Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
An integrated call tool that can be tailored for specific events will encourage your top contacts to take action. Filter and group contacts by activity, transactions or custom fields. You can enrich your existing contacts by adding social, consumer, and voter data from Third-Parties like FullContact. Filters can be created to automatically segment contacts into targeted drip or retargeting campaigns. Import existing contacts from Excel and Google Contacts. You can create custom user roles that grant specific permissions to control what users can see and do within your account. To help you achieve your goals, mobilize your network. Datrm.in helps professionals, campaigns, and non-profits build stronger relationships with their audiences and mobilize them for action. You can easily track online and offline contributions, make call lists, view call results in real time, and export your lists for compliance and mailing.
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
Yes
API Access
Has API
No
Integrations
CiviCRM
Yes
Eventbrite
Yes
Facebook
Yes
Facebook Ads
Yes
Instapage
Yes
Mailchimp
Yes
Meta Ads
Yes
Microsoft Excel
Yes
OptinMonster
Yes
Twilio
Yes
Integrations
CiviCRM
No
Eventbrite
No
Facebook
No
Facebook Ads
No
Instapage
No
Mailchimp
No
Meta Ads
No
Microsoft Excel
No
OptinMonster
No
Twilio
No
Pricing Details
$250 per month
Free Trial
Yes
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
No
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Flat Creek
Founded
2015
Website
www.datrm.in/
Vendor Details
Company Name
SalesOptima
Website
www.salesoptima.com
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
Yes
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
No
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