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ModuleExtends Optimasale Core
Own the commercial relationship behind every customer and key account
OptimaCRM extends Optimasale Core with pipeline, key account plans, trade terms, promo planning, and relationship history - for teams with active account management and trade marketing.
app.optimacrm.io/pipeline
Pipeline overview
Channel Center · this quarter
Search
Q2 2026
АП
Pipeline value
€2.4M+12%
Win rate
34%+3
Open deals
42+6
Avg deal
€8.2K-2
Closed revenue
12 months€1.84M +18%
JFMAMJJASOND
Top deals New
SP€420k
Spar HQ
Proposal
LI€280k
Lidl Bulgaria
Negotiation
CA€190k
Carrefour
Qualified
KA€156k
Kaufland
Won
Pipeline by stage
Lead
€2.4M
Qualified
€1.8M
Proposal
€1.2M
Negotiation
€780k
Won
€420k
Recent activity
СДSpar HQ moved to Proposal12m
МКCall logged · Lidl Bulgaria1h
ПСContract sent · Carrefour3h
Sales by channel
Modern trade
42%
Traditional
28%
HoReCa
18%
Online D2C
12%
78%
Forecast attainment
€1.84M of €2.36M quota
On track this quarter
Top accounts
SPSpar HQ€1.2M+14%
LILidl Bulgaria€840k+8%
CACarrefour€620k-3%
One core. The whole commercial relationship behind every client and outlet, in one screen.
SP
Spar HQKey account · 142 обекта
360°Pipeline
Lead
Qualified
Proposal
Won
Годишен договор v3Подписан
Every department, one place
Sales, procurement, marketing, and operations work on one account and one history.
Approvals and signatures
Approve trade terms and sign contracts right inside the workflow.
Spar HQMeeting · QBR
10:00
MetroContract signed
12:32
KauflandQuote sent
15:30
Spar HQMeeting · QBR
10:00
MetroContract signed
12:32
KauflandQuote sent
15:30
Spar HQMeeting · QBR
10:00
MetroContract signed
12:32
KauflandQuote sent
15:30
Spar HQMeeting · QBR
10:00
MetroContract signed
12:32
KauflandQuote sent
15:30
Lidl BGCall · pricing
14:45
BillaListing approved
09:15
FantasticoPromo planned
11:45
Lidl BGCall · pricing
14:45
BillaListing approved
09:15
FantasticoPromo planned
11:45
Lidl BGCall · pricing
14:45
BillaListing approved
09:15
FantasticoPromo planned
11:45
Lidl BGCall · pricing
14:45
BillaListing approved
09:15
FantasticoPromo planned
11:45
T-MarketEmail · terms
18:30
CBARenewal due
19:15
MetroVisit logged
09:15
T-MarketEmail · terms
18:30
CBARenewal due
19:15
MetroVisit logged
09:15
T-MarketEmail · terms
18:30
CBARenewal due
19:15
MetroVisit logged
09:15
T-MarketEmail · terms
18:30
CBARenewal due
19:15
MetroVisit logged
09:15
Relationship history
A full log of every touch: meetings, calls, quotes, and signed contracts.
MoTuWeThFrSaSu
Quarter forecast
€0.9M
Track forecast against quota by account and channel.
Audit every critical change
AccountSP
Spar HQ
Annual termsv3
Terms
Rebate 4% + bonus
StatusReadyvia DocuSign
Contract to sign
Confirm trade terms before signing via DocuSign or Adobe Sign.
One source of truth
Stop chasing the truth across 12 files
Pipeline in Excel, follow-ups in Outlook, chats in WhatsApp, contracts in PDF, promo in yet another sheet. OptimaCRM unifies them into one record with full history and role-based access.
Pipeline.xlsx
Outlook follow-ups
WhatsApp chats
Contracts (PDF)
Promo tracker.xlsx
Bonus sheet
COptimaCRMWith OptimaCRM: one place
One account recordFull history and audit logRole and department accessLive forecast and pipeline
360° across the whole organization
Not just sales. The whole commercial team.
One CRM for sales, procurement, marketing, and operations. Every department works on the same account, contract, and history, and retires its zoo of spreadsheets and point tools.
KAM teams run the retail chains: pipeline, contracts, and forecast in one place.
Replaces and connectsSalesforceExcelDocuSignOutlook
Pipeline and opportunities
LeadsOpportunitiesStagesWin rateForecast
Quotes and deals
QuotesOffersProductsPrice listWin / Loss
Contracts and trade terms
Annual contractListing feesRebatesBonusE-sign
Activity timeline
MeetingsCallsEmailWhatsAppTasks
Key account plans
JBPQBRTargetsCoverage
SalesSales and key accounts
Killer features
Why teams pick OptimaCRM
Not a feature list, but the four things that actually change how a commercial organization works.
Contracts and e-sign
Sign the contract without waiting two weeks
Annual terms bounce around email, Word, and PDF until someone prints and scans them.
Lifecycle from draft to signature inside the CRM, with versions, approvals, and e-signature via DocuSign or Adobe Sign.
-9 daysaverage time to a signed contract
Customer 360
The whole account on one screen
History is scattered across the rep, marketing, finance, and ten Excel files.
One record gathers contacts, deals, contracts, promo, and activities from every department.
1 screeninstead of 12 files per client
Trade promo and ROI
Plan promotions and see the real ROI
Promo budget gets planned in spreadsheets, while the effect stays unmeasured.
Calendar, mechanics, and budget in one place, with pre/post analysis against actual sales.
+18%more visibility into trade spend ROI
Analytics and performance
Deep visibility by client, channel, and category
Penetration, target attainment, and promo impact are often calculated by hand in Excel - or never measured at all.
Distribution, penetration, target attainment, and promo optimization - in real time, by account, channel, and SKU.
94%target attainment, visible in real time
AI connected to CRM
AI that works directly with your CRM
Not every AI module is for CRM. These three are fed by your CRM data and act on accounts, contracts, and pipeline.
OptimaChat
Ask your data anythingHow it connects to CRM
Queries the CRM model directly: 'show pipeline by chain', 'which contracts expire this month', 'promo ROI for Spar'. Grounded in live KPIs.
OptimaAgents
Business agents on shiftHow it connects to CRM
Watch CRM accounts, escalate churn risk, draft follow-ups after meetings, and trigger tasks in the pipeline.
OptimaFlow
Workflow orchestrationHow it connects to CRM
Connects CRM with Core, DMS, Shop, and POS: contract approval, credit check, allocation, and dispatch - no manual handoffs.
Ready to see OptimaCRM
in action?
Show your team how contracts, pipeline, and trade promo live in one place. Book a demo or send an inquiry through the contact form.