Leverage your efforts effectively with OptimumNG features.

Workflow

Feature Kan-Ban/Deal Flow

Organizes tasks and deals visually, allowing the you to track progress efficiently.

Get a clear overview of the sales pipeline, and easily identify opportunities and bottlenecks.

Feature Assignments

Easily delegate tasks among team members.

Ensure that responsibilities are clearly defined, and foster improved accountability and productivity.

Feature Scheduling - Internal and Customer Select

Streamlines the process of setting appointments both internally and for customers.

Reduce scheduling conflicts and enhance communication through a centralized platform for managing appointments.

Feature Mapping

Allows you client to visualize geographic data, helping to identify areas of opportunity or concentration.

Can be used for territory management, route optimization, or analyzing market trends based on location.

Feature Custom Pages

Custom pages empower you to tailor the platform to their specific business needs.

Receive personalized dashboards, reports, and landing pages, giving you a unique and intuitive experience for your team and customers.

Communication

Feature Dashboard

Provides a centralized hub for managing all communication channels, including emails and text messages.

Get real-time insights into communication activities, enabling the client to monitor interactions efficiently.

Feature Inbound/Outbound Email

Facilitates seamless communication with clients and stakeholders via email.

Ensure timely responses to inquiries, foster client engagement, and strengthen relationships.

Feature Text Messaging

A convenient and immediate communication channel for the client to engage with customers and team members.

Enables quick notifications, updates, and support interactions, enhancing customer satisfaction and operational efficiency.

Feature Client Portal

Serves as a secure online platform where clients can access relevant information, documents, and support resources.

Enhance transparency, foster self-service, and strengthen client relationships by providing a personalized and convenient experience.

Feature Customer Service/Ticket Management

Streamline the process of resolving customer inquiries and issues.

Ensure prompt issue resolution, track communication history, and improve customer satisfaction levels.

Automation

Feature Document Generation/Signing and Processing

Streamlines document-related tasks such as generating, signing, and processing documents.

Save time, reduce errors, and enhance efficiency in managing contracts, agreements, and other paperwork.

Feature Process Automations

Automates repetitive tasks and workflows, reducing manual effort and increasing productivity.

Ensure consistency, accelerates processes, and minimizes errors, enabling your team to focus on more strategic activities.

Feature Email/Text Automations

Automate communication workflows, such as sending automated responses, notifications, or marketing messages.

Improve customer engagement, enhance communication efficiency, and ensure timely follow-ups, leading to increased sales and customer retention.

Feature Reminders

Stay organized and on track by sending timely notifications for upcoming tasks, appointments, and deadlines.

Reduce the risk of missed opportunities, while enhancing productivity, and improving time management.

Feature Payment Capture

Securely collect payments from customers within the platform.

Simplify your payment process, reduce administrative overhead, and accelerate cash flow for your business.

Feature Payment Capture

Organize and analyze data according to your specific requirements.

Receive valuable insights, facilitate informed decision-making, and stay ahead of possible issues by analyzing your business in real time.

Feature Reminders

Power through our Flexible Platform

OptimumNG is designed to evolve with your business, offering a scalable solution without the need to purchase new software. This flexibility is bolstered by features like custom datasets, document generation, and process automation, ensuring the platform adapts to your growing needs efficiently.

Fully Secured Peace of Mind

With role-based permission sets and secure document processing, OptimumNG ensures your data is protected. This comprehensive security framework gives you the confidence that your business and customer information is safe and secure.

Time Saving Efficiency

Features like automated email/text messages, reminders, and scheduling tools streamline daily operations, saving valuable time. OptimumNG is designed to minimize your effort on routine tasks, allowing you to focus more on strategic activities.

Control through Customized Tracking

With features like Kan-Ban/Deal Flow, ticket management, and client portals, OptimumNG offers powerful tracking tools that are customizable to your business's specific needs. This level of control helps you manage, monitor, and optimize various business processes effectively.

Focused Problem Solving

OptimumNG tackles common business challenges such as integration issues and system clutter with a suite of tools that enhance customer interactions and automate processes. Our commitment to the "No Garbage Promise" ensures that every feature provided is useful and relevant.

Action-Focused Fast Deploy

Designed for quick deployment and ease of use, OptimumNG features a user-friendly interface and a plug-and-play setup. This allows your business to implement the software quickly and start benefiting from its powerful features without delay, ensuring a swift and seamless transition.

Get All the Tools You Need

In a Single Platform