INTEGRATION
!GPS Integration
!GPS
Our GPS CRM integration software helps businesses with locating their sales team accurately and keeping a track of their meets and visits. Also, it allows to choose the tracking utility for a selected number of members and highlight them with a different color. Read More...
!MAPs Integration
!MAPs
Benefit from our interactive US & State Maps integration to visualize the CRM data on states maps and perform focused geographical analysis. Our latest mapping integration enables you to organize the location-based CRM data and manage customer appointments accordingly. Using this integration, you can manage and analyze sales based on states and territory as well as grab more customers through the map easily. Read More...
!FORMs Integration
!FORMs
We are offering the Intelligent Fillable Forms developed as per your exact requirements and help deploy them at multiple web sites easily. We also convert the paper form to the electronic one and help with links to be embedded in the emails easily. Including the Boolean & Popup Choices; Dependent Data Fields of Any Type; Signature using Mouse or Finger (for Tablets); Direct input into Opt! and other Databases; Generate E-mails & SMS Messages; Track and Analyze Usage; we develop and host the forms for various requirements. Read More...
!DIAL Integration
!DIAL
Bring our unique integration out to make calls through the inbuilt CRM and attract more customers than ever. The latest technology !Dial allows the employees to make calls in a hassle-free way, make notes during the conversations, note the status of the call and serve the potential customers in a much better way. Read More...
!SMS Integration
!SMS
Let your customers know instantly about your latest offers and announcements for them. Utilize the new !SMS integration to send SMS to your potential as well as existing customers and engage them with you for an increased productivity. Read More...
!FAX Integration
!FAX
Utilize the advantageous !FAX integration to send urgent messages quickly to your customers. This unique feature allows the employees to fax urgent information to the customer and further improve the business relationship between them. Read More...
!BLAST Integration
!BLAST
Let all your customers know about your offerings in one go! Bring the latest !Blast integration into action and send bulk emails to hundreds of your potential as well as existing customers instantly and expand your customer reach with a single click. Read More...
!SyncCAL Integration
!SyncCAL
Sync Mobile Calendar with Opt! Calendar for improved efficiencies. Read More...
!CARDS Integration
!CARDS
Opt! CRM Premium users also get advantage of the availability of Auto-Send Personalized Birthday & Thankyou E-Cards to all your leads and clients. Read More...
!DDMS Integration
!DDMS
Direct mail Data Management System uses to organize your mail campaigns.
Features:
  • Increases leads generation
  • Reduce cost
  • Improve performance
  • Track results
Read More...
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Opt! Great Partner
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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
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Opt! Valuable Management Tool
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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.


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OptSoft’s generous assistance
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We appreciate OptSoft’s generous assistance in data collection effort for Haiti Relief. OptSoft’s quick turnaround and professionalism are commendable.


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


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