First Step: Look for the email invitation

Once we've created a user account for you, our platform will send you an email invitation similar to the one shown below.  You will be prompted to enter a password to complete the setup.  

Please be sure to check your spam folder for any emails coming from "@optix.digital"

--------------

Below is a short (3:43) walkthrough video that demonstrates the web apps apps have access to. 

--------------

Performance Reporting

Proof of performance reporting provides you with an overview of how well your business is performing online.  The software compiles data from various connected sources like Google and Facebook to give you an overview right inside one dashboard.   We can even schedule weekly or monthly reports right into your email inbox.

--------------

Collaborative Inbox

Capture and convert more leads with a shared inbox.  Inbox is designed to help small businesses improve customer communication by bringing conversations from multiple sources into a single location, such as Facebook, Instagram and email.  You can also invite other staff to log in and manage this!   Options are available to upgrade to Conversations AI to add an  AI-assisted website chat widget, SMS messages and an even AI Voice Receptionist.

---------------

CRM App

Our Customer Relationship Management software helps your business manage interactions with customers, both current and potential.  The CRM tools can help you improve customer relationships, streamline processes, and increase profitability!

--------------

Form Builder

Use our form builder to collect information from potential customers and capture them as leads right inside the CRM. With this Form Builder, you can effortlessly create forms and embed them on your website.   You can also leverage the included Automation App to process the lead such as sending follow-up emails, adding them to a drip campaign or creating a task.

--------------

Automations

With this app, you can automate your sales and marketing processes. Map out your personalized workflows in our simple builder and watch your business grow. An automation workflow is simply a set of instructions that tell the platform, “When this specific trigger happens, then perform this action.”

--------------

Meeting Scheduler

Use this app to make it easy for you to book appointments with your customers.  This simple-to-use app can be synced up to your Google Calendar and you can hold your meeting in Google Meet or Zoom.

--------------

Local SEO (Standard)

This app will help you establish accurate and consistent business listings and rank higher in search engine results, such as Google.  Local SEO also helps you track your business’s keyword positions on Google, equipping you to stay ahead of the competition and improve your online visibility.  A free business listing page is also included.

--------------

Last Step: Logging In

Bookmark this link to log in to your Business Centre Dashboard:  login.optix.digital 

--------------

Deeper Dive