Customizable
Business Messaging
Communicate with two-way texts,
chats, IM's, emails, and calls
Introductory Consultation
Optimum Messaging
Automated omnichannel conversations to enhance relationships with customers and prospects.
Take Communication To The Next Level
Connect with customers and prospects how they want, when they want, to enhance engagement and foster long-lasting relationships.
Effortlessly connect with customers and prospects via their preferred communication options and provide a seamless experience.
Increase sales conversions with personalized and targeted messages throughout their evaluation process.
Ease your workload and focus on high priority tasks by automating common communications and notifications.
Text & call from your computer
No more switching back and forth from your computer and cell phone
Optimum Employee Onboarding
Re-enforce new employee enthusiasm and motivation with simple, continuous, bite-sized communications
Optimum Messaging Features
Easily create, send, receive and manage your online communications.
Telephone
Call Forwarding
Forward calls to any other phone based on day, time of day, or current status.
Local Phone Numbers
Use a local number in any country, state, or metro area that you’d like. Or have a different number for each.
Toll-Free Numbers
Use a national toll-free number for your phone or SMS messaging needs.
Texting
Auto-Reply & Canned Responses
Automated message sets and responders, lists of standard responses, one-on-one responses.
Short URL's
Utilize built-in url shortening to make sure your messages are compact and simple to read and action.
Schedule Text Messages
Whether scheduling a campaign for many messages, or time based messages for specific contacts, Optimum can handle it.
Send Pictures via MMS
Utilize images, videos or emojis in your messages to add fun or functionality.
Group SMS
Message a group of individuals for scheduling or group conversations.
Shared or Team Inboxes
Cover the same conversations with a team or broadcast assigned messages to a group for handling.
Manage
Opt-Outs
Let users STOP messaging at their discretion and disposition the contact to another workflow for handling, or not.
Import/Export Contacts
Import contacts or other datasets directly into Optimum and export them in standard readable formats such as excel, csv, or even JSON.
Merge Fields
Complete ability to manage messages based on the dynamic attributes of your contacts and which workflows they’re in.
Insights
Analytics & Reporting
Complete reporting capabilities, ad hoc reporting, segmentation, graphing and datasets across all communications and contact history.
Calendar Integrations
Integrates with an internal calendaring and task system or ties into standard calendar formats for Outlook, Google, iPhone, etc.
Search Contacts
Unlimited ability to search across contacts and all touchpoints, datasets, tagging and history.
User Permissions
Full role management is built-in, based on standard roles or do fine grained permissions based on how your company operates.
Tags
Create your own custom tags or bring tags in through imports or auto assign tags through workflow.
SMS CRM
Dynamic Document Creation
Create documents, fill forms and take signatures from your contacts through their phone or computer. Then generate and attach the pdf.
Contact Notes & Attachments
Create notes and workflow history from the contract or process. Attach files, recordings or images.
Inbound Lead Management
Whether the lead is from a website, a phone call or an inbound text message, immediately capture the contact information from any source.
Dynamic Segmentation
Segment your contacts or customers based on geographies, time zones, phone numbers, zip codes or any field you’d like.
Central Communications
Outbound Calling
Call directly from the CRM’s web interface or from your attached phone. Need progressive dialing or power dialing? No problem.
Call Recording
Call recordings for inbound and outbound to capture the conversation. Great for training!
Communication History
Full communication history across phone, email, SMS, online chat - inbound and outbound tied to the record.
Receive Inbound Calls
Receive inbound calls from contact phone numbers and forward calls to a group or individual.
Inbound Email Monitoring
Manage personal or group emails and attach inbound emails directly to the contact’s record.
Outbound Email Sending
Respond to email with automated message sets and responders, pick from lists of emails or unique written responses.
Website Chat
Simple integration of online chat as just another contact communication option.
Just a sampling of customers who trust Optimum
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