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Description
Customer Relationship Management, commonly known as CRM, encompasses a wide range of concepts and tools. Optima-CRM stands out as a specialized software for the real estate sector, emphasizing tried-and-true methods that empower you to effectively manage your business and team dynamics. It caters to users of all experience levels, from seasoned professionals to beginners. This software accommodates various real estate transactions, including residential, commercial, industrial, and land dealings, allowing you to oversee everything seamlessly from any device, at any time. Unlike other platforms that have hit a plateau, Optima-CRM continually evolves by incorporating new features that respond to shifts in the market and international trends. The direction of our development is significantly influenced by feedback from our global user base. Additionally, our platform supports multiple languages, enabling you to operate in the language you feel most comfortable with. To enhance your experience, our multilingual support team is readily accessible via phone, email, chat, tickets, or even in-person visits, ensuring assistance is always available when you need it. This commitment to support and adaptability sets Optima-CRM apart in the competitive landscape of real estate management software.
Description
A specialized CRM and customer engagement solution designed to foster growth and build loyalty among contemporary lenders and financial organizations. As housing prices reach unprecedented heights, interest rates climb, and inventory remains scarce, many borrowers find themselves uncertain about how to realize their aspirations of homeownership. Even with a notable decline in mortgage applications, owning a home remains a crucial investment in the United States. In a conversation with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, discussed strategies for lenders to maintain engagement with prospective homebuyers and support their dreams of owning a home. The Total Expert platform is meticulously crafted to cater to the specific requirements of lending and financial institutions, ensuring that digital interactions are as impactful as traditional face-to-face experiences while emphasizing scalable personalization. This approach not only enhances customer relationships but also positions lenders to effectively navigate the complexities of today's housing market.
API Access
Has API
API Access
Has API
Integrations
Capacity
Cyclr
Denim Social
Facebook
LinkedIn
X (Twitter)
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$69 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OptimaSys Group Spain
Country
Spain
Website
optima-crm.com/en/
Vendor Details
Company Name
Total Expert
Website
totalexpertinc.com
Product Features
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Property Management
Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Product Features
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management