01
Hey, Marketing!
As we know, there is quite lot to do before the sale. Email and telephone campaigns with indicator analysis. Lead management and wise lead qualification as well as their conversion. All of this you will find without limitation in our service.
02
Hi, Sales!
During the sales process, we manage deals and provide different quotation options to meet the client's needs. We plan activities, send emails, record history and analyse. With our service you will do this more efficiently in less time. Yet, you have the full client's info at your fingertips and under your control.
03
Hello, Technical Service
Once a sale has been made, the client expects good after-sales service. For the client, this is where the process starts. Therefore, the realisation and service module should exchange data with the sales module in one software. For better team work coordination.
04
Welcome, Management!
In the software, you will find complete information on how your sales machine is running. Thanks to the built-in summaries, you can see at a glance what is working and what needs changing. The results of the online analyses (dashboards) are presented as a combination of text and graphics.
05
Hello, Orders and Invoices!
With this module, people can efficiently handle orders from the customer and, based on these, place orders to the supplier. Then make and monitor various types of invoices: proformas, sales, corrections, prepayments and billing invoices. All in one software.
Who we are?
For more than 15 years, as a team with hands-on experience in IT and sales processes, we have been developing and delivering a SaaS tool to support SME business in the areas of: marketing, sales, service and fulfilment, as well as order and invoice processing and training course handling.
Those who have chosen us more than once find that our solution supports important company processes in an interesting way. And when they compare us, they find that with such practical functionality and price, we are a very interesting alternative to larger solutions.
Those who choose us receive a comprehensive, flexible, tested and proven CRM solution to support their key areas of operation.
System CRM - OptimaSales
OUR
APPROACH
We listen, we consult, we get along to cooperate or not.
01
We learn about your vision, needs and expectations
02
We analyse and present possibilities
03
We establish partnership
04
We install, deploy, train and support
DISCOVER OPTIMASALES
CRM DEMO
USERS
OPINIONS
Collected OptimaSales CRM users feedbacks
With OptimaSales CRM we have everything in one place: a) customer information and offers sent, b) full contact history and organiser, c) ability to report on sales, profit and cost information. The benefits are clear: 1) Ease of working with the customer database, 2) Quick preparation sales offers, orders and invoices.
We recommend the OptimaSales CRM system. It enables the generation of professional offers, complete control over their design and customisation. The developers follow our needs and sometimes even anticipate us and keep us informed of improvements. Thank you.
I recommend OptimaSales company . The CRM software that this company has created for small and medium-sized businesses is perfect. It is highly intuitive and very easy to navigate. Anyone who owns a company based on client relations using this programme will achieve more and better than before. It is also worth mentioning about the instructions which precisely guide you through the software. Making quotations is a pleasure. The ability to suit offers for customer is already world class. I highly recommend it.
I would definitely recommend the software to any entrepreneur who values good user support, perfect management of the customer base to keeping in touch with them. OptimaSales CRM is a tool that develops quickly and introduces improvements reported by users. Let's keep it up! Thanks!
During the search for a CRM solution for our engineering and sales company, we tested 30 (thirty!) different solutions available on the market. In the end, we decided on the OptimaSales CRM system and after using it for a while, we know it was the right decision. Among the features that have been useful to us are:
(1) the simply brilliant way of searching/selecting items from the database (contractors, products, etc.),
(2) very good import of data from external sources (both customers, products and price lists),
(3) offers generated as a link and/or as a PDF document,
(4) very good handling of mass changes (e.g. new price lists, conversion rates, new groups/categories, etc.),
(5) bi-directional cooperation with e-mail applications, - possibility to run controlled, unlimited e-mail campaigns of various types.
It took us about a week to implement the system and involved learning the capabilities of the system rather than adapting it. During the implementation (learning) we worked normally, so we did not have the typical problems of the implementation period. OptimaSales gives very high level of customer service quality (speed and responsiveness) could be a model for companies in different industries. We had several comments/suggestions and all the important ones were implemented almost immediately and the minor ones will be addressed in the near future. OptimaSales is a CRM system that not only does not get in the way, but makes things much easier and faster.
The OptimaSales CRM software has helped us to search for customer data and contact history, reduced the long time to prepare an offer with the presentation of sales terms. Reduced the time spent searching for the details of a customer we were working with; unified the layout of offers and order confirmations. A single, transparent customer database.
The software allows to keep all your information in one place. It saves the content of sent e-mails, which greatly improves the transparency of customer contact history. I have worked with several CRM software, but I have never encountered anything as good as OptimaSales CRM. From my observations, it seems that the programme is so good because it was created by passionate people. Everyone complements each other. Congratulations and thank you!
Before using this OptimaSales CRM software, it was difficult to track marketing activities in conjunction with sales opportunities, making it difficult to evaluate which activities were effective in generating business. Customer information was organised and the concept of the ideal customer was implemented at the prospect and sales opportunity stage. Clear insight into sales position and interaction histories with prospects and customers. Convenient and fast handling of sales opportunities. Time saving in follow up and offering activities.
OUR
OFFER
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 6 users
EUR29per user/month
Leads, business contacts
Import CSV, GUS. No limit
Import CSV, GUS. No limit
Sales opportunities and quotations
Price lists, deals monitoring. No limit
Price lists, deals monitoring. No limit
Activities with alerts, group calendar
History, notes, attachments, labels
History, notes, attachments, labels
Integration with e-mail
Any email programs
Any email programs
Plus: a package includes a module:
Marketing campaigns
No limit, module for 1 user
No limit, module for 1 user
Plus: a package includes a module:
Service and suport
No limit for the team, module for 1 user
No limit for the team, module for 1 user
Partnership: minimum 3 months
Help and support
Email, Telephone, Knowledge Base 24/7
Email, Telephone, Knowledge Base 24/7
Here is highlights program list
Unit price in package for 11 users
EUR27per user/month
Leads, business contacts
Import CSV, GUS. No limit
Import CSV, GUS. No limit
Sales opportunities and quotations
Price lists, deals monitoring. No limit
Price lists, deals monitoring. No limit
Activities with alerts, group calendar
History, notes, attachments, labels
History, notes, attachments, labels
Integration with e-mail
Any email programs
Any email programs
Plus: a package includes a module:
Marketing campaigns
No limit, module for 1 user
No limit, module for 1 user
Plus: a package includes a module:
Service and suport
No limit for the team, module for 1 user
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
Plans, Forecasting, Analysis, Funnels, module for 1 user
Partnership: minimum 3 months
Help and support
Email, Telephone, Knowledge Base 24/7
Email, Telephone, Knowledge Base 24/7
Here is highlights program list
Unit price in package for 16 users
EUR25per user/month
Leads, business contacts
Import CSV, GUS. No limit
Import CSV, GUS. No limit
Sales opportunities and quotations
Price lists, deals monitoring. No limit
Price lists, deals monitoring. No limit
Activities with alerts, group calendar
History, notes, attachments, labels
History, notes, attachments, labels
Integration with e-mail
Any email programs
Any email programs
Plus: a package includes a module:
Marketing campaigns
No limit, module for 2 users
No limit, module for 2 users
Plus: a package includes a module:
Service and suport
No limit for the team, module for 2 users
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
Plans, Forecasting, Analysis, Funnels, module for 2 users
Partnership: minimum 3 months
Help and support
Email, Telephone, Knowledge Base 24/7
Email, Telephone, Knowledge Base 24/7
Here is highlights program list
CREATE YOUR OWN
PACKAGE
If none of the above packages hit your need, it’s time to create your own.
Fill in the form to get an offer for up to 1 user.
LAST ON OUR
BLOG
Latest news and updates about OptimaSales CRM
🙂 ‘The Last Day of the Month’ – the story of Ania, a saleswoman in dou
10Nov
The orders and invoices module in CRM OptimaSales includes orders from the customer and to suppliers, sales invoices, prepayments, corrections. The database of customers and docs.
05Jun