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features
design
support

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Write a Review

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.

Description

Your premier platform for managing lead data effectively. Collect, assess, and align lead information seamlessly with your existing systems. Enhance your processes to capture, qualify, nurture, and convert leads in an efficient and cost-effective manner. Effortlessly gather lead data from various sources while maximizing the number of data points with minimal effort and exceptional quality. Assess leads using your custom notes and inquiries prior to integrating them into your marketing and sales tools. Ensure all contact data is synchronized with your sales and marketing platforms, enabling you to initiate your conversion strategies promptly. Moreover, this streamlined approach helps you maintain a robust lead pipeline and improve overall operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage No 
Constant Contact No 
Constant Contact Lead Gen & CRM No 
HubSpot CRM No 
HubSpot Customer Platform No 
Keap No 
Mailchimp No 
Microsoft Dynamics 365 No 
Nimble No 
Pipedrive No 
Salesforce No 
Salesforce Marketing Cloud Account Engagement No 
Sugar Sell No 
Zendesk No 
Zendesk Sell No 
Zoho CRM No 

Integrations

Adobe Marketo Engage Yes 
Constant Contact Yes 
Constant Contact Lead Gen & CRM Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Keap Yes 
Mailchimp Yes 
Microsoft Dynamics 365 Yes 
Nimble Yes 
Pipedrive Yes 
Salesforce Yes 
Salesforce Marketing Cloud Account Engagement Yes 
Sugar Sell Yes 
Zendesk Yes 
Zendesk Sell Yes 
Zoho CRM Yes 

Pricing Details

$39 per month
Free Trial No 
Free Version No 

Pricing Details

$1975 per year
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SalesOptima

Website

www.salesoptima.com

Vendor Details

Company Name

ebCard

Founded

2017

Country

Canada

Website

myebcard.com

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 

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management No 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts No 
Social Media Integration No 

Data Management

Customer Data Yes 
Data Analysis No 
Data Capture Yes 
Data Integration No 
Data Migration No 
Data Quality Control Yes 
Data Security No 
Information Governance No 
Master Data Management No 
Match & Merge No 

Data Quality

Address Validation Yes 
Data Deduplication Yes 
Data Discovery No 
Data Profililng Yes 
Master Data Management No 
Match & Merge Yes 
Metadata Management No 

Email Verification

Bulk Email Verification Yes 
Catch-all Server Detection Yes 
Disposable Email Detection Yes 
Domain Check Yes 
Mail Server Validation Yes 
Single Email Verification Yes 
Spam Trap Detection Yes 
Syntax Check Yes 

Lead Capture

Business Card / Badge Scanning Yes 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications Yes 
Lead Nurturing No 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment Yes 
Data Import/Export Yes 
Data Mining No 
Data Verification Yes 
Email Integration No 
Lead Scoring Yes 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting No 

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