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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Create seamless customer experiences by streamlining processes and enhancing interactions. X2CRM equips businesses with agility and authority through a fully integrated, secure, and customizable CRM suite. This enterprise-level solution encompasses Customer Relationship Management, Marketing Automation, and Workflow, addressing every dimension of customer engagement. By unifying these elements on a single, efficient platform, companies can eliminate data silos and elevate their customer relationships significantly. X2CRM offers over 20 modules for businesses to select from, all designed to work harmoniously together, providing a holistic view of the customer journey. You can tailor and automate every communication touchpoint, ensuring a consistent approach throughout the customer's experience, whether it’s via email, face-to-face interactions, website engagement, phone calls, events, chats, or other channels. Ultimately, X2CRM empowers organizations to forge deeper connections with their customers and enhance overall satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

FlowUp No 

Integrations

FlowUp Yes 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

KloudPortal

Country

India

Website

www.opalcrm.com

Vendor Details

Company Name

X2Engine

Country

United States

Website

reference.x2crm.com

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 

Product Features

CRM

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

Alternatives

Alternatives

Bespeak Reviews

Bespeak

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