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What is Optima-CRM?

Customer Relationship Management, often abbreviated as CRM, includes a diverse array of tools and concepts. Optima-CRM is a standout software tailored specifically for the real estate industry, focusing on proven strategies that help users manage their businesses and team interactions effectively. It is designed to meet the needs of individuals across the spectrum, from experienced veterans to newcomers. This software facilitates a variety of real estate transactions, encompassing residential, commercial, industrial, and land sales, allowing comprehensive management from any device at any given moment. In contrast to other platforms that may stagnate, Optima-CRM is dedicated to continuous improvement, regularly adding features that reflect market changes and global trends. Our development is heavily guided by insights from our worldwide clientele. Moreover, the platform offers multilingual capabilities, so users can engage in their preferred language. Our commitment to customer experience is further supported by a readily available multilingual support team, accessible through phone, email, chat, tickets, or in-person visits, ensuring you receive assistance whenever necessary. This dedication to providing exceptional support and flexibility distinctly positions Optima-CRM within the competitive realm of real estate management software, making it a top choice for professionals in the field. The emphasis on user feedback and constant innovation creates a dynamic environment that benefits all clients.

What is Optima AIS?

Optima AIS (Audit Information System) is a powerful, all-encompassing Audit and Compliance Management platform aimed at digitally transforming traditional auditing and reporting practices. This solution automates manual tasks involved in audits, enabling organizations to efficiently manage and track compliance requirements across departments and business units. It provides a centralized interface that offers real-time insights into audit statuses, risk assessments, and compliance metrics, helping stakeholders make informed decisions quickly. Optima AIS supports a wide range of regulatory standards, ensuring that organizations remain compliant and ready for inspections or reviews. Its advanced reporting tools generate detailed, accurate audit reports with minimal manual input, significantly reducing human error. The platform promotes seamless collaboration between auditors and compliance teams, improving communication and workflow transparency. By digitizing the entire audit lifecycle, Optima AIS boosts productivity, saves time, and lowers operational costs. The solution’s intuitive design facilitates easy adoption across diverse industries. Organizations using Optima AIS can strengthen their governance frameworks while enhancing accountability and audit quality. Ultimately, Optima AIS empowers businesses to modernize compliance management and audit execution with a reliable, end-to-end digital tool.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$140
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

OptimaSys Group Spain

Company Location

Spain

Company Website

optima-crm.com/en/

Company Facts

Organization Name

Dotvik Solutions

Date Founded

2012

Company Location

India

Company Website

ais.dotvik.com

Categories and 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

Categories and Features

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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