Close is a sales CRM with built-in calling, SMS, email, and an AI sales agent that auto-logs every interaction.
from $19/mo per user
About SalesOptima
What is SalesOptima?
SalesOptima is an online Customer Relationship Management (CRM) service that helps you organize, manage, and nurture your customer contacts from anywhere, on any device. It's cloud-based, so your data is accessible whether you're in the office or on the go.
What problem does it solve?
SalesOptima reduces the time your sales team spends searching for customer or lead information, cutting costs and uniting your sales force. It streamlines sales and communication processes, helping you close deals faster.
Who is it for?
SalesOptima is designed for small to mid-sized businesses, from solo entrepreneurs to sales teams of 8, 45, or more. It's ideal for companies that need a scalable, customizable CRM without paying for features they don't use. If you're frustrated with your current CRM or starting fresh, SalesOptima offers a flexible solution.
Real use cases
Use SalesOptima to manage leads and opportunities, track customer interactions, automate email marketing, and integrate with Outlook for seamless communication. It supports document storage, mass email, and even internet fax capabilities, making it a versatile tool for sales teams.
Key features
- Contact Management — Intuitive, attractive interface to stay on top of all customer contacts.
- Cloud-Based Access — Access your CRM from any device, anywhere, ensuring your team is always in sync.
- Email Marketing Integration — Send personalized HTML emails directly from your CRM to nurture leads.
- Sales Force Automation (optional) — Capture website leads, automate workflows, and streamline administrative tasks.
- Outlook Integration — Sync emails and calendar with Outlook for a unified workflow.
- Data Import from Excel — Easily migrate your existing contact data.
- Scalable Packages — Choose from four flexible plans to match your team size and feature needs.
SaaSpartout Score
6.9
/10
Editorial score from our review methodology — not user ratings.
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SalesOptima Pricing
SalesOptima pricing: from $0/mo.
Free Plan — $0
Single-user CRM with a simple interface. Includes contact management, leads/opportunities, tasks, calendar, mobile UI, document storage, HTML email marketing, optional Outlook integration, internet fax capability, and data import from Excel. Monthly contract optional.
Standard Plan — $50/mo
Multi-user package (up to 10 seats) with mid-level field customization, shared contact/lead database, visual interactive reports, and robust user security. Monthly contract optional.
Professional Plan — $75/mo
No limit on user seats. Includes professional-level customization, Outlook integration (included), and optional Sales Force Automation (SFA) add-on for workflow automation and personalized marketing. Monthly contract optional.
Enterprise Plan — Custom pricing
Premium CRM/SFA solution with enterprise-level customization and all add-ons included: SFA, HTML email marketing, Outlook integration, and SalesOptima Mobile. No limit on user seats. Contact for pricing.
All plans offer a free trial or free tier—no risk to get started.
Frequently asked questions
How much does SalesOptima cost?
SalesOptima offers a Free plan at $0, a Standard plan at $50/mo, a Professional plan at $75/mo, and a custom-priced Enterprise plan. You can start with the free tier or request a demo.
Is SalesOptima free?
Yes, SalesOptima has a free plan that includes one user seat and core features like contact management, tasks, calendar, and email marketing. It's a good way to test the CRM before upgrading.
What is SalesOptima used for?
SalesOptima is a cloud-based CRM used to organize, manage, and nurture customer and lead contacts. It helps sales teams streamline communication, track opportunities, and reduce time spent searching for information.
Who is SalesOptima best for?
SalesOptima is best for small to mid-sized businesses that need a flexible, scalable CRM. It works well for solo entrepreneurs, sales teams of 8-45 people, or companies looking for an affordable alternative to larger CRMs.
What are the top alternatives to SalesOptima?
Top alternatives to SalesOptima include Salesforce, HubSpot CRM, Zoho CRM, and Pipedrive. These platforms offer varying features, pricing, and scalability. SalesOptima differentiates itself with its simple, cloud-based interface and flexible packages.
Does SalesOptima have a free trial?
SalesOptima offers a free plan that serves as a trial, allowing you to test its core features without cost. You can also request a demo or contact sales for more information.
