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OptiRise / The connected service platform

Your business. Finally connected.

From the first enquiry to the final invoice, connect your customers, projects, people and commercial performance in one workspace.

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WORK. TIME. VALUE. ONE WORKSPACE.
THE OPTIRISE EXPERIENCE

Every stage of work. One connected story.

Explore how customers, projects, commercial activity and reporting work together.

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01 / CUSTOMER RELATIONSHIPS

Know every customer. Move every opportunity.

Manage enquiries, contacts and sales opportunities with the context to move forward.

Explore CRM ↗
02 / DELIVERY

Every project. A clearer path forward.

Bring tasks, ownership and time together, so delivery stays visible from start to finish.

Explore projects ↗
03 / COMMERCIAL

From accepted quote to earned revenue.

Connect quotes, secure approval, recurring contracts and billing to the work itself.

Explore commercial ↗
04 / GROWTH

Turn attention into opportunity.

Connect campaigns and lead generation to the people and processes that follow through.

Explore marketing ↗
05 / INTELLIGENCE

Make performance visible.

Understand project value, labour cost, utilisation and profitability in one connected view.

Explore insights ↗
THE CONNECTED WORKFLOW01 / 05
CUSTOMER RELATIONSHIPSWORKFLOW VIEW
OPTIRISE / CUSTOMER RELATIONSHIPS

Know every customer. Move every opportunity.

Manage enquiries, contacts and sales opportunities with the context to move forward.

CONNECTED WORKSPACE01
Discover the workflow ↗
DELIVERYWORKFLOW VIEW
OPTIRISE / DELIVERY

Every project. A clearer path forward.

Bring tasks, ownership and time together, so delivery stays visible from start to finish.

CONNECTED WORKSPACE02
Discover the workflow ↗
COMMERCIALWORKFLOW VIEW
OPTIRISE / COMMERCIAL

From accepted quote to earned revenue.

Connect quotes, secure approval, recurring contracts and billing to the work itself.

CONNECTED WORKSPACE03
Discover the workflow ↗
GROWTHWORKFLOW VIEW
OPTIRISE / GROWTH

Turn attention into opportunity.

Connect campaigns and lead generation to the people and processes that follow through.

CONNECTED WORKSPACE04
Discover the workflow ↗
INTELLIGENCEWORKFLOW VIEW
OPTIRISE / INTELLIGENCE

Make performance visible.

Understand project value, labour cost, utilisation and profitability in one connected view.

CONNECTED WORKSPACE05
Discover the workflow ↗
INSIDE OPTIRISE / INTERACTIVE PRODUCT EXPLORER

One operation. One clear picture.

The whole business, from incoming demand to delivered value.

See it with your own workflow ↗Interactive concept · Illustrative data
app.optirise / indexINTERACTIVE DEMO
OPERATIONS / OPERATIONAL OVERVIEW

Operational overview

The whole business, from incoming demand to delivered value.

DEMO DATA
Active projects
24
+4 this month
Pipeline value
£186,400
8 open opportunities
Billable utilisation
78%
Across delivery teams
Ready to bill
£31,250
12 billing items
Performance over timeIllustrative trend · Last 8 periods
↗ Trend
Workflow visibilityHow work progresses
EnquiriesOpportunitiesProjectsBilling
In progress
On track
Completed
Operational activityRecent changes
Workflow updatedOwnership and next steps confirmedToday
Commercial reviewValue and progress alignedToday
Customer journeyRecord moved to next stageYesterday
01 / OPERATIONAL OVERVIEWExplore other views using the workspace navigation above.
One connected operation

Everything your service business needs to move forward.

From generating leads to delivering work and protecting margin, connect every stage instead of managing it in isolation.

R

Billing & recurring work

Stay on top of milestones, subscriptions and retainers.

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B

Reporting & control

Make decisions with operational and commercial visibility.

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The journey

One flow. No lost handovers.

01Attract

Generate demand and capture enquiries.

02Qualify

Turn interest into opportunities.

03Agree

Quote and secure acceptance.

04Deliver

Coordinate projects, people and time.

05Get paid

Track billing and profitability.

Visibility where it matters

Know where the work stands—and what it is worth.

Get out of reactive mode with a clearer view of your pipeline, team workload, commercial commitments and performance.

Explore insights ↗

Have a question about OptiRise?

Talk through your workflow, or see the platform in action.

Get in touchRequest a demo ↗
Take control of the whole operation

Less friction. More visibility.
Better business.

Connect the work, people and commercial decisions that make your service business run.

Get in touch ↗Explore the platform