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    Certified Expert

    Opzer

    Tallinn, Estonia
    5.0 (18)
    Contact
    Write a review
    Accepting new clients
    Expert Company Size
    • 5 - 15 employees
    Project Budget
    • $501 - $1,000
    • $1,001 to $5,000
    • $5,001 - $10,000
    • $10,001 - $200,000
    Minimum Spend
    • Minimum spend of $500
    Free Discovery Call
    • Yes
    Services
    • Fixing a few Zaps (1-10 Zaps)
    • Setting up and implementing Zapier
    • Training on how to use Zapier
    Service Regions
    • Europe
    • North America (Canada & United States)
    • Oceania (Australia & New Zealand)
    Language
    • English
    • French
    • Spanish
    Tools Most Commonly Worked With
    • Airtable
    • Calendly
    • ClickUp
    • HubSpot
    • PandaDoc
    • Pipedrive
    Industries Primarily Served
    • Banking & Financial Services
    • Legal
    • Professional Services & Consulting
    Employee Size Primarily Served
    • 1-10
    • 11-50

    About Opzer

    👋 Looking to automate repetitive tasks within your firm? We’re your guys!

    We’ve helped growing accounting firms buy back their time by automating repetitive tasks giving them and their team more time to focus on what matters most.

    🤓 Software We Specialise In

    • Zapier Certified Expert

    • Pipedrive Partner

    • HubSpot Certified

    🤔 Firms We’ve Worked With Include

    • Accounting

    • Financial Planning

    • Tax Advisors and more…

    🔥 What Others Say

    “We're saving at least 8-10 hours per week. Now I can bring in more business rather than mess around with triggers and automations. They've blown us away -- way beyond our expectations.” - John Mollica, My Franchise CPAs

    “Opzer helped us to completely rework our processes from the ground up and have implemented a more streamlined user experience for us and our clients. I would not hesitate in recommending Opzer for your automation needs.” - Dave Miller, Rosen Dental Transitions

    ⏰ Ready to say goodbye to inefficiencies within your firm?

    Let's connect to learn more about the challenges you are currently facing within your firm regarding your software or manual processes and start putting together a plan for how you can overcome them.

    If you feel we’re a good fit, we’ll outline the steps and investment required to get started.

    It’s that easy!

    Reviews
    5.0 (18)
    Write a review
    Exceeded Expecations!
    5.0
    Jan 20, 2024
    Donna Bordeaux, CPA, Calculated Moves
    I saw a post on LinkedIn about the automations they offer, and I reached out to Isaac for help. He was prompt, courteous, and did an amazing job, exceeding my expectations. These automations have saved us time and eliminated the headache of repetitive tasks. I highly recommend exploring automation options for your firm.
    Our decision to outsource was really easy...
    5.0
    Jan 17, 2024
    Nicole Renaux, Pioneer Wealth
    We moved from Salesforce to Wealthbox, looking to save costs as an 8-personal financial planning firm. Giving access to our CRM to a third-party was scary, but they shared best practices. And the content they put out online gave me the confidence to trust them. Seeing our systems talk to one another has been an aha moment for us. Isaac has taken my feedback and incorporated it. It's been a very collaborative process. I'm very grateful to not have to do it all!
    They're the guys for the job!
    5.0
    Jan 05, 2024
    Adedoyoin Agunbajo, CPA, ASO Financial
    Isaac and the team at Opzer have helped me visualize the workflow ideas and in head and bring them into life. They bring their own ideas. I was able to pick a new CRM, implement it with my tech stack, craft key follow-up automated emails. Overall, I'd highly recommend them for your workflow automation needs.
    Fantastic Experience
    5.0
    Dec 20, 2023
    Conor Sullivan, The Endurance Group
    Robert provided us with amazing services. He took the time to understand our needs, fully set it up for us, walk through the steps, and troubleshoot issues. Most importantly, he helped our team learn to set up automations for oursleves so we are self-sufficient. I cannot recommend him enough and look forward to working with him again.
    My experience is best experience
    5.0
    Sep 07, 2023
    Shaik Azeez, Weird sales
    That work is and company is excellent
    Go for it
    5.0
    Sep 03, 2023
    Michael Payne, BOSS Advisors
    Love what you guys do - this is much needed and I’m glad we have a go-to!