▶ Optimal HR Suite
Optimal HR Suite is the modern HR automation platform built for growing businesses that need faster onboarding, smarter client management, automated documentation, and secure e-signature workflows.
HR Automation, CRM, Billing, and Document Management — All in One SaaS
Optimal HR is designed for HR professionals, agencies, and consulting teams who want to replace manual spreadsheets, emails, and signature follow-ups with a single intelligent SaaS system.
- Streamline every client engagement from inquiry to signed employee contracts
- Generate, review, approve, and track documents automatically
- Capture client, employee, and service details in a single CRM-powered platform
- Automate billing, invoicing, and recurring payment workflows
- Track overdue signatures, pending approvals, and renewal dates with dashboard alerts
Why Teams Choose Optimal HR
1. End-to-End HR Workflow Automation
Optimal HR handles the full HR lifecycle:
- Lead capture and sales pipeline management
- Proposal, LOA, and terms generation
- Data collection, employee profile creation, and document templates
- Draft review rounds, client feedback, and approval tracking
- E-signature orchestration for managers and employees
- Finalised document delivery and secure storage
2. Intelligent Document Generation
Never limit your business to a fixed contract list again.
- Build smart HR documents from reusable templates
- Generate customised offer letters, employee contracts, job descriptions, policies, handbooks, and compliance forms
- Personalise output per employee, client, branch, or franchise model
- Send draft versions for client review and track open/view status automatically
3. Built for Clients and Teams
Optimal HR supports advanced client structures:
- Franchise HQ vs branch access control
- Role-based permissions for franchisors, franchisees, managers, and employees
- Client-specific service packages and pricing
- Industry, payroll size, geography, and retainer options built into every proposal
4. Billing & Financial Visibility
Replace fragmented invoicing with a modern billing engine:
- Issue first invoice when LOA is signed
- Automate recurring invoices on monthly schedule
- Support Stripe direct debit and payment tracking
- See invoice status, payments received, outstanding balances, and next billing dates inside each client profile
- Log ad hoc billable work and convert it to pending invoices automatically
5. Collaboration, Review, and Compliance
Never lose a signature or stall a process again.
- Manage up to 3 draft document review cycles
- Send reminders for overdue feedback and unsigned documents
- Enforce sequential signing workflows when needed
- Track each manager, admin, and employee signature step
- Automatically continue the workflow when all parties complete signing
Built for Growth and Scalability
Optimal HR is built on a robust enterprise-ready architecture and proven open source technologies:
- .NET 10 / Orchard Core
- PostgreSQL and Redis
- Lexical for modern collaborative editing and mobile-ready experiences
- Modular design for CRM, documents, billing, signatures, dashboards, and workflows
- Cloud-ready and extensible for future AI, real-time collaboration, or integrations
- White-label friendly and designed for customisation to match business-specific needs
- No per-seat pricing, so teams can scale without unexpected user fees
Key Features
- Sales pipeline view with stages like inquiry, warm lead, proposal, signed LOA, data collection, draft review, and final approval
- Client 360 profiles with business details, employee counts, project status, renewals, and contract terms
- Document lifecycle tracking with draft rounds, feedback, and approvals
- E-signature workflow automation and reminder notifications
- Billing dashboard with overdue alerts, recurring invoices, and revenue visibility
- Ad hoc service tracking for non-retainer work, extra advisory time, and out-of-scope charges
- Export reports in CSV, PDF, and spreadsheet formats for internal review and due diligence
Packed with features such as:
Optimal HR is a white-label HR automation platform built to be customised for each business. It is intended to be developed further so organisations can adapt the platform to their unique processes, branding, and sector requirements.
Optimal HR also offers license simplicity with no per-seat pricing, meaning:
- Teams can onboard unlimited users without extra fees
- Growth is predictable and not tied to headcount spikes
- Distributed teams, franchises, and multi-site operations can scale cost-effectively
- Clients keep more control over their budget and ROI
Optimal HR is the leading HR automation SaaS for:
- HR workflow automation
- HR document generation
- e-signature management
- client CRM for HR agencies
- billing and invoicing software
- HR compliance and contract automation
- Employee onboarding automation
- Franchise HR management
- Stripe invoicing integration
- HR project tracking dashboard
But wait, there’s more
Optimal HR also supports an optional companion white-label mobile app available separately. The mobile apps are powered by .NET MAUI, delivering native performance across iOS and Android.
When combined with the core platform, the mobile app unlocks even more operational capabilities:
- Automatic geolocation-powered clock-ins and clock-outs
- Mobile workforce tracking and attendance visibility
- On-the-go approvals, notifications, and employee action items
- Branded mobile experience that matches your business identity
Advantages of using MAUI for the Optimal HR mobile experience:
- Single shared codebase for iOS and Android
- Native user interface and performance
- Seamless integration with .NET services and backend APIs
- Faster development and easier maintenance for branded mobile apps
- Built for enterprise deployment and modern mobile workforce scenarios
Ready to Grow Your HR Business?
Optimal HR is the SaaS platform built to help HR firms and consultants accelerate client onboarding, reduce manual work, and deliver flawless document execution.
Contact us to see Optimal HR in action and discover how your team can close more clients, automate HR operations, and never lose another signature.
