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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 Charles River IMS?

Across 30 countries, investment firms, wealth managers, alternative asset managers, asset owners, and insurers rely on Charles River IMS to oversee assets amounting to USD $36 Trillion. In partnership with State Street's middle and back-office services, Charles River's cloud-based front office technology serves as the backbone of State Street Alphaâ„ , reflecting a strategic commitment to equipping clients with a consolidated platform that provides a thorough perspective of their portfolios in both public and private markets. Moreover, Charles River effectively automates and streamlines the entire investment lifecycle, addressing diverse asset classes, and covering aspects from portfolio management and risk assessment to trading and post-trade settlement, all while maintaining integrated compliance measures. This forward-thinking methodology not only boosts operational efficiency but also cultivates a seamless experience for users as they navigate the intricacies of the financial sector. Ultimately, this unified approach positions clients for success in an ever-evolving investment landscape.

Media

Media

Integrations Supported

Aiforia

Integrations Supported

Aiforia

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Charles River

Company Website

www.crd.com

Categories and 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

Categories and Features

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

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