OptiRise / crm

From first enquiry to your next opportunity.

Keep every conversation, contact and commercial next step connected, from incoming enquiry through to won business.

WORK. TIME. VALUE. ONE WORKSPACE.
INSIDE OPTIRISE / CRM / OPPORTUNITIES

Pipeline command centre

Qualify demand. Progress opportunities.

● ● ●OPTIRISE / CRM / OPPORTUNITIESINTERACTIVE CONCEPT · SAMPLE DATA
CRM / OPPORTUNITIES

Pipeline command centre

● Demonstration
New enquiries38Illustrative figure
Open opportunities21Illustrative figure
Pipeline value£186.4kIllustrative figure
Opportunity pipelineDrag-free interactive filter
Recent activityLive-style preview
Select a record to inspect it.
Connected capabilities

A connected customer journey

Know what comes next and who owns it.

Why it matters

More control, without more admin.

Capture enquiries, qualify leads, manage opportunities and carry the right context into projects—without starting again at every handover.

✓Capture and qualify inbound enquiries
✓Track pipeline stages, follow-ups and activity
✓Convert qualified work into customer relationships and projects

Have a question about OptiRise?

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

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.