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Optreum Ops

How it works

Up and running in four steps.

No developer needed. Here is the path from an empty workspace to a team working from one source of truth.

  1. 1

    Create your workspace

    Sign up, name your company and you get starter record types for leads, contacts, accounts, deals, projects and backorders.

  2. 2

    Import what you have

    Upload a CSV, match the columns and review the checked rows before anything is saved.

  3. 3

    Make it yours

    Add the custom fields and stages your business uses, and invite your team with the right roles.

  4. 4

    Run and automate

    Work deals on the board, log tasks and meetings, set up automations, and follow the forecast on Analytics.

Architecture

Hybrid by design: relational where it matters, flexible where it counts.

Most tools force a choice between rigid tables and a free-for-all. Optreum Ops keeps both in the same record, so your data stays fast to query and easy to shape.

  1. Step 1
    Your sources
    • Spreadsheet & CSV exports
    • Manual entry
    • Team activity
  2. Step 2
    Ingestion
    • Map columns
    • Validate every row
    • Stamp the source
  3. Step 3
    Unified store
    • Typed core columns
    • JSON attributes
    • Record relationships
  4. Step 4
    Your modules
    • CRM & pipeline
    • Projects & backorders
    • Activities & reports

Typed core

Code, status, currency, amount and timestamps live in indexed PostgreSQL columns, so lists, pipelines and reports stay fast.

Flexible attributes

Your custom fields sit beside the core columns as a validated, indexed JSON document, so a new field never needs a migration.

Connected records

Link any record to any other (account to contact to deal) and move through the graph from either side.

Tenant-scoped by construction

Your workspace comes from the signed-in session, never from the browser, and every query is filtered by it.

Ready to bring your data together?

Create a workspace, import your customers from a CSV, and give your team one place to work from.

Create your workspace Log in