Optima ProAchieva.ai
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SalesOptima StratusSalesOptima
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About
Optima Pro is a field service software solution to manage work orders, warranties, service contracts, field service scheduling, spare parts inventory, and the service organization.
Achieva's flagship Salesforce product, Optima Pro is a tool for mobile workforces, used to streamline field service operations. It optimizes Field Service workflows by organizing service delivery personnel teams as per their skills and time-slot availability, tracking the service contracts and offering automatic renewal provisions, generating/modifying invoices, and allowing dispatchers/managers access to the real-time location of agents.
The field service industry is one segment that is often under pressure to synchronize its tasks. They have the high-end responsibility of keeping a track of on-site service, dispatch technicians for installations, repairs, maintenance, and honoring the customer SLAs.
Best For
SMEs, Agencies, Enterprises
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About
SalesOptima is ideal for anyone or any business that doesn't need a complete CRM software application. Our fully integrated, web-based contact manager contains all of the tools necessary to run a small business. Your homepage will offer convenient access to all of your contact information so that you can seamlessly manage and interact with your contacts. It's accessible from any computer or mobile device, so you'll never be stranded without all of your vital business information. Our Sales Optimization tools allow you to get more work done in less time. SalesOptima gives you the ability to create multiple web forms and use them to collect data from your website, initiate sales and workflow automation campaigns, and more. You'll have total control over the time between workflow events, so that you can create and maintain customized sales, marketing and customer service processes.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Field service companies
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Audience
CRM solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Pricing
Free to Start
Price based on the requirement
Free Version
Free Trial
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Pricing
$39 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAchieva.ai
Founded: 1996
United States
achieva.ai/
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Company InformationSalesOptima
www.salesoptima.com
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Categories |
Categories |
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Field Service Management Features
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Work Order Features
Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management
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CRM Features
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
Contact Management Features
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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Integrations
Salesforce
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