The modules of Optivis Core
Sales & CRM
Track leads, accounts, contacts and opportunities in a single pipeline, with every call, email and visit logged against the customer. Sales managers see forecasts and team activity in real time, and quotes are created straight from the opportunity.
Parts, warehouse & purchasing
Manage a full part catalogue with cross-references, supersessions and multiple warehouses and bin locations. Reorder points generate purchase suggestions, and goods receipts update stock and costs automatically.
Orders, quotes & invoicing
Turn quotes into sales orders and invoices in a few clicks, with customer price lists, discounts and UAE VAT applied automatically. Deliveries, partial shipments and returns stay linked to the original order.
Field service & fleet
Create work orders, schedule technicians and record labour and parts used on each job. Service history is kept per customer asset, and the fleet module tracks company vehicles, mileage and maintenance.
HR & personnel
Keep employee records, contracts and documents such as visas and licences in one place, with expiry reminders. Leave requests and attendance are handled inside the same platform your staff already use.
Portal, support & communications
Give customers a self-service portal to view orders, invoices and service requests. Support tickets and customer messages are handled from a shared inbox, so nothing is lost between departments.
AI & automation
Automate routine steps such as follow-up reminders, approval requests and status notifications with configurable rules. Built-in AI assistance helps staff find parts, draft replies and summarise customer history.
Finance & reporting
Follow receivables, payables and payments alongside the sales and purchasing data they come from. Dashboards and reports cover sales, stock value, service performance and margins, and can be exported to Excel.
Made for parts, equipment and service businesses
Auto parts distributors
Large catalogues, multiple warehouses and trade customers with their own price lists.
Dealers
Vehicle and equipment dealers running sales, parts counters and workshops together.
Equipment and service companies
Companies that sell, install and maintain equipment with field technicians.
Plans and pricing
Standard
- 20 users
- Sales & CRM
- Orders, quotes & invoicing
- 50 GB storage
Enterprise
or AED 160,000 per month on a 24-month term
- 50 users
- All modules
- Integrations
- 200 GB storage
- Priority support
Add-ons and one-time fees
- Additional users AED 1,000 per user per month
- Custom development (optional) AED 20,000 per month
- Onboarding One-time fee of AED 300,000
All prices include 5% VAT. Contact us for a quote.
Contact us