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
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
API Access
Has API
Integrations
FlowUp
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
X2Engine
Country
United States
Website
reference.x2crm.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
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