Optera CRM simplifies estimating, invoicing, payment processing, and tracking your profits and losses, helping you improve cash flow effortlessly.
Optera CRM simplifies quote management. Quickly create, update, and send accurate estimates, whether for a simple service or a detailed project cost.
Ensure accurate material estimates with Optera CRM. Upload your plans, set the scale, and draw measurements effortlessly to streamline your estimating process.
Generate and send invoices from anywhere with Optera CRM. For recurring jobs, automate invoicing and payments to save time and improve cash flow.
Offer customers multiple ways to pay with Optera CRM. Accept card, cash, check, mobile payments, and bank transfers—whether in the field or office.
Connect Optera CRM with your cloud accounting software to ensure accurate, real-time financial data across all systems effortlessly.
Integrate Optera CRM with your cloud accounting software to maintain accurate, up-to-date financial data across all platforms with ease.
Make a great first impression. Quickly generate, update, and send quotes—whether for a simple service or a detailed project proposal.
Modify quotes to match customer requirements and branding, ensuring a professional and tailored experience.
Easily convert approved quotes into jobs, streamlining your workflow and reducing manual data entry.
Predict labor and material expenses precisely to improve budgeting and project profitability.
Track cost variations to enhance future estimates and maintain project profitability.
Keep an eye on approvals, revisions, and overall quote activity for better sales management.
Produce fast and accurate take-offs from anywhere with Optera CRM’s Takeoffs feature. Upload a plan, set your scale, and start drawing, measuring, and marking up instantly.
Quickly upload your plan, set the scale, and begin measuring and counting materials such as lighting fixtures, wiring, piping, flooring areas, and more with precision.
Easily create material estimates with associated fit times and update them directly into your cost centres with Optera CRM.
Mark up drawings and count items in seconds with Optera CRM’s smart symbol recognition tool, capable of reading all orientations.
Estimate faster by uploading plans from a quote, job, or device. Easily select pages, set the scale, crop, add your logo, and get started.
Whether in the office or on-site, use Optera CRM Takeoffs anywhere. Sketch, mark-up, and view drawings on the fly using tablets and mobile attachments.
Stop wasting time chasing payments! Easily create and send invoices from the office or on-site, ensuring faster payments and smoother cash flow.
Review job details, get signoffs, and generate invoices instantly—whether on-site via mobile or from the office.
Streamline billing with recurring invoices and automated payments, giving customers the option to pay effortlessly via Square or the Customer Portal.
Prevent delays with automated SMS and email reminders. Customize messages, set frequencies, and trigger alerts for overdue payments.
Invoice after each project phase with progress claims, send via email, and track payments to maintain positive cash flow.
Quickly accept payments while in the field with the Optera CRM Mobile App.
Easily add a link to your invoices that directs customers to a secure payment page with Optera CRM.
Collect credit card details from your customers over the phone and process payments instantly with Optera CRM.
Allow customers to securely view their transaction history and easily pay any outstanding invoices through the Optera CRM Customer Portal.
Make informed strategic decisions and save time by effortlessly syncing financial data between Optera CRM and your accounting software.
Optera CRM is dedicated to providing seamless, efficient solutions for managing projects, estimating, and streamlining business operations. Our innovative tools help businesses grow, stay organized, and improve productivity.
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