SalesOptima

What SalesOptima does

SalesOptima is a cloud-based Customer Relationship Management (CRM) platform operated by The Edge Group, LLC, an Illinois-domiciled limited liability company headquartered at 8770 West Bryn Mawr Ave., Suite 1300, Chicago. The product is a browser-accessible multi-tenant SaaS CRM that enables organizations to organize, manage, and nurture customer contacts, leads, opportunities, tasks, and appointments, with mobile access through the SAM Mobile interface. Technically, the platform is built on the Microsoft .NET framework with SQL Server databases, hosted in a multi-million dollar third-party data center facility with 128-bit SSL encryption, firewalls, biometric access controls, and redundant power. The system offers real-time two-way synchronization with Google Contacts/Calendar/Gmail, an Outlook plug-in, a Zapier integration, and a Fleetio fleet-management integration, exposing a Web Form Post API for programmatic contact, lead, and company creation.

The platform is organized as a four-tier product family: Stratus Express (free, single-user), Stratus (Standard, up to 10 users at $50/user/month), Cirrus (Professional, unlimited users at $75/user/month with optional Sales Force Automation add-on), and Nimbus (Enterprise, quote-based, with all modules included). Monetization combines per-seat subscriptions with usage-based email marketing tier pricing (up to $150/month), one-time setup fees primarily for Nimbus/Cirrus customers, and add-on subscriptions such as Slidecast at $99/month and Sales Optimization at $10/user/month. Distribution is entirely digital via direct website signup (freemium/self-serve) with inside-sales support for higher tiers, targeting small-to-mid-sized businesses, individual salespeople, and sales teams (referenced to range from solo users up to teams of 45+ people).

Go-to-market employs a product-led growth motion with a free tier for top-of-funnel acquisition and a sales-assisted model for mid-market and enterprise conversions, supported by content marketing through the "What's New" blog and embedded video tutorials. The company is private with no disclosed external funding, no management team details publicly listed, 1-10 employees, and concentrates its operations in the United States while distributing digitally on a global basis. No AI/ML capabilities, certifications, named enterprise customers, or M&A activity are disclosed in the available source data.

Name

SalesOptima

Legal name

The Edge Group, LLC

Website

https://salesoptima.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

SalesOptima is a cloud-based CRM platform built on .NET/SQL Server that targets small to mid-sized businesses and sales teams with contact management, sales force automation, integrated HTML email marketing, Google/Zapier/Fleetio integrations, and a four-tier subscription pricing model ranging from free to enterprise.

Ownership category

akta.pro rank

Product category

Customer Relationship Management (CRM) Software

NAICS

Telemarketing Bureaus and Other Contact Centers (561422), Direct Mail Advertising (541860)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

akta.pro secondary industries

Marketing Automation & Campaign Management CRM (HDAEAFAB), Field Service CRM (Dispatch, Scheduling & Mobile Service) (HDAEAFAL), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)

Keywords

• Cloud CRM software
• Sales force automation
• Contact management
• Email marketing platform
• Lead capture forms

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Infrastructure, Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. Subscription Licensing (Per User): Four-tier subscription model with per-user pricing. Tiers include Free (1 user), Standard ($50/user), Professional ($75/user), and Enterprise (custom pricing). Additional fees apply for contacts/leads exceeding maximum allowances and document storage exceeding 75MB per user.
2. Email Marketing Usage: Usage-based pricing for email marketing based on number of emails sent or number of contacts. Tiered pricing from $0 (0-100 contacts/emails) up to $150/month for 10,001-25,000 contacts with unlimited emails.
3. Add-on Modules: Optional add-ons including Slidecast ($99), LiveConnect, Text Messaging, Voice Call Enablement, Voice Drop Enablement, and Automated Workflow Processing ($10).
4. Setup Fees: One-time setup fees for new accounts to create and activate accounts, install default templates, and configure Sales Force Automation modules for Nimbus and Cirrus users.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

SalesOptima is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to organize, manage, and nurture customer contacts through shared contact/lead/opportunity databases, sales force automation, workflow automation, integrated HTML email marketing, appointment scheduling, mobile access, and reporting. The product is sold in four tiers (Free/Stratus Express, Standard/Stratus, Professional/Cirrus, Enterprise/Nimbus) on a per-user subscription basis with optional add-on modules and one-time setup fees for higher tiers.

Product overview

SalesOptima is a cloud-based Customer Relationship Management (CRM) platform organized as a four-tier product family: Free/Stratus Express (single-user entry), Standard/Stratus (up to 10 users), Professional/Cirrus (unlimited users with optional SFA), and Enterprise/Nimbus (premium with all modules included). The core platform provides contact, lead, and opportunity management across all tiers. Key modules include Contact Management, Dynamic Scheduler (appointment booking), Web-to-Lead Capture, Google Synchronization, Email Marketing (HTML campaigns), and Sales Optimization (workflow automation). Higher tiers add LiveConnect (live dashboards), SAM Mobile, Slidecast (video presentations), Voice/Text messaging, Invoice Management, and comprehensive Reporting. The platform is built and hosted by The Edge Group, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• SalesOptima Free (Stratus Express) Entry-level single-user cloud CRM with simple, intuitive interface for managing contacts, leads/opportunities, tasks, and calendar. Includes entry-level field customization, mobile interface, document storage, HTML email marketing, optional Outlook integration, Internet fax capability, Excel data import, and mass email.
• SalesOptima Standard (Stratus) Multi-user cloud CRM for sales teams up to 10 users at $50/user/month, with mid-level field customization, shared contact/lead database, visual interactive reports, and a robust user security model.
• SalesOptima Professional (Cirrus) Cloud CRM for larger teams at $75/user/month with unlimited user seats, professional-level customization, included Outlook integration, and an optional Sales Force Automation (SFA) add-on at $10/user/month.
• SalesOptima Enterprise (Nimbus) Premium CRM/SFA solution with custom pricing, enterprise-level customization, and all available modules included (Sales Force Automation, HTML Email Marketing, complete Outlook integration, SalesOptima Mobile, Slidecast at $99, LiveConnect). Includes the Sales Optimization Jump Start Kit.
• Contact Management Module Core CRM module for organizing and managing all customer information, including leads, opportunities, contacts, accounts, reports, and action items that can be shared with colleagues.
• Dynamic Scheduler Appointment booking feature allowing prospects and customers to directly book on user calendars, with multiple public calendars, custom branding, busy time definitions, and timezone handling.
• Web-to-Lead Capture Automated lead collection via customizable web forms that integrate directly into the CRM platform without manual data entry, and initiate sales and workflow automation campaigns.
• Google Synchronization Real-time two-way synchronization between SalesOptima and Google Contacts/Calendar, with Gmail integration, automatically syncing when data is created or updated in either system and keeping mobile phones 100% in sync.
• Sales Optimization Workflow automation add-on that automatically triggers follow-up actions based on events, including personalized emails after sales calls, follow-up calls, web lead capture, and email/calendar event triggers. Included in Nimbus; $10/user/month for Cirrus.
• Email Marketing HTML email marketing module with professional templates, campaign management, analytics, real-time click/link tracking, email newsletters, corporate branded emails, and integration with the Sales Optimization engine for process-driven marketing. Priced on usage-based tiers from $0 to $150/month.
• Slidecast Video presentation tool that lets users create image slide presentations and record video bubbles over image slides to add personal touches. Available as an add-on at $99/month.
• LiveConnect Live dashboard service that displays cards for contacts and leads, allows creating contacts from the dashboard, pinning notes to users, editing appointments in real-time, and an Alerts dashboard for workflow segmentation and prioritization.
• SAM Mobile Mobile interface for SalesOptima providing contact search, lead management, click-to-dial phone numbers, email with virtual attachments, contact history, individual calendar, appointment creation/editing, task creation/assignment, referral creation, and inbound/outbound texting.
• Voice Call Enablement Voice communication features including click-to-dial and automated voice call capabilities, with Active Hours settings to control when automated voice calls are triggered.
• Text Messaging SMS/MMS communication capability integrated with the CRM, including text template management with search functionality, automated text events, and Active Hours controls for automated communications.
• Sales Optimization Jump Start Kit Pre-loaded plug-and-play implementation package for the Nimbus edition, including automation processes (New Prospect, Sales Presentation, Client Retention, Unsubscribe, Newsletter Subscription), 5 HTML email templates, click tracking, 4 web forms, 3 custom action screens, 3 dynamic schedulers, 2 email lead parsers, and 2 hours with a Sales Optimization specialist.

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature8 records

Partnerships

Two partnerships are on record, tiered core.

• ZapiercoreTechnology or Integration · 29 August 2022SalesOptima integrated with Zapier allowing users to fire Zaps from within their SalesOptima account. Zaps can be fired on the contact level or added to automation processes for connecting with thousands of other applications.
• GooglecoreTechnology or IntegrationReal-time bidirectional synchronization between SalesOptima and Google Contacts/Calendar. Includes Gmail integration and keeps mobile devices 100% in sync. Included with Nimbus accounts and available as add-on for Cirrus accounts.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Insightly: CRM built for small businesses with contact management, sales pipelines, workflow automation, and integrations. Direct SMB CRM competitor with similar freemium/paid tier model.
• ActiveCampaign: CRM and email marketing platform tightly integrated for SMBs, combining contact management with automation and email campaigns. Competes on the same bundled CRM-plus-email value proposition.
• SugarCRM: Mid-market CRM with sales force automation, marketing automation, and customer service modules. Comparable tiered offering and SMB/mid-market customer overlap.
• Copper: CRM built specifically for Google Workspace users with deep Google Contacts/Calendar/Gmail integration. Closely mirrors SalesOptima's Google Sync emphasis and SMB target.
• Pipedrive: Cloud-based sales-focused CRM for SMBs with pipeline management, workflow automation, and per-user pricing. Closely aligned with SalesOptima's SFA-led positioning and SMB target market.
• Apptivo: Cloud CRM suite targeting SMBs with sales, contact, and marketing modules at lower price points. Directly competes on integrated CRM-for-small-business positioning.
• HubSpot CRM: Leading SMB and mid-market CRM platform with a free tier, built-in marketing automation, sales force automation, and broad ecosystem. Directly competes for the same freemium-driven SMB customer base.
• Bitrix24: Freemium CRM and collaboration suite for SMBs with sales automation, email marketing, and contact management bundled in. Competes head-on with SalesOptima's free-tier PLG approach.
• Freshsales (Freshworks): Sales-focused CRM from Freshworks targeting SMBs and mid-market with built-in email, phone, and workflow automation. Similar product breadth and SMB-focused pricing model.

Broad incumbents

• Salesforce: Global CRM leader spanning sales, service, marketing, and analytics. SalesOptima's SMB tier competes with Salesforce's lower-end Starter/essentials offerings for smaller customers.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SalesOptima