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Streamline your projects, tasks, and emails seamlessly with our one-stop workflow management solution.
Create internal transparency, no matter the difference in levels between coworkers.
Internal Transparency
throughout your organization
Increase your productivity, no more time spent explaining where you are with a client.
Increased Productivity
for you and your organization
Stay up to date on any and all clients within your organization by viewing one page instead of 5.
Easy to Keep Up
with your team
You are able to access a webpage for both clients and partners, viewing all emails, notes, work items, and projects tagged to that name.
Optii is able to scale for firms ranging from 1 - 300 people. We grow with you, optimizing your workflow, no matter the size.
Does your inbox keep filling up every morning? Are your coworkers assigning your tasks over email? Are there too many clients to stay up-to-date on? Optii can help you solve these problems, and more.