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Optimion

Welcome to the

Optimion System

We build custom CRMs, powerful automations, and optimized workflows for any business. Eliminate bottlenecks. Unlock growth.

What We Do

We Build Systems That Cut Busywork By Half.

Our team of experts build custom CRMs, powerful automations, and seamless integrations so you can stop fighting your tools and start scaling operations.

  • Advanced Workflow Automation
  • Custom CRM Development
  • Multi-System Integration
  • Real-Time Reporting & Dashboards
Results
+27%
Booked calls
Book a free consult
30 minutes • Strategy & next steps
No sales pitch—leave with a concrete plan or we’ll point you to a better fit.

Convert more leads
with smart automations

We build flows that recover lost sales, automate follow-ups, and keep your funnel working 24/7.

  • Automated email & SMS follow-up
  • Abandoned cart recovery
  • Mailchimp, ActiveCampaign, Klaviyo
  • Drag-n-drop workflows
  • Higher conversions, less manual work

How It Works

From Call → System → Scale

A simple, battle-tested process that gets you real outcomes without the chaos.

1) Book a Discovery Call

We learn your goals, tech stack, and bottlenecks to map the fastest path to ROI.

2) Build & Integrate

We design your custom CRM, automations, and integrations—then connect everything end-to-end.

3) Launch & Scale

We deploy, monitor, and optimize dashboards and workflows so your team can focus on growth.

By the Numbers

Systems that scale—measurably.

We connect stacks, automate the busywork, and surface the metrics that matter.

0+
Integrations Connected
0+
Custom Workflows Implemented
0+
Dashboards & Reports Deployed
0%↓
Average Response Time Reduction

Compatibility

We work with the tools you already use.

You keep your data & accounts. We wire them together.

HuHubSpot
SaSalesforce
PiPipedrive
ZoZoho CRM
AiAirtable

Don’t see your tool? We’ve probably connected it. Ask us.

See your stack working together in a free consult.

Trusted Across Industries

Built for the way your business runs.

From small businesses to enterprises—spanning Healthcare, Hospitality, SaaS, Financial Services, Real Estate, Home Services, Roofing, E-Commerce, Manufacturing, and more—we connect the stack, automate the work, and surface the metrics that matter.

Professional Services
“Optimion rebuilt our CRM and automations in weeks. Our team finally trusts the data—and bookings went up immediately.”
Domini S. — CEO
E-Commerce
“The integrations just work. Dashboards show exactly what we need and our follow-ups run 24/7 without babysitting.”
Ryan M. — Founder
Pest Control
“We replaced spreadsheets with reliable automations. Technicians get the right jobs and customers get instant updates.”
Kayla P. — CEO
Roofing
“From leads to signed contracts—every handoff is automated. It’s cut our admin time by half.”
Miguel A. — Founder
Real Estate
“Pipeline, showings, and follow-ups live in one place now. Our agents move faster and close more.”
Priya N. — CEO
Manufacturing
“Production runs are scheduled automatically and the shop floor stays in sync. Huge step up for ops.”
Owen K. — Founder

Frequently asked questions

Straight answers to the things people ask before they book.

Most builds are a fixed-scope, fixed-fee engagement with clear milestones. Larger or ongoing work can switch to a monthly retainer. No surprise overages—any change of scope is quoted first.
Still have questions? We’ll walk you through your stack.

Let’s build your system

Ready to stop fighting tools and start scaling?

Book a quick consult. We’ll map your stack, outline a build plan, and show you the fastest path to ROI.

  • Fixed-scope plan with clear milestones
  • Your tools, your accounts — you own everything
  • Go live in weeks, not months
First roadmap in 1–2 days.

What you’ll get

  • Stack review + bottleneck map
  • Build plan with timeline & milestones
  • Outcome targets (+27% booked calls, −43% manual tasks)