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Description
For more than three decades, Optima has been at the forefront of delivering sophisticated software solutions for the management and analysis of energy data. Founded in 1988 as a partnership and later incorporated in 1991, the company has developed cutting-edge software that serves some of the largest energy consumers and consultants across the UK. Recognized as the standard for net-zero data, Optima Technology prioritizes data precision and innovative technology in its mission to facilitate decarbonization efforts. By focusing on these key elements, Optima Technology is playing a crucial role in driving the shift towards a net-zero future, ensuring that companies can effectively track and manage their energy consumption.
Description
SalesOptima is the perfect solution for individuals or businesses that do not require a comprehensive CRM software system. This web-based contact management tool is fully integrated and equipped with everything needed to efficiently operate a small enterprise. The homepage is designed for easy access to your contact details, enabling you to manage and engage with your contacts effortlessly. It can be accessed from any computer or mobile device, ensuring that you always have your essential business information at your fingertips. With our Sales Optimization features, you can enhance productivity by accomplishing more tasks in a shorter amount of time. SalesOptima empowers you to create various web forms to gather data from your website, kickstart sales and automate workflow campaigns, among other functionalities. You will have complete oversight of the intervals between workflow events, allowing you to design and uphold tailored processes for sales, marketing, and customer service. This flexibility ensures that you can adapt your strategies to meet the unique needs of your business, ultimately driving greater success.
API Access
Has API
No
API Access
Has API
No
Integrations
AVANSER
No
MyStay
No
Pricing Details
$4000 one-time payment
Free Trial
No
Free Version
No
Pricing Details
$39 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Optima Energy Systems
Founded
1988
Country
United Kingdom
Website
www.optimaenergy.net
Vendor Details
Company Name
SalesOptima
Website
www.salesoptima.com
Product Features
Energy Management
Benchmarking
Yes
Bill Audit
No
Bill Database
No
Bill Importing
No
Budgeting & Forecasting
No
Compliance Management
No
Contract Management
Yes
Cost / Use Reporting
No
Emissions Monitoring
No
Energy Price Analysis
Yes
Facility Scheduling
No
Greenhouse Gas Tracking
No
Load Control
No
Load Forecasting
No
Meter Tracking
No
Risk Management
Yes
Weather Normalization
No
Utility Billing
ACH Payment Processing
No
Account Management
Yes
Billing & Invoicing
Yes
Cable
No
Collections Management
No
Customer Management
Yes
Electricity
No
Meter Management
No
Metered Billing
Yes
Move In / Move Out
No
Natural Gas
No
Non-Metered Billing
No
Online Payment Processing
No
Penalty / Cut-Off Processing
No
Rate Management
No
Service Call Management
No
Trash
No
Water
No
Work Order Management
No
Product Features
Contact Management
Activity Management
Yes
Appointment Management
No
Contact Database
Yes
Contact History
Yes
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
Yes
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
