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THE PLATFORM

All the moving parts.
One clear picture.

The connected workspace for winning, managing and understanding service work. From the first customer conversation to the final financial outcome.

See OptiRise in action
CONNECTED CAPABILITIES

Built around the way
work actually happens.

01 / CAPTURE DEMAND

Enquiries & CRM

Bring inbound enquiries, customer records and follow-ups into one clear commercial workspace.

CAPABILITIES
  • Enquiry capture and qualification
  • Company and contact records
  • Customer activity and follow-ups
  • External enquiry API integrations
02 / MOVE WORK FORWARD

Opportunities

Qualify demand, manage your pipeline and keep the next action visible.

CAPABILITIES
  • Sales pipeline and opportunity tracking
  • Ownership, notes and next actions
  • Progression from enquiry to opportunity
  • Commercial workspace visibility
03 / AGREE THE SCOPE

Quotes & sign-off

Build hourly or fixed-price quotes and give customers a straightforward digital approval experience.

CAPABILITIES
  • Fixed-price and hourly quotations
  • Itemised pricing and mixed approaches
  • Customer-facing digital approval
  • Quote status and acceptance tracking
04 / DELIVER WITH CONTROL

Projects & tasks

Organise projects, priorities, assignments, comments, time and scope changes.

CAPABILITIES
  • Project lifecycle and access control
  • Tasks, priorities, comments and attachments
  • Manual time tracking and timers
  • Change requests and additional scope
05 / KEEP VALUE VISIBLE

Billing & milestones

Track billing plans, milestones, additional billable work and payment progress.

CAPABILITIES
  • Billing plans and milestones
  • Ready-to-bill and payment statuses
  • Additional billable tasks
  • Commercial position and outstanding value
06 / SEE THE FULL PICTURE

Reporting & profitability

Connect project value, labour cost, billable utilisation and commercial performance.

CAPABILITIES
  • Project value and labour cost
  • Billable utilisation and team time
  • Profitability and performance reporting
  • Commercial oversight across work
YOUR NEXT STEP

See the platform behind the promise.

A guided demo is the best way to explore how the pieces work together in practice.

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