Advanced technologies form the basis of a sound and powerful solution which allows other prime solutions to communicate seamlessly & interact in real-time with CRM. For this Optima-CRM offers own API's and has integrated those of third parties so you have a plug and play experience, keeping your preferred solutions in one environment: Optima-CRM.
Integrations exist in a multitude of areas, for instance:
The most powerful Real Estate CRM engine sits at the core of our landscape. Built with the latest technologies, offering an open infrastructure to smartly connect with your website(s) as well as 3rd party solutions (some may require additional licenses or licenses from the third party solution), niche experts in their own domains. Secure APIs (Application Programming Interfaces) connect external system in real-time.
Our API's are available to your technical team if and when needed to do your own integrations, while we maintain the correct functioning of them at all time.
The API documentation can be found here: my.optima-crm.com/documentation
The real-time web engine allows websites to connect directly to the Optima-CRM database and functions offering a world class solution for any of your websites. An unlimited amount of sites can be connected this way, including main websites as well as landing pages for marketing purposes.
By connecting websites using our API's not only are all data elements of properties, projects and much more available (you decide which data & functions to expose to websites), the API's support as well the creation of secure login areas for clients of all sorts.
Real-time calendar (via ical) and email (via imap) synchronisations allow to stay in sync between CRM and your external calendar & email activities.
Never miss an appointment or message, whilst not worrying about where you create an activity, send or receive an email.
Any reputable mail and calendar solution offers these integration mechanisms, as does Optima-CRM!
Full integration of WhatsApp Business includes text messaging, media (images & videos), as well as voice messaging, centrally in Optima-CRM. This allows to have ALL communications with your clients recorded into your CRM, regardless of who communicates with your clients. Incoming messages are verified against your contacts, adding the message to existing contacts, or creating a new contact when not yet existing. Messages are stored centrally + on the individual contacts.
Data access is protected the same way your users can access other data of contacts, meaning messages are visible only to those entitled to such information.
WhatsApp accounts can be installed at your Business level, or within any of your Offices separately.
Voice calling is one of the most efficient ways to connect with your contacts to follow-up leads and identify the really interested potential clients. Both outbound as inbound calling is possible using over 40 languages natively, including the use of your own voice. AI calling can be a great compliment to our AI Virtual Assistant.
Create no-code AI phone call systems with AI voice agents: never miss a call again and convert more leads, integrating through webhooks into Optima-CRM, providing real-time and relevant information to your contacts by voice, booking calls, viewings and meetings dynamically in your calendar, and much more!
Voice over IP telephony integrated in CRM enables your team to initiate outbound calls, whether or not following a predefined script, record and transcribe conversations, storing them in CRM through the Megacall API's.
Also incoming calls can be processed via the same mechanism and be recorded & transcribed into CRM.
Making publishing to property portals easy, fast and accurate, through the latest formats defined by each of the over 150 portals that Optima-CRM publishes to. Connections include XML, JSON, API's and other techniques, according to the capabilities of each portal. Publications happen either in the moment, or at a later time as defined by each portal individually.
Enquiries on these portals, result in the real-time creation of the lead in CRM, accompanied about the property information and contact data of the lead.
Connections to portals exist all over Europe and beyond as far as in China. Consult us and we also are happy to add new portals to the long list.
Besides exchanging properties with other businesses via MLS, you can import and export as many feeds as you need. Various formats are possible, whereas most businesses use the Kyero format.
When importing, you can overwrite various data elements (such as descriptions, SEO data, and images).
Exporting is as easy as exporting to portals, and you don't need anyone to create as many exports as you need.
HabiHub is an international player offering software solutions to promotors, gathering not just all details of new construction promotions, but also all its available units for sale.
Optima-CRM exclusively intergrates with HabiHub via API, whereas no other CRM has this access hence also not this level of details of every promotion and property for sale.
Thanks to HabiHub's integration, Optima-CRM can offer more promotions than any other network + all of the properties for sale in them, together with all details and contact information of the promotors. The extensive list of media elements are available without watermarks.
Casafari, known for scraping real estate websites and compiling properties in a central repository, is in integrated with Optima-CRM via API. Selecting at Casafari the zones you are interested in, properties flow seamlessly into your CRM, with reference to their original website posting.
Yet there are many more property networks with which we connect.
Here are some of other property networks we are connected, yet not limited to:
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