---
title: Optima-CRM Reviews
meta_title: 'Optima-CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Optima-CRM works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Real Estate
  url: https://www.g2.com/categories/real-estate
---


# Optima-CRM Reviews
**Vendor:** OptimaSys Group Spain  
**Category:** [Real Estate CRM Software](https://www.g2.com/categories/real-estate-crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Optima-CRM
Optima-CRM is a software integrate with kinds of external tools and software.




## Optima-CRM Reviews
  ### 1. Easy to use CRM!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jennifer K. | Sales Manager/Business Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 13, 2023

**What do you like best about Optima-CRM?**

I like the ease of use, the flow is great and everything interacts well together. Not choppy like some of the others.

**What do you dislike about Optima-CRM?**

I haven't found anything that I dislike about Optima CRM

**What problems is Optima-CRM solving and how is that benefiting you?**

This has been very helpful in the real estate world



- [View Optima-CRM pricing details and edition comparison](https://www.g2.com/products/optima-crm/reviews?open_modal_url=%2Fproducts%2Foptima-crm%2Fwishlists%3Fhost_path%3D%252Fproducts%252Foptima-crm%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-10+12%3A48%3A07+-0500&secure%5Bsession_id%5D=d5e377fe-ab3e-4b32-ba11-f205c46e461f&secure%5Btoken%5D=9c9e50abc1e04bb63095b011c947386692558c964dec8aec812f253a93ba3e21&format=llm_user)

## Optima-CRM Features
**Client Management**
- Lead Scoring
- Contact Management
- Lead Generation

**Task Management**
- Marketing Automation
- Document Management
- Third-Party Integration

**Platform Features**
- Contact & Account Management
- Opportunity & Pipeline Management
- Task / Activity Management
- Listing Management
- Email Marketing
- Transaction Management
- Lead Management
- CMA Management
- Forecasting & Reporting
- Dashboards
- Workflow Management
- Template Management
- Appointment Management
- Client Management
- Campaign Management
- Commission Management
- Calendar Management

**Agentic AI - Real Estate CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Proactive Assistance
- Natural Language Interaction
- Decision Making

**Additional Functionality**
- Reporting/Analytics
- Interaction Tracking
- Access Controls/Permissions
- Real-Time Data
- Segmentation
- Data Import/Export
- Alerts/Notifications
- Lead Qualification
- Mobile Access
- Customer Database
- Contact Database
- Lead Distribution
- Lead Capture
- Property Database
- AI Copilot
- Reminders
- For Real Estate
- Client/Property Matching
- Email Templates
- Drag & Drop
- Data Synchronization
- Lead Nurturing
- Generative AI
- API
- Referral Tracking
- Customizable Fields
- Email Tracking
- Activity Tracking
- Omnichannel Outreach

## Top Optima-CRM Alternatives
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