BlueCRM by OptiModus
Powered by OptiModus

Simple software,
a clear view of your business.

In many companies, information ends up scattered: customer details in an Excel file, contracts in a folder, appointments on a sticky note.

BlueCRM brings everything together in one place. From customer management and sales to invoicing and financial administration. It gives you — whether you're self-employed or part of a team — a single source of truth, at the office, in the warehouse or on site with a customer.

BlueCRM is the tool we, as its makers, fully tailor to your specific needs. Menus, screens and permissions are set up so you only see what's relevant to you.

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Find your optimal mode.

Behind BlueCRM stands OptiModus. We believe in technology that makes your life easier. We support self-employed professionals, family businesses and SMEs in digitising and streamlining their processes. BlueCRM is often the starting point, but our approach goes further: from data analysis to smart automation — whatever it takes to keep your business running at its best.

Data migration

We move your data from legacy systems, Excel sheets or Access databases into BlueCRM — carefully cleaned, securely loaded, with no information lost along the way.

Data analysis and reporting

We pull the figures from your existing structured data — Excel, Access, databases — and turn them into insights you can act on.

Smart automation

We eliminate repetitive work with scripts in Python, SQL or Excel. You save time and make fewer mistakes.

Connecting existing systems

Already using systems you don't want to replace? We connect them to one another so they exchange data automatically — no more retyping.

Our Solutions

Software and guidance, tailored to you.

BlueCRM, our own software, brings your customers, products, quotes and invoicing together in one place. But a tool on its own changes little — that's why we also configure it around your way of working, migrate your existing data, and help you turn your numbers into insight. That's when software truly becomes your working instrument.

📋 Everything about a customer, right at hand

  • Complete history: Keep emails, appointments, notes, invoices, photos and documents neatly linked to each customer or prospect.
  • Layered structures: Link employees to companies and effortlessly connect parent and subsidiary firms.
  • Your own vocabulary: Use statuses that you understand (e.g. prospect "promising", task "urgent").
  • Smart search: Find information in a flash — even text inside your uploaded PDFs or scans.

🤝 Always up to date

  • Shared knowledge: No more internal emails about customer status. Everyone with the right permissions sees the latest updates immediately.
  • Internal notes: Leave updates on a file for your colleagues. Information transfers smoothly and quickly.
  • Tasks & delegation: Schedule tasks for yourself or assign them to team members. The tool keeps an eye on progress and deadlines for you.

💰 A clear view of your sales

  • The full flow: Track the journey from quote and order form to delivery note and final invoice (with your own logo).
  • Integrated VAT bookkeeping: Manage your balance sheet, profit-and-loss account and journal. Prepare your VAT return and VAT listing.
  • Ready for digital: Generate PDF and UBL files for your own Peppol platform or accountant.

✨ Tailored to how you work

  • Custom screens: We set up menus and screens so you only see what's relevant. No clutter, no distractions.
  • Grows with you: Start with the basics and switch to a broader package later, or add users.
  • Personal advice: No anonymous helpdesk — a partner who thinks along with you about how to set up your process, also after launch.

📊 Decide on facts, not on gut feeling

  • From data to insight: Have a lot of data? We help you spot patterns and fine-tune your operations.
  • Tailored reports: Reports that show exactly the figures that matter to your business.
  • Decisions backed by facts: Make decisions based on real data instead of intuition.

🌍 Works anywhere, for everyone

  • Accessible everywhere: Work from the office on a PC or laptop, or check your data securely on the go from a tablet or smartphone.
  • Multilingual: Interface available in Dutch, French, English and German — perfect for diverse teams or cross-border customers. BlueCRM is used by European SMEs.
  • Customisation for specific situations: Does your business have specific workflows or needs? We're glad to think along.
Pricing

Pick a package, or build a tailored solution together.

Some businesses want to get started right away with a fixed package. Others need software fully attuned to how they work. And sometimes the question goes beyond software alone — automating repetitive work, a data migration, or extracting insight from existing figures. With OptiModus, you decide how far we go together.

BlueCRM Essential

Customers, prospects and all your business contacts — plus your calendar and invoicing.

€25 / month per user
  • Central files for customers, prospects and contacts (incl. history & documents)
  • Invoicing (PDF & UBL)
  • Calendar, tasks and notes
  • Smart search
  • Multilingual (NL/FR/EN/DE)
  • Secure central storage & backups
MOST POPULAR

BlueCRM Professional

Your full operations — from customers and suppliers to inventory and bookkeeping.

€39 / month per user
  • Everything in Essential
  • Quotes & order forms
  • Inventory & stock management
  • VAT bookkeeping & balance sheet
  • Project and workflow tracking
  • User permissions & roles *
  • * One-off setup fee for configuring tailored user permissions and roles.

BlueCRM Customised

Software built to your specifications.

On request
  • Personal advice
  • Custom screens & menus
  • Specific data fields for your sector
  • Data import
  • Data analysis & reports
  • Additional languages (Spanish, Italian, Polish, ...)
  • Integrations with external software/APIs
  • Adjustments for specific needs
  • Group discounts

Made your choice or still have questions?

Get in touch
FAQ

Frequently asked questions

Yes. We're happy to walk you through BlueCRM and think along about solutions for your business.
The BlueCRM interface is available in Dutch, French, English and German. Each user picks their own language — handy when colleagues work in different languages. Documents like quotes and invoices can be drawn up automatically in the customer's language. Need another language? Let us know and we'll see what's possible.
Yes. BlueCRM is a CRM and ERP package for self-employed professionals, family businesses and SMEs that want simplicity and overview without the weight of complex enterprise software.
Our licences are billed annually in advance by default.
You can add users at any time. They'll be billed pro rata.
Yes. You can switch to a broader package at any time, or have specific tailored adjustments made.
A standard package goes quickly: you receive your login details and get going. For tailored work or data import, we discuss the timeline up front so you know what to expect.
Yes. We can import Excel lists, customer files and documents for you.
BlueCRM runs entirely in the browser, on smartphone and tablet too. No installation needed.
BlueCRM creates your invoice and generates it in PDF and UBL format (the standard for e-invoicing). To send it via Peppol, you use a specialised platform such as Billit or Yuki. That way you combine two systems, each doing what it does best: BlueCRM for your customer history and files, a Peppol platform for the sending.
Your data is stored encrypted on European servers with daily back‑ups.
We attach a lot of importance to an approach that disrupts your day-to-day operations as little as possible. We like to start with a focused (video) call to truly understand your needs and processes. For further work and follow-up, we prefer email — that gives you the freedom to reply when it suits your schedule, while every agreement and technical detail is captured in writing. That way collaboration runs smoothly and everyone keeps the overview.
Contact

Get in touch

Have questions or would you like a demo? We're happy to walk you through the possibilities and think along about your business.

OptiModus BV
✉️ info@bluecrm.be
📞 +32 476 85 52 79