SALES SOFTWARE
Kick your sales into gear
In sales, spreadsheets and email tools are only a baseline. To drive sales consistently, you need more advanced software solutions. Sales software – or a sales platform – is a centralized sales hub that's designed to empower salespeople to collaborate, optimize their sales process and forecast sales cycles.
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- Trusted by over 100,000 companies
- 500+ integrations to boost workflows
- Built-in AI to close deals faster
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Full access. No credit card required. Used by over 100,000 companies.
Trusted by 100,000+ companies in 179 countries
Sales CRM tools: A beginner's guide
Sales pipeline and deals
When looking for a CRM solution, start by exploring its core functionality. Pipelines and deals are the foundation of every professional sales CRM. These features allow you to visualize your sales process and move your deals to won.
With OptiKratos, you can add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. Customize the stages to suit your sales cycle, create team pipelines and filter results by team member or stage. Colored cues draw your attention to deals about to go cold, so you know what to tackle first.
Includes:
- Custom fields
- Drag-and-drop interface
- Intuitive design
Automation
Salespeople spend an incredible amount of time on manual tasks that often get in the way of closing deals.
To address this pain point, sales software should always offer sales automation features for a variety of administrative and repetitive tasks. OptiKratos allows you to automate just about any step of your sales process for your entire team, from scheduling sales calls to email marketing. This means you can auto-nurture leads while focusing on high-priority tasks. Set triggers and desired actions, then let our powerful automation tools do the work for you.
Learn moreInsights and reporting
It's way too easy to miss out on key insights when using spreadsheets.
Professional sales software should provide actionable insights through customizable reports and visual dashboards. With OptiKratos, you can add custom fields to your reports to track variables and reveal winning patterns or bottlenecks. Keep your most important reports and KPIs in one centralized location for sales analytics and share them with anyone. Set individual, team and even company-wide goals, then track sales performance with real-time metrics.
Includes:
- Visual reports
- Pipeline metrics
- Custom dashboards
Email and communication tracking
Email and other customer communication tools tend to overwhelm salespeople, especially when working in teams.
Your ideal sales management software should offer robust email and communication tracking to help keep sales teams on track. With OptiKratos, you can access emails from within your sales platform. Get live notifications whenever contacts click or open your emails and follow up at the right time. OptiKratos offers a selection of sales enablement emailing tools such as two-way email sync, a variety of ready-made email templates and a group email feature.
Internal chat integration
Assign chats requests on your website to sales reps
Task management
Manage all sales-related tasks from one place
Invoice and billing
Create and send invoices to your invoicing app directly from OptiKratos
Lead qualification
Capitalize on dedicated lead distribution software and qualification features
Our top sales features include
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Try it freeSales software to help you grow
OptiKratos is designed to:
Help you close more deals
Cut sales-related legwork
Allow everyone on your team to collaborate better
Automate sales tasks
Support your customer communication
Create customized sales reports