Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

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

Over 150 real estate brokerages and teams make the switch to dotloop's software every month. Dotloop currently supports more than 9,000 brokerages across the U.S. and Canada and has a near perfect 98% retention rate. A top-rated mobile app with 4.8/5 stars and over 42,000 reviews.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adwerx No 
BombBomb No 
BoomTown No 
BrokerSumo No 
CINC No 
Clozze No 
Google Contacts No 
Google Drive No 
HomeBinder No 
Mailchimp No 
Market Leader No 
Microsoft Outlook No 
MoxiWebsites No 
Notarize No 
Quickwork No 
SweepBright No 
Wise Agent No 
Zapier No 
Zillow Premier Agent No 
Zurple No 

Integrations

Adwerx Yes 
BombBomb Yes 
BoomTown Yes 
BrokerSumo Yes 
CINC Yes 
Clozze Yes 
Google Contacts Yes 
Google Drive Yes 
HomeBinder Yes 
Mailchimp Yes 
Market Leader Yes 
Microsoft Outlook Yes 
MoxiWebsites Yes 
Notarize Yes 
Quickwork Yes 
SweepBright Yes 
Wise Agent Yes 
Zapier Yes 
Zillow Premier Agent Yes 
Zurple Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29.00/month
Contact us for a custom quote
Free Trial No 
Free Version Yes 

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) Yes 
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) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

OptimaSys Group Spain

Country

Spain

Website

optima-crm.com/en/

Vendor Details

Company Name

dotloop

Founded

2009

Country

United States

Website

www.dotloop.com

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database No 
Commission Management No 
Contact Management No 
Contract Management No 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management No 
Property Database No 
Website Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties No 
Contact Management No 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database No 
Late Fee Calculation No 
Lease Management No 
Maintenance Management No 
Owner Portal No 
Payment Processing No 
Portfolio Management No 
Rent Tracking No 
Residential Properties No 
Tax Management No 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking No 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Product Features

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Project Management No 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database Yes 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Virtual Data Room

Anonymity Management No 
Audit Trail Yes 
Collaboration Yes 
Data Protection No 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management No 
Project Management No 
Role-Based Permissions Yes 
Secure Preview No 

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