CRM by Optisol
What is CRM by Optisol?
CRM by Optisol is the complete solution for CRM to engage the information of customers across different channels or points of contact between the customer and the company. It parallels delivered the highly flexible and customized solution with the e-commerce solution. Includes website, telephone, live chat, direct mail, and social media.
CRM by Optisol Starting Price
CRM by Optisol Awards
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CRM by Optisol Screenshots
Key Features of CRM by Optisol
- Accounting
- CRM & Sales Reports
- Invoice
- Marketing Analytics
- Marketing Automation
- Lead Management
- Dashboard
- Campaign Management
- Team Management
- Quotes Management
CRM by Optisol Users
Business
- Freelancers
- StartUps
- SMEs
- Agencies
- Enterprises
Available Support
- Phone
- Live Support
- Training
- Tickets
Specifications
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Deployment:
Cloud Based
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Payment:
Both
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Api
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Customization
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Mobile Support
Desktop Platforms
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Web App
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Windows
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Mac
Mobile Platforms
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Android
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iOS
Language Support
- English
CRM by Optisol Categories on SoftwareSuggest
Company Details
Optisol Software & Services
Jalgaon
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Available on request
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CRM by Optisol Description
Customer Relationship Management software that is a great fit for almost any company or many other uses. With its clean and modern Materialised design, Optisol CRM can help you look more professional to your customers and help improve business performance at the same time.
- Manage and invoice projects with the Project Management Feature.
- Link tasks and stay organized.
- Build professional, great looking estimates, quotation and invoices.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Create good looking proposals for leads or customers and increase sales.
- Know more about your customers with Optisol CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Style the CRM to your company branding with the powerful theme styling feature.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
CRM by Optisol Customers
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Overall Reviews
CRM by Optisol Pros and Cons
Pros
"Its auto notification and customization theme format for Mail, message and notifications. Customer entry form is very much detailed and customizable as per the requirement. The distribution process is also very good which remove the ambiguity of the data among the staff."
"Provide complete solutions to connect with customers throughout all channels. Helps in business expansion. Connects customers through variety of connections like Telephone, Live Chat, mail and social media."
"Powerful Theme dashboard for branding Simple interface for maintaining tracking of customer, leads and prospects.Good Reports, Followups, Messages, and automatic reminders for tracking. Best part is Surveys to conduct with the customers."
Cons
"The android version can be improved and dialer system can be added so that the CRM staff can connect with the customer directly from he portal. Hardware integration can be added advantage."
"Internet connectivity and acceptance of the application by the user is highly required"
"Not worked well in Android. Sometimes glitched in changing the windows. Customer ID is alphanumeric with special characters issue in sync with ERP."
CRM by Optisol Reviews (3)
Star E.
Used the software for : 2+ years
Company Size :51-200 employee
Nice CRM Software for Mid Sized Organization !
In current situation for managing the customers and distribution customer details among the staff is very important. Optisol CRM is one of the best software for CRM management. all the requisite data of the customer is stored in the system and provide scheduled notifications which are utilized for communication on time. It also manage the CRM staff as well and provide the data for management decisions.
CRM by Optisol Mobile App Experience
CRM by Optisol After Sales Service Rating
What do you like best about CRM by Optisol?
Its auto notification and customization theme format for Mail, message and notifications. Customer entry form is very much detailed and customizable as per the requirement. The distribution process is also very good which remove the ambiguity of the data among the staff.
What do you dislike about CRM by Optisol?
The android version can be improved and dialer system can be added so that the CRM staff can connect with the customer directly from he portal. Hardware integration can be added advantage.
Do you think CRM by Optisol delivers value for the money spent?
Yes
Are you satisfied with CRM by Optisol features?
Yes
Did implimentation of CRM by Optisol was easy?
Yes
What features is CRM by Optisol currently missing?
Hardware integration like dialer, microphone etc. can be add for single point connectivity with the customers.
What other products like CRM by Optisol have you used or evaluated?
not used.
How CRM by Optisol is better/different from its competitors?
Not applicable.
Ruchika
Business Head - Operations
Used the software for : 6-12 months
Company Size :11-50 employees
Best CRM for Low budget
For a startup and need to understand the customer, go for Optisol. Its best dashboard and variety of system of connections to the customers helps in expansion and fulfillment of the needs. Notifications goes time to time. Announcements for staff members and customers. Followups on timely basis is the best part. Media upload to a specific folder helps in tracking the media uploads by the users. Good initiative by Optisol team in development.
What do you like best about CRM by Optisol?
Provide complete solutions to connect with customers throughout all channels. Helps in business expansion. Connects customers through variety of connections like Telephone, Live Chat, mail and social media.
What do you dislike about CRM by Optisol?
Internet connectivity and acceptance of the application by the user is highly required
Ruchika
Consultant
Used the software for : 6-12 months
Company Size :51-200 employees
Very Good and Optimum Use CRM
Very nice software with most of the features readily available for maintaining huge customer base.For multi users in the Chamber, announcements also can be created for informing other staff members. Our customers are retained due to continuous tracking and following up which is the major problem in our organization. Now all the staff aware about their daily tasks and goals and daily reporting helping each other for data management. Need training for better use. Support team are very good and provide updates often.
What do you like best about CRM by Optisol?
Powerful Theme dashboard for branding Simple interface for maintaining tracking of customer, leads and prospects.Good Reports, Followups, Messages, and automatic reminders for tracking. Best part is Surveys to conduct with the customers.
What do you dislike about CRM by Optisol?
Not worked well in Android. Sometimes glitched in changing the windows. Customer ID is alphanumeric with special characters issue in sync with ERP.
CRM by Optisol FAQs
What are the top 5 features for CRM by Optisol?
The top 5 features for CRM by Optisol are:
- Accounting
- CRM & Sales Reports
- Invoice
- Marketing Analytics
- Marketing Automation
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