A real estate CRM built with industry professionals, designed to meet real-world needs.

With over 10 years of real estate marketing experience, we know exactly what agents need.
This CRM, built with top professionals, comes with personalized support and turnkey integration.

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Discover our solution Optimo CRM in just 1 minute

The 3 Pillars of Performance with Optimo Immobilier

Our all-in-one platform helps you turn prospects into clients, manage each transaction with precision, and nurture relationships to drive long-term growth and referrals.

Transform

Convert your leads into sales through a structured process, supported by automations and real-time data.

Orchestrate

Stay in control from first contact to final signature, and deliver a smooth, professional client experience.

Nurture

Maintain your presence after the sale to build loyalty, generate repeat business, and encourage referrals.

All your tools in one place

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

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.

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 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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Some features

A wide selection of meticulously designed services to catalyze and support the dynamic growth of your business, addressing various operational, strategic, and development needs. Get the tools you need to stay ahead in a competitive market.

Connection with Centris

Automate responses to incoming requests and assign them to your team

Task management

Automated distribution of tasks related to a real estate transaction for your team

Lead generation

Advanced tools for generating seller and buyer leads, allowing you to identify qualified prospects and optimize conversion

ACM Generator

Market Comparative Analysis to enhance presentations for clients and prospects

Open House Forms

allowing you to collect essential information about visitors and track prospects effectively

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

1 additional opportunity per month
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6 additional opportunities per month
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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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per day
3 hours saved per day
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Why are we your partner of choice?

+10 years of experience in real estate marketing

+50 million in advertising budget managed for our clients

Specialist in customer acquisition strategy

CRM used by the top 1% of brokers

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

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Thousands of satisfied users

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

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Your growth deserves more than just a CRM,choose a true growth partner.