INSURANCE

Opt! Leads Manager - Apple App store  All-inclusive Leads Commerce Enterprise & CRM Solutions  Opt! Leads Manager - Google Play store

Insurance Sales  •   Financial Services  •   Accounting Services  •   Legal Services  •   Mortgage Services  •   Real Estate Sales  •   Home Remodelers
Join Opt! Mobile Revolution
Leads Commerce & CRM Solutions
Leads Providers
Proven Solutions of choice by Industry Leaders
with exceptional results and highest level of user satisfaction - Guaranteed* !!
Opt! is an all-inclusive Leads Commerce System that covers all aspects of managing Leads Sales & Distribution; Aging; Re-distribution; and track Performance. Use Opt! to purchase Leads from Inventory Maps; electronically receive Leads into Opt! CRM System; and convert those to Customers using Automated Sales Workflow. Advanced GPS & Dial functions help Agents with Directions; Route Planning; Neighborhood Search; and make Sales Calls. Opt! has been very instrumental in giving customers major edge over their competition leading to exceptional performance results. Our years of experience in serving some of the finest organizations has helped us achieve very high level of abilities in handling every need of Sales Organizations. Opt! is easy to use and rich in its capabilities with an extensive list of features & functions that are backed by personalized support.
Below are the features & functions included:

For Corporate/Managers

  • Multiple Lead Types & Levels
  • Multiple Agent Levels & Hierarchy
  • Leads Pricing based on Lead Types/Agent Levels
  • Reserved & Premium Distribution Areas
  • Leads Inventory Maps
  • Sales Coverage Maps
  • Order Entry, Approval, Charges, & Billing
  • Assign, Transfer, and Un-assign Leads
  • Auto Conversion of Lead Levels by Age
  • Auto Copy Leads for Resale
  • Leaderboards, Reports, & Dashboards

For Agents ( Opt! Leads Manager )

  • CRM with Automated Sales Workflow
  • Ability to view Original Lead Forms
  • On-line Lead Orders & Instant Purchase
  • Submit Applications & Track Progress

Premium Version Upgrade
(with Performance Guarantee*)

  • Auto Dialer
  • Agency Builder
  • Sync Mobile Calendar
  • Access Via SmartPhone/iPad
  • Auto Send Birthday & Thankyou E-Cards
  • (

    *

    ) Call for details
For Corporate/Managers and Agents Features/Function

Sign up for free trial to experience how easy Leads Management & Increasing Sales is with state-of-the-art Opt! Leads Commerce Enterprise & CRM Solutions.

Add-on’s & Integration

!GPS

!GPS

Our GPS CRM integration software helps businesses with locating their sales team accurately and keeping a track of their meets and visits. Also, it allows to choose the tracking utility for a selected number of members and highlight them with a different color. Read More...
!MAPs

!MAPs

Benefit from our interactive US & State Maps integration to visualize the CRM data on states maps and perform focused geographical analysis. Our latest mapping integration enables you to organize the location-based CRM data and manage customer appointments accordingly. Read More...
!FORMS

!FORMs

We are offering the Intelligent Fillable Forms developed as per your exact requirements and help deploy them at multiple web sites easily. We also convert the paper form to the electronic one and help with links to be embedded in the emails easily. Read More...
!DIAL

!DIAL

Bring our unique integration out to make calls through the inbuilt CRM and attract more customers than ever. The latest technology !Dial allows the employees to make calls in a hassle-free way, make notes during the conversations, note the status of the call and serve the potential customers in a much better way. Read More...
!SMS

!SMS

Let your customers know instantly about your latest offers and announcements for them. Utilize the new !SMS integration to send SMS to your potential as well as existing customers and engage them with you for an increased productivity. Read More...
!FAX

!FAX

Utilize the advantageous !FAX integration to send urgent messages quickly to your customers. This unique feature allows the employees to fax urgent information to the customer and further improve the business relationship between them. Read More...
!BLAST

!BLAST

Let all your customers know about your offerings in one go! Bring the latest !Blast integration into action and send bulk emails to hundreds of your potential as well as existing customers instantly and expand your customer reach with a single click. Read More...
!DDMS

!DDMS

Use this to organize your mail campaigns for leads generation, reduce cost, improve performance, and track results. Read More...
!SyncCAL

!SyncCAL

Sync Mobile Calendar with Opt! Calendar for improved efficiencies. Read More...
!CARDS

!CARDS

Opt! CRM Premium users also get advantage of the availability of Auto-Send Personalized Birthday & Thankyou E-Cards to all your leads and clients. Read More...

Leads Partners - Promote Your Leads with Us!

Leads Partners
  • Organize
  • Promote
  • Sell
  • Deliver
Sign up with Opt! Leads Commerce & CRM to organize, promote, sell, and deliver your leads anywhere. We serve Lead Partners from various Industries with multiple Lead Types. To sign-up or learn more about Opt!, click on the button below.
Promote Your Leads 

Leads Partners - Promote Your Leads with Us!

Promote Your Leads with Us!
Sign up with Opt! Leads Commerce & CRM to organize, promote, sell, and deliver your leads anywhere. We serve Lead Partners from various Industries with multiple Lead Types. To sign-up or learn more about Opt!, click on the button below.
Leads Partners
  • Organize
  • Promote
  • Sell
  • Deliver
Promote Your Leads 

Leads Partners - Promote Your Leads with Us!

Promote Your Leads with Us!
Sign up with Opt! Leads Commerce & CRM to organize, promote, sell, and deliver your leads anywhere. We serve Lead Partners from various Industries with multiple Lead Types. To sign-up or learn more about Opt!, click on the button below.
  • Organize
  • Promote
  • Sell
  • Deliver
Leads Partners
Promote Your Leads 
We proudly earned these...
Opt! Great Partner
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Opt! has become a great Partner to us in handling all of our lead management needs. Opt! has been an amazing improvement to our business.

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Opt! Valuable Management Tool
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I have used many CRM solutions. All of them fall short of Opt! that is specifically tailored to the financial sales professional. Opt! is a valuable management tool every business needs.

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OptSoft’s generous assistance
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We appreciate OptSoft’s generous assistance in data collection effort for Haiti Relief. OptSoft’s quick turnaround and professionalism are commendable.

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Opt! efficient Rental Management System
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Faster, professional, and more efficient Rental Management System than any other.

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