Great question! At Optimo, as part of a unified group of companies, including a business growth consultancy and a digital marketing and automation agency, we believe there are three key elements to success: Software, Strategy, and Services. Our platform allows you to run your entire business seamlessly in one place, but we go beyond just providing software. We support you with strategic guidance, implementation services, and proven solutions to ensure your business thrives

Yes, we offer a 14-day free trial to give you the opportunity to explore the full capabilities of our marketing and sales software. We understand the importance of experiencing how our software, strategy, and services can work for your business before making a commitment.When you sign up, you'll gain access to essential tools, valuable templates, and practical training resources to help you make the most of your trial period. However, please note that if we have set up any automations, or if you have paid for any setup services (including additional automations, campaign builds, or services provided by the Optimo Implementation team or our sister company, Vision Alliance), these services are non-refundable.We want you to feel confident in your decision, and if you choose not to continue, you can easily cancel within your account at any time during the 14-day trial.

Great question! Yes, Optimo is built on the trusted and proven HighLevel (GHL) platform, which has been growing rapidly due to its strong focus on continuous product development and user experience. We chose to partner with HighLevel because of their commitment to creating a people-focused, all-in-one solution that enables businesses to manage their marketing, sales, and operations seamlessly.What sets them apart is that they aren’t about the hype or hard-selling tactics. Instead, they focus on delivering a robust platform that truly works for businesses, and we’re proud to offer it under the Optimo brand with additional value-added services and support through our consultancy and implementation teams.

Yes there is. All accounts have a minimum setup fee of $1500+ GST unless you have negotiated inclusive CRM development and workflow automation build price with your agency or consultancy. You can view our pricing guide here: https://getoptimo.io/pricing-guide

The cost of sending emails and SMS messages and using the AI features inside the Optimo platform is based on your usage and follows the pricing structure provided by our white-label partner, HighLevel (GHL). All prices are in USD.

Emails:Optimo uses the LC Email system, which eliminates the need for third-party providers like Mailgun. The cost is $0.83 per 1000 emails, which is lower than most other major providers . You only pay for the emails you send, not for the number of leads you have in your account.

SMS and Voice:For SMS and phone charges, Optimo uses the Twilio pricing structure through the LC Phone system. SMS costs: Pricing varies depending on location and message type. You can find detailed information in Twilio SMS Pricing. Voice call costs: See Twilio Phone Pricing for voice call rates. Phone number registration fees: Refer to A2P 10DLC Service Pricing and Fees for registration-related costs. All pricing is transparent and based on actual usage, and Optimo does not add any extra charges for these services.
Please see our detailed Pricing Guide Here

Note: If automations or services (such as campaign setups, or services provided by the Optimo Implementation Team, are created during the free trial or as part of a service or system setup, these are non-refundable.

Reach out to Optimo Software Co. for more information

We understand that technology can sometimes be tricky, so we’re here to support you every step of the way. For software and technical support, you have access to 24/7 support through the in-app knowledge base and the chat support widget for any questions or issues related to the Optimo platform. If you require help with campaign builds, marketing, business automation, or additional services, please reach out to the Optimo Implementation Team or your primary contact at Vision Alliance for further assistance. We're here to ensure you get the most out of the platform and your business strategies. For more information, feel free to contact us at [email protected]

Yes, we offer a wide range of additional services to support your business, including:Standard Setup and Advanced Setup: These services are handled by the Optimo Implementation Team and ensure you get set up on the platform efficiently.KickStart Onboarding and Coaching Packages: Tailored coaching sessions to help you maximise the platform's potential. Priority Turn Around Support: For faster response times and priority handling. Bespoke Campaign Builds and Implementation: Custom marketing campaign builds and implementation, provided by various partners, along with ongoing support. Marketing Strategy Advisory and Consultancy: Expert marketing advice and strategy consulting, also delivered by our advisory and consultancy partners. Please note that additional fees apply for these services. Reach out to the Optimo Implementation Team or your primary contact for more details.