In-Depth CRM Review
Oprius CRM

Oprius Software Inc. 2504 Government Street, Suite 200
Victoria, BC V8T 4P7
Canada
About the Company:
Since its founding in November 2005, the company has been developing it's Internet-based service, offering a
basic version, Foundations, for free since the middle of 2006. Then, based on customer feedback, that product’s
features evolved into the company’s current offering.
Oprius won the VIATech Emerging Technology Company of the Year award in 2007
for its innovation and simplification of often too complicated CRM solutions. Oprius is dedicated to listening to
their customers and developing a solution that is easy to use while maintaining all the features you need to do
your job.
About the Product:
Oprius is comprised of 7 modules that work together to provide you with the most effective and easiest to use
sales system available, period.
Contacts
- Automatically stores a record of all Activities you've had with a Contact.
- Instantly pull up a Contact's information from any screen.
- No limit to the amount of information you can store about your Contacts.
Relationship Builder
- Build a simple Plan for your leads and customers to make sure no one slips through the cracks.
- Automatically schedule Emails to be sent or any other type of Activity to be created.
- Contacts automatically progress through your Plans as each Step is completed.
Phone
- Use the Phone Assistant to quickly and easily update contact info, take notes, schedule followups, and send
emails all from a single screen.
- Take the pressure and unknowns about calling away with the built in and customizable phone scripts.
Email
- Send and receive Emails from any of your Email addresses.
- Send Emails to Groups of Contacts and include a personalized message to eachStores an Email history as part
of each Contact's information.
Tasks
- Make a list of all your tasks and check them off as you complete them.
- View a record of all your pending and completed Tasks.Assign and sort your tasks by priority.
Calendar
- Create Appointments and re-arrange your schedule with a simple drag and drop Calendar.
- Create and view your Appointments and Phone Appointments on the same Calendar.
- Work with and review your Calendar by day, week or month.
Home
- Plan your whole day's Activities from one screen.
- View recent Emails, upcoming Tasks, Calls and Appointments.
- Quickly jump to any other area of your application.
Price:
Oprius is offered in a subscription-only plan, with on-going usage running $14.99 per month.
Rich's View:
This program is best suited for individual sales pros working alone. The Oprius drip-marketing capabilities will
help you take better care of your customers and sell more now!
This review is undergoing a major update and should
be available real soon now!

Let's Hear Your View!
Short List:
If you are considering this program, you should also look at these other CRM solutions:
Rich's Recommended Web Sites
Jim Cecil's Nurture Marketing site
http://www.nurturemarketing.com/
Nurture Institute
http://www.nurtureinstitute.com/
Rich's Recommended Reading List
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