Optico CRM

Simple pricing. No per-user fees.

Quotes, jobs, invoices and getting paid, in one app for your phone and desktop. Start with a 14-day free trial, no card needed.

New ZealandAustralia

Solo

NZ$39 /month + GST

For the one-person business: everything you need to quote, invoice and get paid.

1 login

Start free trial

Crew

Most popular

NZ$89 /month + GST

For a small team: give your office and field staff their own logins.

Up to 5 logins

Start free trial

Business

NZ$179 /month + GST

For growing companies with a bigger crew and office.

Up to 20 logins

Start free trial

Every plan includes

  • Unlimited customers, quotes, jobs and invoices
  • Online quote acceptance with deposits
  • Card payments, Apple Pay and Google Pay, with autopay
  • Subscriptions and automatic invoicing
  • Automatic invoice and overdue reminder emails
  • Customer portal with statements
  • Xero sync
  • Website enquiry forms
  • Phone app (install from the browser) and desktop

Card payment fees

Only if you take card payments. These come out of each payment before it reaches your bank:

  • Stripe's card fee (local cards)about 2.65% + NZ$0.30
  • Optico CRM fee0.5%
  • Bank transfer and cashFree

Example: a NZ$1,000 card payment costs about NZ$31.80 in total fees. You can choose to pass card fees on to your customers. International cards cost more; see Stripe's pricing.

Questions

How does the free trial work?
You get 14 days with everything switched on, for up to 3 people. No card needed. At the end, pick a plan to keep going. Nothing is deleted if you don't.
Is GST included?
Prices are per month and exclude GST. 15% GST is added, and you get a GST tax invoice each month.
Do you charge per user?
No. Each plan includes a number of logins (owner, office and field staff). If your team grows past it, move up a plan.
What do card payments cost?
Stripe's card fee (about 2.65% + NZ$0.30 for local cards) plus a Optico CRM fee of 0.5% per card payment. Bank transfers and cash are free. You can choose to have customers pay the card fees.
Can I change plans or cancel?
Yes, any time. Changes apply from your next monthly bill. There are no lock-in contracts.
Who owns my data?
You do. You can export it, and we never sell it. See the Terms of Service.
Does it work with Xero?
Yes. Invoices and payments go to Xero automatically, and payments you match in Xero come back.

More questions? Email support@opticodigital.com. By signing up you agree to the Terms of Service.

Pricing · Optico CRM