Last Updated
Overview
SalesOptima simplifies contact management and sales automation for individuals and small teams ready to move beyond spreadsheets. While it doesn’t offer the depth of a full-scale CRM, it covers the essentials without complexity. It’s a great choice for businesses focused on organization, automation, and practical growth tools.
Overall Rating
Based on 2 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
SalesOptima Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Email Integration
What Is SalesOptima?
SalesOptima Stratus is a web-based contact management solution tailored for individuals and small businesses that do not require a full-scale customer relationship Management (CRM) system. It provides a centralized platform to organize and manage customer contacts efficiently.
By leveraging its sales optimization tools, users can automate key workflows and marketing campaigns to enhance productivity. The software is designed to be accessible from any computer or mobile device, ensuring business information is always within reach.
SalesOptima Pricing
Businesses can choose from the following SalesOptima price plans:
- Free - $0
- Standard - $50
- Professional - $75
- Enterprise – Custom pricing
Disclaimer: The pricing is subject to change.
SalesOptima Integrations
Who Is SalesOptima For?
SalesOptima is ideal for a wide range of industries and sectors, including:
- Franchise
- Consulting services
- Arts and crafts
- Cosmetics
Is SalesOptima Right For You?
SalesOptima positions itself as the ideal solution for small-scale operations and individuals seeking to transition from spreadsheets to a more structured system without incurring the complexity of enterprise-level CRM platforms. Its core value lies in simplifying contact management and automating fundamental sales processes.
The platform is designed for businesses that prioritize a centralized contact database and efficient workflow automation in an expansive, feature-rich environment. By focusing on these essential functions, it aims to provide a practical and accessible tool to help smaller companies grow.
Still doubtful if SalesOptima Stratus is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
SalesOptima Features
Contact Management
This feature provides a fully integrated, web-based database to centralize all customer information. Users can seamlessly manage contact details, track interaction histories, and access vital business data from any computer or mobile device, ensuring streamlined communication and engagement.
Sales Optimization
The platform includes a suite of sales optimization tools designed to increase productivity by automating repetitive tasks. Users can create and maintain customized workflows for sales, marketing, and customer service processes, allowing teams to accomplish more in less time.
Email Marketing
SalesOptima Stratus incorporates email marketing capabilities to help businesses nurture leads and maintain customer relationships. This allows users to manage and execute email campaigns directly from the platform, creating a unified approach to communication without needing separate tools.
Web-To-Lead Capture
The software empowers users to create and deploy various web forms to gather data directly from their websites. This functionality automates the lead capture process, feeding new prospect information directly into the system to initiate sales funnels and workflow campaigns.
Pros And Cons of SalesOptima
Pros
Makes it easy to track and manage potential leads
Accessible from any device
Enables users to manage client contacts remotely
Cons
Limited features compared to advanced CRMs
Mainly caters to small businesses
SalesOptima Reviews
Total 2 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, 1-10 employees
“Saves Time Remotely”
Pros
It makes my life so much easier by helping me reach places I normally can't access. It saves me time and effort, especially when I'm working remotely or handling multiple tasks at once.
Cons
Haven't found anything to complain about yet but I'm still getting familiar with all the features and functionality.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
8
eCommerce, 1-10 employees
“Great customer management tool”
Pros
I can stay connected with clients no matter where I am and it really helps me keep all their contact information organized and easily accessible when I'm on the road.
Cons
I haven't encountered any real issues yet since it's been handling our administrative requirements pretty well so far.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Frequently Asked Questions
Does SalesOptima offer an API?
Yes, SalesOptima Stratus offers an API for integration purposes.
Does SalesOptima offer a mobile app?
SalesOptima Stratus is a web-based application that is accessible on mobile devices through a web browser. There is no native mobile application.
What languages does SalesOptima support?
It is primarily available in English.
What types of pricing plans does SalesOptima offer?
The vendor offers four pricing plans, including Free, Standard ($50), Professional ($75), and Enterprise (custom). Get in touch for a personalized SalesOptima cost estimate.
What other apps does SalesOptima integrate with?
SalesOptima software integrates with various apps through Zapier.
Who are the typical users of SalesOptima?
Business in various industries and sectors, including franchise, consultancy, arts and crafts, and cosmetics, benefit from SalesOptima features.
What level of support does SalesOptima offer?
The software offers support through a ticket system.