Sales Software — CRM Built for WhatsApp Revenue Teams
OptiKratos Sales Software unifies CRM, pipeline management, lead tracking, and AI sales agents in one cloud workspace — natively connected to WhatsApp and every channel your customers use.
- 14-day free trial, no credit card required
- Unified with CRM and WhatsApp on one platform
- SOC 2 certified · GDPR ready · 99.9% uptime SLA
Independent ratings on G2, Capterra, and more
Everything in Sales Software — CRM Built for WhatsApp Revenue Teams
All features ship as part of your OptiKratos workspace — no separate logins, no integrations to maintain.
Contact Management
Unified 360° contact profiles with full interaction history
Deal Management
Track every deal from first touch to closed won
Sales Pipeline
Drag-and-drop visual pipeline with AI deal scoring
Lead Management
Capture, score, and route every inbound lead automatically
Account Management
Company-level profiles with all contacts and deals linked
Tasks & Activities
Sales task management with reminders and team assignment
Shared Sales Inbox
Omnichannel inbox shared across your entire sales team
Email Tracking
See opens, clicks, and replies — live — from within CRM
Sales Automation
Trigger-based automation for follow-ups and routing
AI Sales Assistant
Autonomous AI agent for outbound, qualification, and CRM log
Sales Insights
Revenue dashboards, rep scorecards, and pipeline analytics
Product Catalog (CRM)
Manage products, pricing, and attach them to deals
Proposals & Quotes
Create, send, and track sales proposals and estimates
Project Management
Post-sale project tracking inside your CRM workflow
Sales Finance
Invoicing, billing, and financial reporting for sales teams
Why Sales Software — CRM Built for WhatsApp Revenue Teams on OptiKratos
Unified customer data
Every WhatsApp message, email, call, and deal lives in one contact record — no exports, no data silos.
WhatsApp-native CRM
Reply to WhatsApp leads, run broadcasts, and log conversations directly from your CRM pipeline view.
AI writes back to CRM
Voice and chat AI agents auto-log transcripts, deal updates, and next actions — no manual entry required.
Why teams choose Sales Software — CRM Built for WhatsApp Revenue Teams
- Pipeline visibility across every rep and channel
- WhatsApp leads auto-captured in CRM
- AI scores and routes every inbound lead
- Shared inbox — no conversation falls through the cracks
- Deals, tasks, and follow-ups in one workspace
- Voice AI logs every call to CRM automatically
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Voice AI Agents
Autonomous inbound and outbound calls with transcription and CRM write-back.
Explore Voice AI AgentsSales Software — CRM Built for WhatsApp Revenue Teams — frequently asked questions
Everything you need to know about Sales Software — CRM Built for WhatsApp Revenue Teams on OptiKratos.
Start with Sales Software — CRM Built for WhatsApp Revenue Teams — free
Every feature included. Upgrade when you're ready.
SOC 2 · GDPR ready · Dedicated onboarding on every plan