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What is OptCRM?

Keeping a close eye on field operations and monitoring sales performance is essential for organizations, whether they are small startups or large enterprises. A robust system can greatly ease the workload for both management teams and employees. By speeding up the order placement and processing stages, companies are better equipped to focus on accurate sales metrics. The idea of Real Time Business Intelligence plays a crucial role, as it aims to provide a tool that enhances a company’s operational effectiveness by improving sales results, broadening insights, and elevating market presence. In the end, implementing the right framework not only optimizes workflows but also enables businesses to flourish even in competitive environments. This further underscores the necessity of embracing cutting-edge solutions to maintain a competitive edge in the market. Moreover, staying proactive in adopting such innovations can lead to sustained growth and success.

What is Geo Rep?

Geo Rep's software combines an administrative web portal with a mobile application to expertly manage the vital functions and operations of your field team. This system enhances processes ranging from tracking customer interactions to automating everyday sales tasks, while also providing essential reports and valuable insights. In essence, field sales management software serves as a crucial link between your corporate headquarters, the field sales staff, and the clientele they serve. Every aspect of our software is governed by stringent permission controls, ensuring users access only the information pertinent to their roles. Furthermore, the platform is designed to allow for the development of customized modules or features that align with your specific requirements. Your system is not only dynamic but also user-driven, enabling quick actions and offering options for custom fields, tailored field names, and predefined data setups. Our extensive global network relies on a multitude of servers strategically positioned around the world and hosted on AWS, effectively addressing latency and resource allocation issues. The user experience is further enhanced by localizations that cater to varying currency preferences and measurement systems. Additionally, our software seamlessly integrates with other platforms, such as ERPs or sales data sources, through multiple integration methods, ensuring that businesses can operate efficiently and cohesively. This capability supports your organization in maximizing productivity and maintaining a competitive edge in the market.

Media

Media

Integrations Supported

Cin7 Inventory Management
DEAR Inventory
Dynamics 365 Commerce
IBM Cloud SAP
IBM Managed Services for SAP Applications
Qlik Sense
SYSPRO ERP
Sage Accounting

Integrations Supported

Cin7 Inventory Management
DEAR Inventory
Dynamics 365 Commerce
IBM Cloud SAP
IBM Managed Services for SAP Applications
Qlik Sense
SYSPRO ERP
Sage Accounting

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OptCRM

Date Founded

2010

Company Website

www.optcrm.com

Company Facts

Organization Name

Geo Rep

Date Founded

2016

Company Location

South Africa

Company Website

georep.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

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