Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
TS Imagine empowers businesses to excel in capital markets through its innovative SaaS platform, which integrates trading, risk management, and operations into a cohesive system that provides a singular source of truth. This enhanced transparency and efficiency, along with limitless scalability, sets a new benchmark in trading, portfolio management, and real-time risk solutions through the fusion of two leading SaaS technologies. By effectively streamlining intricate and often lengthy workflows across front, middle, and back-office operations, TS Imagine unifies essential functions such as order management, trade execution, portfolio analysis, real-time risk assessment, compliance, margin management, accounting, and operations, all delivered through a secure cloud-based solution. Currently, TS Imagine serves 500 financial institutions and boasts a workforce of 400 employees spread across ten global offices, ensuring robust IT infrastructure in every region for a stable local presence and extensive global reach. With its commitment to innovation and excellence, TS Imagine continues to set the pace for advancements in the financial technology landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$9.99 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
KloudPortal
Country
India
Website
www.opalcrm.com
Vendor Details
Company Name
TS Imagine
Founded
1993
Country
United States
Website
tsimagine.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management