Dimension scores are derived from public data and fields; weighted into the composite. Reference only.
OptSoft, Inc.’s Opt! CRM is a customizable CRM and lead management platform for multiple industries. Its core products include Leads Manager and Leads Commerce, with Leads Mall also mentioned. It emphasizes tailoring databases, processes, dashboards, and integrations to a company’s workflows, serving use cases such as insurance, financial services, healthcare, construction/home improvement, car rental, membership management, and procurement.
Based on the official website, Opt! is not positioned as a lightweight general-purpose CRM, but rather focuses on the full lead lifecycle: lead acquisition, inventory map purchasing, sales and distribution, aging, redistribution, automated sales workflows, customer conversion, and performance tracking. Its basic CRM capabilities include a multi-contact database, document management, search queries, data mining, calendar scheduling, note history, reports, and dashboards. For teams, it supports multiple locations, multiple users, agent hierarchies, manager activity monitoring, and lead assignment/transfer/unassignment. On mobile, it provides Android/iOS access and combines GPS and maps for field team location tracking and territory analysis.
The official website clearly states that it uses a subscription model, with monthly or annual payment options, and claims there are no hidden fees. A 1-year subscription can include an additional 2 months free. Free trials are offered in multiple places on the site, including a “30-day free trial,” but the trial requires approval and acceptance of the terms. Specific plan pricing, seat costs, and feature boundaries between different editions are not publicly disclosed.
Its strengths are its industry-specific focus and strong customization capabilities, making it suitable for organizations with complex business processes and many lead distribution rules. It offers a wide range of integrations, including GPS, maps, forms, dialing, SMS, fax, email blasts, mobile calendars, as well as ERP, email marketing, payment gateways, and financial APIs. On the security side, it mentions encrypted storage, cloud backups, multi-layer access control, audit trails, and more. Its limitations are that the website lacks public API documentation, compliance certifications, data center locations, SLA details, and a pricing table, so in-depth demos and solution confirmation are needed before purchase.
Opt! is better suited for insurance/financial agent teams, lead trading platforms, home improvement sales, car rental, membership, and procurement organizations that prioritize lead conversion and customized workflows. If you only need a standardized, ready-to-use CRM, Salesforce, HubSpot, Zoho CRM, and similar options may be more transparent. Access from mainland China is not covered in the text, so it is considered unknown.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on optsoft.com official site.
optsoft.com is an United States SaaS provider. TG4G tracks its product information, an overall rating of 6.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach optsoft.com directly.