Boost the growth of your business today

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Discover our CRM platform
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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.

Automation
of processes

Optimo effectively helps optimize teams’ working time by automating tasks and centralizing all company data in one place, making it accessible to all stakeholders.

Centralize all your communications in one place!

Centralize ALL your communication channels, including your office line, those of your representatives, and your administrative staff

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

Automate your interactions with our conversational bot

Optimize your customer interactions with 24/7 support, lead management, user experience personalization, and task automation. Improve customer service efficiency and maximize sales.

All your tools in one place

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

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

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


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