Optima CRM

— Overview

About the Project

Optima CRM is a software solution that manages all interactions between a company and its customers in a single, unified database. Users access the platform with individual credentials that define their authorisation role — ensuring the right people see the right information. The need to verticalise CRM solutions is critical to the practical use and success of a real estate business, since the way clients, collaborators, properties, and services are managed in this vertical is highly specialised. Optima CRM was designed from the ground up for real estate professionals, incorporating pipelines for property listings, lead tracking, client follow-ups, contract management, and commission reporting — giving agencies and brokerages a purpose-built tool rather than a generic solution they have to bend to fit their workflows.