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design
support

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ease
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support

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Description

Customer Relationship Management, commonly known as CRM, encompasses a wide range of concepts and tools. Optima-CRM stands out as a specialized software for the real estate sector, emphasizing tried-and-true methods that empower you to effectively manage your business and team dynamics. It caters to users of all experience levels, from seasoned professionals to beginners. This software accommodates various real estate transactions, including residential, commercial, industrial, and land dealings, allowing you to oversee everything seamlessly from any device, at any time. Unlike other platforms that have hit a plateau, Optima-CRM continually evolves by incorporating new features that respond to shifts in the market and international trends. The direction of our development is significantly influenced by feedback from our global user base. Additionally, our platform supports multiple languages, enabling you to operate in the language you feel most comfortable with. To enhance your experience, our multilingual support team is readily accessible via phone, email, chat, tickets, or even in-person visits, ensuring assistance is always available when you need it. This commitment to support and adaptability sets Optima-CRM apart in the competitive landscape of real estate management software.

Description

Navigating disorganized resource management can feel like traversing through a complex maze, but with i2e Optima, you can efficiently find your way to clarity! This tool enables you to oversee performance, enhance resource allocation, and ensure compliance through valuable insights and visual representations. Equipped with tailor-made dashboards, it integrates seamlessly with various databases and project portfolio management technologies such as Planisware. You can proactively identify planning bottlenecks before they arise, allowing you to stay aligned with both current and upcoming project requirements. Experience accurate resource forecasting with minimal deviation, providing a single source of truth for managing resources in real-time. You will have projections for timing, demand, and costs, along with insights and dashboards that facilitate data-driven decision-making. All relevant information regarding a resource will be readily accessible, enabling you to track key performance indicators, awards, patents, skills, and much more. Additionally, you can keep an eye on reporting times, performance metrics, and compliance standards. Tailor custom parameters to align with your business’s needs, paving the way for increased productivity and enhanced employee satisfaction through effective skill management. In this way, i2e Optima not only streamlines resource management but also fosters a more engaged and capable workforce.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alteryx
Microsoft Azure
Microsoft Power BI
Microsoft Project
Microsoft SharePoint
Planisware
Salesforce
Spotfire
Tableau
Workday Extend

Integrations

Alteryx
Microsoft Azure
Microsoft Power BI
Microsoft Project
Microsoft SharePoint
Planisware
Salesforce
Spotfire
Tableau
Workday Extend

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OptimaSys Group Spain

Country

Spain

Website

optima-crm.com/en/

Vendor Details

Company Name

i2e Consulting

Country

United States

Website

www.i2econsulting.com/resource-management-pharma-lifesciences/

Product Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Product Features

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

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