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Optima-CRM

Optima-CRM

Overview

What is Optima-CRM?

Optima-CRM is a real estate CRM software designed to assist businesses in the real estate industry with managing their operations, improving productivity, and enhancing customer relationships. According to the vendor, Optima-CRM is suitable for both small and large real estate companies, including individual...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Optima-CRM?

Optima-CRM is a real estate CRM software designed to assist businesses in the real estate industry with managing their operations, improving productivity, and enhancing customer relationships. According to the vendor, Optima-CRM is suitable for both small and large real estate companies, including individual agents, small agencies, and large enterprises. Real estate agents, agencies, property developers, property management companies, and real estate investors can all benefit from the features and functionalities offered by Optima-CRM.

Key Features

All-in-One: According to the vendor, Optima-CRM is an all-in-one real estate CRM software that covers various types of real estate and transactions, allowing users to handle any real estate transaction in one place, from any device at any time.

Constantly Evolving Solution: The vendor states that Optima-CRM is continuously evolving, integrating new functions based on market changes and trends. The software is designed to adapt to the evolving needs of the real estate industry.

Already Available in 11 Languages: The vendor claims that Optima-CRM is available in multiple languages, enabling users to work in their preferred language. The support team is also multilingual and can assist users in their preferred language.

Intuitive Design: According to the vendor, Optima-CRM has an easy-to-use and intuitive design that is compatible with various devices, operating systems, and browsers. Users can access the software from their preferred device, including Windows, MacOS, PC, tablet, or smartphone.

Real Estate Types: The vendor states that Optima-CRM can handle different types of real estate, such as residential, commercial, industrial, buildings, and land. Users can personalize the software to match their specific real estate focus.

Transaction Types: According to the vendor, Optima-CRM supports a wide range of transaction types, including new construction projects, resales, holiday rentals, and long-term rentals. Users can manage contracts, bookings, and maintenance for different transaction types.

Portals: The vendor claims that Optima-CRM allows users to automatically export properties to portals and generate leads from inquiries. The software integrates with over 50 portals and supports exporting to different formats.

Innovative Websites: According to the vendor, Optima-CRM offers innovative real estate websites that are fast, responsive, and have customizable designs. The websites are also SEO-friendly and can be tailored to match the unique character of each company.

Custom Reporting: The vendor states that Optima-CRM provides real-time statistics and operational reports to help users track their business performance. Users can access a repository of reports and create custom reports tailored to their specific needs.

Automation: According to the vendor, Optima-CRM offers workflow automation features, allowing users to automate their business processes and maximize productivity. Users can automate events, tasks, and activities to streamline their operations.

Optima-CRM Features

  • Supported: Billing & Invoicing
  • Supported: Contact Management
  • Supported: Document Management
  • Supported: Financial Management
  • Supported: Lease Management
  • Supported: Maintenance Management
  • Supported: Payment Processing
  • Supported: Property Database
  • Supported: Rent Tracking
  • Supported: Residential Properties
  • Supported: Task Management
  • Supported: Vacancy Management
  • Supported: Agent Management
  • Supported: Alerts/Notifications
  • Supported: CRM
  • Supported: Calendar Management
  • Supported: Client/Property Matching
  • Supported: Commission Management
  • Supported: Email Marketing
  • Supported: Lead Management
  • Supported: Listing Management
  • Supported: Property Management
  • Supported: Transaction Management
  • Supported: Website Management
  • Supported: Referral Tracking
  • Supported: Segmentation
  • Supported: Contract/License Management
  • Supported: Electronic Signature
  • Supported: File Sharing

Optima-CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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