A workspace holds the tasks, docs, contacts, and files for a project, so you can move between projects without losing your place in any of them.
Moveable windows give each active engagement room for its moving parts.
A board or list makes active work easy to scan. Track time as it happens, or add hours afterward, then export a timesheet when needed.
Searching for an attachment no longer means retracing every task, client record, product, or signed document, since the files hub brings those uploads into one searchable library.
Upcoming compliance filings and vendor bills can trigger reminders 30, 60, or 90 days before their deadlines, while custom reminders can reach you inside Opsette or by push notification.
Start an engagement with a polished proposal and keep the agreement moving as the client relationship continues.
Nearly 40 templates give consultants a designed starting point for presenting scope, pricing, and terms, then turn a client's acceptance into the first invoice for the engagement.
Handle scheduled payments through Stripe while each billing cycle remains tied to the engagement.
Send a document for signature and receive the completed copy attached to the client's files, alongside an audit trail of the signing process.
Share one public delivery page for everything a client needs to review, sign, submit, or pay, with checklists that make each remaining responsibility clear.
Booking, selling, invoicing, and bookkeeping sit next to each other, and the money runs through your own Stripe account rather than a middleman.
A public booking page syncs to your calendar and takes a deposit up front. Reminders go out on their own, and the page can sit behind a QR code or embed on your site.
A catalog carries your products with their variants and inventory, payment runs online through Stripe, and each order moves along its statuses as you fulfill it.
A quote goes to the client, and once they accept it, it turns into an invoice on the same page. The payment collects there, and the unpaid balance stays visible per client.
Income and expenses show up by workspace, with transactions sorted into categories so you can tell where the money is going.
A proper set of books sits underneath the money you take in, with a chart of accounts, journal entries, and period closing. They come seeded, so you are not starting from a blank ledger.
Reports gather your revenue, profit, and cash flow into a form you can export when tax time comes around.
Your clients, vendors, and leads live in one place, and each contact carries the full history of what you have done together, down to the messages you trade.
Keep your clients and vendors in one directory, with custom fields and notes on each profile so the details you care about live on the contact.
The appointments, invoices, orders, and tasks tied to a contact gather on their record, so you can see the whole relationship at a glance.
Early conversations have a place to live, with status updates and notes that preserve what has happened before a lead becomes a client.
Save reusable language with variables that pull in details from the record you are working in, so routine messages and documents start with the right context already filled in.
Send a message directly from a client record; when the client replies by email, the conversation returns to your Opsette inbox.
Clients have a secure place to view appointments, invoices, and files, and send messages without leaving the portal.
A landing page for your day that filters the whole app down to the work, time, and reminders that belong to you.
Today's tasks from across your workspaces pulled onto one page, so you start the day looking at what is due rather than hunting for it.
Your own time entries and timesheets in one view, ready to review or export.
The reminders you have set surface here when they are due, alongside the ones Opsette raises for you.
Anything you bookmark around the app lands here so you can get back to it fast.
A document editor, a whiteboard, a form builder, and a page builder come with your plan, so you are not paying for them somewhere else.
A block-based editor for your notes and documents, with folders to organize them, sharing, and signatures built in.
An open whiteboard you and your team can draw on together in real time.
Build a form by dragging fields into place, add logic that shows the right questions, then share it by link or embed it on a page.
Build a public site by dragging its pages into shape and point your own domain at it.
A link-in-bio page that gathers your links in one spot, with a QR code to reach it.
Set a rule once and let Opsette carry an action from one part of the app to another for you.
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