BlueCRM by OptiModus
For self-employed professionals and SMEs

A clear view of your business,
more time for your work.

In many businesses, information is scattered: client details in Excel, product prices in Access, contracts in a folder and appointments on a sticky note. On top of that, the same work often comes back every week: updating a list, retyping figures, rebuilding an overview.

BlueCRM, our own software package, brings everything together in one place. From client details to appointments, e-mails and invoices. Whether you work on your own or as a team, it gives you one central source of truth, at the office, in the warehouse or on the road.

Your planning is always clear, too. As soon as you log in, you see your appointments and tasks for the coming weeks.

OptiModus Expertise is our service in optimisation, automation and data analysis. We automate and optimise repetitive work, so you have more time for your actual work. We also build reports and lists with the figures that matter to you.

BlueCRM

Our software package: contacts, appointments and tasks clearly in one place.

  • Calm and businesslike: A fixed, familiar menu and uncluttered screens.
  • Tailored: Get started straight away with the standard package, or have it set up around the way you work.
  • Personal: You speak directly to the people who build and maintain BlueCRM.
  • Your data stays yours: Your data is stored in Europe. We do not sell or share it.

From €22 per user per month, excl. VAT.

More about BlueCRM →See pricing →

OptiModus Expertise

Our service: optimisation, automation and data analysis, in BlueCRM or beyond.

  • Automate: Simplifying tasks that come back every week and automating them where possible, so you have less manual work.
  • Combine: Data from different programs brought together in one overview.
  • Insight: Reports and lists with the figures that matter to you.
  • Clear: Always a quote in advance, and a short manual with every solution.

More about OptiModus Expertise →

Our solutions

Software and support, tailored to you.

BlueCRM

BlueCRM is our own software, which we develop and maintain ourselves. You can get started straight away with the standard package. We can also set up BlueCRM around the way you work, with extra modules on request.

📋 Everything about your clients and contacts

  • Central records: For clients, prospects, suppliers and other contacts, such as your accountant.
  • Tabs: In every record, the notes, appointments, e-mails and documents, among others, sit neatly side by side.
  • E-mails in the record: Forward an e-mail to BlueCRM, or upload it yourself to the record's history.
  • Layered structures: Link employees to companies, and connect parent companies and subsidiaries.
  • Smart search: Quickly find contacts and information, including the text inside uploaded PDFs and scans.

📅 Your planning at a glance

  • Start page: As soon as you log in, you see your appointments and tasks for the coming weeks.
  • Recent changes: New contacts and changes in records, all in one overview.
  • Tasks and action points: Plan tasks for yourself or assign them to colleagues. An action point in the history automatically becomes a task.

🤝 Working as a team

  • Online and accessible anywhere: In the browser on a PC, laptop, tablet or smartphone. When a colleague changes something, it is updated straight away for everyone.
  • Internal notes: Leave information in a record, so your colleagues are up to speed straight away.
  • Multilingual: BlueCRM is fully available in Dutch, French, English and German. Each user chooses their own language. BlueCRM is used by SMEs in Belgium and other European countries.

🧾 Invoices

  • Creating invoices: In your client's preferred language: Dutch, French, English or German.
  • Ready for Peppol: In PDF or UBL, to send through your own Peppol platform.
  • All in one place: Every invoice goes straight into the client's record. You can also upload invoices from another program to the record.

✨ Set up around the way you work Customised

  • Moving your data: We transfer your existing data from Excel, Access or another program to BlueCRM.
  • Tailored menu and screens: You decide which functions you use. Only those appear in your menu.
  • Rights and roles: Decide who can see which contacts and screens.
  • Extra fields and statuses: With your own names, in the language of your sector.

🧩 Extra modules Customised

  • Quotes and order forms: From quote and order form to invoice.
  • Stock management: A view of what is in your warehouse, for everyone who needs it.
  • Custom reports: With the figures that matter to your business.

See pricing →

Pricing

Choose your package or a tailored solution.

Some businesses want to get started straight away with a standard package, others want BlueCRM fully tailored to the way they work. With OptiModus Expertise, we automate and optimise your work, and give you more insight into your figures.

BlueCRM Essential

All your contacts, appointments and tasks clearly in one place, for you and your team.

€22

per user per month, excl. VAT

  • Central records for clients, prospects, suppliers and other contacts
  • Full history, linked e-mails and documents
  • Start page with your tasks, calendar and recent changes
  • Calendar, tasks and notes
  • Smart search
  • Invoices in PDF & UBL, linked to the client record, to send through your own Peppol platform
  • Multilingual (NL/FR/EN/DE)
  • Storage in Europe with daily back-ups
  • Support with questions about using BlueCRM
MOST CHOSEN

BlueCRM Customised

BlueCRM set up around the way you work, with the modules you need.

from €29*

per user per month, excl. VAT

  • Everything in Essential
  • Switching over: import of your existing data from Excel, Access or another program
  • Tailored rights & roles
  • Tailored menu & screens, with only the functions you use
  • Extra fields and statuses, with your own names
  • Modules on request: quotes and order forms, stock management, custom reports
  • Extra languages on request
  • * Plus a one-off start-up fee, quoted in advance, for customisation and importing your data. Later changes always come with an estimate first.

OptiModus Expertise

Optimisation, automation and data analysis.

On quotation

hourly or as a project price, excl. VAT

Excel · Access · VBA · Python · SQL · CSV · XML · JSON

  • Simplifying repetitive tasks and automating them where possible, so you save time
  • Combining data from different programs into one overview
  • Reports and lists with the figures that matter to you, from BlueCRM or other programs
  • With every solution, a short, clear manual, so you can carry on yourself
  • Smaller assignments are charged by the hour. For larger assignments, we set a project price. You always receive a clear quote in advance.

Questions about the packages, or need a quote? Get in touch →

FAQ

Frequently asked questions

About BlueCRM

CRM stands for Customer Relationship Management. A CRM package is software in which a business keeps track of everything about the people and companies it works with: clients and prospects, but also suppliers, partners or the accountant. For each contact, you see what has been discussed, with e-mails, appointments, documents and invoices. That way you have all the information at hand, for yourself and for anyone in your team who has access. In BlueCRM you also keep your calendar and tasks, so you can see what is planned for the coming days and weeks.
Yes. BlueCRM is a CRM package for self-employed professionals, family businesses and SMEs who want simplicity and a clear overview, without complex enterprise software.
The BlueCRM interface is available in Dutch, French, English and German. Each user chooses their own language — handy for teams where colleagues work in different languages. Invoices can also be produced automatically in any of these four languages, in your client's preferred language. Need another language? Let us know, and we will look together at what is possible.
BlueCRM runs entirely in your web browser (such as Chrome, Edge, Safari or Firefox), on Windows and Mac, and on smartphones and tablets too. All you need is an internet connection, with nothing to install.
BlueCRM creates your invoice and generates it in PDF and in UBL format (the standard format for e-invoicing). To send it via Peppol, you use a specialised platform (in Belgium, for example Billit or Yuki). That way you combine two systems that each do what they do best: BlueCRM for your client history and records, a Peppol platform for sending.
BlueCRM always works over a secure connection (https), and each user signs in with their own login. In BlueCRM Customised, user rights determine who in your business can see which data. Your data is stored on European servers and therefore stays in Europe, with daily back‑ups. Your data is yours: we do not sell or share it, and we only use it to make BlueCRM work for you.

Getting started and working together

Of course. We prefer to schedule a short video call: we show you BlueCRM directly on your screen and look together at what fits the way you work. The demo is free and without obligation. Afterwards, you decide for yourself, in your own time. Would you then like BlueCRM set up around the way you work? We will make you a quote.
A standard package is quick: you receive your login details and can get started. For customisation or data import, we agree the lead time in advance, so you know where you stand.
Yes. We can transfer data from Excel, Access or another program, as well as documents, to BlueCRM for you. Beforehand, we look together at which data comes across and how it ends up in the right records. We make a quote for this.
We value an approach that disrupts your day-to-day work as little as possible. We start with a short (video) call to understand your question properly. You then receive a clear quote. For the further work and follow-up, we prefer to communicate by e-mail. That leaves you free to reply when it suits your schedule, while all agreements and technical details are immediately in black and white. For larger projects, we also schedule a video call along the way. That keeps the work running smoothly and everyone keeps the overview.

Prices and contract

BlueCRM licences run per year and are invoiced annually in advance as standard.
You can add users at any time. They are charged pro rata.
Yes. Questions about using BlueCRM are included in your licence. For extra changes or assignments, we make a quote in advance. You can write to us in Dutch, French, English or German. We prefer to hold video calls in Dutch or English.
Yes. You can move to BlueCRM Customised at any time or have specific changes made.
That depends on the change. Small changes are often done in a few hours and charged by the hour. Larger changes are handled as a project, with a project price for a clearly agreed assignment. Either way, you receive an estimate or quote in advance, so you know where you stand.
About us

The people behind BlueCRM.

Behind BlueCRM and OptiModus Expertise is OptiModus. We believe in technology that makes your work easier: simple, clear and tailored to what you really need. That is how you find your optimal mode.

We have a strong technical background in databases and software development, and years of experience in data analysis and automation. With that, we help self-employed professionals, family businesses and SMEs work more smoothly.

We develop and maintain BlueCRM ourselves. With OptiModus Expertise, you get a solution you understand, with a clear manual, so you can carry on yourself. You always speak to us directly.

Our added value lies in that combination: we know the technology in detail, we explain it in plain language, and we work with you to find a solution that fits.

Contact

Questions or a demo?

Would you like a demo of BlueCRM? Do you want to automate repetitive work or get more insight into your data? We look forward to hearing from you.

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