Lead and customer management
Keep customers, leads, and client relationships in one place, with every interaction on record.
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.
Core capabilities
Everything your team needs to move with clarity.
Capabilities vary by plan, configuration, and implementation scope.
Sales pipelines and proposals
Create proposals and estimates, send them to clients, and convert them into invoices.
Projects and tasks
Assign tasks, move work across a Kanban board, and track progress and time on every project.
Invoices and payments
Issue invoices and credit notes and collect payments, with M-Pesa-ready payment collection.
HR and support workflows
Let staff clock in from their dashboard and resolve internal and client support tickets.
Reports and dashboards
Track task completion, finances, and team activity to find bottlenecks early.