Welcome, today we’ll be looking at Oprius, a software-as-a-service CRM solution that
provides unlimited prospect contacts, groups, emails, tasks, phone calls, and appointments..
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This video review is for Oprius, a provider of CRM software that focuses on simplifying
the follow-up with contacts through automation.
The Challenge for Oprius is to find busy small businesses ownsers in need of simple CRM software
that can benefit from simplified and automated processes.
Oprius is a software-as-a-service (SaaS) solution for simplifying all business activities through
their automation of follow up methods.
The solution cuts out a lot of the typical bells and whistles in order to provide their
users with the essentials of a CRM, assisting sales teams mainly in nurturing and building
valuable relationships.
This is the Oprius homescreen.
It’s a very clean interface that appears to be designed with the simplicity of mobile
applications in mind.
It is broken up into four distinct sections that help users organize their workflow.
The calendar profiles scheduled and upcoming events and meetings.
Email displays recent interactions with contacts and allows users to more easily stay in touch.
The calls box helps users schedule phone conversations with prospects or customers and Tasks gives
users a quick glance as to what needs to be completed today or later this week to stay
on track and complete goals.
Across the top users can toggle between various menus and icons to help get to information
faster.
There’s also a new button that helps users quickly add contacts, appointments tasks,
and more.
Let’s quickly set up a presentation for prospective clients.
Simply type in the title, priority, and a few notes and then fill in the rest of the
information associated with due date and who it’s assigned to.
Users also have the ability to sort tasks based on groups as seen in the colored column
to the right.
Within contacts is a very straighforward view of all current contacts within the Oprius
system.
Users can search for or sort contacts wtih the task bar to the left as well as export,
import, and adjust permissions with the tabs at the bottom.
Within a user profile tasks, calls, and appointments are all grouped together so users can see
their upcoming activities.
Within these activities users can easily edit and adjust their title, details, and dates.
You also have access to previous contact history and can see which emails have been sent to
a contact and when.
Even if a specific activity wasn’t done within oprius, users can still log them.
The calendar displays upcoming tasks, appointments, and callsand can very quickly be updated or
adjusted.
users have the ability to display the day, week, or month.
The calls tab also helps users set up various phone conversations, with prospects, customers,
and sponsors.
Within the interface users can take notes on a particular call or easily schedule up
a follow-up or task associated with the call.
Oprius also allows users to import phone scripts to give conversations structure.
Lastly, Oprius has a very basic form of a built-in email application as well as what
it calls a “realtionship builder” which helps you to automate any sales process by
sending emails or scheduling activities at the appropriate time.
Made for medium-sized companies to enterprises, Oprius is available for a low price point.
A few limitation we noticed and confirmed from reviews on our website is load times
can be long and there can sometimes be issues logging in and the technical and customer
support is limited.
In summary, Oprius offers: 1) a central place to manage your calls, tasks,
contacts, emails, and appointments 2) built-in team notifications so that you
can keep your team up-to-date 3) automate any sales process by sending emails
or scheduling activities
To find out more about Oprius or other CRM software, check out our website where we can
help you find technology that will fit the needs of your work.
Thanks for watching!