Optima-CRM is a specialised solution for real estate commercialisation companies of all sorts, operating in any market, dealing with any type of transactions and properties.

The solution was built up from the ground based on the needs in the market and the lack of holistic solutions available; Optima-CRM is the result of literally many thousands of hours development and working with our clients to deliver a state-of-the-art solution addressing true & practical needs of real estate businesses. It's also the one solution that's the most in constant evolution, to adapt to new real estate trends and markets. With a solution that never stagnates, the all-in-one solution covers most likely every need you may have.

Optima-CRM solution is much more than a Customer Relationship Management solution that efficiently manages your clients, both owners and buyers/renters, whereas it also deals with all other aspects of digital marketing, websites, portal integrations, email and calendar integrations.

These are some main characteristics of Optima-CRM:

 

specialised in real estate, basically what we have done is create a CRM-MLS based on digital marketing (SEO, connections with any portal) and with integration to a Dow Jones platform (Factiva - base of financial data to investigate clients' backgrounds).

  • Open infrastructure: Import from any source (property feeds of any sort, clients, owners, companies, history, etc.) + export to any system (same elements).
  • Heavily personalisable: Customise your agency to your needs, hiding/showing modules, limiting contents, and adding/hiding values.
  • Made for Residential and Non-Residential: Handle residential as commercial & industrial properties.
  • Transaction types: New construction sales, resales, transfers, long term rentals, and holiday rentals booking system.
  • SEO tools: Access all required tools to position all pages of your websites, also including properties & images.
  • Collaboration: Create your own private multi-level MLS, ideal to collaborate between a group of comapnies, or even for franchising reasons.
  • Marketing campaigns: Create landing pages for all your marketing campaigns based on several great templates we deliver for free and that are fully customisable.
  • Useful integrations: Benefit from full synchronisation of emails so you can send/receive/reply from either CRM or your conventional email system, as well as calendars like Google & Outlook. Mailchimp integration saves you time, Factiva (Dow Jones) integration allows you to record searches within your Factiva account straight into CRM, Facebook Premium allows to create leads in real time when they are created, etc.
  • Unlimited portals: Export to as many portals as you decide, whereas besides automatically feeding these portals (given they allow for this), we connect bidirectionally by importing leads automatically. Currently we connect to over 40 portals worldwide, adding new ones constantly with our built-in XML generator.
  • Integrated CMS manager: Manage all contents of as many websites you decide from one central place in CRM. Besides the typical management of properties & searches, you can now also manage all other contents like SEO, non-property related pages, contact forms, translations, etc.
  • Native iOS / Android app: The native app allows to access the relevant data on-the-go, to consult data as well as update your viewings, and even list new properties from your smartphone in real time into CRM.
  • Franchises: Build your own Franchise Network with the tools specialised into this area within CRM. Manage all franchisees from the Master Franchisor. This works both for existing franchises as companies who want to build up their franchising network.
  • Extensions: extensions allow to venture into new markets setting trends in your market via Co-Brokerage (network based marketing & selling where you control the network) and YoVendo (online agent for seller that need to market their property but want to see as For Sale By Owner). All tools are included!
  • New technologies: Being newer in the market than the majority of CRM software has allowed us to create our solutions in newer technologies allowing a much better user experience, access to tools not available in older technologies, and time-saving features.