Opterion-IT is a lightweight ERP and CRM system built in British Columbia for companies that buy, sell, engineer, and distribute products for their customers.

Opterion has a built-in PLAYS system, similar to ticketing, available in every module. Using it is optional, and users can create a PLAY for any employee in any module. Even a simple task, such as calling a customer about a new promotion or product, can become an assigned PLAY.

The CRM features include lead management, follow-up tasks, forecasting, and customer histories that record why deals were won or lost. Quoting and order management tools support live costing, subassemblies, revisions, change orders, customer approvals, subscriptions, and progress invoicing.

Purchasing and inventory features include automated buying recommendations based on sales and purchasing needs, purchase orders, receiving, supplier bills and credits, stock counts, adjustments, kit builds, and backorders.

Additional modules cover employee time cards, leave balances, mobile access for field staff, fleet management, service intervals, IT asset tracking, and an internal help desk.

Opterion-IT integrates with existing accounting software rather than replacing it, allowing businesses to retain their current bookkeeping systems. The platform is modular, so companies can use only the features they need. It supports English and other Latin-alphabet languages, including French, Spanish, and German.

Pricing is CAD $500 per month for 10 users, with no upper limit on the number of users as a business grows.