Revenue system
CRM, sales direction, deal desk, contracts, commissions, and motivator boards.
Optaimiz, Inc. gives small businesses with 10 to 50 employees one login, one password, and one custom operating platform for revenue, delivery, finance, people, product, and leadership.
Software offer
Guaranteed financing approval with a 0% rate for custom software.
Financing approval is guaranteed after verification of 10 or more employees. The 0% term varies by project price, and a minimum 20% down payment is required.
Explore financing and ownership valueOne operating view
Revenue to delivery
Role-aware
Secure entry points
Built to own
Your process, your data
One connected platform
Replace disconnected subscriptions and fragmented handoffs with custom software that fits the way your 10 to 50 employee business actually operates.
Designed for
Small businesses with 10 to 50 employees
Connect the work
Lead, contract, delivery, finance, people, and leadership
Financing and ownership value
Use the dedicated calculator to compare your recurring software spend with an owned platform, hosting, estimated AI fees, and the available financing scenarios.
No more duct-taped operations
Optaimiz, Inc. connects the work you win, the work you produce, the people who deliver it, and the intelligence leaders need to act decisively.
One login and one password across your operating platform.
One thread from lead, to contract, to production, to client success.
Your data, your operational rules, and a clear record of every decision.
Designed as one company, not departments in silos
CRM, sales direction, deal desk, contracts, commissions, and motivator boards.
A connected delivery pipeline with accountable milestones and client visibility.
Bookkeeping intelligence, financial operations, payroll connections, and reports.
Custom software catalog, licensing inventory, delivery access, and product records.
Sales assistance, director coaching, bookkeeping context, and executive Q&A with human review.
Role-based portals, audit visibility, secure storage, integrations, and super-admin oversight.
Built for the connected business
10–50
employees, one accountable operating record.
Who Optaimiz is for
Optaimiz gives teams one secure sign-in and one tailored operating platform, so sales, delivery, finance, product, people, and leadership can work from the same business record.
Frequently asked questions
Optaimiz, Inc.