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What is Sendabrief?
Sendabrief is a robust platform designed for process documentation, allowing users to interact in five distinct ways, all culminating in a unified editing experience. Users can capture click paths using the Chrome extension, provide verbal or written descriptions of processes, upload files like PDFs or Word documents, paste transcripts from discussions, or manually document without AI assistance. Regardless of the method chosen, the output maintains a standardized format featuring numbered steps, designated responsible roles, conditional decision pathways, and a visual flow preview of the entire process before it is published. A crucial element of governance guarantees that no content is released without explicit human approval, ensuring that each standard operating procedure (SOP) has an assigned owner, a scheduled review cycle, and a record of the last verification date to keep the library up-to-date. Moreover, the platform offers additional functionalities, such as read receipts, search analytics, branded PDF and Word exports, shareable links, and integration capabilities via a REST API and webhooks. The pricing structure is based on workspaces rather than individual accounts, providing a flat rate of $49 per month for any number of users, whether it's five or eighty, while also featuring a free tier that permits the management of up to five SOPs without needing payment information. This pricing model not only enhances accessibility but also fosters collaborative efficiency within teams and organizations, making it an attractive solution for process management needs.
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.
Media
No images available
Integrations Supported
API Availability
API Availability
Pricing Information
$49 per month flat
Free Version
Free Trial Offered?
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?
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
Customer Service / Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Company Facts
Organization Name
Sendabrief
Company Location
Jordan
Company Website
sendabrief.com
Company Facts
Organization Name
Optivation
Company Location
New Zealand
Company Website
www.optivation.io
Categories and Features
Standard Operating Procedure (SOP)
Not specified
Categories and Features
Project Management
Agile Methodologies
Client Portal
Customizable Templates
Kanban Board
Milestone Tracking
Time & Expense Tracking