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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

You can create engaging front-end segments and fully autonomous back-office and middle-office segments to support your processes in real time. It's simple, fast, and efficient. Your users can create innovative solutions on the fly using AI and ML, IDP and RPA with minimal IT support. To ensure speed to market, timeliness, and great customer experiences, eliminate repetitive work from the mid- and back offices. To ensure F&A success, move beyond RPA and encourage automation adoption from the front. Automation can be used to improve operational efficiencies in planning, execution, optimization, and other areas. You can ride the wave of disruption to grow faster and save operational costs while replacing manual operations. We have revolutionized the way companies interact with technology, from complex process automation to continuous intelligent testing to automated software development.

Description

Contract manufacturing companies can utilize OPAL CRM to effectively monitor their field sales teams, allowing sales representatives to create detailed sales strategies, set targets, and enhance their incentive programs. This platform is versatile, supporting financial services firms—including those in banking, wealth management, capital markets, and insurance—by facilitating seamless collaboration among front-office, middle-office, and back-office operations to foster stronger client relationships. In the fiercely competitive real estate sector, efficiently managing sales pipelines and engaging leads is crucial for successful conversions. Additionally, corporate training, skill-based training, and educational institutions frequently struggle with lead pipeline management. OPAL CRM’s Lead Management Software addresses these challenges, enabling these institutions to better manage their leads and drive successful closures while maximizing their overall effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9.99 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

JIFFY.ai

Founded

2017

Country

United States

Website

jiffy.ai/

Vendor Details

Company Name

KloudPortal

Country

India

Website

www.opalcrm.com

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications No 
Business Process Automation Yes 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Robotic Process Automation (RPA)

Analytics No 
Attended Automation No 
Code-free Development No 
Image Recognition No 
Optical Character Recognition No 
Process Builder No 
Third Party Application Integration No 
Unattended Automation No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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Alternatives

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