OptiCRMDocumentation
Get Started Free

Getting Started

  • Quick Start Guide
  • First Login & Setup

Modules

  • AI Assistant
  • Attendance Management
  • Unified Calendar
  • Students & Enrollment
  • Fee Management & Payments
  • Academics
  • Attendance
  • Communication
  • Staff & HR
  • Reports & Analytics
  • Admissions
  • Your Personalized Workspace

Parent Portal

  • Parent & Student Portal

Administration

  • Institution Settings
  • Page Layouts
  • Payment Gateway Setup
  • Users & Roles
  • Workflows & Approvals
  • Custom Objects & Fields
  • Dashboards
  • Plans & Pricing
  • Navigation Sets
  • Profile Personalization

API Reference

  • Authentication
  • Entity CRUD API
  • Finance & Payments API
  • Webhooks
  • Razorpay Integration
  • Layouts API
  • Workflows API
  • OptiQL Query Language
  • Profile Personalization Internals
  • Portal SDK & PHP Kit

Release Notes

  • April 2026

Documentation

Everything you need to set up, manage, and get the most out of OptiCRM for your institution.

Quick Start Guide

Set up your institution in 5 minutes

Getting Started

  • Quick Start Guide
  • First Login & Setup

Modules

  • AI Assistant
  • Attendance Management
  • Unified Calendar
  • Students & Enrollment
  • Fee Management & Payments
  • Academics
  • Attendance
  • Communication
  • Staff & HR
  • Reports & Analytics
  • Admissions
  • Your Personalized Workspace

Parent Portal

  • Parent & Student Portal

Administration

  • Institution Settings
  • Page Layouts
  • Payment Gateway Setup
  • Users & Roles
  • Workflows & Approvals
  • Custom Objects & Fields
  • Dashboards
  • Plans & Pricing
  • Navigation Sets
  • Profile Personalization

API Reference

  • Authentication
  • Entity CRUD API
  • Finance & Payments API
  • Webhooks
  • Razorpay Integration
  • Layouts API
  • Workflows API
  • OptiQL Query Language
  • Profile Personalization Internals
  • Portal SDK & PHP Kit

Release Notes

  • April 2026