--- title: "Optima-CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Optima-CRM Software - reviews, pricing plans, popular comparisons to other Real Estate Property Management products and more." source_url: "https://www.capterra.com/p/176188/Optima-CRM/" page_type: "product" language: "en" --- # Optima-CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Optima-CRM ## What is Optima-CRM? Innovative & complete solution that goes beyond CRM & process automations, integrating with all kinds of external tools and software. Winner of the MirrorReview award for Best Real Estate CRM worldwide. ## What is Optima-CRM used for? [Real Estate Agency](https://www.capterra.com/real-estate-agency-software/)[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $87 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Optima-CRM?[Manage this product listing](https://www.g2.com/products/optima-crm/claim_requests/new?auto=true) ## Optima-CRM Overview Updated August 2026 AI summary Optima-CRM is a cloud-based solution designed for businesses using real estate property management, agency, CRM, and transaction management software. It offers tools for billing, contact and lease management, document handling, payment processing, rent tracking, and property listing oversight. Features like tenant and owner portals, task management, and client/property matching support operational efficiency and centralized communication across property portfolios. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Optima-CRM 2.0 (1) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $87 Flat Rate, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 1.0 (1) Ease Of Use 4.5 (1) Value For Money 1.0 (1) Value For Money 4.3 (0) Customer Service 1.0 (1) Customer Service 4.4 (1) ## Optima-CRM alternatives [iSite Lite](https://www.capterra.com/p/237825/iSite/) [4.0 (1)](https://www.capterra.com/p/237825/iSite/#reviews) Starting price $2500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/237825/iSite/) [Salefish](https://www.capterra.com/p/128959/Salefish/) [0.0](https://www.capterra.com/p/128959/Salefish/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/128959/Salefish/) [Rent Manager](https://www.capterra.com/p/2732/Rent-Manager/) [4.6 (651)](https://www.capterra.com/p/2732/Rent-Manager/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/2732/Rent-Manager/) [ResMan](https://www.capterra.com/p/135182/ResMan/) [4.6 (602)](https://www.capterra.com/p/135182/ResMan/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135182/ResMan/) ## Features AI summary Based on 1,818 Real Estate Property Management reviews Capterra data shows that buyers of real estate property management software rank the following features as their top priorities: - **Rent Tracking** (**68%** of reviewers rated this feature as critical) - **Payment Processing** (**64%**) - **Accounting** (**57%**) Optima-CRM supports **Rent Tracking** and **Payment Processing**, giving property teams a way to monitor incoming rent and handle tenant payments more efficiently. However, it does not include **Accounting**. Instead, it offers other features that reviewers also rate as important, including **Tenant Portal** (**51%**), **Financial Management** (**49%**), and **Lease Management** (**48%**). These features help businesses keep tenant communication in one place, manage lease details, and maintain visibility into financial activity, allowing teams to stay organized and respond faster across day-to-day property operations. Contact Management 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Listing Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) Agent Management Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing & Invoicing Create, manage, and send invoices or bills to customers Calendar Management Track and manage schedules and meetings via an integrated calendar Optima-CRM 34 features ### All Features - Agent Management: Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - Email Marketing: Create and send email blasts/campaigns - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lease Management: Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments - Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) - Maintenance Management: Manage, maintain and track the performance of assets and equipment - Owner Portal: Portal for property owners to manage property listings, upload documents, track payments and generate reports - Payment Processing: Accept, record, and reconcile financial transactions - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Referral Tracking: Log and store the source of contacts/leads - Rent Tracking: Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Residential Properties: For residential properties - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Tenant Portal: Dedicated portal for tenants to submit their queries or maintenance requests, pay rent & interact with staff - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Vacancy Management: Keep track of vacant properties - Website Management: Built-in website builder or integration with third-party site --- Get Advice We can help you find the software with the features you need. Features 3.0 (1) 3.0 Based on 1 reviews ## Pricing Value for money 1.0 (1) Free Trial Free Version Basic $87.00 Flat Rate,Per Month Value for money 1.0 (1) 1.0 Based on 1 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 1.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 1.0 (1) 1.0 Based on 1 reviews ## User reviews Overall rating 2.0 Based on 1 reviews Filter by rating 5(0) 4(0) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent JM Johnny M. Owner Real Estate ### "Would think twice before buying your website and CRM with this company " 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 April 26, 2024 The worst supplier of internet development ever. Screaming from rooftops they won awards, but the only award the deserve is being a complete failure in serving clients. Asked other clients about them and they told me to run away if still possible. Pros The fairytales \[sensitive content hidden\] is telling about his award winning software. It’s pure nonsens and I know way user friendly. No personal offence but pure business wise I can’t see anything that I like about this CRM Cons The lack of interest of people. \[sensitive content hidden\] not responding on phone calls, no collaboration with our other developers. Not a single conversation possible and charging huge amounts for pure rubbish Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.