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What is Optivation?

Optivation brings the five jobs agencies run every week into one workspace: forms, databases, pages, time tracking and invoicing. You run the whole client lifecycle in one system, working from the same data at every step, not across five separate tools. When a client fills in your intake form, their answers land straight in your database as a record. Each record opens into a full page, where the notes, files and sub-tasks for that client sit alongside a built-in timer. The hours you log there go onto an invoice generated from that same record, so the work and the billing stay in one place from first contact to payment. The same records show up however you need them: a table for scanning, a board for tracking progress, a calendar for deadlines. Clients can book time with you through a booking page in the same workspace, and pages can be shared with a client when they need to see where things are at. AI Advisor opens against any record and draws out a summary and the action items, so a long brief turns into a list you can work from. Optivation is made for independent consultants and small agency studios who bill hourly or on retainer. You can start on the free plan and move up when you need to. Solo is $19 a month. Studio is $49 a month and covers up to 3 seats, with each extra seat at $19 a month. Paid plans include a 30-day free trial, so you can set up a real client and run it end to end before you decide.

What is ClearClient?

ClearClient acts as a comprehensive solution for client intake and document management, aimed at simplifying the collection of documents, managing onboarding processes, processing contracts, generating invoices, and keeping client files organized within a cohesive and intuitive workspace. By removing the hassle of navigating through countless email threads, chaotic folders, and multiple spreadsheets, ClearClient offers teams a unified platform to effectively oversee every phase of the client experience, from the very first intake to the ultimate record-keeping. This groundbreaking method not only promotes time efficiency but also fosters better collaboration among team members, ensuring everyone is on the same page throughout the entire process. Moreover, by centralizing these tasks, ClearClient allows businesses to focus more on delivering exceptional service to their clients.

Media

Media

No images available

Integrations Supported

Gmail
Microsoft SMTP Service
Notion

Integrations Supported

API Availability

API Availability

Pricing Information

$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.

Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.

Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.

Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.

Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Version
Free Trial Offered?

Pricing Information

$19.99/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Optivation

Company Location

New Zealand

Company Website

www.optivation.io

Company Facts

Organization Name

ClearClient

Date Founded

2026

Company Location

United States

Company Website

www.clearclient.io

Categories and Features

Project Management

Agile Methodologies
Client Portal
Customizable Templates
Kanban Board
Milestone Tracking
Time & Expense Tracking

Categories and Features

Document Management

Not specified

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