CRM or Customer Relationship Management is a very broad term. Optima-CRM focuses on practically proven elements that allow you to take and keep control over your business and your teams.
Tasks, Meetings, Viewings, Sales steps…all is recorded and published in the calendars of the related persons, inside the system as well on external calendars such as Google Calendar, in Outlook, on mobile calendars etc.
Optima-CRM makes it much easier to organise your work and that of your colleagues. Based on “events” (e.g. a new client, a new property, a sale,…etc. is created/added) automatically a series of activities is scheduled on the relevant persons’ calendars creating notifications. This allows to speed up the otherwise manual work of creating them + ensures no tasks are ever forgotten to be planned again!
Optima-CRM already imports from several property systems flawlessly, it also exports to some of the major property portals, and now you can also create the exports to any other portal using XML (and any other major portal on the market) you have an account with.
A user-friendly way to create the mapping of the Optima-CRM structures with those of external systems & websites/portals is built into the solution.
Its bi-directional integration allows not only to export properties automatically, it also imports requests from portal visitors straight into CRM creating potential clients (leads) for you without any manual intervention needed!
Be in control to create window cards that suit your need. You have access to a series of formats and within each format, you decide which photos to use, update texts & price. Obviously this is also multilingual! Optima-CRM comes with many more custom features to adapt to how you work and market your properties. Check out some of the excellent tools we built in for you.
You can make ANY property unique and SEO-friendly with the SEO features on properties and new construction projects.
Every property, even those from other Agencies can be optimised with original content for title, description, Meta title, Meta description, Meta keywords, as well as ALT tags for images…and multilingually of course!
Protecting your most precious assets: data. By applying the different User Roles you can manage who gets to see or update what. There are for example roles for admins, managers and agents.
Every move made in Optima-CRM is being recorded to create a reliable audit trail of activities performed. This allows you to know who did what and when.