Opal CRM app for iPhone and iPad

OPAL CRM by Kloud Portal is a comprehensive Customer relationship management tool. We present the mobile app and Web application for OPAL CRM where you can manage the clients even on move. Start your day with a clear overview of scheduled tasks. Never miss out activities by setting reminders. Log every detail of your conversation be it calls, emails or meeting, close deals with ease.

Here are more features of OPAL CRM app in detail:

Capture more leads, whenever the opportunity knocks- Be ready to gather the leads information anytime, anywhere. A quick response to leads information not just build trust in the leads but helps the organization to convert them successfully to clients.

Scan Business cards in seconds-Say no to the time spent in filling the Business/Visiting card information in your database. Use OPAL CRM mobile app and scan the lead information from a visiting card in seconds. The app will parse the text and upload the data.

Create quotations anytime-Speed up the pace of your business through mobile CRM app. The agent can create a quotation for the client being away from the desk and at any time of the day. Get the quotations approved by the managers and convert them to invoices.

Streamline the quotations with approval workflow and manage the invoices.

Rate your clients-Rate your leads according to their responsiveness, at the end of each activity or a conversation. Be on top of the game, give priority to hot leads and focus on what matters the most.

Stay connected with your team-No matter where you are, stay connected with your team. The manager can access the real-time insight of sales and teams’ performance. Collaborate with your team anytime.

Login from Desktop browser also.

Note: You must have registered with OPAL CRM to access Mobile CRM facility. Please write to us at contactus@kloudportal.com.