Audience
CRM solution for companies
About OPALCRM
Contract manufacturing companies can track their field sales teams with OPAL CRM. It enables the sales representatives with comprehensive sales plans, their goals and maximize incentives. 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. Real Estate is a highly competitive market. Managing your sales pipelines, effective lead management and lead engagement, can lead to successful conversions. Corporate training institutions, skill-based training institutions and educational institutions, often have a challenge in managing their lead pipeline. OPAL CRM’s Lead Management Software helps these institutions in managing their leads and drive closures.
Pricing
Starting Price:
$9.99 per user per month
Integrations
No integrations listed.
Company Information
KloudPortal
India
www.opalcrm.com
Videos and Screen Captures
JIFFY.ai
Assemble engaging front-end, and fully autonomous middle-office and back-office segments for your processes real time. It’s easy, fast, and efficient. Empower your users to create innovations on the fly using AI, ML, IDP, and RPA, with minimal IT help at any stage. Eliminate repetitive work from mid & back offices to ensure timeliness, speed to market, & great customer experiences. Move beyond RPA to ensure F&A success and lead automation adoption across the enterprise from the front. Adopt automation to achieve high-level operational efficiencies in areas like planning, execution, and optimization. Ride the waves of disruption and grow faster by replacing manual operations and saving operational expenditure. From complex process automation, to continuous intelligent testing, to automated software development, we've redefined the way enterprises interact with technology.
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Capital Banking Solutions
Capital Banking Solutions is a leading provider of end-to-end integrated banking software solutions for financial institutions across Europe, Africa, Middle East and America. Founded in 1997 with the purpose of helping financial institutions innovatively drive market change, Capital Banking Solutions supports over 200 Banks and financial Institutions worldwide. Capital Banking Solutions offers a full suite of open-architecture and modular products for Financial Services Industry covering Universal, Retail, Corporate, Private, Family offices, Management Companies and Islamic banks. Ranked among the top vendors by IBS Intelligence and global players by Forrester, Capital Banking Solutions is being recognized as one of the most powerful Financial Technology Providers. Capital Banking Solutions also provides a full portfolio of best of breed products to bolster key banking functions such as Wealth Management, Compliance and Risk management, and Digital Banking.
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Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.
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Enfusion
Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enables clients to operate from a single golden source of data from the front-office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents. All modules use the same background data model, eliminating the need to harmonize code streams and protocols. Portfolio managers, risk, and accounting continuously see exactly what the trading desks see, from market open to close. Front-, middle-, and back-office users can perform their functions and securely operate across desktop, web, and mobile user experiences.
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Product Details
Platforms Supported
Windows
Training
Live Online
Support
Phone Support
Online
OPALCRM Product Features
CRM
Email Marketing
Mobile Access
Calendar/Reminder System
Call Logging
Document Storage
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management