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features
design
support

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Description

Optimiser offers every business a unique, customizable solution to improve and streamline their processes. Optimiser's intuitive interface and expert support team seamlessly integrates a set of tools that your CRM and other departments need with your day-to-day operations. With powerful CRM, you can create valuable user profiles and innovate the way that you manage customer relationships. Pipeline drives strong prospect management. Data analytics enable business decisions. Contacts and accounts create data-driven profiles. Collaborative team calendar. All the features you need to achieve growth, all in one platform. Companies of all sizes can increase revenue, improve processes, and achieve tangible results with comprehensive, easy-to-customize business management software. Strong sales strategies, prospect insight, automations, and accelerated deal closing can all help to boost your sales team's performance.

Description

We provide a single solution that combines sales, marketing, customer service, and sales teams with a focus to the customer experience. Our mission is to offer equal growth opportunities for all businesses and help them achieve greater output. Features * Growth Hacking allows you to leverage growth marketing and scale your company with it * Convert prospects into customers with SMS & Email Marketing * Never miss a lead with customizable Pop-ups and Forms * Drive leads to a successful conclusion with our Kanban-style boards within the Sales Pipeline * Manage all customer interactions through the Contact Management * Lead Scoring helps you identify qualified leads and improve sales effectiveness Team Inbox allows you to stay in touch with your customers and employees. Messenger enables you to connect with your customers continuously via omnichannel communication * Use Knowledge Base to educate your customers and employees

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Easyflow No 
Facebook No 
Facebook Messenger No 
Gmail No 
Google Cloud Platform Yes 
Integrately No 
KonnectzIT No 
Microsoft Outlook Yes 
Sunshine Conversations No 
Telegram No 
Twilio No 
Viber No 
WeChat No 
WhatsApp No 
X (Twitter) No 

Integrations

Easyflow Yes 
Facebook Yes 
Facebook Messenger Yes 
Gmail Yes 
Google Cloud Platform No 
Integrately Yes 
KonnectzIT Yes 
Microsoft Outlook No 
Sunshine Conversations Yes 
Telegram Yes 
Twilio Yes 
Viber Yes 
WeChat Yes 
WhatsApp Yes 
X (Twitter) Yes 

Pricing Details

£25 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$20/month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Optimiser

Founded

2020

Country

United Kingdom

Website

www.optimiser.com

Vendor Details

Company Name

erxes

Founded

2017

Country

United States

Website

erxes.io

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Event Management

Attendee Management Yes 
Badge Management No 
Conferences / Conventions Yes 
Exhibit / Vendor Management Yes 
Gamification No 
Room Block Management Yes 
Social Media Promotion No 
Sponsorship Management Yes 
Surveys & Feedback Yes 
Ticketing Yes 
Volunteer Management Yes 
Weddings / Parties Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs No 
Drip Campaigns Yes 
Dynamic Content No 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking No 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts No 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Product Features

Contact Management

Activity Management Yes 
Appointment Management No 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing No 
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 No 
Call Logging Yes 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence No 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking Yes 

Sales Intelligence

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

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