For partners

Sales & CRM · Lifetime deal

OptimusDesk

Your customers, quotes, appointments and daily work—connected in one workspace.

  • Sold by OptimusDesk
  • Lifetime deal, sold on GrabLTD
  • On GrabLTD since
  • CRM
  • business management
  • project management
  • task management
  • scheduling
  • quotes
  • e-signatures
  • small business
  • workflow management
  • kanban boards
OptimusDesk displayed on desktop, tablet and phone, with Pip beside the devices.

OptimusDesk at a glance

Platform
Web, iOS, Android
Note
Lifetime Core access for one business workspace, within your purchased tier’s user and storage limits. The workspace owner counts toward the total user allowance.
Redeem
Each code is single-use and must be activated on an eligible workspace without an existing paid Core or lifetime license. Codes cannot be stacked to increase users, workspaces or storage.
Upgrades
Higher tiers and paid add-ons are not automatically included with this purchase.
Support
Product support is available at support@optimusdesk.app.
Product support
Email support / Helpdesk / Chat

Which OptimusDesk plan do you need?

Prices in USD, excluding tax.

OptimusDesk one-time plans on OptimusDesk
Lifetime Core — Tier 1Lifetime Core — Tier 2Lifetime Core — Tier 3
One-time price$39$59$89
Core accessLifetimeLifetimeLifetime
users Total users, including owner123
Business workspaces111
File storage1 GB2 GB3 GB
Customer managementIncludedIncludedIncluded
Projects, jobs and task boardsIncludedIncludedIncluded
Quotes, agreements and e-signaturesIncludedIncludedIncluded
Email and calendar featuresIncludedIncludedIncluded
Notes and time trackingIncludedIncludedIncluded
Product catalog and non-payment reportsIncludedIncludedIncluded
Monthly AI credit allowanceNot includedNot includedNot included
Invoicing and payment collectionSeparate paid productsSeparate paid productsSeparate paid products
Social and Pip NitroSeparate paid productsSeparate paid productsSeparate paid products
Product supportEmail support / Helpdesk / ChatEmail support / Helpdesk / ChatEmail support / Helpdesk / Chat

Before you buy: OptimusDesk's terms and extra costs

  • Note. Lifetime Core access for one business workspace, within your purchased tier’s user and storage limits. The workspace owner counts toward the total user allowance.
  • Redeem. Each code is single-use and must be activated on an eligible workspace without an existing paid Core or lifetime license. Codes cannot be stacked to increase users, workspaces or storage.
  • Upgrades. Higher tiers and paid add-ons are not automatically included with this purchase.
  • AI usage cost. No recurring subscription fee for the included Core access. Cashflow, Social, Pip Nitro and AI usage are separate. No monthly AI credit allowance or Founders credit bonus is included. Core can be used manually without purchasing AI credits.
  • Platform. Access OptimusDesk through a web browser on desktop, tablet or phone.
  • Support. Product support is available at support@optimusdesk.app.

What is OptimusDesk?

OptimusDesk is a business workspace for solo operators and small service teams. Manage customers, prepare quotes and agreements, collect electronic signatures, schedule appointments and organize projects and tasks. Keep notes, files and time records connected to your work, with a daily overview that helps you see what needs attention.

What OptimusDesk says it does

  • Keep customer details and related work together.
  • Prepare quotes and agreements without rebuilding each document.
  • Organize tasks visually and keep deadlines visible.
  • See appointments, commitments and follow-ups in one workspace.
  • Choose lifetime Core access for yourself or a small team.
  • Modern kanban smart board, calendar and AI powered upgrades (optional)

Why OptimusDesk

Running a small business often means juggling customer details, emails, appointments and scattered to-do lists. OptimusDesk brings that information together so you can follow the work from the first inquiry through delivery, keep track of commitments and spend less time piecing everything together.

How does OptimusDesk work?

  1. Set up your workspace

    Add your business information and invite teammates within your plan’s user allowance.

  2. Add your customers

    Keep contact details, notes, files and related work together.

  3. Prepare and plan the work

    Create quotes and agreements, schedule appointments and organize projects and tasks.

  4. Manage your day

    Check your daily overview, update progress and capture notes and time as you work.

Then it handles:

  • Keeps customer details, notes, files and related work together.
  • Tracks quotes, agreements and electronic signatures.
  • Brings appointments, tasks and follow-ups into your daily overview.
  • Organizes project progress, time records and completion notes.

Who is OptimusDesk for?

Built for

  • Solo business owners managing customer work.
  • Cleaning businesses, landscapers, handymen and local contractors.
  • Consultants, freelancers, real estate agents and creative service providers.
  • Small service teams needing shared customer and task information.

Not for

  • Buyers seeking invoicing and payment collection within the Core deal; those require Cashflow.
  • Buyers seeking unlimited users, unlimited storage or included monthly AI credits.

What is included in OptimusDesk?

Customer management

  • Customer records with contact information.
  • Notes and files connected to customer work.
  • Projects and jobs organized around each customer.
OptimusDesk customer management screen for organizing customer information and related work.
Keep customer details and the work you do for them together.
OptimusDesk Projects screen for organizing customer jobs and tracking related work.
Keep every project’s tasks, notes and progress connected.

Quotes and agreements

  • Create and manage quotes.
  • Prepare agreements and collect electronic signatures.
  • Connect approved work with projects and next steps.
OptimusDesk document screen for preparing a customer quote or service agreement.
Prepare customer documents and move approved work forward.

Daily work and scheduling

  • Smart task boards and list views.
  • Calendar and appointment management.
  • Daily overview of commitments and follow-ups.
  • Notes and time tracking.
OptimusDesk Today dashboard showing the daily overview, commitments and items needing attention.
See your commitments and next steps at a glance.
OptimusDesk task board with tasks organized into columns for tracking work and progress.
Organize tasks visually and keep work moving.

Connected workspace

  • Email features.
  • Product and service catalog.
  • File organization.
  • Non-payment reporting.
OptimusDesk Communications screen with Inbox, Meetings, Files and Teams tabs and an option to connect an inbox.
Keep communication and files close to your customer work.

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OptimusDesk questions

Can I use OptimusDesk without AI?

Yes. Core features work manually. Pip provides optional assistance with drafts, checklists and planning; AI usage is separate.

Are invoices and payments included?

Invoicing, payment collection and payment tracking require Cashflow, a separate paid add-on.

How do the tiers differ?

The tiers provide different user and storage allowances. Each includes one workspace and the same Core features.

Can my assistant or colleague join me?

Yes. Tier 2 covers two people including the owner, and Tier 3 covers three.

Can I combine multiple codes?

No. Codes cannot be stacked to increase users or storage. Choose the tier that fits your team.

How do I get support?

Email support@optimusdesk.app.

Often compared with

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  • Honeybook
  • ClickUp
  • HubSpot
  • monday.com
  • Zoho CRM
  • Trello