Retarget, schedule, and chase leads effortlessly with our NEW AI Virtual Employees. Elevate your business with automation for success!
Ditch the lead chase! Let our AI agents take the reins and supercharge your marketing. Transform the way you attract customers – sit back, relax, and watch the magic happen.
No Computer Skills Required
Works For Every Type Of Business
Join Over 1,000's Of Businesses
Who ❤️ Using Optimal CRM
So, Why A Flow?
We know - Nobody wants a website without leads and sales. Unfortunately, the saying "Build it and they will come" is far from the truth
This Is Where FLOWS Come In....
Every business needs a "Flow." It's how you turn website visitors into leads, and then into happy, paying customers. Repeat customers. We have 14 services all connected by drag & drop automated Flows to help you:
Capture - Collect leads and orders from your website, forms, chat widget, calendar, and phone
Market - Marketing and sales automations to stay top of mind and close more sales
Scale - Grow your most successful marketing without needing a huge team since everything's automated
AI IS The Secret To Your Success
Diverging from conventional chatbots and similar digital agent solutions, our Conversational AI platform comes embedded with innate intelligence. This encompasses a contextual grasp of prevalent industry-specific queries and conversational elements such as the phrase "please wait." The platform's inherent intelligence significantly truncates the developmental phase of fruitful implementations, enabling enterprises to expedite their journey towards value realization.
Without AI
No Customers
Calendar Is Not Booked
Aimlessly Searching for Customers
Time-Consuming Hustle To Close Sales
With Optimal CRM
Stream Of Customers
Calendars Are Fully Booked
Employees Stop Chasing Leads
More Free Time
Using AI To Increase Sales
Optimal CRM is...
Your Website
Our beautiful website template library gives you one click creation of your websites to capture leads and sales
With Your New Website and Funnel Builder, you can...
Have the absolute fastest website for better Search Engine Rankings (SEO), higher conversion rates, and more sales
Use over 100 pre-built website blocks to quickly get your beautiful site online
Create the best sales funnels, landing pages, opt-in pages, product sale pages, and more
Optimal CRM is...
Your Forms
Forms are the lifeblood of every business. Without forms, you can't sell products or collect leads online
With our Form Builder, you can...
Easily drag & drop to create everything from your sales forms, lead capture forms, surveys, signature forms, and more
Experience the power of using answers on your form to trigger custom automation sequences
Fully customize your forms and embed them on any website, even if not hosted with us
Optimal CRM is...
Your Email Marketing
Effortlessly stay on top of the customer's mind by sending personalized emails at the right time
With our Email Marketing System, you can...
Design beautiful, professional emails using one of the dozens of built-in templates
Easily build your email newsletters, auto-responders, product launch announcements, and much more
Experience world class email deliverability so emails actually make it to your customers' inbox
Optimal CRM is...
Your Professional Phone
Listen, when your customers call your business phone number, you need to wow their socks off
With our Phone System, you can...
Effortlessly create interactive phone menus to provide a professional brand image
Discover how missed call text backs can significantly increase sales and ensure that no lead falls through the cracks
Trigger automations based on how customers interact with your business on the phone
Optimal CRM is...
Your SMS Marketing
98% of customers open SMS, and it's time you keep your customers engaged to increase sales
With our SMS Marketing, you can...
Experience the power of automated, personalized SMS for marketing, notifications, sales announcements, and more
Buildout and split test SMS automations based on customer behavior
Strengthen your brand's relationship with customers
Optimal CRM is...
Your Automated Calendar
Automatically books leads and prospects to your calendar without lifting a finger
With our Appointment Calendars, you can...
Simplify scheduling and eliminate email back-and-forth to find the perfect time
Effortlessly build calendar forms to collect payment for services, team calendars, round-robin routing, and more
Customize logos, colors, booking reminders, and trigger automations based on user behavior
Optimal CRM is...
Your Sales & Task Pipelines
Sales is king; without pipelines, your leads slip through the cracks and you lose a bunch of money
With our Pipelines, you can...
Effortlessly close sales in your pipelines with click-to-call, email, and SMS
See how your leads and customers are progressing through the pipeline and know what to focus on
Experience the power of automation in your sales pipeline to nudge prospects to the next stage
Optimal CRM is...
Your Automations
If you're not automating your sales outreach, marketing, lead flow, and more, then you're doing busy work
With our Automation Flows, you can...
Automate your marketing with customized automations to close sales while you sleep
Boost engagement and fill your pipeline with personalized automations triggered based on user behavior
Be empowered to automate more of your business to eliminate the day-to-day busy work
Optimal CRM is...
Your CRM
Getting customers is great, but the key to turning them into fans is building a relationship
With our Customer Relationship Manager (CRM), you can...
Discover customer insights from every interaction with your business
Segment your leads and customers so every part of the customer journey is organized
Experience increased productivity with click-to-call, email, SMS, and more
Optimal CRM is...
Your Unified Chat
Turn your customers into fans by communicating with them wherever they are
With our Unified Chat, you can...
Strengthen your brand relationships with a single, simple system that eliminates the need for multiple logins
Collect more leads on your website with our chat widgets
Discover how automation can help with customer interactions and better personalized marketing
Optimal CRM is...
Your _________?
Now that you know you don't need to know anything about computers and can just drag and drop everything, your imagination is running wild
Frequently Asked Questions.
Are support and updates included?
YES! We're constantly adding updates for free, and we offer email, chat, and Zoom support sessions. Since we're hosted in the cloud, you don't have to worry about updates. You automatically get the latest and greatest updates.
Who owns the data, content, and subscribers?
You do! All the data, customers, and everything else in your account are 100% yours.
Do I have to download and install any software?
No! We created this system so you wouldn’t need a team of I.T. people to just run and scale your business. Just login and start building with drag and drop in the members' area.
Can you handle the load?
Absolutely. We're is powered by Amazon, AWS Global Accelerator, and a proprietary multi-CDN. We're fault tolerant, distributed, highly available, and ready for anything you can throw at us.
Do I need to pay for and connect to Twilio to send SMS?
Nope. We are truly an all-in-one, and if you want a phone number to make calls or send SMS, its just a click away. No integrations or third party services are needed. However, if you want to connect to Twilio, you can!
Do I need to pay for and connect to Mailgun to send email?
Nope. We are truly an all-in-one, and if you want to send email, just connect your domain name. No integrations or third-party services are needed. If you want to connect to any other email service provider, you can!
Can I transfer or port my phone number?
Yes! If you're tired of paying a ton for your VoIP phone service, we have a simple online process to port your phone number over. You can also "verify" a phone number you already own to use as the caller ID phone number displayed on outbound calls without porting your number.
I already have a website. Can I still use this system?
Absolutely. The website and funnel builder are just two of the tons of services included. Such as adding chat widgets, forms, and more to your site.
Do the calendar bookings sync with my calendar?
Yes! Connect your Gmail, Google Workspace, Outlook, or Office365 calendar to enable the meeting scheduler, and then your appointments and meetings are synced across all your devices.
All Rights Reserved © 2024
www.crm.optimaldigitalservices.com
This site is not a part of Google™, Facebook™, or Youtube™ and not endorsed by Meta™, Facebook™, Google™, Youtube™, Stripe™, Authorize.net™, Adyen™, Cybersource™, Sage Pay™, Visa™, Microsoft™, PayPal™, WhatsApp™, Facebook™, Twitter™, Telegram™, Line™, Twilio™, and Messenger™. All the above trademarks are trademarks of their respective companies.
designed by Optimal Digital Solutions