Reach people where they are
Events, campaigns, your website, and partner referrals, all connected.
From sign-up sheets to follow-ups
Sign-up sheets from a community fair sit in a box and never get entered.
People register on the spot, so every contact is on the record.
Updating the website means waiting weeks for an outside designer.
Your own team updates pages without waiting on a vendor.
A partner sends referrals by email, and some quietly go missing.
Partners refer through a portal, so every referral is tracked until it is answered.
Ask who still needs a call
Optio answers from sign-ups and referrals. Staff send what goes out.
Who from Saturday’s fair needs a follow-up?
Eighteen sign-ups have not heard back. Twelve asked about rides and six about benefits.
Contacts and follow-up
Which partner referrals are still unanswered?
Three referrals to the food partner have waited more than five days. Two of them ask for rides.
Partner portal
Draft a post for the benefits workshop.
Here is a short post with the date, the time, and the sign-up link, set for Monday morning.
Social calendar
Everything in Outreach & Engagement
Events and registration
Publish events, take sign-ups, and check people in.
Campaigns
Plan outreach and see who you reached.
Contacts and follow-up
Track everyone you meet and make sure each hears back.
Website builder
Build and update your accessible public website yourself.
Public pages
Event, sign-up, and booking pages linked to the record.
Social calendar
Plan and schedule social posts on one calendar.
Partner portal
Partners send referrals and see what happened.
Works with Front Door, Casework, and Insights & Reporting. Optio suggests, and people decide, in every module.