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
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
With over 40 years in real estate, I've had the chance to work with various advertising agencies and advisors. Real estate brokerage has very specific nuances, and being able to use the services of a specialized agency like Lemay Consulting is a major asset for standing out. Whether it's in terms of advice/training or integrating new tools, this team is truly above anything else you can find on the market. Bravo to you and thank you very much for your help.
Great customer service, innovative strategies from truly dedicated professionals that have their clients success at heart.
Superb marketing team, they helped propel my business to a level of performance I had never reached before! Thank you for your excellent work, it's a pleasure to work with people like you!
Lemay Consulting and Optimo offers us cutting-edge strategies that allow us to stand out from our competition, achieve tangible results, and manage our growth in the right way. Finally, a firm that brings real value to our organization.
The Lemay Consulting team has done remarkable work that has allowed us to accomplish what we've wanted to do for years: optimize our internal processes to enable our team to perform better. They guided us through every step to ensure our team adapted well to the changes. They are invaluable collaborators whom we can no longer do without; thank you again!
Superb marketing and CRM team, they helped propel my business to a level of performance I had never reached before! Thank you for your excellent work, it's a pleasure to work with people like you!
Professional and efficient service, a team that provides us with proactive marketing strategies that really work. I highly recommend them.