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"As a first-time business owner, I made plenty of expensive mistakes. Switching to Optimum turned everything around. It’s easy to use, tracks our Spiff program, and tightened up our inventory. We’re seeing record profits."
Tina R, SW Wynn’s / Office Manager-Owner
Smart Billing Automation

Invoicing & Returns Made Easy for Faster Processing

Speed up your billing and returns with automation that cuts out the grunt work. No more wasted time on manual entries, just smart and fast processing. Customize it all without touching a line of code, so you stay in control and keep things moving.

With Optimum’s tools, set up special pricing for each customer, automatically adjust your warehouse stock, and keep accurate track of every transaction.

  • Real-Time Inventory Adjustments

    Track stock across multiple locations with accuracy, ensuring you always have the right quantities on hand.

  • Special Pricing

    Manage your markups, Spiffs, overrides, and commissions.

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Customizable. Automated. In Control.

Inventory Management

Know what you've got, where it's at, and what’s heading out the door. Track inventory across warehouses and trucks, get real-time stock value, and make sure the right products land on the right truck, every time. Route cards, invoicing, and restocks all work together without hiring programmers or IT people.

  • Live Ledger Sync: Stock updates in real-time from sales, returns, and invoices. No guesswork, no lag.
  • Custom Tracking: Track what matters to you. SKUs, locations, truck stock, and more.
  • Scalable Logic: Set up restock rules, route card triggers, and multi-warehouse syncing that fits how your shop works.

Sales Performance Rewards

Automated Spiffs, Your Way

Incentivize technicians and sales with automated Spiffs that work as hard as they do. Keep things simple, avoid overpayments, track progress, calculate payouts instantly, and make sure every dime is accounted for.

  • Custom Spiff Logic: Set up Spiff rules that match your shop’s needs by product, team, or margin. No more overpaying, just straight payouts.
  • Fast Payments: Pay your team fast and hassle-free with Rapid Pay, Pay Cards, Zelle or Venmo or traditional means.
  • No-Code Automation: Build and adjust Spiffs without waiting on IT. Control the payout process with ease and speed.

Clear Numbers and Straight Answers.

Management Reports That Drive Profit

Know exactly where you’re making money and where you're losing it. Our reports break down inventory shortfalls before they happen, optimize scheduling efficiency, and more, so you can cut waste, spot problems early, and grow your profits with confidence. No fluff, just the facts."

  • "Since switching to Optimum, we've cut out costly mistakes and found more profit. Running a business is about making money, and this system makes that easier." Tina R, SW Wynn’s / Office Manager-Owner
  • Custom Dashboards: Build reports that show the numbers that matter most to your bottom line.
  • Automated Updates: Pulls live data straight from the field and office—no more outdated reports or manual entry.

Our Approach

No-Code, Fully Custom: Business Solutions Built Your Way


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Launch

Start with pre-built software, then map custom workflows.

Integrate

Use our no-code foundation to refine and expand solutions.

Realize

Say Yes to new possibilities and build the impossible with us.

Optimize

Enhance and streamline workflows with our no-code platform.

Interested in learning more about how our services can benefit you? Let's Talk

Operational Clarity

Insights That Actually Mean Something

Insights that help you spot waste, track job efficiency, and pinpoint where profit is slipping through the cracks. Whether it’s idle labor or missed upsells, Optimum pulls it into focus so you can fix it before it costs you.


Reach Customers. Boost Sales.

Business Messaging Made Easy

Run promotions and send them straight to your customers via text or email, effortlessly. Our messaging platform lets you reach your customers the way they prefer, making it easier to push out specials and stay in touch without breaking a sweat. All automation is customizable to fit your shop’s needs.

  • Omni-Channel Messaging: Send promos and updates through both text and email to keep your customers in the loop wherever they are.
  • Easy-to-Set Triggers: Automate your messages based on sales, inventory levels, or other key actions. Set it onceband it runs itself.
  • Customizable Campaigns: Tailor your offers and promotions to specific customer groups and easily track your results.

No Code AI Platform

AI Business Solutions

Our No Code AI platform is engineered to deliver customized AI business solution for every facet of your business. Leverage our advanced tools to automate processes, optimize workflows, and extract actionable insights with just a few simple prompts—all within a unified system that puts you in control.

  • Smart Automation: Use AI to handle routine tasks and build adaptive workflows that continuously improve.
  • Dynamic Process Optimization: Leverage intelligent automation to ensure every process runs at peak efficiency.
  • Actionable AI Analytics: Gain real-time insights to drive smarter decisions and boost business performance.

Tailored for Your Business

No Code Custom ERP Solutions

Streamline your operations with a fully customizable ERP system that adapts to your unique business needs. From automated invoicing to flexible return workflows, our no-code platform helps reduce manual tasks and keeps your operations moving fast.

  • Tailored Modules: Customize Solution Modules like billing, inventory, and returns with ease—no developers needed.
  • Seamless Integrations: Easily integrate with your existing systems for smooth data flow across platforms.
  • Effortless Customization: Make real-time adjustments through a visual interface that lets you adapt quickly to change.

Pricing

Affordable Plans

Access to the Optimum platform begins at just $250/month for 1 user/admin, with additional pricing at $100 for management and $50 for sales. Enjoy full support to keep your business running smoothly and growing with ease.

Limited Time: $1,000 in Free Customizations Offer valid with purchase of Quick Start package ($2,400). Tailor the Optimum platform to your exact business needs. Whether it's personalized workflows, custom reporting, or unique integrations, we’ll ensure the platform works seamlessly for your team, making it a perfect fit for your operations.


Blogs

Latest Articles

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Digital Forms

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Fix More, Stress Less

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Business Messaging

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Just a sampling of customers who trust Optimum

An Award-Winning Platform, Celebrated by Industry Leaders


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