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.
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
Book a demo and discover how Optimy’s AI LeadLogic can help you increase conversions and ROI—fast.
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.
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.
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
Fill in your details and we’ll be in touch to set up a quick demo tailored to your needs.
