Features
Free | Standard | Professional | Enterprise | |
Annual Contract Pricing Per User Fee | $0 | $50 | $75 | Call for Pricing |
Optional Add Ons:
Free | Standard | Professional | Enterprise | |
Monthly Contract Rider | $5 | $5 | $10 | $10 |
Email Marketing |  | | | |
Text Messaging | | |||
Voice Call Enablement | ||||
Voice Drop Enablement | ||||
Slidecast | $99 | |||
LiveConnect (Live Dashboards) | | |||
Automated Workflow Processing | $10 | | ||
Zapier Integration | | |||
Invoice Management | | |||
Custom Built Reports | |
Support & Training:
Free | Standard | Professional | Enterprise | |
Video Setup/Training Modules | | | | |
Integrated Help System | | | | |
Integrated Support Ticketing | | | | |
US Base Phone Support | | | | |
Guided Account Setup | $ | $$ | | |
User Training | | |||
Dedicated SalesOptima Acc Rep | $$ | |||
Strategic Business Consulting | $$ | |||
Web Form/HTML Design Services | $$ | |||
Custom Dynamic Landing Pages | $$ | |||
Custom Development | $$ |
Standard Features:
Free | Standard | Professional | Enterprise | |
Video Setup/Training Modules | | | | |
Integrated Help System | | | | |
Integrated Support Ticketing | | | | |
US Base Phone Support | | | | |
Guided Account Setup | $$ | | ||
User Training | | |||
Dedicated SalesOptima Acc Rep | $$ | |||
Strategic Business Consulting | $$ | |||
Web Form/HTML Design Services | $$ | |||
Custom Dynamic Landing Pages | $$ | |||
Custom Development | $$ |
Customizations:
Free | Standard | Professional | Enterprise | |
Company Module | | | | |
Contact Module | | | | |
Lead Module | | | | |
Note Module | | | | |
Appointment Module | | | | |
Marketing Module | | | | |
Sales Optimization Module:
Free | Standard | Professional | Enterprise | |
Campaign Management | | | ||
Workflow Automation | | | ||
Marketing Automation | | | ||
Auto-Response Emails | | | ||
Customer Lifecycle Management | | | ||
Drip Marketing | | | ||
Automated Web-to-Lead Capture | | | ||
Automated Email Lead Capture | |
HTML Email Marketing:
Free | Standard | Professional | Enterprise | |
Corporate Branded Emails | | | | |
Email Newsletters | | | | |
HTML Email Signatures | | | | |
Real-Time Clink/Link Tracking | |
SalesOptima Mobile Features:
Free | Standard | Professional | Enterprise | |
Corporate Branded Emails | | | | |
Contact Search | | | | |
Lead Management | | | | |
Lead Search | | | | |
Click-to-Dial Phone Numbers | | | | |
Email w/Virtual Attachments | | | | |
Contact History | | | | |
Individual Calendar | | | | |
Create & Edit Appointments | | | | |
Create & Assign Tasks | | | | |
Create Referrals | | | | |
Reporting
Free | Standard | Professional | Enterprise | |
Visual/Interactive Reports | | | | |
Productivity Reports | | | | |
Contact Reports | | | | |
Lead/Opportunity Reports | | | | |
Revenue Forecasting | | | | |
Monthly Goal Tracking | | | | |
Commission Reports | | | | |
User Activity Reports | | | | |
Company Reports | | | | |
Multi-Dimensional Reports | | | | |
Skype Call Logging Report | | |||
Custom Built Reports |
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A cutting-edge "in the cloud" CRM web application featuring an incredibly simple e-CRM user interface. Fully automated CRM sales force optimization, seamless online lead and contact management, integrated email marketing, and much more.