Trusted by businesses across industries

25+ years
CRM experience
7+ industries
Industry-specific solutions
100% customizable
Your workflows, your CRM
Cloud + Mobile
Work from anywhere
EXPLORE THE CRM

Everything Your Sales Team Needs in One CRM System Software

Get complete visibility of your leads, pipeline, customers and performance — all in one place.

  • My Agents
  • Leads
  • Workflow
  • Opportunities
  • Reports
My Agents
Leads
Workflow
Opportunities
Reports

Two Powerful CRM Solutions. One Connected CRM Ecosystem

Leads Manager

Manage every lead. Track every activity. Improve every opportunity.

Lead
Assignment
Follow-up
Opportunity
Outcome
Explore Leads Manager →
Leads Commerce

Manage lead distribution, sales, aging, redistribution and conversions.

Lead Inventory
Distribution
Aging
Redistribution
Conversion
Explore Leads Commerce →
AI-POWERED CRM

Your CRM Software — Now Powered with AI.

Let Opt! AI SMS/Calls handle the repetitive work so your team can focus on what matters most — your customers.

AI SMS / Calls
AI Workflows
AI SMS / Calls
  • New Lead
  • AI SMS / Calls
  • Lead Qualified
  • CRM Updated
  • Follow-Up Created
  • Sales Team Notified
CONNECT EVERYTHING

Your CRM Management System.
our Tools. One Connected Workflow.

Seamlessly integrate with the tools you already use and keep everything in sync.

!AI SMS
!AI Calling
!GPS
!Maps
!Forms
!Dial
!DDMS
!SyncCAL
!Blast
!Cards
INDUSTRIES

Built for Your Industry.
Designed Around Your Workflow.

Flexible, scalable and industry-specific solutions for every sector.

  • Insurance
  • Financial Services
  • Construction
  • Auto Rental
Insurance

Insurance

For insurance agencies looking to maximize lead management and boost sales efficiency, Opt! CRM is the best CRM for insurance agents. Businesses can effectively manage and distribute leads while maintaining a clear overview of their entire sales process with its numerous features. The platform’s solutions for task assignment, hierarchy management, and agent tracking ensure smooth teamwork and accountability.

Read more →
Finance

Financial Services

Opt! CRM offers a seamless solution for customer onboarding, document management, and lead tracking, specifically designed to meet the unique needs of financial organizations. Opt! CRM software for financial services simplifies lead flow and automates follow-ups, ensuring optimized conversions. Managers can enhance team efficiency by monitoring agent activities and managing hierarchies effectively.

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Construction

Construction

Grab more opportunities and increase your sales with our custom-made construction CRM. Using our latest and advantageous CRM, contractors can collect, maintain and organize information about buyer preferences, trends and patterns. These functionalities let you know what your buyers are interested in and help you greatly to provide the most suitable offers to them. Also, you can save a lot of money on expensive advertisements by contacting your buyers for their responses whenever you launch a new project.

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Auto

Auto Rental

Manage, maintain and organize your automobile rental business data efficiently with our innovative auto rental module. The offered module enables you to easily manage the vehicle toll transaction data imported from customers and categorize them for processing. Further, you can set each individual imported record with relevant status categories to track the progress instantly. Moreover, you can receive the crucial customer info such as the payment history and other related information.

Read more →

One Platform. Multiple Possibilities.

Customized Workflows

Adaptable to your unique business processes.

AI-Powered Communication

Automate calls, SMS and follow-ups.

Industry-Specific Solutions

Built for your vertical market.

Cloud + Mobile Access

Work from anywhere, anytime.

ANALYTICS

Customized CRM Solutions
for Small Businesses.

Get real-time insights, track performance and make data-driven decisions.

MOBILE ACCESS

Customer Management Software That Grows With Your Business.

Access your CRM anytime, anywhere — on desktop, tablet or mobile.

Desktop
Full experience
Tablet
On the go
Mobile
Always with you

usinesses Don't Just Use Opt!.
They Grow With Us.

★★★★★

"Opt! has become a great Partner to us in handling all of our lead management needs. Opt! has been an amazing improvement to our business."

~ Symmetry
★★★★★

"I have used many CRM solutions. All of them fall short of Opt! that is specifically tailored to the financial sales professional. Opt! is a valuable management tool every business needs."

~ GaranticeSuFuturo
★★★★★

"Faster, professional, and more efficient Rental Management System than any other."

~ Car Rental

Ready to Build the Best Customized CRM Software for Your Business?

No complicated setup. No one-size-fits-all workflow.

Extra 2 Months Free on 1 Year Subscription - 30 Days Free Trial
Frequently Asked Questions

A custom CRM solution is built specifically to suit your business needs, offering unique features, integrations, Add-on’s and customized dashboard.

Yes, a customizable CRM solution can be integrated with various third-party tools such as ERP systems, email marketing platforms, SMS, Dialer and more.

Custom CRMs offer flexibility, scalability, Easy to Use, Data Security, and tailored functionality that align specifically with your business processes, ensuring a better fit and higher efficiency.

Yes, Opt! custom CRM Solutions are designed to be scalable, allowing you to add new features and users as your business grow.

Consider your business size, industry, specific needs, scalability, ease of use, integrations, and budget to find the best CRM that aligns with your goals. Opt! is all inclusive Customized CRM solutions.

Cloud-based CRMs offer flexibility, remote access, automatic updates, and lower upfront costs, while on-premise CRMs may provide more control but require higher initial investment and maintenance.

Yes, Opt! provides comprehensive training for team to ensure they can effectively use the custom CRM to its full potential.