Skip to content
Module index

Sixteen modules. One spine.

Every operational concern of a firm has a home. Modules are integrated by default — one login, one customer, one chart of accounts.

Optigestix dashboard showing the financial overview and the business workflow pipeline
M-01

Dashboard

One screen carrying live project status, the financial position and the state of every workflow. Figures read in Indian Rupee, Pound Sterling or US Dollar, over this month, last month, the last three months, the financial year or a custom range.

More on Dashboard
Project planning module showing tasks and milestones
M-04

Project Planning

Tasks, milestones and owners held against the project rather than in a separate schedule. What was planned and what has happened stay in the same place, so they cannot drift apart.

More on Project Planning
Quotation builder with templates and margin controls
M-05

Quotation Builder

Templates and margin controls built in, drawing on the products and specifications catalogue. An approved quotation converts straight into a live project, so nothing is re-entered at the handover.

More on Quotation Builder
Invoice generation screen with GST-ready output
M-08

Invoice Generation

Invoices generated from project records and formatted for GST, with ageing tracked from the moment each one goes out.

More on Invoice Generation
Site visit logging on mobile with progress and issue capture
M-11

Site Visits

Mobile-first capture from the field. Progress, issues and photographs reach the office view as they are logged, not at the end of the week.

More on Site Visits
360-degree virtual tour attached to a project
M-13

Virtual Tour

360° walkthroughs attached to the project and shared with the client as part of an update or a proposal, with no third-party app in the loop.

More on Virtual Tour
Next step

Not sure which modules you need?

We map them to your firm in a 30-minute call.