatives, assign specific role permissions, and monitor daily work activities. This centralized oversight ensures accountability, promotes efficient task distribution, and provides managers with the necessary data to guide their teams.
Reports
OPALCRM delivers insightful reporting capabilities, providing detailed analytics on lead performance, conversion rates, and the entire lead lifecycle. By leveraging data-driven feedback, organizations can make more informed strategic decisions, identify areas for improvement, and continuously optimize their sales processes for sustained growth and success.
Quotation Management
The platform streamlines the sales process by allowing you to track all financial sales closures efficiently. Quotations to customers are managed within the platform, with each going through a defined workflow process. This ensures organization and clear visibility throughout the sales cycle.
Pros And Cons of Opal CRM
Pros
Highly customizable modules
Data-driven sales insights
Comprehensive audit trails
Cons
Some initial setup issues are noted
Financial integrations could offer added convenience
Opal CRM Reviews
Total 2 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Enterprise, 500+ employees
“Flexible CRM with Customization Options”
Pros
I find it really helpful for managing leads before they convert to sales. The engagement features work well and it's versatile enough to use across different industries.
Cons
The free version comes with quite a few restrictions, though I can't really complain about much else with this software.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Enterprise, 500+ employees
“Unique & user friendly lead management”
Pros
The lead management features work really well and I appreciate how it streamlines sales processes without the usual delays. Customer engagement feels much smoother now and both our team and clients benefit from faster, more efficient interactions with the business.
Cons
It really needs better integration with financial platforms. I can't properly track sales made through EMI options right now. Also missing an automated email feature to notify customers when there due dates are approaching.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
7
Functionality
9
Frequently Asked Questions
Who are the typical users of OPAL CRM?
OPAL CRM software is well-suited for businesses across a variety of sectors and industries, including digital marketing, healthcare, insurance, real estate, fintech, contract manufacturing, and training institutions.
What level of support does OPAL CRM offer?
The platform provides comprehensive support via email, phone, ticket, demos, FAQs, etc.
Does OPAL CRM have a mobile app?
Yes, OPAL CRM does offer a mobile app.
Does OPAL CRM offer an API?
Yes, OPAL CRM offers an API.
What language does OPAL CRM support?
The software supports English only.
What types of OPAL CRM price plans are available?
The software features tiered pricing, offering a 15-day free trial and a free model for up to two users. The available plans are the Basic Plan at $220/month and the Standard Plan at $350/month. Contact us to request a personalized Opal CRM cost quote based on your institution's requirements.
What other apps does OPAL CRM integrate with?
Although the software provides two lines of code integration for websites, e-commerce, etc., the vendor has not officially disclosed its integrations.