CRM platform Stay organized and in control

OpsArc's CRM lets you easily find all the information you need before a meeting or call.

Manage Leads and Opportunities

  • Leads

    Add leads, their value, source, and customer, then track them through your pipeline stages.

  • Visual pipelines

    Organize leads in pipelines and customize the stages to suit your sales cycle

  • Activities

    Schedule an email, record a phone call, or add notes and attachments.

Schedule meetings hassle-free

  • Link your Email account

    Share your link via email and let customers pick a meeting time that works for both of you to avoid back-and-forth emails.

  • Link your Zoom or Microsoft Teams account

    Schedule meetings and the Zoom or Teams meeting URL is created and sent automatically.

  • Time Zone Intelligent

    Seamless timezone detection for your invitees so everyone’s on the same page.

Track communications

  • Customer Contacts

    Organize customers and contacts. Once added, people or customers can be linked to deals as you go

  • Email Sync

    Use email sync to receive emails from your work inbox for all your contacts setup on CRM.

  • Activities

    Search for any activity related to email, calls, notes and meetings.

 

Increase Sales Productivity

  • Streamline daily tasks with faster source, search, and match

 

Custom Dashboards

  • Powerful dashboards provide quick, user-friendly access to important data

 

Focus on your customer

  • Get a single, shared view of your customers