Every demo is different and adapted to your needs and in a language you master. The better you explain your needs and wants, the more accurate we can prepare your demo, and the easier for you to make your decision. Take the time for it...live demos can easily take around 2 hours depending on your questions!
Our demos are a two-way communication whereas you get to answers to all your questions about our CRM solution, how it integrates with your website, potentially a new site we create for you, financing possibilities available, data migration from your old system, and any other integration like portals for example.
We show you the functions in CRM that are instrumental for your business as well as what are the integration points with websites, how leads are automatically flowing into CRM etc.
Once you understand the logic of our solution, you get to spend time on your own with your personal demo user so that you can further explore the rich features of Optima-CRM.
For your comfort and ease-of-access our demos are organised via Zoom, a world-class web demo tool that allows us to share our screen with as many simultaneous participants as needed from anywhere in the world, through PC or tablets, and with two-way conversation over the same connection.
Alternatively you can call in via a conference phone number. You'll receive a link to join at the time of the demo. You can book your demo in our online calendar at a date and time that's convenient for you!
We recommend to watch the quick demo first.
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