Your systems, finally talking to each other.
The website form, the phones, the booking calendar, the CRM and the books, connected into one flow. Every inquiry captured and routed to a person, and nobody on your team typing the same customer in three times.
The work between your tools, done once.
CRM and lead flow
Every form, call and message lands in the CRM, assigned to a person, with a follow-up task already on their list. Built so no inquiry sits unread overnight.
Booking and scheduling
Online booking tied to the calendar your team actually works from, with confirmations and reminders sent for you.
Business phones
Business numbers, call routing and after-hours handling, with every call logged against the customer it came from.
Workflow automation
The retyping, copy-pasting and chasing between systems, removed. Your staff spends its time on judgment, not data entry.
Dashboards and reporting
One screen with the numbers that run the business, updated automatically and reconciled so two reports never disagree.
The business that answers first usually gets the work. Automation is how a small team answers first at any hour.
No statistic here on purpose. Ask us to measure your own response time before and after instead.
We start with what you already pay for.
Before recommending anything new, we work in the tools you have: CRMs such as HubSpot, Zoho and Salesforce, Google and Microsoft business accounts, Shopify, Notion and Zapier. Names here are platforms we work in, not partnerships.
One workflow first. Measured against where you started.
- 01
Pick the workflow
One process with a number attached: response time, hours spent each week, or errors caught.
- 02
Build and shadow
The automation runs alongside your team until its output earns trust.
- 03
Cut over and measure
Live, monitored, and checked against the starting number. Clients on systems care get it reviewed monthly.
Fixed scope. Quoted in writing.
Every automation project is scoped and priced in writing before work starts. Most start from a systems review, which tells us which workflow to fix first.
Systems review
One workflow, mapped end to end, with a costed plan you own.
Automation questions, answered plainly.
- Do we have to switch CRMs to work with OptiVis Marketing?
- Usually not. OptiVis Marketing starts with the CRM and tools you already pay for, and recommends a switch only when the one you have cannot do the job. If it comes to that, the review says why in writing.
- Who owns the accounts and the setup?
- You do. Every login, map and instruction document is handed over at the end of the project, and nothing depends on an account only we can reach.
- What does an automation project cost?
- Each project is a fixed price, quoted in writing after a systems review or a scoping call. The quote lists exactly which workflow, tools and integrations are included.
- Do you build custom AI systems?
- Production AI systems are built by the engineering division of OptiVis at optivis.dev. This page covers CRM, booking, phones and reporting for small businesses.
Need a production AI system built and run on your own data? That is engineering work: Custom AI engineering from OptiVis.
Stop typing the same customer three times.
15 minutes. No pitch. We will tell you straight if it is a fit.