A UBC Group Company KRA eTIMS-ready workflows available across supported products.
Request a demo
Open navigation
← All productsCustomers, teams and work

OptiBiz CRM

CRM and business management software for growing teams

Connect leads, clients, proposals, projects, billing, support, and team collaboration.

Request a CRM demoVisit product website ↗
A team presenting business analytics on a dashboard in a meeting
Core capabilities

Everything your team needs to move with clarity.

Capabilities vary by plan, configuration, and implementation scope.

✓

Lead and customer management

Connected records, guided setup, and operational visibility within OptiBiz CRM.

✓

Sales pipelines and proposals

Connected records, guided setup, and operational visibility within OptiBiz CRM.

✓

Projects and tasks

Connected records, guided setup, and operational visibility within OptiBiz CRM.

✓

Invoices and payments

Connected records, guided setup, and operational visibility within OptiBiz CRM.

✓

HR and support workflows

Connected records, guided setup, and operational visibility within OptiBiz CRM.

✓

Reports and dashboards

Connected records, guided setup, and operational visibility within OptiBiz CRM.

Find your starting point

Ready to run your organization with better visibility?

Tell us what you need to manage. We’ll recommend the most suitable product and implementation approach.

Request a demo →Talk to sales