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What is SalesOptima Stratus?

SalesOptima serves as an ideal choice for both individuals and businesses seeking a streamlined alternative to traditional CRM software. This online contact management platform is fully equipped with the essential tools necessary for the effective operation of a small business. Its user-friendly homepage allows for quick and easy access to your contact information, enabling seamless management and interaction with your connections. Accessible from any computer or mobile device, it ensures that vital business information is always within reach. With innovative Sales Optimization features, productivity can be significantly increased, allowing you to complete more tasks in less time. Additionally, SalesOptima allows you to create various web forms to collect data from your website, which can help initiate sales and automate workflow campaigns effectively. You will also have comprehensive oversight of the timing between workflow events, giving you the ability to craft and maintain customized processes for sales, marketing, and customer service. This adaptability ensures that you can fine-tune your strategies according to the specific demands of your business, ultimately leading to enhanced success and growth. By leveraging the full range of features offered by SalesOptima, businesses can experience a remarkable transformation in their operations and client relationships.

What is C2CRM?

Clear C2 recognizes that each business has unique requirements. As a result, C2CRM has been crafted to let you choose the features that best suit your needs. Our CRM solution is not only budget-friendly but also adaptable as your business expands. C2CRM consists of four interchangeable modules that together form a comprehensive CRM package: Customer Service, Sales Automation, and Marketing Automation, all designed to enhance efficiency. At the heart of our offering is the C2CRM Relationship Management module, which serves as the foundation of our system. It encapsulates all the essential logic necessary for managing your business relationships effectively. Equipped with integrated dashboards and reporting tools, you can gain a holistic view of your accounts, contacts, activities, and automated workflows, ensuring that you are always informed and ready to make strategic decisions. This level of insight is crucial for driving growth and improving customer satisfaction.

Media

Media

Integrations Supported

Chatlio for Slack
Docusign
Epicor Eclipse
HubSpot Marketing Hub
IBM AIX
Infor CloudSuite Business
Infor SyteLine
JD Edwards EnterpriseOne
Microsoft Dynamics 365
NetSuite OneWorld
QuickBooks Enterprise
RingCentral Automatic Call Recording
SAGE
SAP Adaptive Server Enterprise (ASE)
SAP Business One
SYSPRO ERP
Shopify
Slack
Workday Extend
Zendesk

Integrations Supported

Chatlio for Slack
Docusign
Epicor Eclipse
HubSpot Marketing Hub
IBM AIX
Infor CloudSuite Business
Infor SyteLine
JD Edwards EnterpriseOne
Microsoft Dynamics 365
NetSuite OneWorld
QuickBooks Enterprise
RingCentral Automatic Call Recording
SAGE
SAP Adaptive Server Enterprise (ASE)
SAP Business One
SYSPRO ERP
Shopify
Slack
Workday Extend
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$39 per month
Free Trial Offered?
Free Version

Pricing Information

$37 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

SalesOptima

Company Website

www.salesoptima.com

Company Facts

Organization Name

Clear C2

Date Founded

1993

Company Location

United States

Company Website

www.clearc2.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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