Customers and CRM
Contacts, service locations, inquiries, history, notes and connected work.
All-in-one without all-or-nothing
The tools your business needs. Shaped around your day.
Turn the right tools on, keep the noise off and let every customer, conversation, task and document retain its context.
I’m Pip,your personal, interactive partner.
Included workspace
Explore the Core
The connected essentials for running customers, work, schedules and communication every day.
Projects and jobs
Flexible stages, tasks, custom fields, recurring work and visible progress.
Calendar and booking
My Day, appointments, reminders and a shareable public booking page.
Quotes and agreements
Branded PDFs, acceptance, signatures, revisions and quote-to-work conversion.
Communication
Connected inbox, replies, reminders, meetings, messages and follow-up work.
Time and reports
Persistent timers, time records, working-time reports and exports.
Intelligent assistance
Reviewable estimates, summaries, checklists, workflow ideas and next steps. You decide what gets used.
Add what moves your business forward
Smart Power-Ups
Add focused tools when you need them while Core remains your connected business workspace.
Cashflow
Client invoices, payment collection, manual records, balances and collection reports.
Explore Cashflow →Social
Create, edit and schedule business posts for Facebook Pages, professional Instagram accounts and Google Business Profile. Bring photos from Google Drive or your own uploads into one publishing flow.
Explore Social →Everything stays connected
Know the customer. See the job. Send the next message.
OptimusDesk connects your small business CRM with job management and customer communication, so your team does not have to reconstruct the story across separate apps.
See which tools belong in your desk.
Start with seven free days or explore the sample workspace first.