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What is Optik?

Optik is a cutting-edge platform designed to amplify human potential through artificial intelligence, with the goal of providing a holistic go-to-market solution that seamlessly integrates a variety of tools to streamline the entire sales process within one unified interface. Instead of forcing sales teams to juggle multiple disconnected systems, Optik merges key functions such as prospecting, data enhancement, research, engagement, scheduling, customer relationship management, and revenue tracking into a single, efficient workflow. This integration enables teams to effectively identify prospective clients, enrich their contact and account information, gather AI-driven insights, develop personalized pitches, and execute multi-channel outreach campaigns, all from within the platform. By aligning customer signals with practical actions, Optik allows teams to swiftly convert insights into execution, thereby reducing the time spent on administrative duties and the need for frequent context switching. The infusion of AI throughout the platform not only strengthens human decision-making but also ensures that users gain a deeper understanding of their prospects, discover essential competitive insights, and make well-informed decisions regarding subsequent actions. Furthermore, the continuous link between sales activities and customer interactions guarantees an uninterrupted flow of information, ultimately enhancing team cohesiveness and effectiveness. This innovative approach fosters a more agile sales environment, empowering teams to respond promptly to changing market dynamics.

What is Needle?

Needle is a proactive GTM agent platform built to help sales and revenue teams manage pipeline activity, deal follow-up, CRM hygiene, and revenue operations from Slack or Microsoft Teams. Instead of acting like a static dashboard, Needle functions as a personal AI teammate that can take action, surface risks, and suggest next steps inside the communication tools revenue teams already use. Each user gets a Needle agent that acts on their behalf, mirrors their permissions, and only accesses tools, data, and workflows that the user is authorized to use. The platform connects to CRM systems, email, calendars, documents, spreadsheets, call recordings, enrichment tools, outbound platforms, and thousands of other integrations. Needle can detect stalled opportunities, identify quiet champions, draft follow-up emails, attach relevant case studies, update CRM fields, research accounts, enrich contacts, and create action plans for deals that need attention. Its proactive behavior allows it to flag pipeline risks before a manager or rep has to search for them manually. The platform maintains memory and reusable skills so agents can learn how a team works and repeat preferred workflows over time. Needle routes work across multiple AI models from providers such as Claude, OpenAI, Gemini, DeepSeek, Mistral, Qwen, GLM, and MiniMax to match tasks with the right model while avoiding vendor lock-in. Security is designed around sensitive revenue workflows, with explicit app connections, permission mirroring, private company context, and a commitment not to train models on customer data. Compliance and security posture include SOC 2 Type II, ISO 27001, GDPR, and CCPA alignment. Needle helps GTM teams turn AI agents into practical revenue operators that keep deals moving, reduce administrative overhead, and improve pipeline visibility.

Media

Media

Integrations Supported

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
Jira
MCPTotal
Microsoft OneDrive
Notion
Slack
Zendesk

Integrations Supported

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
Jira
MCPTotal
Microsoft OneDrive
Notion
Slack
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$199/agent/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Optik

Date Founded

2022

Company Location

Ireland

Company Website

optikai.io

Company Facts

Organization Name

Needle

Date Founded

2024

Company Location

United States

Company Website

needle.app/

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