Empowering Your Service Business
Unleash the full potential of your service sector with OptiBizPro Cloud, the ultimate ERP system designed for efficient service administration. Streamline your processes, increase client satisfaction, and productivity like never before.
Customer Management Made Easy
OptiBizPro Cloud allows you to efficiently manage your customer interactions. Assign dedicated account managers, categorize tax IDs and categories for automatic tax calculations, and handle numerous currencies with ease for foreign clients. Set credit limits, save multiple contacts, and implement reward programs to cultivate long-term connections with your prized consumers.
Streamlined Campaigns
The Campaign tool in OptiBizPro Cloud simplifies the process of acquiring new clients. Send targeted emails to many prospects, manage each thread individually, and watch your customer base steadily expand.
Subscription Management Simplified
OptiBizPro Cloud allows you to set up and manage subscription plans smoothly. Define trial periods, include taxes and discounts, and automate invoice production after the trial. Whether daily, monthly, or annually, ensure that recurring subscriptions are handled seamlessly.
Effective Project Management
OptiBizPro Cloud offers effective project management, both inside and outside. Time Sheets allow you to track work, bill clients for staff time, and easily visualize project progress with Gantt charts and Kanban boards.
Comprehensive Help Desk Support
OptiBizPro Cloud's extensive Help Desk features allow you to efficiently handle incoming issues. Automatically generate issues from client emails, categorize them by leads or projects, and adhere to service level agreements to assure quick and quality resolutions.
Optimized Service Level Agreements
OptiBizPro Cloud's Service Level Agreement feature allows you to deliver timely and high-quality resolutions. Set and follow standards, track response and resolution times, and automatically apply SLAs to incoming issues to improve customer satisfaction.
Efficient Warranty Management
OptiBizPro Cloud allows you to easily manage warranty and maintenance contracts. Record and track warranty claims, schedule maintenance visits, and ensure that client issues are resolved efficiently, whether on-site or remotely.
Maintenance Visits
Maintenance visits are required when an item cannot be transported to your facility or when it must be serviced at the customer's location. Keep track of the status of these visits, whether scheduled or unscheduled. Document who is conducting the visit and what tasks are done.
Maintenance Schedule
Under an annual maintenance contract, regular maintenance visits are required to verify that the service continues to function at the customer's end. Maintain a detailed record of these trips using maintenance schedules. By specifying predetermined intervals, the timetable can be constructed automatically.
Multicurrency Accounting
OptiBizPro Cloud streamlines multi-currency transactions, allowing you to easily invoice and add expenses in any currency. Stay informed with financial information offered in several currencies for a more complete picture.
Streamlined billing and pricing
OptiBizPro Cloud allows you to effortlessly manage the subscription billing lifecycle. Customers can be invoiced, receivable payments managed, and reminders sent via email or SMS effortlessly. Customize bill print templates and establish defaults with ease.
Flexible Customizations
OptiBizPro Cloud can be customized on the fly to meet your specific company requirements. You can add custom fields, adjust form behavior, and create unique print formats without writing a single line of code.
Multilingual Support
OptiBizPro Cloud is a multilingual program that lets users choose their chosen language for a better user experience.
Discover what our delighted users think about OptiBizPro Cloud.
"I would like to thank you for this tool to help us grow our business."
"ERPNext is a brilliant product, making other ERPs in the market look like inferior options!"
Integrate with your favourite applications.
OptiBizPro Cloud features a range of integrations that help your business take off quickly.
