A services firm following up on proposals
Every enquiry and proposal has an owner and a next follow-up date, so prospects don't fall through the cracks.
For any business
Sales, people and finance, for whatever your company does.
Optavon was built first for real estate teams, and its HR, payroll and accounting work for any company. Start with the part you need: sales, people or the books.
How teams use it
A maintenance company with field teams
Staff clock in with a location check at the office, or start a client meeting when they're out. Managers approve unplanned field work.
A company that wants clean books
Expenses go through approvals, entries post only when balanced, and the owner reads profit and loss and cash movement without waiting for month end.