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What is OPALCRM?

Contract manufacturing firms can leverage OPAL CRM to efficiently oversee their field sales teams, empowering sales representatives to devise comprehensive sales plans, establish objectives, and improve their incentive structures. This adaptable platform also caters to financial services sectors—including banking, wealth management, capital markets, and insurance—by promoting seamless interaction among front-office, middle-office, and back-office functions, which ultimately strengthens client relationships. In the highly competitive real estate industry, it is vital to manage sales pipelines effectively and engage potential clients to achieve successful conversions. Furthermore, organizations involved in corporate training, skill development, and educational institutions often face difficulties in managing their lead pipelines. OPAL CRM’s Lead Management Software tackles these issues head-on, allowing these organizations to enhance their lead management processes, drive successful closures, and significantly boost their overall operational effectiveness. By streamlining these functions, OPAL CRM ensures that businesses can focus on their core competencies while fostering growth and success.

What is Backbase?

Backbase built the AI-native Banking OS. Digital Banking creates the interface while Agentic Banking resolves the work, both powered by the Banking OS. Banks can modernize progressively above existing systems, journey by journey. Agentic Banking moves customer and employee intent into governed action and resolution. Conversational Banking moves interactions from intent to resolution across chat, voice, and messaging. Banks can prioritize the customer journeys that matter most, connecting every interaction point to give customers and employees the resources they need in a changing banking environment. The result is a customer experience built for what banking requires next.

Media

Media

Integrations Supported

Integrations Supported

Alacriti
Apiax
Euronovate
Fastfill
IDmission
Ravio
SavvyMoney
Shake
Unblu

API Availability

API Availability

Pricing Information

$9.99 per user per month

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

KloudPortal

Company Location

India

Company Website

www.opalcrm.com

Company Facts

Organization Name

Backbase

Date Founded

2003

Company Location

Netherlands

Company Website

www.backbase.com

Categories and Features

CRM

Email Marketing
Mobile Access

Sales Planning

Not specified

Categories and Features

Mobile Banking

Chat / Messaging
P2P Payments
Remote Deposit

Online Banking

Cash Management
Chat / Messaging
Credit Card Management
Loan Management
Marketing Automation
Retail Banking
Transaction Monitoring

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