Our Main Services

Smart automation solutions that save time and drive growth.

Workflow Automation

Stop wasting hours on manual work. We build smart automations with Zapier, Make.com, and n8n that keep your business  running

AI Integration

We design custom AI automations to handle repetitive support tasks and streamline communication across your channels.

CRM Setup & Optimization

We implement and optimize CRMs like Airtable, Monday.com, SuiteDash, GoHighLevel, and ClickUp to help you manage clients and follow-ups effortlessly.

Data Integration

We help you connect and sync data between your tools  from CRM to marketing and accounting platforms ensuring every department stays aligned and informed.

AI Chatbot Development

We create smart, conversational AI chatbots that engage visitors, capture leads, and handle client inquiries  so you never miss an opportunity.

Consultation & Tool Recommendation

Not Sure Where to Start? Let’s Map It Out.

About OpTiVize Agency

Meet Your Automation Partners

01

Our Mission

At Optivize, our mission is simple  help businesses work smarter. We eliminate repetitive tasks and unlock new levels of efficiency through automation and AI-powered systems.

02

The Spark

After years of watching teams waste valuable hours on manual processes, we saw a pattern  talented people stuck doing repetitive work instead of driving growth.

03

The Solution

We started building intelligent automation systems that connect tools, streamline workflows, and give teams their time back.

To help businesses work smarter by eliminating repetitive tasks and empowering teams with AI + automation.

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Testimonials

See what our clients say about working with Optivize.

“Optivize helped me automate my client onboarding and feedback system. I save at least 10 hours every week, and my clients love how seamless everything feels now

Dr. Brandy Baxter C.E.O Envision30

Before working with Optivize, our agents spent hours updating listings and sending follow-ups. Now everything runs on autopilot — it’s like having an extra team member who never sleeps

Dr. Elton Norman Founder, Dominion Consulting Group

They built custom workflows connecting ClickUp, Google Sheets, and Slack — we’ve cut project delays by 40%. The automation quality is top-tier

TekEon Director, TekEon Central

Industries We Serve

Every business has a unique workflow — we design automations that align with your tools, enhance your systems, and scale your impact.

🏠

Real Estate

Lead capture, client qualification, property listing updates, and sales follow-up automation.

⚖️

Law Firms

Automated client intake, document workflows, case-tracking, and CRM integration.

🧑‍💼

Coaches & Consultants

Smart booking flows, client onboarding, and personalized follow-up automations.

🚀

Startups

Lean, scalable systems for team workflows, growth marketing, and customer retention.

🤖

Automation Agencies

Service delivery optimization, CRM automation, and cross-platform syncs.

🏢

Service Businesses

Proposal generation, billing automation, and client communication systems.