Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For two decades, we have been assisting businesses and organizations across New Zealand, which has equipped us with extensive knowledge in contact management. Founded in Dunedin, NZ, Outreach Software Limited began its journey in 2002, specializing in online contact relationship management solutions tailored for small enterprises. From the very beginning, OutreachCRM was designed as an accessible online platform, enabling users to effortlessly keep track of contacts, clients, customers, members, donors, and any other groups that require management. You can easily add, manage, and monitor all essential information related to your contacts, customers, members, or donors. Capture the data that is vital and pertinent to your organization through customizable fields. Input information using drop-down lists, free text, multiple choice, or date fields. Organize your contacts by grouping or tagging them into categories, allowing you to create targeted contact lists, pinpoint specific markets, or facilitate communication with groups. By connecting your contacts, you can also clearly define the nature of each relationship, ensuring effective management and communication. Thus, our expertise and innovative solutions continue to evolve to meet the needs of our clients in this dynamic landscape.
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
ON24
No
PhoneBurner
No
Rattle
No
Pricing Details
$50 per month
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
Outreach Software
Website
www.outreachcrm.co.nz
Vendor Details
Company Name
SalesOptima
Website
www.salesoptima.com
Product Features
Contact Management
Activity Management
Yes
Appointment Management
No
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
No
Email Marketing
No
Group Management
Yes
Interaction Tracking
Yes
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
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