CONTACT MANGEMENT 

CONTACT MANAGEMENT AT ANYTIME FROM ANYWHERE

SalesOptima is ideal for anyone or any business that doesn't need a complete CRM software application. Our fully integrated, web-based contact manager contains all of the tools necessary to run a small business. Your homepage will offer convenient access to all of your contact information so that you can seamlessly manage and interact with your contacts. It's accessible from any computer or mobile device, so you'll never be stranded without all of your vital business information.

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SALES OPTIMIZATION

CREATE A WORKFLOW THAT WORKS

Our Sales Optimization tools allow you to get more work done in less time. SalesOptima gives you the ability to create multiple web forms and use them to collect data from your website, initiate sales and workflow automation campaigns, and more. You'll have total control over the time between workflow events, so that you can create and maintain customized sales, marketing and customer service processes.

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INTEGRATED EMAIL MARKETING

PROCESS-DRIVEN EMAIL MARKETING

Simply put, SalesOptima is the only on-demand CRM that completely eliminates the need for a separate high-volume email marketing solution by including, in every account, our robust HTML Email Marketing module.

Just about every HTML Email Marketing solution on the market can help you send out a professional looking email with text, images, and hyperlinks. However, our robust HTML email solution can be combined with our Sales Optimization engine with fantastic and quantifiable results.

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JUMP START KIT

HIT THE GROUND RUNNING

Your sales force needs a CRM that works for them, not against them. Give them a tool that puts them in control. SalesOptima has been designed with your small business needs in mind, so it's thoughtful and practical. If you've been dealing with a CRM that's cluttered and complicated, you are wasting valuable time and dollars. SalesOptima's interface make it easy to update contact information, send an email, schedule an appointment, record a conversation and create new tasks. You'll get so much more done in less time! It's productive, effective and affordable. You don't even have to sign a contract. It's easy to use and even easier to get started.

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REALTIME GOOGLE SYNC

SIMPLY THE BEST GOOGLE SYNC IN ANY CLOUD CRM, PERIOD.

The Google Sync feature is a real-time, two-way synchronization between your SalesOptima account (Contact and/or Calendar) and your Google Contacts/Calendar. Once you have activated Google Sync for either Contacts or Appointments, they will automatically be synchronized when you create or update them in SalesOptima or Google. This process also keeps your mobile phone 100% in sync with your SalesOptima account. We also provide integration with Gmail.

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Web-to-Lead Capture

TURN MORE LEADS INTO CUSTOMERS

When properly equipped with forms and tools to capture leads, your website becomes your hardest working employee. Don't waste anymore time manually entering web leads into your CRM. Instead, use SalesOptima to create custom web forms that will input data directly into your contact management system.

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DYNAMIC SCHEDULER

POWERFUL PUBLIC CALENDAR

The Dynamic Scheduler breaks down a huge wall of communication between you and your prospects and customers by allowing them to directly book appointments on your calendar. We understand that booking time with your prospects is critical to growing your business. We understand that being more accessible to your customers is essential to maintaining a strong, long lasting business model.

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