---
title: Opal CRM Reviews
meta_title: 'Opal CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Opal CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 2
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Opal CRM Reviews
**Vendor:** Opal CRM  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 2
## About Opal CRM
Are you looking a Customer Relationship Management Software for your Business? Opal CRM is the best choice For Small Business. Request a free trial !




## Opal CRM Reviews
  ### 1. Most unique and user friendly lead management software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mayank Raj P. | Associate Advisor, Consumer Services, Enterprise (> 1000 emp.)

**Reviewed Date:** September 19, 2023

**What do you like best about Opal CRM?**

Opal software makes the lead management, Sales procastination and Customer engagement hassle free and helps both employees as well as the customers to have a smooth and quick interaction with business.

**What do you dislike about Opal CRM?**

Opal CRM needs to be integrated with financial platforms so that we can keep a track of sales that are made through EMI options, We can have an option to trigger a email whenever the due date is nearby.

**What problems is Opal CRM solving and how is that benefiting you?**

Opal CRM is solving the problem of dependency on multiple softwares like Lead squared and genesys, it actually does the work of both the other two softwares so we dont have to depend on two different platforms. It also benefits us by keeping the record of transactions.

  ### 2. Opal CRM - Customisable CRM software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Yash J. | Application Development Associate, Enterprise (> 1000 emp.)

**Reviewed Date:** September 19, 2023

**What do you like best about Opal CRM?**

This CRM software assists with pre sales lead management and engagement. It can typically be used in all industries.

**What do you dislike about Opal CRM?**

There isn't anything that i dislike about this product but if I had to nitpick I would say that the free version has several limitations.

**What problems is Opal CRM solving and how is that benefiting you?**

We are using Opal CRM for capturing leads, managing teams and usear access management. It also enables us to integrate APIs easily.



- [View Opal CRM pricing details and edition comparison](https://www.g2.com/products/opal-crm-opal-crm/reviews?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-10+20%3A21%3A13+-0500&secure%5Bsession_id%5D=69035e7f-e994-462c-9b02-cd62d21f9c05&secure%5Btoken%5D=32e4331e8607775b28d9b0d9f7b660f727c266362b2d36ad41f50fb7673dc577&format=llm_user)

## Opal CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Opal CRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,300 reviews)

