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What is Optima?

For over thirty years, Optima has led the way in providing advanced software solutions aimed at the management and analysis of energy data. Initially started as a partnership in 1988 and incorporated in 1991, the company has created state-of-the-art software that caters to some of the largest energy consumers and consultants throughout the UK. With its software recognized as the benchmark for net-zero data, Optima Technology emphasizes the importance of data accuracy and innovative technology in its quest to support decarbonization initiatives. By concentrating on these vital components, Optima Technology is instrumental in fostering the transition towards a net-zero future, enabling organizations to efficiently monitor and manage their energy usage. The company's commitment to excellence ensures that it remains a trusted partner in the energy sector, helping clients navigate the complexities of sustainable energy practices.

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.

Media

Media

Integrations Supported

AVANSER
MyStay

Integrations Supported

AVANSER
MyStay

API Availability

Has API

API Availability

Has API

Pricing Information

$4000 one-time payment
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Optima Energy Systems

Date Founded

1988

Company Location

United Kingdom

Company Website

www.optimaenergy.net

Company Facts

Organization Name

OptimaSys Group Spain

Company Location

Spain

Company Website

optima-crm.com/en/

Categories and Features

Energy Management

Benchmarking
Bill Audit
Bill Database
Bill Importing
Budgeting & Forecasting
Compliance Management
Contract Management
Cost / Use Reporting
Emissions Monitoring
Energy Price Analysis
Facility Scheduling
Greenhouse Gas Tracking
Load Control
Load Forecasting
Meter Tracking
Risk Management
Weather Normalization

Utility Billing

ACH Payment Processing
Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Meter Management
Metered Billing
Move In / Move Out
Natural Gas
Non-Metered Billing
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Service Call Management
Trash
Water
Work Order Management

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

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