Get unlimited, 24/7 support every step of the way.
From choosing the right software to getting successfully onboarded, and every big milestone after that, we're here for you.
Standard 24/7 in-app support comes with every subscription. Premium support, coaching, training, and implementation services are available as additional options.
Industry recognised, loved by clients.
Optimo has helped thousands of small businesses become more productive, efficient, and organised.
Enjoy white glove service from the start.
Available as an additional premium implementation service, we ensure your onboarding experience goes smoothly. You'll be assigned a dedicated Success Manager who will set up and customise your software based on your business needs.
- Your Success Manager is a dedicated partner who's with you every step of the way.
- They'll be available for technical support, coaching, and more.
- They're also there to guide you on using the tools that make sense for your business and optimising their performance.
Get help when you need it most.
With standard 24/7 in-app support included in every subscription, you can reach our team of experts when it's most convenient for you.
- Get unlimited training and support through email, online chat, or by phone.
- Prefer to learn on your own? We have over 50 in-app how-to videos, tutorials, and step-by-step guides.
- You can also check out our online Support Center for articles and guides by feature and FAQs.
- Whether you're on Day 1 or Day 181, you'll get the support you need to grow your business.
Meet your Team of Experts
When we say our experts are here for you every step of the way, we mean it. Our additional premium coaching and training services give you access to specialised professionals.
- You'll get a Business Advisor who takes the time to understand your goals and the challenges you face.
- The Software Sales Team creates a customised demo of the tools that'll help your business the most.
- Your Client Success Manager becomes a dedicated partner and coach who walks you through your initial setup.
- If you're looking for help with your website, videos, or social media, our Website Consultants can do just that.
We're in This Together
Think of our service team as an extension of your business, giving you the tools and support you need to succeed.
We'll help you get organised and run your day smarter so you can grow your business and become more profitable.
Unlimited, 24/7 support*
*Standard 24/7 in-app support applies to all subscription plans. Premium implementation, coaching, and training are additional services.
Premium Services &
Coaching
Looking for a more hands-on approach? Our premium services are designed to accelerate your success and ensure you get the most out of Optimo.
Done-For-You Implementation
Skip the learning curve. Our experts will set up your entire account, import your contacts, configure your pipelines, and build your initial automations.
1-on-1 Training & Coaching
Personalised sessions tailored to your business goals. Learn advanced strategies and get customised advice to maximise your ROI.
Why Upgrade to Premium?
- Faster time to value and implementation
- Customised strategies for your specific industry
- Dedicated account manager and priority routing
- Advanced workflow and automation design
- Team training and onboarding assistance
Still have questions?
Find quick answers or explore our comprehensive guides.
