For partners

Video review

OptimusDesk full walkthrough: clients, quotes, calendar and AI in one desk

We set OptimusDesk up for GrabLTD from scratch: the six-step setup from a website, clients, products, projects and the Smart Board, quotes with e-signatures, the type-a-sentence calendar and booking page, Pip the AI assistant, and what the lifetime deal includes and does not.

  • Tested plan: Lifetime Core — Tier 1
  • Tested on

Recorded by GrabLTD on a GrabLTD lifetime license (Tier 1). GrabLTD sells this deal and earns from each sale. Features and prices may change.

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Chapters

  1. 0:00Intro (opens in a new tab)
  2. 0:21What it is (opens in a new tab)
  3. 0:33Setup in six steps (opens in a new tab)
  4. 1:41The guided tour (opens in a new tab)
  5. 2:03Clients (opens in a new tab)
  6. 2:27Products and services (opens in a new tab)
  7. 2:40Projects and tasks (opens in a new tab)
  8. 3:20Quotes and agreements (opens in a new tab)
  9. 4:01Calendar and bookings (opens in a new tab)
  10. 4:31Pip, the AI assistant (opens in a new tab)
  11. 4:54More tools (opens in a new tab)
  12. 5:33What the lifetime deal includes (opens in a new tab)
  13. 6:15Who it is for (opens in a new tab)

The product

  • OptimusDesk displayed on desktop, tablet and phone, with Pip beside the devices.

    Sales & CRM

    OptimusDesk

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

    Ends in 65 days

    $39Sold by OptimusDesk

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