OpteraOS CRM

CRM for Professional Service Firms

A CRM Built for Services — Not Products

OpteraOS CRM is designed to power the entire services lifecycle — from first conversation through estimation, delivery, and billing. No disconnected handoffs. No lost context. Just one system where relationships, revenue, and delivery stay aligned.

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Keep all the data in one place.

OpteraOS CRM connects accounts, contacts, opportunities, estimates, and activities into one unified system — eliminating disconnected tools and manual handoffs.

Accounts That Reflect Real Client Relationships

Understand the full relationship — at a glance

Accounts in OpteraOS are more than records. They're the foundation that connects people, projects, revenue, and activity.

  • Centralized account records with rich detail
  • Account status tracking (Prospect, Active, Inactive)
  • Industry, ownership, and custom fields
  • Related contacts, opportunities, projects, and activity timelines
  • Quick stats for pipeline, delivery, and engagement

Contacts With Context, Not Just Names

Know who's involved — and why they matter

Track the people behind every deal and delivery with clarity and intent.

  • Role-based contacts (Decision Maker, Sponsor, Billing, Technical, and more)
  • Primary contact designation per account
  • Contact stages to track engagement health
  • Priority levels to guide outreach
  • Full activity history and timelines

Opportunity Management Built for Forecasting Accuracy

See your pipeline clearly — and trust the numbers

OpteraOS opportunities are designed for services forecasting, not product SKUs.

  • Configurable opportunity stages aligned to services sales
  • Probabilities that update automatically as deals progress
  • Forecast categories (Pipeline, Best Case, Commit, Closed, Omitted)
  • Expected close dates and revenue tracking
  • Linked contacts, activities, and estimates

Activity Tracking Where Work Actually Happens

Stay on top of relationships — without leaving context

Sales activity is fully embedded across accounts, contacts, and opportunities.

  • Schedule calls, meetings, tasks, demos, and follow-ups
  • Assign activities to team members
  • Priority and overdue tracking
  • Recurring activities for ongoing outreach
  • Full calendar views (day, week, month)
  • Entity-level timelines for complete visibility

Estimates and Proposals — Natively Connected

From opportunity to BOE — without re-entry

In OpteraOS, opportunities flow directly into structured estimates and proposals.

  • Create BOEs directly from opportunities
  • Generate proposals from approved BOEs
  • Link estimates to real pipeline revenue
  • Track multiple BOE versions per deal
  • Maintain full approval and change history

Why choose OpteraOS CRM?

Easy to use interface
Scalable solutions
Robust security features
Exceptional customer support
Comprehensive reporting
Affordable pricing plans
Next Feature: BOEs & Estimation >>

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Join thousands of teams using OpteraOS CRM to streamline their operations and drive growth.

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No credit card required • 14-day free trial • Cancel anytime