Features
SalesOptima™ Pricing & Features |
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30-day money-back guarantee |
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Annual Contract Pricing |
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Per User Fee (billed monthly) |
$19 | $24 | $39 | $64 | |
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Account Activation Fee (one time) |
$49 | $99 | $99 | $99 | |
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Maximum # of Users |
1 | 10 | unlimited | unlimited | |
Optional Add-Ons (per user/ per month) |
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Monthly Contract Rider |
$5 | $5 | $10 | $10 | |
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Email Marketing (usage charges apply) |
$5 | $5 | $5 | |
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$10 | |
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Support & Training |
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Guided Account Setup |
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Initial User Training |
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Additional User Training |
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Dedicated SalesOptima Account Rep |
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Strategic Business Consulting |
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Web Form/HTML Design Services |
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Custom Dynamic Form Development/Hosting |
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Custom Development |
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Standard Features |
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Automated Referral Retrieval |
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Alerts and Notifications |
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Document Management |
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Event Management |
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Goal Setting and Tracking |
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360 Customer View |
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Outlook and Excel Contact Upload |
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Contact History |
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Pipeline Management |
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Automated Contact Update |
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Integrated Message Center |
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Overdue Appointment Alerts |
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User Customization |
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Invoice Management |
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Integration |
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Custom Built Web Services |
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Customizable Fields |
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Company Module |
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Contact Module |
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Lead Module |
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Note Module |
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Appointment Module |
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Marketing Module |
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Sales Force Optimization (SFO) Module |
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Campaign Management |
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Customer Lifecycle Mngmt (CLM) |
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Automated Email Lead Capture |
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HTML Email Marketing |
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SalesOptima Mobile™ Features |
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Contact Management |
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Contact Search |
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Lead Management |
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Lead Search |
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Click-to-Dial Phone Numbers |
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E-mail with virtual attachments |
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Contact History |
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Individual Calendar |
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Create and Edit Appointments |
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Create and Assign Tasks |
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Create Referrals |
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Visual, Interactive Reports |
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Productivity Reports |
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Contact Reports |
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Lead/Opportunity Reports |
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Revenue Forecasting |
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Monthly Goal Tracking |
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Commission Reports |
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User Activity Reports |
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Company Reports |
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Multi-Dimensional Reports |
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Skype Call Logging Report
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Custom Built Reports
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