Client Management

Switch from list of customers to a proper client database!

OptiOffer organizes, displays and it is easy to use! Effortlessly manage, edit and target your clients! It is robust and searchable making the job easier for you to sell faster!

Check-out our 2 minute video tutorial!

How it works

Having an effective customer database represents one of the back bones of every business. We know that and that is why we have created an easy to use, effective and well organized database made for past, current and future sales. Moreover, we do understand the importance of history for every business, that is where Opti Live comes into action with one of the most straightforward sales and offer history log ever implemented.

Where can I find it?

Client management page can be found in the main application panel, also it is color coded as magenta.

How does it look like?

A simple clear, effective and well organized database.

OptiOffer client management
OptiOffer client management

*note that the client information on display is not real information

How to create a client?

  1. Click the "+ NEW CLIENT" button on the Client table window.

OptiOffer client management
OptiOffer client management

  1. Add all the available information in every box.
    - Note that the company name and fiscal id will be used for offer creation.
  • Contact person (will be displayed on the offer)
  • E-mail (will be displayed on the offer and will be used by automail to send the quotations by e-mail)
  • Phone number (will be displayed on the offer)
  • Company name (will be displayed on the offer)
  • Company V.A.T. ID (will be displayed on the offer)
  • Company e-mail (will not be displayed on the offer)
  • Company address (will not be displayed on the offer)
  • Company Phone number (will not be displayed on the offer)

Click "CREATE"

How to edit/delete a client?

  1. Edit: click on the customer you would like to edit or options button
  2. Delete: click on the options button and hit "Delete"

OptiOffer client management
OptiOffer client management

  1. Edit the necessary information and click "SAVE"

OptiOffer Catalog client management
OptiOffer Catalog client management