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!
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.
Client management page can be found in the main application panel, also it is color coded as magenta.
A simple clear, effective and well organized database.
- Click the "+ NEW CLIENT" button on the Client table window.
- Add all the available information in every box.
- Note that the company name and fiscal id will be used for offer creation.
- Edit: click on the customer you would like to edit or options button
- Delete: click on the options button and hit "Delete"
- Edit the necessary information and click "SAVE"