OptCRM Features

Powerful CRM & SFA solutions built to accelerate your business growth

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Powerful Features That Drive Results

Everything your sales team needs — in one platform

Lead Management
Lead & Customer Management

Track leads from first interaction to closing. Assign follow-ups, schedule reminders, categorize leads, and monitor history with ease.

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DCR
Daily Call Reports (DCR)

Instantly log doctor visits, meeting details, and orders — perfect for pharma teams.

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Task Automation
Task & Follow-Up Automation

Create tasks, set reminders, and ensure your team never misses important activities.

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GPS Tracking
Attendance & GPS Field Tracking

Mark attendance with accurate location tracking. Monitor field routes and customer visits.

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Orders & Billing
Quotation, Orders & Billing

Send quotations, take orders, and manage billing digitally.

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Dashboards
Performance Dashboards

Live analytics with charts, KPIs, and productivity data.

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Documents
File & Document Management

Share brochures, product details, or training materials instantly.

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Mobile SFA
Mobile SFA App

Update activities from anywhere using our Android/iOS mobile app.

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ERP Integration
ERP Integrations

Connect CRM with billing, inventory, HR, and accounts to create a unified system.

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OPT CRM is fast, user-friendly, secure, and customizable.
Whether you're automating your sales team, field workforce, or pharma representatives —
our features help you work smarter, faster, and with complete accuracy.

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