All-in-One Business System

 
Powered by Odoo, designed for coaches, consultants, solopreneurs, and service providers. 
Say goodbye to multiple tools and focus on growing your business.


Tools We Replace

OptiBizFlow eliminates the clutter by replacing
Tools We Replace HubSpot QuickBooks / Xero Notion / ClickUp Slack / Team Calendly / Acuity Kajabi / Teachable Mailchimp / ActiveCampaig Monday.com / Asana

HubSpot

Built-in CRM & Marketing Automation


QuickBooks / Xero

Integrated Accounting & Invoicing

 

Notion / ClickUp

Workflow & Task Management

Slack / Team

Internal Communication

​ 

Calendly / Acuity

Seamless Scheduling


Kajabi / Teachable

Sell Courses & Digital Products
 
 

Mailchimp / ActiveCampaig

Email Marketing Automation


Monday.com / Asana

Project & Task Management


HubSpot QuickBooks / Xero Notion / ClickUp Slack / Team Calendly / Acuity Kajabi / Teachable Mailchimp / ActiveCampaig Monday.com / Asana

HubSpot

Built-in CRM & Marketing Automation


QuickBooks / Xero

Integrated Accounting & Invoicing

 

Notion / ClickUp

Workflow & Task Management

Slack / Team

Internal Communication

​ 

Calendly / Acuity

Seamless Scheduling


Kajabi / Teachable

Sell Courses & Digital Products
 
 

Mailchimp / ActiveCampaig

Email Marketing Automation


Monday.com / Asana

Project & Task Management


Streamline Your Business with 

Powerful Automation​

Powerful Automation & Workflows


CRM & Sales Pipelines – Automated lead tracking & follow-ups

Project & Task Flows – Ready-made task management processes

Marketing Automation – Pre-configured email sequences & campaigns  

Invoice & Payment Workflows – Automated billing & payment tracking  

Client Onboarding Flows – Streamlined customer onboarding process    

Service Delivery Workflows – Smooth operations for coaches & consultants,   many more such workflows    

Templates


Contract & Agreement Templates – Pre-built legal templates for businesses, Business Formation, NDAs, Agreements

Onboarding Templates – For employees, For Customers, For Vendors

Proposal & Quotation Templates – Professionally designed business quotes

Invoice & Payment Templates – Standardized invoice structures

Marketing Email Templates – Pre-written sequences for lead nurturing

Project Plan Templates – Structure your projects effectively,  E-commerce & Sales Pages   

Eliminate the Clutter. Simplify Your Tech Stack

Join us and make your company a better place.

Get STARTed NOW​​​​