SalesOptima
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SalesOptima is a cloud-based customer relationship management service for organizing, managing, and nurturing customer contacts from the office or on mobile devices. It brings contacts, leads and opportunities, tasks, and calendars into a single interface, and connects with Gmail, Microsoft 365, and Outlook.com so customer conversations appear alongside each record.
Modules include Company, Contact, Lead, Note, Appointment, and Marketing, with a Sales Optimization module covering campaign management, workflow automation, drip marketing, auto-response emails, and automated web-to-lead and email lead capture. Other capabilities include HTML email marketing with link tracking, text messaging, voice features, Zapier integration, invoice management, custom reports, and a range of reporting types. SalesOptima Mobile provides contact and lead search, click-to-dial, appointments, tasks, and referrals.
It is aimed at individuals and sales teams of varying sizes. Four editions are offered: a free single-user plan, Standard for up to ten seats, Professional with unlimited seats and an optional Sales Force Automation add-on, and Enterprise with unlimited seats and all add-ons included. Optional add-ons and a monthly contract rider are available, and accounts can be cancelled at any time.
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