Work where the service happens
Calendars, meetings, chat, files, and phones, on the same platform as the services you deliver.
From scattered apps to one place
Staff chat in one app, meet in another, and serve people in a third.
Chat, meetings, files, and services share one platform.
A decision from Tuesday’s meeting was never written down.
Meeting notes and tasks are saved where the team works.
A caller is on the line, and their file is in someone else’s folder.
The call, the files, and the record are in the same place.
One day at the office
Six moments from one fictional weekday.
08:30
The department calendar shows who is in, out, and on the road.
Team lead
09:00
The housing team meets by video from three offices.
Housing team
09:40
Optio drafts notes and tasks from the meeting.
Team lead approves
11:15
A caller asks about a ride. Staff answer with the record open.
Front desk
14:00
A remote appointment joins from the same calendar.
Case worker
16:30
A question in team chat is answered, with the form attached.
Program staff
Everything in Forum
Calendars
Team, department, and organization calendars, side by side.
Meetings
Schedule and run meetings, with notes and tasks kept.
Remote meetings and appointments
Video for staff meetings and for visits with the people you serve.
Team and employee chat
Channels for teams and departments, and direct messages between staff.
File sharing
Shared files, under the same roles and access as everything else.
Phones
Calls on the platform, next to the person’s record.
Tasks
Follow-ups with an owner and a date, from any conversation.
Employee app
All of it at the desk or on a mobile device.
Works with Casework, Front Door, and Workforce. Optio suggests, and people decide, in every module.