CRM Custom Tailored Precisely To Your Business

Customized Workflows, Automations, Communications & More.

Pipeline Management & Sales Forecasting
Website integration
Marketing Automation
Email/ Text/ Chat/ Phone Comms

Schedule a Meeting

The Optimum Approach: Solution Modules

Explore Modules

Total Sales Control.

Everything You Need to Manage Sales Activity

Manage all sales communications from one unified dashboard.

Customize Every Process.

Visual Workflow Management

A visual representation of your real-life business workflows allows you to easily assess the status of key tasks, identify bottlenecks, track progress, and communicate with team members.

Your key CRM workflows mapped via Kanban processess: Sales Cycle Management, Customer Onboarding, Event Planning, and Renewal Management.

Learn More

Effortless Task Completion.

Scheduling and Task Management

Automated allocation of tasks and deadlines for marketing campaigns, sales meetings, follow-up items, and priorities will greatly enhance the overall efficiency of your business.

Reduced time spent on routine scheduling of tasks allows employees to spend more time on higher value activities which in turn, will improve the overall ability to get, keep, and grow customers.

Learn More

Real-Time Visibility.

Commissions Tracking

There’s just no room for error when it comes to people’s pay. Earned commissions need to be accurate and timely. Because if they aren’t it’s going to take many hours to rectify to the satisfaction of the sales team.

Automated commissions accounting, combined with secure rep access and verification can be a massive time saver.

Learn More

Stay Connected

Text & call from your computer

No more switching back and forth from your computer and cell phone

Learn More

Optimum AI Business Tools

Integrated tools that simplify complex tasks, automate routine workflows, and drive maximum value

Learn More

Optimum CRM

Key Feature's

Pipeline Management

Top of funnel MQL's

Sales Forecast

Track SQL's mapped to a sales process

Contact Management

Add/Delete, De-dupe, Unsubscribe

Email Marketing

Execute and analyze outboud email campaigns

Reporting Dashboard

Access powerful analytics all in one place

Customize

CRM mapped precisely to your real-life workflows

Trust Your Future Data.

Reliable Forecasting

A good sales forecast is one that you can trust. Your sales forecast needs to accurately reflect every stage of your sale process because chances are that your business planning is a little bit different than everyone else.

That’s how our CRM is different. We will map your forecast precisely to your unique sales process ensuring accurate, trusted information that reflects your reality.

Learn More

Secure, Fast Authorization.

Digital Signature Collection

Why do you need to leave your application to collect digital signatures for important documents? You don’t!

With Optimum, you can share necessary documents and collect digital signatures without having to log in and out of multiple applications. It’s practical, and it saves time.

Learn More

Automate All Paperwork.

Document Generation

Input forms collect the required information and Optimum uses this to create the documents you need. No more logging in and out of multiple applications for document creation, handling and sharing.

Learn More

Pricing

Affordable Plans

Start with Optimum for $250/month, including full access for one admin and one processor. Add a multi-role (full) user or additional processor for $100, Add an additional admin for $150, or single-role (basic) users for just $50 each.

Pricing Details