Know your customers
Keep contacts, service locations, inquiries and notes alongside their projects. Pick up the conversation with the context already there.
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The foundation of your business
OptimusDesk CoreA clear day starts with a connected desk.
Bring your customers, quotes, appointments and projects together. Core keeps the details close to the work, so you can spend less time catching up and more time getting things done.
I’m Pip,your personal, interactive partner.
No credit card needed to explore.
One workspace for the people, plans and promises behind your business.
What you can do
Keep the whole story together.
A new inquiry should not mean another spreadsheet. An accepted quote should not mean starting again. Core connects the steps of your day, from the first conversation to the finished job.
Put work in motion
Organize projects, jobs and tasks with stages that suit your business. Make the next action clear and keep progress visible.
Make room in your calendar
Bring appointments and reminders into your day. Share a booking page so customers can choose an available time.
Agree on the details
Create branded quotes and agreements, collect acceptance and signatures, and move approved work forward without losing the scope.
Keep the useful details
Attach notes and documents to the work they belong to. Give yourself and your team a dependable place to find them.
See where time goes
Use timers, time records and working-time reports to understand the effort behind your projects and everyday tasks.
A simpler working day
From “Can you help?” to a plan everyone understands.
For a local service business, a coach or a small agency, the work may look different. The need for a clear next step does not.
Capture the request
Save the customer, what they need and the details you will want later.
Agree and schedule
Prepare the quote, collect approval and find the right time for the work.
Deliver with context
Keep tasks, documents, notes and time connected until the job is complete.
Built around real businesses
Your business does not have to fit someone else’s checklist.
Use Core for site visits and installations, consultations and sessions, or client projects and ongoing services. Start with the tools you need, then shape your workspace around how you actually work.
Good questions
A little more about Core.
Is Core the same as Founders Edition?
Core is the set of everyday business tools. Founders Edition is the early-access offer for lifetime Core access. See the pricing page for the current offer and availability.
Does Core include client invoices and payment collection?
Those tools belong to the optional Cashflow module. Core includes customer records, quotes, agreements and the tools to organize and deliver the work.
Can I use it away from my desk?
Yes. Open OptimusDesk in your browser on a desktop, tablet or phone. Native iOS and Android apps are in development.
What happens after the trial?
Continued access requires a paid base plan, such as Founders Edition while available, plus any upgrades you want to keep using. Your work is preserved when the trial ends.
One connected workspace
Make room for what comes next.
Give tomorrow a clearer starting point.
Create your workspace and bring your first customer, appointment and project together.