Optios

You can easily add photos to the customer file via:

- Customers
- Select a customer
- Comments
- Create
- Upload a photo

When you open Optios via your smartphone, you can take a photo with the camera of your smartphone.

Would you like to keep photos of the customer?

How do I add photo's to the customer file?

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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