QUICK ANSWERS

Everything you need to know.

Find answers to common questions about OptiGain, subscriptions, sales, inventory, payments, branches, analytics and business management.

24
Questions Answered
6
FAQ Categories
7 Days
Free Trial

About OptiGain

Understanding the platform and what it does.

01 What is OptiGain?
OptiGain is a business management and financial intelligence platform designed to help businesses manage sales, inventory, expenses, employees, branches and financial performance from one connected dashboard.
02 Who is OptiGain designed for?
OptiGain is designed for businesses that want to bring everyday operations and financial information together in one platform, whether they operate from one location or multiple branches.
03 What can I manage with OptiGain?
Depending on your account and plan, OptiGain can help you manage sales, inventory, expenses, employees, branches, revenue records, financial reports and business analytics from one dashboard.
04 Does OptiGain work on mobile devices?
Yes. OptiGain is designed to be mobile-friendly and can also be installed as a Progressive Web App (PWA) for a more app-like experience.

Account & Trial

Getting started with your OptiGain account.

05 Is there a free trial?
Yes. Every new business receives a 7-day free trial before selecting a subscription plan.
06 How do I create an account?
You can create an account by selecting Get Started or Start Free Trial and completing the registration process.
07 Can I upgrade my subscription later?
Yes. You can upgrade from the Professional Plan to the Enterprise Plan as your business grows and requires additional branch and company-level capabilities.
08 Do I need special hardware?
No. OptiGain runs through a web browser, so you do not need specialized hardware just to use the platform. It can also be installed as a PWA.

Sales & Payments

Sales recording and payment workflows.

09 Can I record sales in OptiGain?
Yes. OptiGain provides sales tracking so businesses can record transactions and connect sales information with inventory and financial reporting.
10 Does OptiGain support M-PESA?
Yes. OptiGain supports M-PESA payment workflows, including PayBill-based integrations, allowing businesses to connect payment activity with their sales records.
11 Can payments be linked to specific sales?
Yes. Payment information can be associated with sales records so that businesses can track the payment status of individual transactions.
12 Can I track revenue and expenses?
Yes. OptiGain provides revenue and expense tracking together with financial dashboards and reports to help businesses understand their financial performance.

Inventory & Employees

Managing products, stock and staff.

13 Can I manage inventory?
Yes. OptiGain includes inventory management tools that allow businesses to track products and monitor stock movement.
14 Does inventory update when a sale is completed?
Yes. Completed sales can update the associated inventory quantities, helping businesses maintain more accurate stock records.
15 Can employees access the system?
Yes. Businesses can create employee accounts and manage staff access according to the roles and permissions available within the system.
16 Can I control employee access?
Yes. Employee access can be managed through account roles and permissions so that staff members only access the areas relevant to their responsibilities.

Branches & Analytics

Scaling operations and understanding performance.

17 Can I create multiple branches?
Yes. The Enterprise Plan supports unlimited branches together with centralized company reporting and branch-level performance monitoring.
18 Can I compare branch performance?
Yes. Enterprise businesses can use branch analytics and centralized reporting to understand how different branches are performing.
19 Does OptiGain provide financial reports?
Yes. OptiGain provides revenue reports, financial dashboards and business analytics designed to help owners understand their financial performance.
20 Does OptiGain provide forecasting?
Yes. OptiGain includes AI-assisted forecasting and business intelligence features designed to help businesses identify trends and better understand future performance.

Security, Support & Technical

Access, updates and getting help.

21 Is my business information secure?
OptiGain is designed with account authentication, controlled access and secure application practices to help protect business information.
22 Do I receive updates?
Yes. OptiGain is continuously improved with platform updates, feature improvements and security enhancements.
23 How can I get support?
You can get help through the OptiGain Help Center or contact the OptiGain team directly through the available contact channels.
24 Where can I find more technical information?
Visit the OptiGain Documentation section for additional information about the platform and its features.

Still have questions?

If you couldn't find the answer you're looking for, our team is ready to help you understand how OptiGain can fit your business.