OptimaCore
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ERP & CRM Process Optimization

Make ERP, CRM and operations smooth & reliable again.

OptimaCore helps growing businesses stabilize daily ERP/CRM support, reduce recurring tickets, improve workflows, and turn scattered system data into clear management reporting.

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Built for operations, sales, finance and support teams
that need fewer fires, cleaner processes and reporting they can trust.
Operations health Improving
4h
target first response
90 days
improvement roadmap
Hourly
flexible pricing
Stabilizedtickets triaged & tracked
Optimizedworkflows mapped & fixed
Where we help Order-to-Cash Lead-to-Cash Inventory Workflows Customer Support Jira Enhancements Reporting & Analytics
Our Story

A joint venture built to make ERP & CRM operations work better.

OptimaCore is one of the joint ventures of Recovate and the OptimaCore team, created to help growing businesses move from system frustration to smoother, measurable operations.

OptimaCore was created as a joint venture between Recovate and the OptimaCore team after seeing the same operational problem across many growing businesses: companies had invested in ERP and CRM systems, but their teams were still struggling with manual workarounds, recurring tickets, slow reporting, unclear ownership, and processes that did not flow smoothly from one department to another.

Our team brings together ERP/CRM support specialists, process optimization consultants, reporting professionals, and technology advisors who understand that business systems are not just software. They are the backbone of daily operations, customer service, sales, finance, inventory, and management decision-making.

We built OptimaCore to help businesses get real value from the systems they already use. Instead of only fixing isolated issues, we look at the full process behind the problem: why tickets keep repeating, where approvals get stuck, why reports are not trusted, where users need training, and how workflows can be simplified, automated, and governed properly.

What began as a focused service for ERP and CRM support has grown into a practical process optimization approach for businesses that want smoother operations, clearer reporting, better system adoption, and more reliable ways of working.

Our mission is simple: to make ERP and CRM operations smooth, reliable, and measurable — so teams can spend less time fighting system issues and more time running the business.

Joint ventureCombining Recovate business advisory strength with OptimaCore ERP/CRM process expertise.
Process-firstLooking beyond tickets to find the workflow, ownership and reporting causes behind them.
Practical outcomesHelping teams improve adoption, reduce repeated issues and create reporting they can trust.
Platforms

Support across common ERP, CRM and workflow tools

Final scope is confirmed during discovery, but the service is designed around practical business systems, not one narrow software product.

ERP / OperationsOdoo, ERPNext / Frappe, SAP Business One, Microsoft Dynamics 365 and similar order, inventory and finance workflows.
CRM / SalesZoho CRM, HubSpot, Salesforce, Microsoft Dynamics CRM and customer pipeline administration.
ReportingExcel, Google Sheets, Looker Studio, Power BI, native ERP/CRM reports and KPI packs.
Workflow ToolsJira, Trello, ClickUp, Make, Zapier, Power Automate and support process tracking tools.
Services

Practical ERP & CRM services with clear boundaries

We combine daily support, process optimization, reporting and change management so your systems become easier to run, easier to control and easier to improve.

01

ERP & CRM Support

Day-to-day coverage for system issues, user questions, configuration checks and operational blockers.

  • Logged support tickets, triage and issue tracking
  • User, role and permission review
  • Order, invoice, customer and inventory issue support
  • Vendor/platform coordination where needed
02

Process Optimization

We map how work actually happens, find repeat failure points and redesign the workflow with controls.

  • As-is and to-be process mapping
  • Root-cause analysis for recurring tickets
  • SOPs, approval flows and exception handling
  • Order-to-cash, lead-to-cash and support workflows
03

Reporting & Analytics

Dashboards and reporting packs that help owners and managers see workload, risks and performance clearly.

  • KPI definition and reporting structure
  • Sales, finance, inventory and support reports
  • Data quality checks and report clean-up
  • Management dashboard design guidance
04

Automation & Integrations

Practical automation recommendations and light workflow design to reduce manual handoffs and missed updates.

  • CRM-to-ERP handover mapping
  • Email, alert and approval automation guidance
  • Make, Zapier and Power Automate flow planning
  • Integration scoping with developers/vendors
Method

Diagnose, stabilize, optimize, automate and govern

A simple improvement model that moves your business from recurring system pain to controlled, measurable operations.

01

Diagnose

Review systems, users, tickets, data, reports and current workflows to identify what is really slowing the team down.

02

Stabilize

Prioritize urgent issues, clean the ticket backlog, clarify ownership and reduce repeated operational disruption.

03

Optimize

Redesign broken handoffs, approval steps, SOPs and reporting routines around how the business actually works.

04

Automate

Identify simple automation opportunities for reminders, status updates, reporting, approvals and CRM-to-ERP handovers.

05

Govern

Create a controlled cadence for reviews, changes, access, training and continuous improvement.

Start here

ERP & CRM Health Check

A fixed-scope review that surfaces inefficiencies, recurring support issues, reporting gaps, user access risks and workflow bottlenecks.

  • One 60-minute discovery call
  • Review of up to 2 systems
  • Review of up to 3 core processes
  • Executive findings and 90-day roadmap
One-time engagement
$299 / fixed scope

A low-risk starting point before hourly support or optimization work begins.

Book the health check ↗
  • Includes executive report and roadmap
  • Excludes hands-on changes, integrations and data migration
  • Optional hourly implementation after approval
Process areas

Focused on the workflows that usually create the most pain

We do not only look at software screens. We look at the business process around the software: people, approvals, handoffs, data quality and reporting.

Sales & Customer Flow

From lead capture to quotation, sales order, customer record, handover and follow-up.

  • Lead-to-cash review
  • CRM pipeline cleanup
  • Customer support process
  • Handover to finance/operations

Operations & Finance Flow

From purchase, inventory and delivery to invoicing, collections and management reporting.

  • Order-to-cash review
  • Inventory movement controls
  • Approval and exception handling
  • Invoice and payment visibility

Control & Adoption

How users request changes, access the system, test releases and follow standard procedures.

  • User roles and permissions
  • UAT and release support
  • SOP and knowledge base creation
  • Monthly improvement backlog
Hourly Pricing

Flexible hourly support instead of fixed monthly packages

Pay for the type of work you need. Use hourly support for small issues, optimization hours for process work, and advisory hours for larger decisions or roadmap ownership.

Support Hour
$35/hr
minimum 2 hours
  • ERP/CRM user support
  • Ticket triage and issue review
  • Basic admin and configuration checks
Request support

Best for small fixes, user questions and recurring system issues.

Recommended
Optimization Hour
$45/hr
minimum 5-hour block
  • Process mapping and improvement
  • SOPs, reporting and KPI design
  • Root-cause analysis and roadmap work
Start optimization

Best for fixing workflows, reducing repeat tickets and improving reporting.

Senior Advisory
$65/hr
minimum 3 hours
  • ERP/CRM strategy and roadmap
  • Implementation/vendor guidance
  • Management reviews and decision support
Request advisory

Best for owners or managers who need expert direction before investment.

Prepaid hour blocks are available: 10 hours, 25 hours or 50 hours can be quoted after discovery. Platform licenses, third-party tools, custom development, integrations, data migration, on-site visits and emergency/after-hours work are quoted separately unless agreed in writing.
Why OptimaCore

Support that connects systems, people and process

The aim is not just to close tickets. The aim is to reduce why those tickets keep happening.

0
improvement stages
0days
roadmap view
0
core process flows reviewed
0h
target first response
FAQ

Questions, answered

Clear expectations before you book a health check, support hour or optimization block.

A ticket is one logged support request that can usually be reviewed or resolved without custom development, data migration, major integration work or a full mini-project. Larger requests are estimated separately.

We work with common ERP, CRM, reporting and workflow platforms such as Odoo, ERPNext, Zoho CRM, HubSpot, Salesforce, Microsoft Dynamics, SAP Business One, Jira, Make, Zapier and Power Automate. Final support scope is confirmed after discovery.

It includes one discovery call, review of up to two systems, review of up to three core processes, executive findings and a 90-day improvement roadmap. Hands-on changes, integrations, custom development and data migration are excluded.

Standard target first response is within four business hours for logged issues during business hours. Emergency, after-hours or guaranteed SLA coverage must be agreed separately.

No. We help your business manage support, process, reporting and requirements more clearly. Where vendor/developer work is required, we help define and coordinate the scope.

Ready to make operations smooth & reliable again?

Book a free consultation and we’ll identify the quickest improvement opportunities in your ERP and CRM processes before you commit to anything.

Book a free consultation ↗
Contact

Tell us what is slowing your team down

Use the intake form below. It creates a ready-to-send email from this static HTML page. For production, connect it to your CRM, Formspree, Web3Forms, Google Sheets or backend endpoint.

  • Email
    services@recovate.co
  • Phone
    +92 3192027202
  • Business hours
    Mon – Fri · 9:00 AM – 6:00 PM

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