Convert more leads into sales appointments

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Why Top Dealers Choose Optimy's AI LeadLogic

Most chatbots rely on 100% AI or 100% human intervention. Optimy brings the two together to help you minimize costs and maximize sales.

LeadLogic is Optimy’s AI-driven lead engine, built to engage prospects and connect them with your sales team at the perfect time.

It’s the only solution that perfectly balances AI efficiency with human expertise—saving your team hours while boosting your lead-to-sale conversion rates and giving your leads the experience they deserve.

Onboarding Made Easy

Go live fast—with guided setup, staff training, and built-in support.

1

Setup

We get you up and running with:

Kickoff and configuration

Staff training

Integration setup

2

launch web tools

You’ll go live with:

AI Website Chatbot

Lead Form Connect

BDC Services

3

Launch 3rd-Party Tools

Next, we activate:

AI Lead Nurture Chatbot

Sales Connect App

Ready To See More Sales?

Book a demo and discover how Optimy’s AI LeadLogic can help you increase conversions and ROI—fast.

Support That Sets Us Apart

We don’t just supercharge your sales—we back it with real people, proactive check-ins, and reliable support every step of the way.

Dedicated Account Manager

One consistent point of contact to coordinate everything you need.

Monthly Check-Ins

Performance reviews and strategic insights to uncover new opportunities.

Ongoing Support

Fast responses, free staff training, and hands-on help with the day-to-day.

Simple Onboarding Process

No setup charges. Training, integration, and onboarding included.

Live Reporting Dashboard

View real-time lead conversion rates by rep and lead source for each rooftop—with a dashboard that also shows group-wide performance.

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Try Optimy Risk-Free for 90 Days

We’re confident you’ll see results—so we’ve removed the risk.

No Risk

Not fully satisfied? Cancel within 90 days and get a full refund, no questions asked.

No Contracts

Cancel at any time with only 30 days' notice.

No Upfront Fees

No setup charges. Training, integration, and onboarding included.

Integrations & Partners

Optimy connects effortlessly with the industry’s leading CRMs, website platforms, and technology partners—so your team can deliver a smooth, high-converting customer experience without changing a thing.

Websites

crms

others

Let's Show You What Optimy Can Do.

Fill in your details and we’ll be in touch to set up a quick demo tailored to your needs.

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