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Opt4CRM

Brand : VRSamadhan

Starting at ₹ 500

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A CRM software that helps businesses manage customer interactions, track leads, and automate marketing efforts to improve sales and relationships. ...Read more

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Opt4CRM Software Pricing, Features & Reviews

What is Opt4CRM?

Opt4CRM is a customer relationship management (CRM) software designed to help businesses manage their customer interactions and improve sales processes. It offers tools for tracking leads, managing contacts, and automating marketing campaigns, making it easier for teams to stay organized.

The software is user-friendly, allowing users to quickly navigate its features without extensive training. Opt4CRM also provides real-time analytics and reporting, helping businesses make informed decisions based on customer data. Additionally, it can be customized to fit the specific needs of different industries, whether small or large.

Why Choose Opt4CRM Software?

  • Comprehensive Features: Offers a wide range of tools for sales, marketing, and customer service management.
  • User-Friendly Interface: Designed with an intuitive interface for easy navigation and quick access to features.
  • Automated Processes: Automates repetitive tasks to improve efficiency and reduce manual errors.
  • Real-Time Analytics: Delivers real-time insights and analytics to help businesses make informed decisions.
  • Integration Capabilities: Easily integrates with other business applications and tools for a seamless workflow.
  • Mobile Access: Allows users to access the CRM on mobile devices for on-the-go management.
  • Excellent Customer Support: Provides dedicated support to assist users with any questions or issues.
  • Enhanced Collaboration: Facilitates better collaboration among teams with shared access to customer information and project updates.

Benefits of Opt4CRM Software

  • Enhanced Customer Relationships: Builds stronger connections with customers through effective management and communication tools.
  • Increased Client Loyalty: Fosters loyalty by providing personalized experiences and timely follow-ups.
  • Centralized Data Management: Consolidates customer information in one place for easy access and better organization.
  • Automated Lead Tracking: Streamlines lead management processes, allowing for efficient tracking and nurturing of potential customers.
  • Customizable Solutions: Offers flexibility to tailor the CRM to fit specific business needs and workflows.
  • Valuable Insights: Provides analytics and reporting tools to help businesses make informed decisions based on data.
  • Seamless Communication Tools: Facilitates effective communication within teams and with customers, improving collaboration.
  • Scalability: Adapts to the growing needs of a business, ensuring continued relevance as operations expand.
  • Focus on Core Business: Allows businesses to concentrate on customer-centric activities that drive growth and success.

Pricing of Opt4CRM

Opt4CRM pricing plan starts from INR 500/month at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Opt4CRM Pricing & Plans

Basic
  • Users: 10
  • User Roles: 5
  • Leads: 1000
  • Max Doc Upload: 1 MB
  • Support: 100%
  • Email Reminders
  • Emails
  • Dynamic Headers
    • Licenses
    • Monthly
Starting at ₹ 500
Standard
  • Users: 15
  • User Roles: 10
  • Leads: 5000
  • Max Doc Upload: 5 MB
  • Support: 100%
  • Email Reminders
  • Emails
  • Dynamic Headers
  • WhatsApp Messages
    • Licenses
    • Monthly
Starting at ₹ 1000
Premium
  • Users: 20
  • User Roles: 50
  • Unlimited Leads
  • Max Doc Upload: 10 MB
  • Support: 100%
  • Email Reminders
  • Emails
  • Dynamic Headers
  • WhatsApp Messages
    • Licenses
    • Monthly
Starting at ₹ 1500

Opt4CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.

Marketing Automation

  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Audit Trail Track changes and updates within the system for enhanced security and transparency.

AI & Machine Learning

  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Opt4CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email, Communities
  • Videos
  • English

Opt4CRM Reviews and Ratings

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VRSamadhan Company Details

Brand Name VRSamadhan
Information We are an online platform and above all, a provider of services related to business, management and financial issues of organisations. We have enough experience and expertise in dealing with a wide variety of issues.
Founded Year 2021
Director/Founders VRSamadhan Tech Solution
Company Size 1-100 Employees

Opt4CRM FAQ

A Opt4CRM pricing plan starts from INR 500/month at techjockey.com.
A No, Opt4CRM Software does not offer a mobile application for users to manage customer relationships on the go.
A Opt4CRM Software is compatible with major operating systems, including Windows only.
A No, Opt4CRM Software does not offer a free trial period.
A Opt4CRM Software provides functionality for managing customer relationships through tools for lead tracking, contact management, sales automation, and real-time analytics to enhance business efficiency and decision-making.
A The target users of Opt4CRM Software include sales teams, marketing professionals, and customer service departments in various industries.
A Yes, a free demo of Opt4CRM Software is available for interested users to explore its functionalities.
A No, Opt4CRM Software is not free.

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