Overview
Opmetrix combines CRM, route planning, and B2B ecommerce to boost field productivity. Some advanced features may take time to fully adopt, but the system is intuitive and scalable. If your business relies on mobile sales teams and wants better visibility and control, this software is a solid step forward.
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Starting Price
Custom
Opmetrix Specifications
Sales Orders
Invoicing
Sales Tracking
Customer Management
What Is Opmetrix?
Opmetrix is a mobile Customer Relationship Management (CRM) and merchandising platform designed to optimize field team performance through 360° customer engagement. The software streamlines sales processes with specialized CRM capabilities, retail execution tools, and comprehensive customer communication management. It provides sales teams with complete customer insights including sales history, notes, and photos, while enabling smarter merchandising through product penetration analysis and market share tracking. This cloud-based solution caters to businesses seeking to enhance field team productivity and drive retail success.
Opmetrix Pricing
Opmetrix Integrations
The software integrates with multiple various third-party platforms, such as:
- Acumatica Cloud ERP
- NetSuite
- SAP Business One
- MYOB
- Microsoft Dynamics
- Xero
- Greentree
Who Is Opmetrix For?
Opmetrix is ideal for a wide range of industries and sectors, including:
- Retail
- Distribution
- Manufacturing
Is Opmetrix Right For You?
If you operate field sales teams in retail, or consumer goods sectors, Opmetrix offers specialized functionality that addresses the unique challenges of mobile merchandising and customer management. The platform's award-winning design and 360° customer engagement capabilities make it particularly suitable for businesses requiring comprehensive field team optimization. The software's offline capabilities, extensive enterprise resource planning (ERP) integrations, and specialized retail execution tools position it as an ideal solution for organizations seeking to enhance field productivity while maintaining seamless system connectivity.
Still doubtful if Opmetrix software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Opmetrix Features
Opmetrix delivers intelligent route planning that maximizes field team efficiency and minimizes travel time between customer visits. The system automatically calculates optimal visit sequences, considering factors like customer priority, geographical location, and appointment scheduling to enhance overall productivity and reduce operational costs.
This feature streamlines repetitive sales processes through automated workflows and task management capabilities. Sales representatives benefit from automated follow-up reminders, lead assignment, and proposal generation, allowing them to focus more time on building customer relationships and closing deals effectively.
Opmetrix integrates comprehensive business-to-business (B2B) ecommerce functionality that enables customers to place orders directly through digital channels. This feature provides seamless order processing, inventory visibility, and customer self-service capabilities, creating a unified experience between field sales efforts and online purchasing platforms.
The software provides advanced analytics through integrated Power business intelligence (BI) dashboards that deliver real-time business intelligence and performance metrics. Management gains comprehensive visibility into sales trends, team productivity, and customer behavior patterns, enabling data-driven decision making and strategic planning across field operations.
The platform supports complex multi-brand portfolio management, allowing organizations to handle multiple product lines and brands within a single platform. Teams can customize messaging, pricing, and promotional strategies for different brands while maintaining centralized control over inventory, customer data, and sales performance tracking.
