The Operating System for Modern Professional Services

CRM & Sales

A CRM that understands services revenue

Track accounts, contacts, and opportunities with forecasting built for services businesses — not product pipelines.

• Opportunity stages, probabilities, and forecast categories
• Activity tracking across your entire team
• Flexible custom fields and views
• Clear visibility into pipeline health and future revenue

Your sales data flows directly into estimates, projects, and forecasts — no re-entry required.

BOEs & Estimation

Turn estimates into the backbone of your business

Replace disconnected spreadsheets with a structured, services-native Basis of Estimate (BOE) system.

• Build estimates using phases, milestones, tasks, roles, and rates
• Drag-and-drop editing with real financial structure underneath
• Versioning, approvals, and full history tracking
• Auto-generate resourcing plans directly from approved BOEs

Your estimate isn't a dead document — it becomes the system of record.

Project Management

Plan once. Execute with confidence.

Projects are created directly from approved BOEs and SOWs, keeping scope, budget, and expectations aligned.

• Milestones, tasks, and Kanban boards
• Budget vs actuals in real time
• Project-level financials and margin tracking
• Flexible project configurations that match how you deliver work

No more guessing where things went off track — you can see it as it happens.

Resource Management

Put the right people on the right work — before problems arise

Plan capacity and utilization with a clear view of both history and the future.

• Assignment-based scheduling and allocation
• Past and projected utilization
• PTO, skills, and availability tracking
• Fine-grained permissions and role control

Know when to hire, when to shift work, and when to say no — with data to back it up.

Time & Expense Tracking

Time and expenses that match your billing model

Capture work accurately without slowing your team down.

• Billable and non-billable tracking
• Project-level rules for required detail
• Approval workflows that fit your organization
• Expense policies you control

Everything ties directly back to projects, milestones, and invoices.

Financial Management

See the full financial picture — in one place

From BOE to SOW to delivery to invoice, OpteraOS keeps everything connected.

• Hybrid billing (fixed fee + time & materials)
• Milestone-based invoicing
• Automated invoice generation
• Margin tracking and revenue recognition

No more reconciling systems — your financials reflect reality.

Reporting & Insights

Run your business with clarity, not gut feel

Make confident decisions with real-time dashboards and reports.

• Revenue and pipeline forecasting
• Utilization (historical and projected)
• Bookings, close rates, and delivery performance
• Estimates vs actuals and margin analysis

The metrics leaders actually need — without building custom spreadsheets.

Imports, Exports & Mobile

Get started fast — and never feel locked in

• Import your existing data in minutes
• Export your data anytime
• Full-featured iOS and Android apps for time, expenses, approvals, and project visibility

Your business, your data, your terms.

AI-Powered Help

Guidance exactly where you're working

OpteraOS includes an AI-powered help companion embedded throughout the platform.

• Ask questions in natural language
• Learn how to complete tasks without leaving your workflow
• Get contextual explanations based on what you're viewing

Help when you need it — without the learning curve.