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.
Simple. Elegant. Practical.
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.
Send Targeted Emails Straight to Their Inbox.
Every SalesOptima account includes the ability to create branded emails, newsletters and custom html email signatures. With our custom template builder, creating monthly newsletters or updated product announcements takes just a few seconds.
Our Compliance Team reviews campaigns to make sure that our tools and customers maintain compliancy with legislation and current anti-spam technologies. You can feel confident that ISPs trust the emails sent from our IP addresses and domains.
One Size Never Fits All.
Tailor SalesOptima to your business with all or just one of these optional add-ons.
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Mobile Web Version
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MS OutLook ™
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Gmail ™ & Apple Mail ™
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Skype ™
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Fax2Mail ™
Create a Workflow that Works.
Our Sales Force 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.
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.
Identify Opportunities & Measure Success.
How many sales did you close last month? Could you afford a new employee? If you're not sure, SalesOptima's reporting can help.
With just a few clicks, you can create productivity and opportunity reports, revenue forecasts, monthly goal tracking, commission reports, user activity reports, company reports and more. This information can be used to streamline process and make better business decisions.
