OptyDash combines the most commonly used business and consulting tools into one cloud-based software platform where the applications are already pre-integrated and full of useful built-in automation’s and integrations.
Below are many of the listed features: For more details, please download the PDF guide.
Please contact us for a demo and pricing.
CRM Client Management
Client Management & Automations
Embed Intake Forms On Your Site
Use Forms In Your Portal
Secure Client Portal
Powerful & Flexible Client Portal
Build Dynamic Data Dashboards
Dynamic Link Placeholders
Customize What The Client Can See
‘Company First’ Mode
Drag & Drop Page Builder
Pay For Portal Access
White Label Your Client Portal
‘Magic Link’ Login
File & Folder Sharing
Highly Organized File Structure
Powerful Shared Folders
Convenient File Request Feature
Folder Structure Profiles
Simple File Versioning
No Limit To File Size Or Type
Download Folder As Zip File
Project & Task Management
Kanban Project View
Project Overview Dashboard
Sequenced Project Templates
Auto-Generate Projects
Trigger / Actions Automations
Project & Task Files
Manage All Team Members
Search, Filter, & Sort Tasks
My Tasks Widget
Email Notifications For All Actions
Secondary Clients
Project Quick Switcher
Proofing & Client Approval
Get Task Approval From Clients
Intuitive Client Feedback Process
Visible Approval Tags
Automated Onboarding
Intake Forms
Onboarding Flows
Automate With Client Circles
Trigger / Actions Automations
Invoicing & Billing Tools
One Time Estimates & Invoices
Recurring Invoice Profiles
Subscription Dashboard
Time Tracking & Billing
Your Choice Of Gateway
Time Tracking & Billing
User-Managed Time Tracking
Private Hourly Rates
Intuitive Billing Conversion
Email & Drip Marketing
Choose Your Editing Experience
Collect Leads In Lists
Build Automated Drip Campaigns
Use Your Preferred SMTP
Integrated Calendar
Appointment Scheduling Toolkit
Bird’s Eye View Of All Tasks
Intuitive Filtering
Granular Task Management
Privacy Encrypted Email
Single Or Group Message Chains
Control Who Clients Can Message
Canned Message Responses
Keep Organized With Folders
Live Direct & Group Chat
Real-Time Team Chat
One-On-One Or Group Chat
Built-In Browser Notifications
Chat Sidebar Always Available