Optimo Review

Optimo is a CRM software mainly used by companies that organize events in any sector. Optimo CRM Dynamics 365 is a Microsoft Dynamics service, based on Cloud9 that offers the possibility of integrating with other CRM solutions such as SalesForce, Oracle, SAP and many others. This CRM system has a really functional web based ticketing system and very efficient and useful operational, financial and procurement tools to maximize profits and increase company sales. To achieve these goals, it is essential to cultivate and better manage relationships with actual and potential customers, in order to keep those already loyal and acquire new ones. It also has a fundamental resource, the Optimo Data Bank, which allows you to collect and store all customer data, keeping them safe and using them to create new marketing solutions.


Here is a short video showing Optimo’s features, including the ticketing system:


Below we list some of the main features of Optimo:

  • Customer management: manage relationships with your customers and potential customers in the best way
  • Event management: organizes events in a simple and structured way
  • Operating tools: use tools to interact with customers, to control the inventory, resources and activities related to your company
  • Procurement tools: access the range of shipping tools with optional delivery mechanisms including card, email and smartphone
  • Financial instruments: automatically generate your invoices and always keep your credit notes and sales records under control
  • Report: take advantage of customizable reports and dashboards
  • Integrations: integrate Optimo with other services
  • Customer support: in case of need, ask the Optimo team to help you in solving your problems.



Optimo is a CRM system that helps you organize events for your business, simplifying its processes and improving customer relationships.

Request your FREE DEMO now, try it and tell us about your experience, leaving a review about it.

You may also be interested in: Salpo CRM


Usability: 8.5 /10 Speed: 8.5 /10 Features: 8.5 /10 Support: 8.5 /10 Pricing: 5 /10

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