Lite
For trying Optivis CMS out or the occasional shipment.
$0free, always
- 1 user
- 5 shipments a month
- Capped: no extra shipments
- Every feature included
Optivis CMSPricing
Every feature on every plan. Pay for people and shipments.
Optivis CMS is a cargo management system for freight forwarders. Every workspace starts with a 14-day free trial of Pro, no card needed, and the Lite plan stays free afterwards. Paid plans add people and shipments; on those, shipments beyond the allowance are $0.20 each.
Plans
Standard
Our pick for most teamsFor a small team moving freight every week.
$49a month
- 3 users
- 50 shipments a month
- $0.20 per extra shipment
- Every feature included
Pro
The free trialFor a busy forwarding team.
$149a month
- 5 users
- 300 shipments a month
- $0.20 per extra shipment
- Every feature included
Prices in US dollars, plus tax where it applies.
Early access opens soon: a 14-day free trial of Pro, no card needed
Explore the live demo01
Compare plans
Every plan, including the free one, has every feature. The only differences are how many people can be active and how many shipments you create each month.
| Plan | Lite | StandardOur pick | Pro |
|---|---|---|---|
| Price | Free | $49 a month | $149 a month |
| Active usersPeople who can sign in | 1 | 3 | 5 |
| Shipments a monthIncluded in the price | 5 | 50 | 300 |
| More shipmentsBeyond the monthly allowance | Capped until next month | $0.20 each | $0.20 each |
| Document storage | No set limit | No set limit | No set limit |
| Jobs | |||
| Air and sea shipmentsEvery job through eight stages, from enquiry to closed | Included | Included | Included |
| QuotesFrom your charges, in any currency, e-mailed as PDFs | Included | Included | Included |
| Pre-alertsSent to agents with the shipment's documents attached | Included | Included | Included |
| Customer tracking linksThe milestones and documents you choose, with an optional PIN | Included | Included | Included |
| Tasks and milestonesWho does what next, on each job | Included | Included | Included |
| Money | |||
| Charges and profit per jobBuying and selling in any currency | Included | Included | Included |
| InvoicesFrom the job's charges, e-mailed as PDFs | Included | Included | Included |
| XeroQuotes and invoices sent to your own Xero organisation | Included | Included | Included |
| Team and data | |||
| Roles and teamsDecide who can see and change what | Included | Included | Included |
| Audit logWho changed what, and when | Included | Included | Included |
| CSV importBring your customers and vendors across | Included | Included | Included |
| Full data exportEvery record and file, whenever you like | Included | Included | Included |
| Your own addressyourcompany.optivis.co | Included | Included | Included |
LiteFree
- Active users
- 1
- Shipments a month
- 5
- More shipments
- Capped until next month
- Document storage
- No set limit
Included
- Air and sea shipments
- Quotes
- Pre-alerts
- Customer tracking links
- Tasks and milestones
- Charges and profit per job
- Invoices
- Xero
- Roles and teams
- Audit log
- CSV import
- Full data export
- Your own address
Standard$49 a month
- Active users
- 3
- Shipments a month
- 50
- More shipments
- $0.20 each
- Document storage
- No set limit
Included
- Air and sea shipments
- Quotes
- Pre-alerts
- Customer tracking links
- Tasks and milestones
- Charges and profit per job
- Invoices
- Xero
- Roles and teams
- Audit log
- CSV import
- Full data export
- Your own address
Pro$149 a month
- Active users
- 5
- Shipments a month
- 300
- More shipments
- $0.20 each
- Document storage
- No set limit
Included
- Air and sea shipments
- Quotes
- Pre-alerts
- Customer tracking links
- Tasks and milestones
- Charges and profit per job
- Invoices
- Xero
- Roles and teams
- Audit log
- CSV import
- Full data export
- Your own address
02
The trial, and what happens after it
You start on Pro for 14 days, then have 7 days to choose. If you don't, you're on Lite: still free, with your data intact.
Trial
Days 1 to 14
Every new workspace starts with 14 days of Pro: 5 users and 300 shipments a month. No card needed.
Grace
7 more days
When the trial ends you keep full access for 7 days while you choose a plan. A banner shows the date.
Lite
After that
Without a paid plan the workspace moves to the free Lite plan: 1 user and 5 shipments a month. Nothing is deleted.
Read-only
Only if needed
If more people are active than the plan allows, the workspace becomes read-only: everyone can still view and export everything. An administrator switches people off, or upgrades, and it's back.
Cancelling never deletes your data. A cancelled plan runs to the end of the period you've paid for, then the workspace moves to Lite. A workspace is only deleted when an administrator asks, 30 days later, and they can change their mind until then.
03
Billing questions
- What counts as a shipment?
- Each shipment (job) created in your workspace counts towards the month it was created in, whatever its stage. Sample data doesn't count, and neither do quotes that aren't attached to a shipment. Deleting a shipment doesn't give it back. On paid plans the count follows your billing period; otherwise it's the calendar month.
- What happens if we go over our shipments?
- On Standard and Pro, nothing stops: each shipment beyond your plan's allowance is $0.20, metered through Stripe and added to your next invoice. On Lite and during the trial the allowance is a hard cap: new shipments wait until next month unless you upgrade.
- What happens when the 14-day trial ends?
- You get 7 more days with full access to choose a plan. If you don't, the workspace moves to the free Lite plan (1 user, 5 shipments a month) and your data stays. If more people are active than Lite allows, it's read-only until an administrator switches people off or picks a plan.
- Can we cancel at any time?
- Yes. Cancel from Billing → Manage billing, which opens Stripe's customer portal, where you also change plan, update your card and download invoices. You keep your plan until the end of the period you've paid for, then move to Lite. Cancelling never deletes your data.
- Do we need a card for the trial?
- No. You sign up with your work e-mail address and your company's details, and add a card in Billing only when you choose Standard or Pro.
- Can we take our data with us?
- Yes. An administrator can download a full export at any time, on any plan and even while read-only: every table as JSON, your main records as CSV, and every uploaded file, in one zip. A workspace is only deleted when an administrator asks, 30 days later, and that can be cancelled until then.
- Is there a different feature set on each plan?
- No. Every plan, including the free one, has every feature. Plans differ only in how many people can be active and how many shipments you create a month.
- How do we pay?
- By card through Stripe, monthly, until you cancel. Prices in US dollars, plus tax where it applies. Change plan whenever you need to in Billing → Manage billing.
Be among the first forwarders on Optivis CMS
Join the waitlist and we'll invite you when early access opens, starting with 14 days of Pro, free.
Early access opens soon: a 14-day free trial of Pro, no card needed