AI-Powered Automation for Modern Businesses

We eliminate manual work, eliminate operational bottlenecks, and unlock scalable growth — using advanced AI workflows and automation systems built for real ROI.
Reduce time spent on admin by up to 40+ hours per employee per month
Streamline cross-platform processes with error-proof automation
Turn repetitive work into predictable, scalable profit engines
services

Credibility / Social Proof

Trusted by founders, agencies, and small teams who want to scale without adding more complexity

The Problem

Your team shouldn’t be stuck firefighting workflows every day. Manual tasks, disconnected tools, and inconsistent processes cost businesses real money — in wasted hours, lost clients, and broken internal flow.

The Solution

At Optivize Consulting, we build custom AI-powered workflows that:
• Connect your critical systems
• Remove manual handoffs
• Standardize operations
• And automate work that should never be done by humans again

➡️ The result: predictable throughput, faster fulfillment, fewer errors, and more time for growth.
services

What we automate and deliver

We solve operational friction at its root — by automating work your team shouldn’t be doing in the first place.

Workflow Automation

Replace repetitive tasks with systemized processes

AI Assistant Design

Intelligent agents that pull, process, and act on data

CRM Optimization

Seamless data flow across CRM, contacts, tasks, and deals

Cross-Platform Sync

Connect tools like Notion, Webflow, Gmail, Slack, Calendly, Stripe

Automations for Scale

Trigger-based, event-based, and time-based workflows

Custom Integrations & APIs

No tool too siloed — we make them talk
services

What we automate

Notion

CRMs, dashboards, task systems, client portals

Make.com / Zapier

Multi-step workflows, integrations, triggers

Calendly

Scheduling, routing, follow-ups

Slack

Automated notifications, approvals, reporting

Gmail / Workspace

Email automation, document creation

Webflow

Form submissions, lead routing, client onboarding

Stripe / PandaDoc

Payments → contracts → onboarding sequence
process

Our Proven Automation Process

Our implementation process is transparent and collaborative. We start by mapping your current workflows, then design, build, and refine automations that fit how your team actually works.
1

Discovery & Systems Audit

We map what’s working — and what’s costing you time and money.
2

AI Automation Blueprint

A strategic plan showing where automation will deliver the most ROI.
3

Build & Implementation

Fast, secure builds using best-in-class tools and AI logic.
4

Deploy & Validate

Tested workflows with performance tracking and sentinels.
5

Optimize & Scale

Continuous improvement based on real usage and ROI gains.
Outcomes
With automated workflows, your business gains
Faster operations
Higher output with the same team
Fewer mistakes
Predictable client delivery
More capacity for growth
More time for strategic work
Faster operations
Higher output with the same team
Fewer mistakes
Predictable client delivery
More capacity for growth
More time for strategic work
Industries
services

Tailored Automation for Your Industry

Real Estate Teams

automated lead routing, follow-ups, and client onboarding

Property Management

incident processing, vendor workflows, tenant communications

Law Firms

compliance checks, document routing, billing automation

Home Services

scheduling, dispatch, parts procurement workflows

Ready to eliminate bottlenecks?

Let’s design the systems that make your business unstoppable.
industries

Tech

We connect your product, CRM, billing, and support tools so your team has a single source of truth and fewer manual handoffs.

Property Management Firms

We connect your product, CRM, billing, and support tools so your team has a single source of truth and fewer manual handoffs.

Law Firms & Compliance Offices

We connect your product, CRM, billing, and support tools so your team has a single source of truth and fewer manual handoffs.

Home Services & Field Operations

Vivamus aliquet elit ac nisl. Aenean posuere, tortor sed cursus feugiat, nunc augue blandit.
packs

Industry automation packs

Fusce neque. Fusce risus nisl, viverra et, tempor et, pretium in, sapien.

Real Estate Teams

Nam pretium turpis et arcu. Etiam ultricies nisi vel augue. Suspendisse pulvinar, augue ac venenatis.

Property Management Firms

Nam pretium turpis et arcu. Etiam ultricies nisi vel augue. Suspendisse pulvinar, augue ac venenatis.

Law Firms & Compliance Offices

Nam pretium turpis et arcu. Etiam ultricies nisi vel augue. Suspendisse pulvinar, augue ac venenatis.

Home Services & Field Operations

Nam pretium turpis et arcu. Etiam ultricies nisi vel augue. Suspendisse pulvinar, augue ac venenatis.