Want to stay ahead of the competition? Optera CRM field service management software and mobile apps help you secure more projects while maximizing job profitability.
Stay ahead in the industry with Optera CRM! Create detailed, professional quotes in minutes—whether it’s a small job or a large-scale project.
Boost your sales with Optera CRM! Capture potential clients, nurture relationships, and convert leads into loyal customers with automated workflows.
Simplify quoting with ready-made templates and customizable proposal forms, helping you present professional and consistent offers every time.
Track every stage of your sales pipeline with Optera CRM! Analyze lead performance, conversion rates, and revenue to make data-driven decisions.
Deliver quick, on-the-go quotes for emergency fixes and routine maintenance. With Optera CRM Mobile, handle customer requests anytime, anywhere.
Eliminate manual data entry! Optera CRM extracts key details from emails, attachments, and lead forms to speed up workflows and boost productivity.
Stay ahead of the competition with Optera CRM! Create and send professional quotes in no time, track their progress, and let customers accept quotes online with ease.
Quickly Turn Around Quotes with the Ability to:
Build effective quotes quickly by adding labor, materials, product images, and online acceptance options with Optera CRM.
Confidently manage your project quotes by adding stages, cost centres, optional quotes, and retention settings with Optera CRM.
Get a clear view of costs, markups, and discounts, ensuring alignment between estimated, committed, and actual costs.
Boost repeat bookings by allowing clients to request quotes, book jobs, pay invoices, and update details through the customer portal.
Streamline material and inventory management on-site, reducing confusion and ensuring your team knows what’s available.
Equip your team with the tools to turn leads into quotes. Manage and schedule opportunities to help your sales team move prospects through the pipeline.
Add contact details, notes, tags, cost centres, status, and follow-up dates to manage opportunities effectively.
Assign a salesperson, send calendar appointments, and email summary forms to staff and customers.
Enhance sales forecasting by recording estimated prices, probability of sale, and due dates for each lead.
Streamline your quoting process for every job type. Create professional quotes quickly, track progress, and offer online acceptance to make it easy for customers to choose you.
Quote faster and more efficiently with customizable scripts and templates that ensure consistency, professionalism, and competitiveness for you and your team.
Create invoices efficiently with customizable scripts and templates, ensuring professionalism and consistency for your team.
Create flat-rate or standard price templates with images, brochures, and technical details to streamline your process and save time.
Stop wasting time chasing payments! Easily create and send invoices from the office or on-site, ensuring faster payments and smoother cash flow.
Analyze every step of your sales process with pre-built reports on leads, quotes, forecasts, and profitability to boost customer satisfaction and business growth.
Gain deeper insights with BI reporting. Create custom reports, dashboards, and visualizations to drive smarter business decisions.
Keep your sales team motivated with live updates on sales targets, job allocations, and business progress at a glance.
Quote, update estimates, invoice, and accept payments—all from the field with a single powerful app.
Monitor your team, update jobs, and receive payments in real time—no matter where you are.
Quickly tailor quotes with materials, pricing, images, and multiple options for easy customer approval.
Ensure accurate material allocation with real-time supplier pricing integrated directly into your quotes.
Present quotes directly from your device with photos, upgrades, and membership options, and secure instant acceptance with your customer’s signature.
Accelerate your cash flow by either emailing invoices or collecting payments directly at the job site.
Streamline tasks and input jobs, quotes, invoices, and leads faster, helping you respond promptly, look professional, and win more business.
Automate data updates to save time, reduce errors, and ensure speed and accuracy in your system.
Use Data Feed’s smart document processing to free up time for high-value tasks, enhance customer service, and grow your business.
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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