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.
Channel Center · this quarter
€1.84M of €2.36M quota
On track this quarter
Sales, procurement, marketing, and operations work on one account and one history.
Approve trade terms and sign contracts right inside the workflow.
A full log of every touch: meetings, calls, quotes, and signed contracts.
Track forecast against quota by account and channel.
Confirm trade terms before signing via DocuSign or Adobe Sign.
One source of truth
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.
360° across the whole organization
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.
Killer features
Not a feature list, but the four things that actually change how a commercial organization works.
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.
History is scattered across the rep, marketing, finance, and ten Excel files.
One record gathers contacts, deals, contracts, promo, and activities from every department.
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.
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.
AI connected to CRM
Not every AI module is for CRM. These three are fed by your CRM data and act on accounts, contracts, and pipeline.
Queries the CRM model directly: 'show pipeline by chain', 'which contracts expire this month', 'promo ROI for Spar'. Grounded in live KPIs.
Watch CRM accounts, escalate churn risk, draft follow-ups after meetings, and trigger tasks in the pipeline.
Connects CRM with Core, DMS, Shop, and POS: contract approval, credit check, allocation, and dispatch - no manual handoffs.
Show your team how contracts, pipeline, and trade promo live in one place. Book a demo or send an inquiry through the contact form.