CRM by Optisol is the complete solution for CRM to engage the information of customers across different channels or points of contact between the customer and the company. It parallels delivered the highly flexible and customized solution with the e-commerce solution. Includes website, telephone, live chat, direct mail, and social media.
Pricing of CRM by Optisol
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Key Features of CRM by Optisol
Who uses CRM by Optisol
Customer Relationship Management software that is a great fit for almost any company or many other uses. With its clean and modern Materialised design, Optisol CRM can help you look more professional to your customers and help improve business performance at the same time.
- Manage and invoice projects with the Project Management Feature.
- Link tasks and stay organized.
- Build professional, great looking estimates, quotation and invoices.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Create good looking proposals for leads or customers and increase sales.
- Know more about your customers with Optisol CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Style the CRM to your company branding with the powerful theme styling feature.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
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FAQs of CRM by Optisol
Q. What are the main features of CRM by Optisol?
The key features of CRM by Optisol are as follows:
label CRM & Sales Reports
label Marketing Analytics
label Lead Management
label Campaign Management
label Quotes Management
Q. How much do the CRM by Optisol cost?
Cost not specify.
Free trial : Available.
Q. Who are the typical users of CRM by Optisol?
CRM by Optisol has the following typical customers: Personal, Startups, Agencies, Enterprises.
Q. Which mobile platform does CRM by Optisol support?
CRM by Optisol supports the following devices: IOS, Android, WinPhone, Blackberry
Q. Which operating system does CRM by Optisol support?
CRM by Optisol support the following operation system : Web App, Windows, Macintosh
Q. What payment method does CRM by Optisol support?
CRM by Optisolsupport the following payment methods : Onetime, Saas.
Q. What is the deployment type?
CRM by Optisol has deployment type : Web Base.