Opal CRM

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Decision Snapshot

Opal CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting PricePer User
Free TrialNot available
Free VersionYes
APINot available
DeploymentCloud Hosted, Deployment Type
HeadquartersIndia
✎
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Product Overview

Opal CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Opal CRM

Opal CRM is a powerful customer relationship management software designed to help businesses manage interactions with customers, optimize sales processes, and improve customer retention. The platform centralizes customer data, enabling users to access detailed profiles that include contact information, communication history, preferences, and more. Opal CRM offers a range of features such as lead management, pipeline tracking, task automation, and analytics, ensuring that businesses can efficiently convert prospects into loyal customers. 

It also includes email and marketing automation tools, allowing businesses to send personalized messages, track engagement, and nurture relationships at scale. With its intuitive interface, Opal CRM simplifies customer segmentation, making it easier to target specific groups with tailored messaging. The software integrates with various thirdparty applications, enhancing workflow efficiency and collaboration across teams. Opal CRM’s realtime reporting and dashboards provide valuable insights into sales performance and customer behavior, helping businesses make informed decisions and grow their bottom line.
Company KloudPortal
Founded 2014
Headquarters India
Employees 51-100

Support

Email Knowledge Base FAQs/Forum

Training

Live Online

Licensing & Deployment

Proprietary Cloud Hosted On-Premise Web-Based Windows Linux

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 6 industries available
Advertising & Marketing Business Supplies & Equipment Consumer Services Entertainment Information Technology & Services Retail

Why Choose Opal CRM

Problem it Solves

  • Problem it Solves Managing And Converting Sales Leads Efficiently Across The Entire Sales Lifecycle

Target Users

  • Target Users Sales Teams
  • Target Users Marketing Teams
  • Target Users Small And Medium Businesses
  • Target Users Real Estate Firms
  • Target Users Financial Services Companies

Core Use Case

  • Core Use Case Capture Leads From Multiple Channels
  • Core Use Case Track And Nurture Leads
  • Core Use Case Manage Sales Team Activities
  • Core Use Case Generate And Manage Quotations
  • Core Use Case Analyze Sales Performance

USP

  • USP Highly Customizable CRM Built Specifically For Sales Driven Lead Conversion

Editorial Buyer Guidance

Who Is Opal CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Managing And Converting Sales Leads Efficiently Across The Entire Sales Lifecycle

Target Users

  • Sales Teams
  • Marketing Teams
  • Small And Medium Businesses
  • Real Estate Firms
  • Financial Services Companies

Core Use Cases

  • Capture Leads From Multiple Channels
  • Track And Nurture Leads
  • Manage Sales Team Activities
  • Generate And Manage Quotations
  • Analyze Sales Performance

Unique Selling Point

Highly Customizable CRM Built Specifically For Sales Driven Lead Conversion

Category-Based Capabilities

Opal CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

Opal CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Not available
Free Version Yes
Payment Frequency Monthly Subscription
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Frequently Asked Questions

Opal CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Opal CRM is a powerful customer relationship management software designed to help businesses manage interactions with customers, optimize sales processes, and improve customer retention. The platform centralizes customer data, enabling users to access detailed profiles that include contact information, communication history, preferences, and more. Opal CRM offers a range of features such as lead management, pipeline tracking, task automation, and analytics, ensuring that businesses can efficiently convert prospects into loyal customers. 

It also includes email and marketing automation tools, allowing businesses to send personalized messages, track engagement, and nurture relationships at scale. With its intuitive interface, Opal CRM simplifies customer segmentation, making it easier to target specific groups with tailored messaging. The software integrates with various thirdparty applications, enhancing workflow efficiency and collaboration across teams. Opal CRM’s realtime reporting and dashboards provide valuable insights into sales performance and customer behavior, helping businesses make informed decisions and grow their bottom line.

  • Yes, Opal CRM offers a free version.

  • Yes, Opal CRM offers a free trial.

  • No, Credit Card details are not required for the Opal CRM trial.

  • Opal CRM supports the following payment frequencies:

    • Monthly Subscription

  • No, Opal CRM does not offer an API.

  • Opal CRM offers support with the following options:
    • Email , Knowledge Base , FAQs/Forum

  • Opal CRM offers training with the following options:
    • Live Online

  • Opal CRM supports the following languages:
    • English

  • Following are the typical users of the Opal CRM:
    • Self-Employed , Small-Business , Midsize-Business

  • Opal CRM supports the following deployment:
    • Cloud Hosted , On-Premise

  • Opal CRM supports the following devices and operating systems:
    • Web-Based , Windows , Linux
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