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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 Duevero?
Duevero is a user-friendly invoicing and profit tracking solution specifically designed for freelancers, consultants, contractors, and service providers. This platform enables users to generate and manage invoices and estimates, maintain organized client records, monitor expenses, and keep tabs on the totals for issued invoices, payments received, expenditures, and overall profits, while also efficiently handling overdue tasks. Additionally, qualified businesses can link their Square accounts for the convenience of online invoice payments. The Pro version significantly enhances the user's experience by offering features such as higher limits, automatic recurring invoices, scheduled reminders for late payments, detailed reporting, receipt uploads, billable hours tracking, formatted document exports, expanded workspace options, and customizable white-label documents. For those looking to get started, Duevero offers a free Basic plan, while the Pro subscription is available for just $12 per month, ensuring that users have access to essential tools for effective financial management. With its emphasis on a simple interface and comprehensive features, Duevero is particularly well-suited for the unique requirements of small businesses. Overall, it provides a complete package for anyone looking to streamline their invoicing and financial oversight processes.
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.
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
$12/month
Free Basic plan available. Pro is $12/month. Basic includes up to 10 active clients, 10 invoices/month, 5 estimates/month, 1 workspace, expense tracking, and raw CSV exports. Pro adds unlimited clients and invoices, 2 workspaces, recurring invoice templates, reports, time tracking, formatted/accountant-ready exports, overdue/reminders workspace, and branded invoices.
Free Version
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
Documentation Hub
Company Facts
Organization Name
Optivation
Company Location
New Zealand
Company Website
www.optivation.io
Company Facts
Organization Name
Duevero
Date Founded
2026
Company Location
United States
Company Website
duevero.com
Categories and Features
Project Management
Agile Methodologies
Client Portal
Customizable Templates
Kanban Board
Milestone Tracking
Time & Expense Tracking
Categories and Features
Billing and Invoicing
Contact Database
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing