--- title: "Optimiser Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Optimiser Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more." source_url: "https://www.capterra.com/p/232901/Optimiser/" page_type: "product" language: "en" --- # Optimiser Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Optimiser ## What is Optimiser? Optimiser is a fully configurable platform that unifies CRM, sales, marketing, and operations into one intelligent ecosystem — built around the way your business works. Available for Hospitality, Membership, Real Estate, Clubs, Charity, Enterprise, and more, it eliminates app-switching, data silos, and multiple tool costs. Why Optimiser: • Industry-specific — built for how your sector works • Single source of truth — every contact, lead, and deal in one place • No-code friendly — configures around your workflows, no IT needed • Cost-efficient — clients save up to 40% consolidating subscriptions • Free enterprise support — for every client, for life What is included: • CRM & Lead Management — full pipeline from first touch to close • Marketing Suite — campaigns, segmentation, and conversion tracking • Operations — project management, events, automation, shop suite • Analytics — real-time dashboards across every department • Integrations — 2-way Opera PMS sync, centralised data ## What is Optimiser used for? [Business Process Management](https://www.capterra.com/business-process-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £25 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Optimiser?[Manage this product listing](https://www.g2.com/products/optimiser-crm/claim_requests/new?auto=true) ## Optimiser Overview Updated August 2026 AI summary Optimiser supports organizations of all sizes in managing business processes and customer relationships through automation, workflow management, and collaboration tools. It offers configurable workflows, customizable forms and reports, and real-time analytics, with features such as document management, task tracking, and integration options. Optimiser is available as a web-based solution across major operating systems, including mobile access. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Optimiser 5.0 (6) VS. [### Zapier](https://www.capterra.com/p/130182/Zapier/) [4.7 (3,077)](https://www.capterra.com/p/130182/Zapier/reviews/) Starting Price £25 Per User, Per Month Starting Price $29.99 Usage Based, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (6) Ease Of Use 4.3 (3,038) Value For Money 5.0 (4) Value For Money 4.3 (2,347) Customer Service 4.8 (6) Customer Service 4.3 (2,006) ## Optimiser alternatives [Lucidchart](https://www.capterra.com/p/146136/Lucidchart/) [4.5 (2,264)](https://www.capterra.com/p/146136/Lucidchart/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/146136/Lucidchart/) [Visio](https://www.capterra.com/p/201133/Visio/) [4.5 (3,284)](https://www.capterra.com/p/201133/Visio/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/201133/Visio/) Highest Rated [Albato](https://www.capterra.com/p/228273/Albato/) [4.8 (406)](https://www.capterra.com/p/228273/Albato/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/228273/Albato/) [process.science](https://www.capterra.com/p/211712/process-science/) [4.8 (106)](https://www.capterra.com/p/211712/process-science/reviews/) Starting price $4.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/211712/process-science/) [View all alternatives](https://www.capterra.com/p/232901/Optimiser/alternatives/) ## FAQs about Optimiser Overview ### What company size and specific industries is Optimiser built for? Optimiser is designed for businesses of all sizes in hospitality, membership organizations, real estate, and professional services. It suits companies that want to replace disconnected tools with one platform for CRM, sales, marketing, and operations. Features and Usability ### What are the key features of Optimiser? Optimiser offers CRM tools, lead management, and contact management, along with task management and task progress tracking for workflow oversight. It also includes reporting and analytics, real-time reporting, customizable reports, dashboards, alerts and notifications, document management, third-party integrations, role-based permissions, and business process automation. Integrations ### Which third-party tools and platforms does Optimiser integrate with? Optimiser integrates with 4 third-party tools: Gmail and Microsoft Outlook for email, plus OPERA Cloud Property Management and Shopify. These catalog integrations cover communication, property management, and commerce workflows, giving Optimiser connections to widely used business platforms. Getting Started and Support ### What training and onboarding options does Optimiser offer? Optimiser provides in person training, live online sessions, webinars, documentation, and videos. In person and live online sessions support guided setup, webinars cover broader training topics, documentation offers written reference material, and videos provide recorded walkthroughs for self-paced review. Getting Started and Support ### What customer support options does Optimiser offer? Optimiser provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback on support experience is available in the catalog data, so support quality, response times, and helpfulness cannot be assessed here. ## Features AI summary Based on 3,617 Business Process Management reviews Capterra data shows that buyers of Business Process Management software rank the following features as their top priorities: - **Workflow Management** (**51%** of reviewers rated this feature as critical) - **Task Management** (**43%**) - **Business Process Automation** (**46%**) Optimiser supports all three of the features reviewers value most: **Workflow Management**, **Task Management**, and **Business Process Automation**. Together, these capabilities help businesses coordinate processes, keep work moving across teams, and automate repeatable steps, allowing teams to improve consistency, reduce manual effort, and complete work more efficiently. Workflow Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Task Management 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Third-Party Integrations 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes CRM 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Reports 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Alter the layout and content of reports Email Management 4.7 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Optimiser 44 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (6) 4.7 Based on 6 reviews ## Pricing Value for money 5.0 (4) Free Trial Basic £25.00 Per User,Per Month Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ OPERA Cloud Property Management](https://www.capterra.com/p/266207/OPERA-Cloud-Property-Management/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (6) 4.8 Based on 6 reviews ## User reviews Overall rating 5.0 Based on 6 reviews Filter by rating 5(6) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent VO Valeria O. HR Manager Hospitality ### "Efficient for database usage" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 22, 2022 Pros The product allows to securely store large amount of confidential data and generate customized reports. Platform has efficient support, excellent customer service and productive onboard training. Cons It could be slightly more user-friendly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LR Leona R. Office Manager Non-Profit Organization Management ### "St Andrew's" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 3, 2022 This system has allowed our charity to run a lot more efficiently Pros How easy it is to use the software and there are videos to refer back to as well as immediate help on hand. Cons Not being able to add the app to our tablet to allows members to sign in Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RT Robert T. Treausrer Civic & Social Organization ### "Excellent system and support/implementation" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 7, 2022 Pros It covers all the features we need as a membership organisation, including the need to integrate with Touchpoint CMS. It's easy to use and the technical and implementation support has been outstanding. Cons A couple of UI things aren't as immediately intuitive compared to what I was expecting, but once figured out it's great. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MT Michael T. Commercial Director Hospitality ### "Optimiser review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 11, 2022 Pros Optimiser is a very easy and clear system that does exactly what we need it to do. It is easy to explain to new participants and it is easy to learn. Reports are clear and straightforward. Cons The disadvantage of Optimiser is that it is not linked to Outlook and that no automatic reports can be sent, as far as I know. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PM Pearleen M. Sales Director Hospitality ### "CRM made easy and affordable!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 9, 2022 I did a lot of research on tools in the marketplace and this one by far does so much more for you at a price point that is affordable. The support team are amazing and very responsive. I would highly recommend the tool. Pros There are lots including the Outlook integration, flexible reporting, email campaigns, task and project management abilities. It is very robust! Cons Importing data is a challenge at this time but we understand that is changing. The company is very responsive. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Sophie S. CEO Marketing and Advertising ### "Jam Packed with Functionality" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 29, 2022 It is very easy to get in touch with the team to resolve any issues Pros I love the fact that so much of my business can be run from one piece of software Cons There are some features that are not so obvious on how to use, so training is required Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Optimiser Good value and good customer support - custom built too Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.