Digital transformation needs vary drastically, from governance in regulated financial industries to the need for UX speed (milliseconds) in ecommerce. OPTI has 20 years of software engineering experience and is an official Google Cloud and HubSpot partner precisely to address any modernization and digitalization challenge.
Over the past month, we documented three major projects as case studies:
-
Automating sales quoting for an industrial distributor using the
AI Sales product.
- Securing Forex operations with HubSpot
- Modernizing (refactoring) a leading online bookstore
These projects represent the practical application of the methodologies described in our recent 2026 Technical Guides series. Below are the three case studies, each accompanied by a relevant diagram.
1. AI-Powered Quoting for Industrial Distribution: Upgrade on Top of Entersoft ERP
For a distributor with a catalog of over 20,000 SKUs, we demonstrated that replacing the ERP (in this case, Entersoft) is not required to benefit from Google Cloud AI capabilities (Gemini).
We implemented our AI Sales platform as an intelligent extension connected to ERP data, without modifying the ERP itself. Quoting time dropped by 68% (from 23 to 7 minutes) for the client’s sales agents, while human errors in product code identification were almost eliminated.
👉 Link: Explore the AI quoting case study .
2. Forex: Governance and Compliance for FinTech in HubSpot
For Montelux, a foreign exchange (Forex) company, the challenge was not only implementing a sales CRM, but enforcing strict data control.
In an industry where compliance is critical, we designed and implemented an architecture centered on RBAC (Role-Based Access Control) and strict data segregation between commercial teams across multiple countries. The result was a fully auditable communication trail and dedicated pipelines for prospecting versus closing.
👉 Read the CRM governance and HubSpot case study
3. eCommerce: Refactoring for Speed - SEO traffic and Conversion Rate Optimization (CRO)
Cartepedia.ro is a reference name in online book retail in Romania, but ecommerce platforms require modernization every 3–5 years, which became the core objective of this project.
OPTI carried out a major refactoring of legacy code, including the implementation of Sphinx Search Server for semantic relevance, Google Gemini for an operational chatbot, and a new UX across all frontend screens. The result? A loading time (LCP) below 0.5 seconds, which led to a 70% increase in organic traffic from Google and an approximately 20% increase in conversion rate.
👉 View the technical details of the Cartepedia modernization
Testimonial
François Dupouy, Head of Sales at Montelux, summarized the collaboration with OPTI:
"Their attention to detail and focus on delivering a customized HubSpot RevOps solution truly set them apart.
We saw a significant improvement in how we manage leads and sales processes.
The project was completed within the agreed timeframe.
It was always clear that our interests came first.
Excellent execution!"
(François Dupouy, Head of Sales at Montelux)
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These case studies are also published in full on our LinkedIn page ➛ . Follow us to stay up to date with our latest projects, technical analyses, and product news.
![[UPDATE] The Romanian startup awards will be presented on March 12. Mr. Benny won 3rd place at the Romania Startup Awards 2026.](/images/new-post/small_long-romania-startup-awards-2026-mrbenny.jpg "[UPDATE] The Romanian startup awards will be presented on March 12. Mr. Benny won 3rd place at the Romania Startup Awards 2026.")
