Keep every client engagement moving without losing track of what comes next.
Keep a client’s tasks, documents, files and related records in one workspace. Choose which widgets to display and how to arrange them.
Compare the workspace budget with invoiced, paid, outstanding and draft amounts. See your effective hourly rate based on payments collected and hours logged.
Manage tasks in a list or board. Open a task to view its subtasks, checklist, comments, files and linked entities. Track time with a timer or add entries manually. Download a timesheet when needed.
See workspace tasks, appointments, calendar events, phases and key dates together. Switch between agenda and timeline views.
Clients can submit requests and attach files through their portal. Set a response time for each client with SLA Tiers. View overdue requests and receive a reminder at each deadline.
Trigger workflows from record changes, form submissions, lead conversions or incoming webhooks. Set conditions and chain actions to manage records, send messages or call webhooks.
Make it easy for clients to say yes—and easier for your team to turn that yes into work underway.
Build proposals using drag-and-drop content blocks and present service options as side-by-side offerings. Accepted proposals automatically create orders, invoice one-time items and start retainers for subscription items.
Link an agreement to a proposal so clients can review your terms before accepting.
Collect signatures on documents without requiring clients to create an account. Countersign in Opsette and keep a signed PDF with the signing details and document hash. Passwords and expiry dates give you control over access to each request.
Bring client paperwork, payments and other required steps into one shareable package. Set the order, track progress and see when the client opens the package or completes a step.
From the first appointment to repeat business, keep the money side of each engagement connected to the work behind it.
Let clients book your services online without the back-and-forth of scheduling. Control when appointments are available, review requests before confirming them, and send confirmations and reminders automatically. Clients can reschedule or cancel without an account.
Confirmed Opsette appointments appear in Google Calendar. Events from Google Calendar also appear in Opsette, so you can see your schedule alongside your client bookings.
Keep your services and other offerings in a catalog you can use when selling to clients. Set up services, retainers, bundles and more, with pricing units that fit the bill.
Prepare quotes and invoices from reusable layouts instead of starting from scratch. Account for billable work, set deposits when needed, and give clients a way to pay online.
Manage recurring client services through Stripe. Set the billing schedule and included hours, track usage against billable time, and see which recurring revenue may be at risk.
Keep the history of each prospect and client connected, so you can follow through without piecing together context from different places.
Opsette supports your client relationships throughout an engagement. Communicate with clients and manage appointments, requests, and billing. Through their portal, clients can make requests, send files and see how their projects are progressing.
Track a prospective client from the first conversation through their first payment.
See what you spend with each business vendor and stay ahead of subscription renewals.
Turn client feedback into a record of the results you deliver. Request reviews at the right moment to help prospective clients understand what it’s like to work with you.
See the work that needs your attention, pick up where you left off, and stay focused as you move between clients.
A weekly view brings appointments and assigned tasks into focus. Today’s view includes overdue work and makes it easy to start or complete a task.
Upcoming deadlines appear on a weekly timeline view, with in-app and browser notifications when attention is needed. Notification types can be switched on or off, and quiet hours limit interruptions.
Save useful material as work happens and find it again in context. Stash surfaces saved items and Page Guides relevant to the current page.
The command palette provides a quick way to find records or move to another part of Opsette.
A starting point for the day, showing current revenue, outstanding invoices, unbilled work and active engagements.
Create what your business needs, share it with the right people, and bring useful work back into Opsette.
Write and organize documents for any part of the business. Restore earlier versions, choose who can view or edit a document, and send it for signature when needed.
Create forms for anything that requires a response, from a simple question to a multi-page intake. Share them by link or QR code, or embed them on a website. Responses can be saved or used to create records in Opsette.
Use a whiteboard to work through ideas that need more than a written document. Sketch a process, map how a system works or lay out an approach before putting it into action.
Keep the websites and web apps used to run the business close at hand. Open them in a full-width view within Opsette.
Create a public profile that brings your online presence together. Feature links to your website or blog alongside videos, forms and booking, with a look that fits your business.
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