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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 CircleBack?

At the core of every success is a significant relationship, be it with a partner, mentor, or customer. CircleBack offers vital tools designed to cultivate these connections, granting you the time and flexibility needed to advance and achieve your objectives. The platform effectively tackles a major productivity hurdle: the challenge of engaging with the right people at the right time. By employing a distinctive data engine, CircleBack tracks alterations in essential connection information and retrieves the latest contact details, ensuring your relationships are both robust and effective. Its email signature capture function conveniently generates entries for those you have interacted with but have not yet saved, simplifying the task of keeping your network updated. Furthermore, you can easily incorporate contacts into your address book with a powerful OCR business card scanner, making it easier than ever to keep a well-organized and accessible contact list. This inventive strategy not only improves your ability to connect but also enables you to concentrate on what is truly important in your professional journey, fostering an environment where success can thrive.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$39 per month
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

SalesOptima

Company Website

www.salesoptima.com

Company Facts

Organization Name

CircleBack

Date Founded

2014

Company Location

United States

Company Website

www.circleback.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

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