Overview
What is Optimiser CRM?
Optimiser CRM, developed by Glotelligence Limited, is a customer relationship management platform designed to streamline sales processes, enhance customer relationships, and improve overall business performance. According to the vendor, this CRM solution caters to a wide range of professions and industries,...
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Get StartedPricing
What is Optimiser CRM?
Optimiser CRM presents a single source of truth for customer information, and supports the management of customer relationships with in-built features like contacts and pipeline management. Users can also run targeted marketing campaigns with AI-enabled marketing and sales automation, workflow…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is Optimiser CRM?
Optimiser CRM, developed by Glotelligence Limited, is a customer relationship management platform designed to streamline sales processes, enhance customer relationships, and improve overall business performance. According to the vendor, this CRM solution caters to a wide range of professions and industries, including sales professionals, marketing professionals, customer service professionals, as well as businesses in the hospitality and retail sectors.
Key Features
Pipeline: According to the vendor, Optimiser CRM allows users to manage and track the progress of leads and projects in a centralized location. Users can gain a comprehensive view of each prospect or project, including communication history, meetings, and tasks.
Analytics: The vendor states that Optimiser CRM provides live CRM reports and dashboards to help users understand business performance. Users can dive deep into data with robust analytics, including trends, cohorts, and funnels. The CRM solution also enables users to track team achievements and optimize resource allocation for improved performance.
Contacts and Accounts: According to the vendor, Optimiser CRM enables users to manage customer relationships and sales details from a single platform. Users can access a comprehensive view of account activity, including communication history, meetings, calls, and tasks. The CRM solution also allows for personalized communications with context-based account notes and the ability to link important documents and files.
Calendar: The vendor claims that Optimiser CRM offers efficient meeting scheduling and team calendar management. Users can synchronize calendars to streamline workflow and collaboration. The CRM solution provides meeting overlap alerts, reminders, and time zone automation. Users can also share detailed meeting and call details with all invitees, including priority, agenda, and additional notes.
Customizable: According to the vendor, Optimiser CRM can be customized to meet unique business needs. Users have the flexibility to choose and pay for the features and software suites that are essential to their business. The CRM solution allows users to add industry-specific fields and modules to contacts and accounts. Additionally, users can create custom reports and dashboards to track and analyze key business metrics.
Optimiser CRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
