Name: Optimiser CRM
Author: OptiMiser

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Service Mesh

Development

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Pay Equity

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Center Backup

Data Integration

Data Masking

Database Load Balancing

Edge Computing

Email Encryption

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

Object Storage

SQL Server Performance Monitoring

Unified Endpoint Management (UEM)

Web Content Filtering

Information Technology

A/B Testing

AI Writing Assistant Software

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Content Management

Customer Journey Analytics

Digital Asset Management

Digital Content Creation

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Consulting

Sales

Animation

Dealer Management

PCB Design

Travel Agency

Vertical-Specific

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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 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 automation, and analytics.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Optimiser CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

OptiMiser

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Optimiser CRM

Overview

What is Optimiser CRM?