Give your business an unmatched boost in efficiency

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Discover Optimo CRM
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Increase your company’s productivity by 30% in less than 90 days!

Give your business an unmatched boost in efficiency

Optimo CRM was designed with over 10 years of hands-on experience to tackle real business challenges: lack of follow-up, scattered tools, and wasted time. Developed with high-performing teams, it comes with turnkey support to deliver tangible results from the very first weeks.

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Discover our Optimo CRM solution in 1 minute

A turnkey CRM, customized to fit your business processes

Performance indicators for your sales and marketing campaigns

By using advanced and easy-to-understand analytics, we provide you with a clear and precise view of the effectiveness of your prospecting efforts, marketing campaigns, customer retention, and project progress, allowing you to optimize your strategies and maximize your results. 

These insights are based on key performance indicators (KPIs), which are measurable values that help you track the success of your activities.

Automation
of processes

Optimo effectively streamlines business processes by automating repetitive tasks and centralizing all company data in one place, ensuring seamless access for all stakeholders and improving overall efficiency.

Centralize ALL your communications in one place!

Don’t let a message slip through the cracks and risk losing a sale.

Centralize ALL your communication channels, including your office line, those of your representatives, and your administrative staff, as well as SMS, Facebook Messenger, Instagram, WhatsApp, and your website chat.

Automate all your follow-ups and communications for your new and existing clients

Every Click. Every Call. Every Close. That’s Optimo

Automate your interactions with our AI conversational bot

Enhance your customer interactions with our AI conversational bot, offering 24/7 support, lead management, personalized experiences, task automation, and appointment booking.

Leverage the power of AI as your personal assistant, powered by the most advanced technology on the marke

Tired of Sales Staff Skipping Tasks?

Let AI Do It Instead.

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Discover Henri, your AI assistant integrated into Optimo

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It manages your client interactions, schedules appointments, and follows up with your prospects 24/7.

Automate your follow-ups for smoother and more responsive management.

With Henri, every interaction becomes a converted opportunity.

Boost your efficiency effortlessly and focus on what matters most.

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All your tools in one place

Optimo CRM replaces the services of all the platforms below. One place, a fraction of the price!

Easily integrates with other platforms

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Much more than a CRM

Simplify your management, optimize your efforts, and achieve real results with the power of Optimo.

Structure your business relationships

Keep a clear and organized overview of all your contacts. Provide personalized follow-ups that build trust, encourage repeat business… and generate referrals.

 

Take control of every step in your transactions

Track the progress of your files in real time. Anticipate the next actions to take and manage your transactions more smoothly and efficiently.

Access your key metrics at a glance

Customize your dashboard to instantly view what matters most. Make strategic decisions based on clear, up-to-date data.

Automate to perform better

Free yourself from repetitive tasks.Automate your follow-ups, reminders, and communications so you can focus on what truly drives your results

Stay focused on your priorities

Plan, assign, and track your tasks in just a few clicks. Stay organized and productive even during your busiest periods.

Simplify your appointment management

Centralize your calendars, sync your availability, and schedule meetings hassle-free. No more missed appointments or scheduling conflicts.

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The most used features

Optimo consists of a wide range of meticulously designed solutions to catalyze and support the dynamic growth of your business, addressing various operational, strategic, and development needs.

Post scheduler

Optimize your online presence with our post scheduler, which allows you to schedule and manage your content on social media, ensuring consistent and regular communication with your audience.

Automated testimonial collection

Increase your credibility and online visibility with our automated testimonial collection service. Easily request and manage customer reviews on Google, enhancing your reputation and attracting new clients.

Submission and invoicing

Generate, send, and track quotes and invoices efficiently, reducing the time spent on administrative tasks and improving your cash flow.

Satisfaction survey

Assess your customers’ satisfaction with our customized surveys. Gather valuable feedback to improve your products and services, retain your clientele, and meet market expectations.

Appointment automation and scheduling

Give your clients the option to book time slots online, receive automatic reminders, and optimize your schedule for impeccable customer service.

Un CRM clé en main, personnalisé pour s'adapter aux processus de votre entreprise

Optimo est conçu pour répondre spécifiquement aux besoins uniques de votre entreprise, intégrant une solution qui s’adapte parfaitement à vos processus opérationnels, pour une gestion efficace et optimale de vos relations client

Automatisation des suivis et prises de rendez-vous

Automatiser le traitement des demandes entrantes, réduisant ainsi les délais de réponse et améliorant la satisfaction client

Coordination de projets

Notre système de CRM assure une coordination fluide et efficace des projets, permettant à votre équipe de travailler de manière synchronisée pour atteindre les objectifs fixés

Traitement et validation des demandes

Automatiser le traitement des demandes entrantes, réduisant ainsi les délais de réponse et améliorant la satisfaction client

Services

Conception de flux de travail personnalisés

Nous comprenons que chaque entreprise a des besoins et des processus uniques. C’est pourquoi notre système offre la possibilité de créer des flux de travail entièrement personnalisés, adaptés à vos spécifications et à vos objectifs commerciaux

Un CRM clé en main, personnalisé pour s'adapter aux processus de votre entreprise

Discover how Optimo can strengthen your business: from efficient database management to strategic acquisition of new clients, we are committed to supporting your growth.

Here are some key statistics

Data from companies using CRM services show an increase in their performance and growth

Objectives

92 %

Companies report that CRM has played a significant role in achieving their revenue goals

23 %

In reducing prospecting costs due to the efficiency of CRM for businesses

Costs

Retention

25% to 85%

CRM systems improve customer retention rates, resulting in profit gains ranging from 25 to 85

15 %

CRM has an impact on work performance. Employee productivity increases by 15 %

Productivity

Discover why Optimo CRM is the best financial choice for your business

It is essential to understand the value of each investment Our ROI Calculator for CRMs is designed to help you visualize the concrete benefits of implementing a CRM system By providing insights into potential time and cost savings we aim to make the decision-making process simpler for you

Return on Investment Calculator

Return on Investment Calculator

Calculate your potential revenue in different scenarios

How many salespeople in your team

Average value of each sale $

$

Closing percentage of opportunities

%

Potential annual revenue

Fill in all the fields above to calculate your revenue

Potential annual revenue

Based on different numbers of opportunities per month and per salesperson

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0 $
per year
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6 additional opportunities per month
0 $
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Time Savings Calculator

Time Savings Calculator

Calculate your potential time savings in different scenarios

Number of sales per day

Average daily salary

$

Potential time savings

Fill in all the fields above to calculate your time savings

Potential time savings

Based on different hours saved per day

1 hour saved per day
0 $
per day
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Why are we your partner of choice?

12 years of experience in customer acquisition, CRM, and sales

+50 million in advertising budget managed for our clients

Specialist in customer acquisition strategy

CRM used by the top 1% of businesses

Thousands of satisfied users

The best introduction we can offer you is the authentic testimony of our clients

Our areas of expertise

 

Optimo specializes in the following areas with tailored features

Real estate

Service companies

Financial
sector

Dental
sector

Construction


    Why Does Your Business Need a CRM?

    5 key CRM features to stay organized and ahead of your competitors

    *Used by the top 1% of businesses in Canada

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