Skip to content
OptivisCMS

Optivis CMSSolutionsSmall and growing forwarders

Off spreadsheets and inboxes, into one system.

Optivis CMS is a cargo management system (CMS) for small and growing freight forwarders. Start free, bring your customers and vendors in from a CSV, and run quotes, shipments and invoices in one place instead of a spreadsheet and a mailbox.

Join the waitlistExplore the live demo

Early access opens soon: a 14-day free trial of Pro, no card needed

My work in Optivis CMS: shipments by stage and a list of what needs attention today

01

Small and growing forwarders in Optivis CMS

Set up in minutes, with your country's defaults

Sign up with your company's details and its country fills in your currency, timezone, date format and tax rates. Your team works at your own address, yourcompany.optivis.co, and a short checklist on My work takes you through the rest.

  • Add your company details
  • Invite your team
  • Import your customers and vendors
  • Connect Xero
  • Create your first shipment
Tax rates in Settings, filled in from the workspace's country, with a default rate for new lines

Bring your customers and vendors from a CSV

Export your customer or vendor list from a spreadsheet or another system and upload it. Only the company name is required; Optivis CMS recognises the usual column names, shows what it will import and tells you why any row would be skipped.

  • Company and trading name, code, tax and registration numbers, currency and payment terms
  • A contact's name, e-mail and phone, and the address
  • A template to download if you're starting from scratch
Importing customers from a CSV: three ready to import and one row skipped because it has no company name

See every stage before you enter a real job

Load sample data adds a few customers, vendors and shipments spread across the job lifecycle, so you can see how a job moves from enquiry to closed. Everything is labelled (Sample) and removed in one go.

A shipment list with jobs at every stage, from Enquiry to Invoiced

Free to start, priced by shipments

The Lite plan is free for one person and five shipments a month. Paid plans add people and shipments, extra shipments cost $0.20 each, and every new workspace starts with 14 days of Pro, no card needed. You can export everything, at any time.

See pricing
Optivis CMS plans
PlanPriceUsersShipments a month
LiteFree15
Standard$49/month350then $0.20 each
Pro$149/month5300then $0.20 each

Prices in US dollars. Every new workspace starts with 14 days of Pro, no card needed.

02

Questions

What happens when the trial ends?
Your workspace moves to the free Lite plan unless you choose a paid plan. Nothing is deleted.
Can I import our existing shipments?
The CSV import covers customers and vendors. Shipments are created in the app, or from an accepted quote.
Can we leave with our data?
Yes. An administrator can download everything as one zip at any time: every table as JSON, the main records as CSV, and all uploaded files.
Do we need to install anything?
No. Optivis CMS runs in the browser, on a computer or a phone.

Leave the spreadsheet behind this week

Start on the trial, import your customers and send your first quote today.

Join the waitlistExplore the live demo

Early access opens soon: a 14-day free trial of Pro, no card needed