Choose one of the packages or

317
+
INSTALLATIONS AND IMPLEMENTATIONS
93
%
SATISFIED CUSTOMERS
82
%
REFRRAL CLIENTS

Buying a package, means buying with a discount (15, 25, 35%). The package contains elements
that are designed to bring marketing, sales and service people together in one team.

Unit price in package for 5 users
EUR39per user/month
Leads, business contacts
Import CSV, GUS. No limit
Sales opportunities and quotations
Price lists, deals monitoring. No limit
Activities with alerts, group calendar
History, notes, attachments, labels
Integration with e-mail
Any email programs
Plus: a package includes a module: Marketing campaigns
No limit, module for 1 user
Plus: a package includes a module: Service and suport
No limit for the team, module for 1 user
Help and support
Email, Telephone, Knowledge Base 24/7
Unit price in package for 10 users
EUR36per user/month
Leads, business contacts
Import CSV, GUS. No limit
Sales opportunities and quotations
Price lists, deals monitoring. No limit
Activities with alerts, group calendar
History, notes, attachments, labels
Integration with e-mail
Any email programs
Plus: a package includes a module: Marketing campaigns
No limit, module for 1 user
Plus: a package includes a module: Service and suport
No limit for the team, module for 1 user
Plus: a package includes a module: Manager's Dashboard
Plans, Forecasting, Analysis, Funnels, module for 1 user
Help and support
Email, Telephone, Knowledge Base 24/7
Unit price in package for 15 users
EUR33per user/month
Leads, business contacts
Import CSV, GUS. No limit
Sales opportunities and quotations
Price lists, deals monitoring. No limit
Activities with alerts, group calendar
History, notes, attachments, labels
Integration with e-mail
Any email programs
Plus: a package includes a module: Marketing campaigns
No limit, module for 2 users
Plus: a package includes a module: Service and suport
No limit for the team, module for 2 users
Plus: a package includes a module: Manager's Dashboard
Plans, Forecasting, Analysis, Funnels, module for 2 users
Help and support
Email, Telephone, Knowledge Base 24/7
GET TO KNOW OUR

DISTINCTIVE POINTS

According to the opinion of many users, our crm software has high practical usability
in a friendly design

Contacts (leads, persons, companies, suppliers, partners)

  • Management of different types of contacts (leads, customers, partners, suppliers, competitors) with history, access based on permission grid
  • Contact segmentation by different criteria
  • Showing the clients’ location on Google Maps.
  • Managing lead qualification and conversion
  • Capturing leads from forms on different sites
  • Auto downloading clients data from GUS (Poland)
    or import data with protection against duplicate
  • Easy work with multiple client cards at the same time
  • Quick and easy client overview, e.g. when was the last contact,
    and when the next one will be, how much he has or has not bought from us
  • Grouping, searching and filtering the contact list
    according to various criteria including labelling
  • Customised views of client data according to user preferences

Sales opportunities and quotations, price lists and product catalogues

  • Easy and fast business offers preparation based on your own price lists or product catalogues
  • Multi-variant and multi-currency offers in different languages
  • Sending multimedia sales offers according to your own template designs
  • Tracking and monitoring sales offers
  • Duplicate offers for faster offer preparation
  • A quick analysis: with whom, at what stage, for what value and for how long is the sales conducted
  • Sales activity: who is contacted (by e-mail, tel) or not on a particular sales
    or when the next contact will be, with grouping data
  • Simple and advanced filtering, grouping, labelling helpful
    for various reports and analyses
  • Customised views of sales data e.g.: when will clients make a decision, which sales are at risk, which sales are profitable, etc.
    according to different user preferences

Group calendar, activities, alerts, history, notes, attachments

  • Scheduling different types of activities with description, attachments as well as screen alert or email notification
  • Quick and easy recording of history and notes from incoming calls with next step planning
  • Clear presentation of planned activities in a calendar: daily, weekly, monthly according to user colours
  • Integration with any calendar by sending and receiving invitations to meetings and more
  • Planning and presentation of the route to meetings in Google Map, as well as sending data to the phone, for navigation
  • Activity management according to the principle: important-urgent, important-not urgent
  • Activities delegation with filtering, e.g. for whom I planned or who planned me to do something
  • Activity planning based on incoming e-mail with its content
  • Simple to do list presentation: what, who and on when has scheduled or done with what clientand in what matter on what time period

E-mail, integration with any email programme

  • Client database integration with any email program e.g. MS Outlook, ThunderBird, Gmail, Mail etc.
  • User may work with his/her favourite e-mail program with automatic e-mail and attachments saving in the contact, sales, ticket, order and invoice cards
  • Sending personalised e-mails based on your own template
  • Scheduling, on the basis of an incoming e-mail, activities in the calendar or their delegation among the team
  • Quick access to the full e-mail correspondence with a given customer with the possibility to search for content by keyword
  • Assigning any label to individual e-mails in order to find them quickly, later on
  • Grouping and filtering e-mails according to various criteria, thanks to which we immediately know who we have written to about something and who we haven’t yet

Marketing, e-mail campaigns, mailings, KPI analysis

  • Using qualification and conversion features, you can effectively and efficiently link the work of marketing people
    with the sales department
  • In the marketing module there are no any limits for marketing campaigns in terms of number of mailings, recipients,
    e-mail accounts or number of campaigns – all is for one fixed price
  • With this module, it is possible to carry out simple or multi-stage
    and profiled e-mail campaigns
  • All campaigns can be run from one clients, contacts database, without having to export and import
    between different programmes
  • Access to a number of options when creating a target group, such as: simple and multi-level contact filtering
    with grouping, which means that we can precisely select the recipients (leads, customers) for our campaign
  • Personalised communication with clients is based on tailored templates (customised or built-in)
    for selected campaign types
  • Mailings are carried out according to intervals set by the user
  • Campaigns are carried out in accordance with RODO, and the recipient has the option to unsubscribe from a campaign at any time
  • A quick overview of what products and services and at what prices were offered in a given campaign,
    bearing its own promotional code
  • Analysing mailings and drawing conclusions from them based on the most important indicators, i.e. email open rate (Open Rate), click through rate (Click Through Rate), click to open rate (Click to Open Rate), which determine the effectiveness of mailings
  • Campaign budget monitoring, which means you can see the percentage of the campaign budget and ROI in real time
  • Just like the current users, you too can effectively implement your sales, advertising
    or brand image ideas by launching your campaigns in this module

Service and realisation, after-sales activities

  • The post-sales service and realization module facilitates the integration of people from the sales department with the service and realization department,
    in this way ensure a smooth workflow
  • The module allows monitoring and storing information about the products sold (what the client has purchased and what they have),
    register tickets and manage service contracts
  • With the module we can easily register, order and manage different types of tickets, contracts and products
    as well as systems that are serviced at various customer sites
  • The module also has notification and monitoring features that keep the team
    and the client about the progress of the work
  • In this module, we can also carry out various professional quotations for services, materials and spare parts
    and bill our customer contracts
  • Thanks to the built-in templates, we can send the customer a prepared quotation according to rates and a costs statement for
    a maintenance and repair services performed
  • The module also has email and on screen reminder for overdue tickets,
    as well as a complete overview of the history interactions with each customer according to the set user rights
  • There is also full information about repairs, maintenance in the card of the selected service product,
    i.e. the so-called “sickness” card of the service product
  • The service module, thanks to its ready-to-use reports, allows quick billing according to rates
    and summarising all the work of the technical staff

Dashboards, analyses, forecasts, sales and marketing funnels

  • The manager and user dashboard is an ad-hoc graphical analysis
    and 360 insights into the interaction between marketing and sales
  • With dashboards, the reporting that takes so much time becomes quick
    and pleasant, because all the analyses are available at a glance
  • With the help of this module, the management and the given user get a real picture of the work with clients
    within the specific sales and service team
  • In this module, we can use the dynamically changing shape of the sales funnel to detect ‘funnel diseases’ early on.
    This gives us the chance to react in advance
  • Analysing, inferring and forecasting with the help of the Dashboards is easier, because it shows in real time
    whether something is working or whether there are changes needed in operations
  • We can quickly get immediate help in the context of forecasting the size and value of the entire sales funnel
    in order to achieve the set plan
  • Based on the key indicators (lead conversion rate, sales effectiveness,
    length of the sales cycle, average sales win rate, clients lost) we get a set of information
    on how our sales machine is performing in the selected area
  • With access to real data, we can quickly find out whether the sales plans of each salesman
    or whole sales department are not at risk

Customer and supplier orders, different types of invoices and expenses

  • The option to create customer orders or proformas directly from a won sales quote or application, without rewriting the content, all ready to go, a huge time-saver,
  • Easy creation and sending of orders to suppliers based on customer orders, orders are automatically created according to the suppliers existing on the customer order,
  • The settlement of prepayment and final invoices is linked to customer orders, so we know how the customer order is being billed,
  • Proformas, VAT sales invoices and corrections meet the requirements and regulations,
  • Personalised sending of one or immediately many different types of document as PDF or as a link to download the file,
  • Recording of different types of expenses with assignment to different business cases and orders to suppliers,
  • Existing users who work on a drop-shipping basis (without their own stock management) highly appreciate a solution like ours,
  • The entire process takes place in one software. From quotation through order to invoice with monitoring and reminders. As a result, we do not need to have many different programs and spend additional costs. Customer service becomes much simpler.

Organization and handling of closed and open training courses and more

  • In this module, we can very easily manage the organisation of training courses, both closed and open, as well as others, and then send certificates to participants at the end of the course,
  • We can assign everyone who has an influence on the organisation of the training to be easily contacted. Plan activities and record all the arrangements necessary for organising the course,
  • We know which instructor, lecturer or trainer is conducting the given training course
  • Thanks to the list of participants, we know who is currently taking or has previously taken part in what training and when they need to renew their training in order to keep their professional skills up to date,
  • This module provides an easy way of accounting for training in terms of cost-effectiveness, costs and other important parameters,
  • We also know what rating the individual trainers received and how the course was rated by the participants,
  • What is interesting is that the built-in filtering and grouping mechanisms allow to make various statements and reports without additional complex analytical tools,
  • A module such as training course in crm is currently being used by companies that, besides offering their services and products, are also interested in providing training to their customers and business partners, e.g. on the use of products or equipment, optimisation of work, etc.

Help and support (phone and e-mail, Knowledge Base 24/7) and security

  • Individual help and support by email or telephone for users to speed up crm implementation
  • Access to our knowledge base 24/7, where you will find practical material together with screencasts
  • The OptimaSales CRM service is a unique outsourcing in which we provide the
    software and we take over a great part of your company’s technology-related duties,
    thanks to which you significantly reduce your IT costs
  • Encrypted, secure access (with VPN option) to crm software via a web browser
  • Data backup: daily, up to 3 days back
  • Secure login and temporary IP blocking for hostile login attempts
  • Access to data by SLA 97.5% of service uptime