OPTI Software

BACKGROUND

Please describe your company and position.

I am the Co-Founder of a consulting company.

Describe what your company does in a single sentence.

Boutique consulting studio dedicated to supporting corporate employees becoming founders and helping established organizations grow and find clarity and efficiency by connecting their technology, processes, and people. Our senior team combines expertise in business and systems analysis, complex program management, stakeholder engagement, financial governance, data privacy, and enterprise architecture. 
For specialized needs, we tap into our network for skills in areas like ERP/CRM architecture, cloud migration, ICT integration, MEL systems, UX, Design Thinking and strategic change management. We work like co-founders on every solution - hands-on, analytical, and driven by outcomes.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI Software to accomplish?

• convince our users to follow security rules
• get some compliance we can show to our customers (without certifications)
• get a cybersecurity audit

SOLUTION

How did you find OPTI Software?

Referral

Why did you select OPTI Software over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from OPTI Software were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Full review on our digital setup (accounts, tools, devices)Identification of security and access gaps
Implementation of practical fixes and clear access rules
Setup of the  platform for ongoing visibility and monitoring
Delivery of a short governance guide and onboarding checklist

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Clear audit findings and practical recommendations.
Platform set up.
Compliance with a key client’s security requirements.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Communication was direct, short, and in plain language.
They respected our time and kept the whole thing light but efficient.

What was your primary form of communication with OPTI Software?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Theybare in the same time good at understanding business processes and needs (as they provide HubSpot integration and custom software development) while also being good on cybersecurity

Are there any areas for improvement or something OPTI Software could have done differently?

The services part was what we needed; it's just the app that is still early and needs more work, but being a "bonus" we can't really complain

BACKGROUND

Please describe your company and position.

I am the General Manager of THERMOSTAHL ROMANIA SRL

Describe what your company does in a single sentence.

THERMOSTAHL has been producing steel boilers and energy efficient systems for heating and hot water for over 50 years. The company focuses on renewable energy, paying attention to the environment and ecological development, offering a wide range of products for both residences and the industrial sector with applications for solid, gaseous and liquid fuel. The company's philosophy is always customer-oriented.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI to accomplish?

• Implement Hubspot CRM in our marketing and sales workflow
• Integrate Hubspot CRM with our webiste and other marketing channels
• Automate communication and marketing workflows

SOLUTION

How did you find OPTI?

Online Search

Why did you select OPTI over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget

How many teammates from OPTI were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Modify Hubspot plungin in Wordpress for automatic integration of forms in Hubspot (appr. 10 forms)
2. Import old contacts from Wordpress into Hubspot
3. Import old contacts from ERP into Hubspot (CSV offered by customer)
4. Assistance in Hubspot settings, functionalities and integration with workflows
5. Set product data in Hubspot
6. Set deals and stages
7. Introduction into workflows and sequences
8. Marketing data from digital platforms, dashboard and results measuring

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Weekly meetings and progress notes on deliverables.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Prompt and friendly, delivered on time, guided us with useful information. 

What was your primary form of communication with OPTI?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

Good knowledge of Hubspot, but also many other software applications, can do custom programming. They know real needs and problems of companies from various sectors.

Are there any areas for improvement or something OPTI could have done differently?

Better communicate their work experience and references.

BACKGROUND

Please describe your company and position.

I am the Head of Sales of Montelux

Describe what your company does in a single sentence.

foreign exchange for businesses

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI to accomplish?

• set up Hubspot
• custom our CRM
• tailored support for our commercial needs

SOLUTION

How did you find OPTI?

Online Search

Why did you select OPTI over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from OPTI were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Opti was responsible for setting up and configuring our CRM system, HubSpot. They worked closely with our team to understand our business needs and customized the platform to streamline our processes. The project involved setting up various tools within HubSpot, including lead management, sales pipelines, and automated workflows. Opti also integrated HubSpot with other tools and platforms we use to ensure seamless data flow across systems.

Key Deliverables:

• HubSpot CRM configuration and customization tailored to our business processes.
• Setup of lead management system and sales pipeline stages.
• Creation of automated workflows to improve team efficiency.
• Integration with third-party tools for smooth data synchronization.
• User training and documentation to ensure our team could effectively use the CRM.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Opti’s work was crucial in improving our CRM system and enhancing our team’s productivity. We’ve seen a significant improvement in how we manage leads and sales processes since the setup.

What stood out most about working with Opti was their respect for timelines and their commitment to delivering on t entire projecime. Thet was completed within the agreed timeframe, and they ensured that all milestones were met without delay. Their attention to detail and focus on delivering a tailored solution truly set them apart. It was clear that they had our best interests in mind, making adjustments and fine-tuning the CRM setup to ensure it worked exactly as we needed.

Thanks to Opti’s professionalism and expertise, we’ve seen a noticeable improvement in our CRM adoption and efficiency, and our team is now better equipped to manage leads and sales processes.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

yes

What was your primary form of communication with OPTI?

In-Person Meeting

What did you find most impressive or unique about this company?

wonderful work

Are there any areas for improvement or something OPTI could have done differently?

.

BACKGROUND

Please describe your company and position.

I am the Owner of steftoma.com - Fotografie & Cinematografie

Describe what your company does in a single sentence.

Our team provides premium commercial photography and cinematography services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI Systems to accomplish?

• An e-learning platform that can fully support our video courses
• The platform should be fully automated so that our trainers can spend more time creating and teaching and less time orginising.
• The platform should be able to record the participants while taking each lesson in order to take a final exam that can be verified by the Romanian Government. All of this under GDPR regulations and strict contracts that will be signed by the participants before starting the course.

SOLUTION

How did you find OPTI Systems?

Networking Group

Why did you select OPTI Systems over others?

Company values aligned

How many teammates from OPTI Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The main end result is a fully automated e-learning platform where we can upload our video courses through Vimeo and which should be able to record the participants while taking each lesson and automatically save them in a designated Google Drive Folder, in order for them to be eligible to take a final exam that can be verified by the Romanian Government. 
Other key functions are customizable quizes, the participants ability to upload photos and files at the end of each lesson and a real-time progress overview available only to the trainers to track the evolution of all participants.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The platform is fully operational and it contains all requested features and integrations that were tested and explained to us.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Opti Systems Team was very responsive and they were always open to a challenge, even when we requested extra features later in the process. As for the deadlines, they actually delivered the project 30 days earlier than expected, so it is a 10/10 for the timing.

What was your primary form of communication with OPTI Systems?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive aspect is the internal workflow and task management of their team. Each member knows exactly what to do and they explained to us every step we have to make and deliver in order to build each feature correctly. They are true professionals and one of the most efficient teams I have ever worked with.

Are there any areas for improvement or something OPTI Systems could have done differently?

For our specific project, we cannot find an aspect that could have been done better. However, our suggestion is that they could start investing more time and resources in advertising their line of software products in order to participate in pitching competitions and in order to establish a more organic connection with their past and future clients. 
For instance, after we launch our platform, we would be happy to share with them stats and analytics in order for them to use our project evolution to help other clients.

BACKGROUND

Please describe your company and position.

 I am a Manager of a consulting company. 

Describe what your company does in a single sentence.

HubSpot & Salesforce Agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI Systems to accomplish?

• Connecting easybill with HubSpot

SOLUTION

How did you find OPTI Systems?

I do not know. I knew them as a partner of the company I am working for.

Why did you select OPTI Systems over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from OPTI Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

As soon as a Deal is won a quote should sync to easybill and create a draft invoice. Master data of the company and contact should then also sync Products, amount and prize are synced from HubSpot to easybill and the billing interval is dependent on a date field and another field which defines the duration in months.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Custom connection between HubSpot and easybill works just as the customer requested

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They respond mostly per E-Mail and we text e-mails in a long e-mail thread which makes the whole project traceable. In the beginning we have a kick-off call and send the requirements. If they need to know more they will tell us. If we have questions they answer very quickly.

What was your primary form of communication with OPTI Systems?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

It is remarkable that they not only do the technical implementation, but also think along with the process. If we have not thought about something correctly in terms of processes during the conceptualisation, they point this out to us and do not blindly implement what was requested. That is very helpful and saves a lot of optimisation loops and ressources.

Are there any areas for improvement or something OPTI Systems could have done differently?

Actually not. I was really happy with them.

BACKGROUND

Please describe your company and position.

I am the Innovation Manager

Describe what your company does in a single sentence.

We are a European-recognised digital innovation hub (eDIH) with a large team of specialists in technology, marketing, artificial intelligence, consulting, design and implementation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI to accomplish?

• Streamline and reorganize our existing HubSpot architecture

SOLUTION

How did you find OPTI?

Referral

Why did you select OPTI over others?

• Great culture fit
• Company values aligned

How many teammates from OPTI were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Streamline and reorganize our existing HubSpot architecture to ensure intuitive navigation, eliminate redundancies, and provide a cleaner, more user-friendly interface for all teams.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Reduction in Number of Redundant Properties and Lists
• Streamlined Pipeline Views and Stages

Describe their project management. Did they deliver items on time? How did they respond to your needs?

OptiSoftware demonstrated exceptional project management throughout our HubSpot reorganization. They consistently delivered milestones on time, maintained clear communication, and were highly responsive to our evolving needs.

What was your primary form of communication with OPTI?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their ability to translate complex CRM challenges into clear, actionable improvements was both impressive and rare. The level of care, adaptability, and expertise they brought to the table truly set them apart.

Are there any areas for improvement or something OPTI could have done differently?

No.

BACKGROUND

Please describe your company and position.

I am the GENERAL MANAGER of LEMNIBO ART DECOR

Describe what your company does in a single sentence.

We manufacture wood furnitures

OPPORTUNITY / CHALLENGE

What challenge were you trying to address?
The main challenge I was trying to address was creating a modern, professional website that would effectively represent my business online. I needed a solution that was not only visually appealing but also functional, user-friendly, and aligned with my brand.

SOLUTION

How did you find OPTI?

Referral

Why did you select OPTI over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from OPTI were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Website for wood furniture. Opti System was fully involved in the entire website development process, from the initial planning and design phases to the final implementation. Their team worked closely with me to understand my business goals and vision, ensuring that the website was tailored to my needs. The project is complete, and the website is fully functional. Although our formal partnership has ended, I’m still very satisfied with the results and the support provided.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Feedback client

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Opti delived me on time, a great website. Very professional guys. Our relationship began with clear communication and evolved as Opti System consistently delivered quality work and support, building trust throughout the project

What was your primary form of communication with OPTI?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They understood my requirements very well and had the ability to put them into practice

Are there any areas for improvement or something OPTI could have done differently?

I don't have anything specific to recommend them. While my experience was overall very positive.

What advice do you have for clients with similar needs to yours?
Be clear about your goals and stay involved. Trust Opti System’s expertise for the best results.

BACKGROUND

Please describe your company and position.

I am the CEO of Evoterm

Describe what your company does in a single sentence.

door supplier in the retail and B2B sector

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI to accomplish?

• bidding program
• integration into hubspot

SOLUTION

How did you find OPTI?

Online Search

Why did you select OPTI over others?

• Pricing fit our budget
• Good value for cost

How many teammates from OPTI were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

hubspot bidding program integration 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

 n/a

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They came up with solutions to the problems we exposed.

What was your primary form of communication with OPTI?

Virtual Meeting

What did you find most impressive or unique about this company?

I liked that they focused on our situation and came up with solutions that solved our need.

Are there any areas for improvement or something OPTI could have done differently?

.

BACKGROUND

Please describe your company and position.

I am the Product Owner of Hamangiu Publishing House

Describe what your company does in a single sentence.

Editura Hamangiu is a legal publishing house.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI Software to accomplish?

• To update the product PDF Viewer and to develop different functionalities like comments, highlight, bookmark and dual page viewing.
• To improve the product search functionality.

SOLUTION

How did you find OPTI Software?

Referral

Why did you select OPTI Software over others?

• Referred to me
• Company values aligned

How many teammates from OPTI Software were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work: upgrade the digital reading experience within our platform and impove the search results. 

• update the UI/UX for the PDF Viewer;
• develop highlighting, annotation and bookmark features; 
  • highlighting - users can choose from a palette of 13 colours;
  • annotation - users can add their comments in the book, edit or delete them
  • bookmark - users can add multiple bookmarks for each book they read;
• double page viewing;
• visual usage limits updated in real-time;
• infinite scroll while maintaing the protection of the book;
• more relevant result for exact search and for phrase search.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I think they are one of the most profesional team we have worked with. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

OPTI has a very good way of manageing the project. They always deliver on time, are very well organised and always give us updates about their tasks. 

What was your primary form of communication with OPTI Software?

Virtual Meeting

What did you find most impressive or unique about this company?

Their professionalism is impressive.

Are there any areas for improvement or something OPTI Software could have done differently?

no

BACKGROUND

Please describe your company and position.

I am the US Marketing & Operations of Spatz Medical

Describe what your company does in a single sentence.

Wee are the creators of the Spatz3 Adjustable Gastric Balloon

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OPTI Software to accomplish?

• API Integrations

SOLUTION

How did you find OPTI Software?

Referral

Why did you select OPTI Software over others?

• High ratings
• Great culture fit
• Referred to me

How many teammates from OPTI Software were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

OPTI helped us create an API integration for our landing page forms to ensure all data was mapped correctly within our CRM. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

OPTI helped us develop various landing page forms and different sequences with each form to properly map all of our customer data and ensure nothing fell thorugh the cracks. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Working with OPTI has been an absolute pleasure - they're always incredibly responsive and quick to address any requests we have.

What was your primary form of communication with OPTI Software?

Email or Messaging App

What did you find most impressive or unique about this company?

OPTI are very quick to respond and complete projects, and have been a joy to work with. We highly recommend OPTI!

Are there any areas for improvement or something OPTI Software could have done differently?

No, everything has been perfect!