A SIMPLEST CRM FOR YOUR IMMEDIATE LEAD TRACKING

TRACK YOUR LEADS!

A CRM that helps you to keep track of your leads from all your campaigns, Facebook Ads and Website contact forms. 

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Reach us : contactus@kloudportal.com

CRM Installation Documentation and steps

Opal CRM – Automatic Lead Management through Various channels

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Drag & Drop a Leads/Prospects into different buckets

Manager your leads

User Access Management and Notifications

User Access Management and controls

Google Material Design and intuitive with frequently used operations.

Floating action icon for frequently used operations.

Material Design view

Automatic lead addition from your website/ecommerce site. (Magento ,wordpress, Drupal…) by adding 2 lines of code on your website.

CRM website Integration snippet

Automatic division of Hot Leads, Warm Leads and Cold Leads

Material Design view

QuickLead Addition

Quick Lead addition with minimum form fields

Manage the Leads & search leads. Add a users and Edit Actions

Manage the Leads & search leads. Add a users and Edit Actions

Quick View of Activities & events with Notification click.

Quick View of Activities & events with Notification click.

Responsive Design with 100% compatible to all native mobile browser friendly

Responsive Design with 100% compatible to all native mobile browser friendly

Quotations to Lead and Approval WorkFlow

Create New Quotation and filters for finding the quotations

Create New Quotation and filters for finding the quotations

Manage the quote with multiCurrency support

Manage the quote with multiCurrency support and ability to address the international customers

Calculate Each Line total respective of quantity and price

Calculate Each Line total respective of quantity and price

Calculation done with respective of discount, taxes, and line total

Inline Calculations with respective of discount, taxes, and line total.

Configurable Tax options, Discounts based on percentage & fixed amounts

Save and Submit Quotation for Approval

Save and Submit Quotation for Approval

Conversion part from quotation to Invoice

Conversion of quotation to Invoice with click away

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Login/Password: admin@admin.com / admin123

List of Features

Functional Features:

  • Self Service User Registration. 
  • User Roles & Controls
  • MultiTenant based Users which means multiple companies/portfolio admins can be managed. Add/Edit/Delete Users
  • Track & add activities of each Lead
  • Automatic lead addition in CRM with 2 lines of Code Integration
  • Manage Quotations and support for MultiCurrency
  • Manage Tax , Discounts
  • Approval Workflow for Quotation
  • Convert Quotation to Invoice with a Single Click
  • Manage Departments
  • Manage Products 
  • Lead Reminders for followup’s
  • Events & Notifications for all the update activities. 

Reporting Features:

  • Product Interest View – List of the Leads who are interested to the product
  • Graphical Report with Leads who are interested, won, lost.
  • Possible Lead Report: List of Leads based on various channels and who are interested.

Technical Features:

  • Restful Endpoints for integrating to Android/iOS applications
  • SMTP options for monetising your requirement.
  • Monetise with your appname and Logo.

Detailed Technical Documentation

 

OpalCrm a self-hosted platform based on Laravel 5.4 PHP Framework.

Tech Stack Version: 
php-5.6 or above
MySQL-5.6 or above
Laravel – 5.4

Prerequisites of OS, software versions (php, MySQL.,apache .):::
INSTALLATION OF LARAVEL USING COMPOSER ::
STEPS ::
NOTE :- If you are using centOS. please using yum instead of apt-get. (Ubuntu)

1. Use the following command to update the package lists for upgrades for packages that need upgrading, as well as new packages that have just come to the repositories.
– sudo apt-get update
– sudo apt-get dist-upgrade
2. enable the Apache mod_rewrite module
– sudo a2enmod rewrite
3. To know your mysql password
– cat /etc/motd.tail
4. To change your password
– mysqladmin u root -xxxx’ password xxxxxx
5. To install Composer, run these commands:
curl sS https://getcomposer.org/installer | php
sudo mv composer.phar /usr/local/bin/composer
6. Now Extract the downloaded zip file and copy the code folder in /var/www/html .

… Detailed info will be available from the Downloaded package

 

Coming Soon

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