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
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.
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.
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.
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.
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