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Plans & Pricing
Select a suitable Sales Optim subscription designed to scale with
your business growth.
Choose Team Size
Basic
5 GB
Storage
Rs 699 + GST
Rs 0.00
Basic plans include:
- Sales Dashboard
- Stage of leads
- 500 Free mail
- Unlimited Contacts
- Create Unlimited notes
- Android & Web view
Standard
15 GB
Storage
Rs 999 + GST
Rs 0.00
Standard plan Includes:
- Lead Dashboard
- Task Dashboard
- Sales dashboard
- Unlimited Leads
- 1000 Free Mail
- Set your Sales Pipeline
Premium
50 GB
Storage
Rs 1999+GST
Rs 0.00
Premium plan Includes:
- Lead Dashboard
- Task Dashboard
- Sales dashboard
- Unlimited Leads
- Set your Sales Pipline
- Live Track of Employee or own
COMPARISON TABLE
what's included?
see what you get in each product and its plans.
| Essential | Basic | Standard | Premium |
|---|---|---|---|
| Contacts Database | Unlimited | Unlimited | Unlimited |
| Deals Management |  |
|
|
| Maximum Number of Employee | Unlimited | Unlimited | Unlimited |
| Lead Management | |
|
|
| Account Management | Unlimited | Unlimited | Unlimited |
| File Storage | |
|
|
| Documents | Unlimited | Unlimited | Unlimited |
| Sales Order | |
|
|
| Contact Management | Unlimited | Unlimited | Unlimited |
| Purchase Order | |
|
|
| Vendors | Unlimited | Unlimited | Unlimited |
| Add Products | Unlimited | Unlimited | Unlimited |
| Customized Dashboard | Unlimited | Unlimited | Unlimited |
| Call Logs Integration | Unlimited | Unlimited | Unlimited |
| Create Your Own Calendar | Unlimited | Unlimited | Unlimited |
| Create Tasks | Unlimited | Unlimited | Unlimited |
| Reminder Task | Unlimited | Unlimited | Unlimited |
| Customizable Quotation | Unlimited | Unlimited | Unlimited |
| Customer Relationship | Basic | Standard | Premium |
|---|---|---|---|
| Email Integration | 500 Free Mail | 1000 Free Mail | Unlimited |
| Facebook and Instagram Integration |  |
|
|
| Email tracking & automation | |
|
|
| Live Tracking of employee | |
|
|
| Email tracking & automation | |
|
|
| Customer Relationship Report | Basic | Standard | Premium |
|---|---|---|---|
| Quotation Report | |
|
|
| Leads & Reports | |
|
|
| Sales Reports | |
|
|
| Vendors Reports | |
|
|
| Purchase Reports | |
|
|
| Employee Report | |
|
|
| Employee Analysis Reports | |
|
|
| Employee Tracking Reports | |
|
|
| Task Reports | |
|
|
| Meeting Reports | |
|
|
| Pipeline Reports | |
|
|
| Support | Basic | Standard | Premium |
|---|---|---|---|
| Sales Optim Support Forum | |
| |
| Sales Optim Help Center | |
|
|
| Onboarding Planning and Support | |
|
|
Frequently Asked Questions
How can I start a free trial?
+
To start a free trial, visit the website, click on "Start Free Trial," sign
up with your details, and follow the instructions to begin using the
service.
Does SalesOptim CRM offer a plan for 3 users?
+
Yes, SalesOptim CRM offers plans that can accommodate 3 users, allowing you to manage
your team and CRM features effectively.
What’s the process to switch from the Standard Plan to the Premium Plan?
+
To switch from the Standard Plan to the Premium Plan, log in to your account, go to "Billing"
or "Subscription" settings, select "Upgrade," choose the Premium Plan, and enter payment
details to confirm.
What is the policy for refunds?
+
Customers can cancel their plan & can request within 24 hours; after that, they
will no longer be eligible for a refund, and the purchase order (PO) will be
considered a confirmed sale.
Do you provide 24/7 assistance?
+
Yes, users can raise a ticket at any time, and the technical team will respond via
email or WhatsApp. Customers also can to track the status of their ticket.
Location
India
1st Floor, Shalini Corner Building, Office No 11, Pune, Maharashtra 411052Indian Number +91 8149055001
United Kingdom
Uk Number +44 7448674419