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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 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.

Media

Media

Integrations Supported

AVANSER
MyStay

Integrations Supported

AVANSER
MyStay

API Availability

Has API

API Availability

Has API

Pricing Information

$39 per month
Free Trial Offered?
Free Version

Pricing Information

$4000 one-time payment
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

Optima Energy Systems

Date Founded

1988

Company Location

United Kingdom

Company Website

www.optimaenergy.net

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

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

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