The complete toolkit to grow your business
Stop paying for 10 different tools that don't talk to each other. Opterra brings CRM, marketing, reputation management, lead generation, and more into one integrated platform — set up and managed for you.
How it works
We don't just hand you software and wish you luck. We build, configure, and optimize the systems your business needs.
Consultation & Strategy
We learn about your business, your goals, and your current pain points. Then we design a solution that fits your specific needs — not a one-size-fits-all template.
Setup & Configuration
We build out your CRM, configure your automations, set up your review management, create your funnels — everything tailored to how your business actually operates.
Launch & Optimize
We launch your systems, train your team, and continue to monitor and optimize. As your business grows, your systems evolve with you.
Solutions for every stage of the customer journey
From first discovery to long-term loyalty — every tool you need, fully integrated and working together.
CRM & Pipeline Management
Your single source of truth for every customer relationship. Track contacts, manage deals through visual pipelines, and never lose track of a lead again.
Key Capabilities
- Contact management with custom fields and tags
- Visual deal pipelines with drag-and-drop stages
- Automated lead assignment and routing
- Activity tracking and task management
- Smart lists and segmentation
- Full communication history per contact
Marketing Automation
Set it up once, let it run forever. Automated email and SMS campaigns that nurture leads, follow up after appointments, and re-engage inactive customers.
Key Capabilities
- Email campaigns with visual builder
- SMS and MMS messaging
- Drip sequences and nurture campaigns
- Trigger-based automation workflows
- A/B testing for campaigns
- Broadcast messaging for announcements
Review & Reputation Management
Your online reputation is your storefront. Automate review requests, monitor what customers are saying, and build the kind of trust that drives new business.
Key Capabilities
- Automated review requests via email and SMS
- Google and Facebook review monitoring
- Review response management
- Reputation dashboard and reporting
- Review widget for your website
- Negative review alerts and escalation
SEO & Online Presence
Get found when customers search for businesses like yours. Local SEO optimization, Google Business Profile management, and citation building to dominate local search.
Key Capabilities
- Google Business Profile optimization
- Local citation building and management
- Keyword tracking and reporting
- On-page SEO recommendations
- Competitor analysis
- Monthly performance reporting
Lead Generation & Capture
Turn your website visitors into leads and your leads into customers. Landing pages, forms, funnels, and automated follow-up sequences that convert.
Key Capabilities
- Drag-and-drop landing page builder
- Multi-step funnels with analytics
- Web forms and survey builder
- Lead magnet delivery automation
- Instant lead notification and response
- Lead scoring and qualification
Website & Funnel Builder
Build professional websites and sales funnels without a developer. Drag-and-drop builder with templates designed to convert visitors into customers.
Key Capabilities
- Drag-and-drop website builder
- Mobile-responsive templates
- Sales funnel builder with upsells
- Blog and content management
- Custom domains and SSL
- Membership sites and course hosting
Appointment Scheduling
Let customers book appointments online, 24/7. Automated reminders reduce no-shows, and calendar sync keeps your team organized.
Key Capabilities
- Online booking calendar
- Google and Outlook calendar sync
- Automated appointment reminders (email + SMS)
- Class and group booking
- Round-robin team scheduling
- No-show and cancellation follow-up
Social Media Management
Plan, schedule, and publish content across your social channels from one place. Stay consistent without spending hours on social media every week.
Key Capabilities
- Multi-platform content scheduling
- Content calendar with visual planning
- Post templates and asset library
- Engagement tracking
- Social inbox for messages
- Performance analytics per platform
Reporting & Analytics
Know exactly what's working and what needs attention. Unified reporting across all your marketing, sales, and retention activities.
Key Capabilities
- Lead source attribution
- Campaign ROI tracking
- Call tracking and recording
- Conversion rate reporting
- Custom dashboard builder
- Scheduled report delivery
Looking for a loyalty program?
Our Opterra Loyalty Platform is a purpose-built customer loyalty system with Apple & Google Wallet passes, family sharing, gamification, and deep CRM integration. It works standalone or alongside our business growth solutions.
Built for businesses that are ready to grow
Our solutions are designed for service businesses, local businesses, and growing companies that need more than basic tools but aren't ready for enterprise complexity.
Service Businesses
Salons, contractors, coaches, consultants, and professional services
Local Businesses
Restaurants, retail shops, fitness studios, and multi-location operators
Real Estate
Property managers, real estate agencies, and landlords
Agencies
Marketing firms and agencies looking for white-label solutions for clients
Ready to grow smarter?
Whether you need better lead generation, a loyalty program, or the full suite — we'll build a system that works for your business. Schedule a free consultation to see how we can help.
Now accepting integration partners • Founder pricing available