Cloud Software Built to Scale Your Business
Project & Task Management
Optivis Consulting's project management module gives teams a centralized workspace to plan sprints, assign tasks, set deadlines, and track progress in real time. Built for both agile and traditional workflows, it keeps every project on track — from kickoff to delivery.
CRM & Sales Pipeline
Capture leads, nurture relationships, and close deals faster with our integrated CRM. Full pipeline visibility, automated follow-ups, contact history, and sales forecasting are all built in — helping your team sell smarter every day.
Analytics & Business Intelligence
Make confident decisions with real-time dashboards and automated reporting. Track your most important KPIs, visualize trends, and export insights across every department — finance, sales, operations, and more.
Team Collaboration Suite
Keep your entire team aligned with shared workspaces, document co-editing, task comments, and integrated messaging. Whether your team is remote, hybrid, or in-office, Optivis Consulting keeps everyone connected and productive.
Billing & Subscription Management
Automate your entire billing cycle with smart invoicing, subscription tiers, usage-based pricing, and seamless payment gateway integration. Spend less time on admin and more time growing your business.
Workflow Automation
Design powerful automations without writing a single line of code. Set triggers, define conditions, and automate actions across modules — from lead assignment to invoice generation — saving your team hours every week.
API & Integrations
Optivis Consulting connects seamlessly with the tools you already use — Slack, Zapier, Google Workspace, Microsoft 365, Stripe, and more. Our open API and native integrations ensure your data flows where it needs to go.
Security & Compliance
Your data is protected with end-to-end encryption, role-based access controls, SSO support, and regular security audits. Optivis Consulting is built to meet enterprise-grade compliance standards including GDPR.
Onboarding & Customer Success
From guided setup to dedicated success managers, we ensure every customer gets maximum value from the platform. Our support team is available 24/7 with live chat, documentation, and personalized training.