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OPTCRM

Brand: OPTCRM

  • 4.5

  • 4 Ratings

OptCRM is a Customer Relationship Management (CRM) software designed to manage and enhance sales processes and field operations.

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Starting at $3

OPTCRM Software Overview

What is OptCRM?

OptCRM is a CRM software that helps to manage and automate customer relationship management processes efficiently. It helps businesses manage interactions with customers, and sales, and support various tasks. It also provides tools for tracking leads, nurturing them, communicating, and automating tasks for sales and customer relationships. The software’s interface is user-friendly, with dashboards that provide real-time insights into sales pipelines, customer data, and key metrics, giving an overview of business performance and helping to identify growth opportunities.

OptCRM supports sales force automation, which helps to automate the scheduling and reporting of sales tasks. It has an integrated ERP system that manages inventory and finance. The platform allows the sales teams to log daily activities and interactions, improving accountability and tracking performance. It provides digital detailing tools to make product information digital for easy communication and sharing. This platform helps in segment-based customer analysis and uses Geofencing location-based services to monitor and optimize field operations and customer services. It also provides real-time insights and analytics, to help in better decision-making. It supports data entry both offline and online, ensuring continuous operation in remote areas.

Why choose OptCRM CRM Software?

  • Sales Force Automation: Helps to automate scheduling and reporting to improve sales team productivity, resulting in better lead management and tracking.
  • Customer Data Management: Centralizes customer information, allowing businesses to track interactions, preferences, and history for personalized service.
  • Inventory and Finance Management: Integrated ERP system helps manage stock levels, orders, and financial processes, for better information flow and management.
  • Marketing Automation: Automates marketing tasks like campaigns, targeting specific customer segments, and thus reduces manual efforts, and improves engagement.
  • Daily Call Reporting: Log daily sales activities and interactions, for accountability and tracking performance for effective sales management.
  • Data Analytics: Provides insights into sales performance and customer behavior, to help in better decision-making and strategy decisions.

Benefits of OptCRM

  • Increased Productivity: Automates manual tasks, allowing teams to focus on high-value activities and drive business efficiency.
  • Improved Customer Insights: Centralizes customer data for better decision-making, enhancing personalization and customer experience.
  • Efficient Territory Management: Optimizes field operations with geofencing, ensuring efficient management of territories and resources.
  • Better coordination: Integrates CRM, ERP, and payroll management, improving coordination and reducing operational inefficiencies.
  • Better Decision-Making: Real-time analytics offer valuable insights into sales performance, guiding more effective business strategies.
  • Better Resource Management: Optimizes inventory and financial processes, ensuring smooth operations and reducing resource wastage.
  • Continuous Operation: Supports offline and online data submission, ensuring uninterrupted operation regardless of internet access.

Pricing of OptCRM CRM Software

OptCRM price in India starts at INR 190 excl. GST. OptCRM comes with multiple pricing plans and caters to the diverse customer base.

For subscription-related details and offers on premium packages, please request a call back from our product experts.

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OPTCRM Company Details

Founded Year:  2014

OptCRM is a provider of IT solutions and services.

Director/Founders OPTCRM
Company Size 1-100 Employees

OPTCRM Pricing & Plans

OptCRM
Key Features
  • Mobile SFA
  • Salary Management
  • Employee Location Tracking
  • Inventory Management
  • Secondary Sales Management
  • Attendance Management
Starting at $3
    • Monthly

      Monthly
      Monthly

Key Features

  • Mobile SFA

  • Salary Management

  • Employee Location Tracking

  • Inventory Management

  • Secondary Sales Management

  • Attendance Management

OPTCRM Features

  • icon_check Mobile SFA
  • icon_check Salary Management
  • icon_check Employee Location Tracking
  • icon_check Inventory Management
  • icon_check Secondary Sales Management
  • icon_check Attendance Management
  • icon_check Van Sales Automation
  • icon_check Pharma Marketing Software
  • icon_check Consumer Goods SFA
  • icon_check Email Marketing
    Automates email campaigns, tracks open rates and conversions, and personalizes content for targeted marketing.
  • icon_check Order Management
  • icon_check Task / Activity Management
    Assigns tasks, sets deadlines, tracks progress, and ensures timely completion of activities.
  • icon_check Workflow Automation and Management
    Automates repetitive tasks, optimizes workflows, and monitors processes for increased operational efficiency.
OPTCRM Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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OPTCRM Specifications

Supported Platforms
Windows Windows
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs
Language
English

OPTCRM Review

4.5

Out of 5

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Overall Rating

Based on
4 Verified Ratings

Rating Breakdown

  • Features 4.2
  • Value for Money 4.8
  • Ease of Use 4.5
  • Customer Support 4.5

92% Recommend this Product

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OPTCRM Alternatives

See All OPTCRM Alternatives

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Price on Request

Starting Price:

$39 /Month

Who uses OptCRM?

OptCRM is used by businesses in industries such as pharmaceuticals, FMCG, and electronics, focusing on sales automation.

Can I get a demo of OptCRM?

Yes, OptCRM provides demo versions to help businesses explore its features before making a purchase decision.

What operating systems can OptCRM run on?

OptCRM is compatible with Windows and cloud-based systems, accessible through web browsers on multiple devices.

Does OptCRM integrate with other software?

Yes, OptCRM can integrate with various tools, including ERP systems and marketing platforms, for seamless business operations.

How does OptCRM improve sales performance?

OptCRM automates sales processes, tracks leads, and provides detailed reports, improving team productivity and conversion rates.

Does OptCRM support mobile access?

Yes, OptCRM offers mobile access, enabling teams to manage sales and customer data from any location.

Can OptCRM handle multi-user access?

Yes, OptCRM supports multi-user access, allowing teams to collaborate and manage customer relationships simultaneously.

Does OptCRM offer customer segmentation?

Yes, OptCRM provides customer segmentation features, enabling businesses to target specific groups for personalized marketing and sales efforts.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.