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.
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.
Convert your leads into sales through a structured process, supported by automations and real-time data.
Stay in control from first contact to final signature, and deliver a smooth, professional client experience.
Maintain your presence after the sale to build loyalty, generate repeat business, and encourage referrals.
Optimo CRM replaces the services of all the platforms below. One place, a fraction of the price!
Simplify your management, optimize your efforts, and achieve real results with the power of Optimo.
Keep a clear and organized overview of all your contacts. Provide personalized follow-ups that build trust, encourage repeat business… and generate referrals.
Track the progress of your files in real time. Anticipate the next actions to take and manage your transactions more smoothly and efficiently.
Customize your dashboard to instantly view what matters most. Make strategic decisions based on clear, up-to-date data.
Free yourself from repetitive tasks.Automate your follow-ups, reminders, and communications so you can focus on what truly drives your results
Plan, assign, and track your tasks in just a few clicks. Stay organized and productive even during your busiest periods.
Centralize your calendars, sync your availability, and schedule meetings hassle-free. No more missed appointments or scheduling conflicts.
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.
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.
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
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
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.
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.
Automate responses to incoming requests and assign them to your team
Automated distribution of tasks related to a real estate transaction for your team
Advanced tools for generating seller and buyer leads, allowing you to identify qualified prospects and optimize conversion
Market Comparative Analysis to enhance presentations for clients and prospects
allowing you to collect essential information about visitors and track prospects effectively
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
Calculate your potential revenue in different scenarios
How many salespeople in your team
Average value of each sale $
Closing percentage of opportunities
Based on different numbers of opportunities per month and per salesperson
Our clients increase their efficiency by more than 30% and their sales by 25 to 40% in less than 90 days thanks to Optimo CRM *
*Average results observed within 90 days after CRM integration and adoption of recommended best practices. Results may vary depending on team involvement and process application. Data from an internal analysis conducted with clients supported by strategic guidance.
Calculate your potential time savings in different scenarios
Number of sales per day
Average daily salary
Based on different hours saved per day
Our solution helps you optimize your time and increase your productivity
*Results are based on an 8-hour workday. Actual savings may vary depending on your company's specific conditions.
+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
Data from companies using CRM services show an increase in their performance and growth
Companies report that CRM has played a significant role in achieving their revenue goals
In reducing prospecting costs due to the efficiency of CRM for businesses
CRM systems improve customer retention rates, resulting in profit gains ranging from 25 to 85
CRM has an impact on work performance. Employee productivity increases by 15 %
The best introduction we can offer you is the authentic testimony of our clients