--- title: "OptiKratos Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OptiKratos Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10035100/OptiKratos/" page_type: "product" language: "en" --- # OptiKratos Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) OptiKratos ## What is OptiKratos? OptiKratos is a business automation platform that combines CRM, sales pipeline management, marketing campaigns, and AI-powered agents. The software integrates with WhatsApp, provides workflow automation tools, live chat functionality, booking management, and analytics capabilities. OptiKratos features enterprise security including authentication protocols, OAuth2, SAML SSO, and multi-factor authentication. The platform uses a modular design that allows businesses to select specific features based on their operational needs. The system includes contact management, deal tracking, email marketing, broadcasting, audience segmentation, AI chatbots, real-time chat, multi-channel support, booking management, custom reporting, and third-party integrations. ## What is OptiKratos used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[AI Sales Assistant](https://www.capterra.com/ai-sales-assistant-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $24 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for OptiKratos?[Manage this product listing](https://www.g2.com/products/optikratos/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OptiKratos 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $24 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (18,145) Value For Money 0.0 (0) Value For Money 4.0 (12,831) Customer Service 0.0 (0) Customer Service 4.1 (14,063) ## OptiKratos alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars ## FAQs about OptiKratos Overview ### What company size and specific industries is OptiKratos built for? OptiKratos is designed for startups, growing businesses, and enterprises that need a unified platform for sales, marketing, operations, and analytics. It suits organizations of different sizes that want an AI-powered system to support faster decision-making, clearer workflows, and scalable business management. Features and Usability ### What are the key features of OptiKratos? OptiKratos offers CRM, contact management, lead management, lead scoring, and sales pipeline management for sales team organization. It also includes AI Copilot, conversation intelligence, predictive analytics, and forecasting, plus email tracking, SMS messaging, chat/messaging, workflow automation, reporting/analytics, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? OptiKratos starts at $24 per month for the Starter plan, with Basic at $49, Professional at $83, and Enterprise at $416. A free trial is available. Starter includes 1,000 leads, 5 integrations, 5 team members, 5,000 contacts, and 5,000 WhatsApp messages per month. Integrations ### Which third-party tools and platforms does OptiKratos integrate with? OptiKratos connects natively to over 50 integrations, including Calendly, DocuSign, Freshdesk, GitHub, HubSpot CRM, HubSpot Marketing Hub, HubSpot Content Hub, LinkedIn Sales Navigator, LinkedIn Talent Insights, Microsoft 365, Mailchimp, and Hunter. It also includes CRM and AI agent tools such as CRMSuite, CRM Analytics, and AI Agent Builder. Getting Started and Support ### What training and onboarding options does OptiKratos offer? OptiKratos provides live online sessions, webinars, documentation, and videos to support teams getting started. Live online sessions and webinars can support guided instruction, while documentation and videos offer self-paced reference material for setup, feature review, and ongoing learning. Getting Started and Support ### What customer support options does OptiKratos offer? OptiKratos provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support experience is available here, so no claims can be made about response times, helpfulness, or common support frustrations. ## Features AI summary Based on 341 CRM reviews Capterra data shows that buyers of AI Sales Assistant software rank the following features as their top priorities: - **Customer Engagement** (**86%** of reviewers rated this feature as critical) - **Lead Management** (**72%**) - **Lead Engagement** (**56%**) OptiKratos supports all three top features buyers look for in an AI Sales Assistant: **Customer Engagement**, **Lead Management**, and **Lead Engagement**. Together, these capabilities help businesses build stronger prospect relationships, keep sales pipelines organized, and maintain timely outreach, allowing teams to improve follow-up and move leads toward conversion more efficiently. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Calendar Management Track and manage schedules and meetings via an integrated calendar Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Chatbot AI-based platform which conducts a conversation via auditory or textual methods OptiKratos 39 features ### All Features - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Contact Management: Manage, organize, and store contact information - Conversation Intelligence: Recording, transcription, and analysis of sales calls for the purpose of training and generating insights - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Notes Management: Allow users to create, edit, and sort multiple notes - Personalization: Adjust communications based on previous interactions or personal preferences - Predictive Analytics: Predict future data based on historical data sets - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - SMS Messaging: Send messages via SMS - Task Management: Create, manage and track all task activities and progression - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10035100/OptiKratos/pricing/) Starter $24.00 Flat Rate,Per Month It includes: - 5,000 Contacts - 1,000 Leads - 500 Deals - 20 Marketing Campaigns - 5,000 WhatsApp Messages/Month - 5 Integrations - 5 Team Members - A/B Testing & Analytics Basic $49.00 Flat Rate,Per Month It includes: - 10,000 Contacts - 2,500 Leads - 1,000 Deals - 50 Marketing Campaigns - 15,000 WhatsApp Messages/Month - 10 Integrations - 10 Team Members - Advanced Analytics Professional $83.00 Flat Rate,Per Month It includes: - 25,000 Contacts - 10,000 Leads - 5,000 Deals - 100 Marketing Campaigns - 50,000 WhatsApp Messages/Month - 20 Integrations - 25 Team Members - AI Features & ML Segmentation - SSO & Custom Branding Enterprise $416.00 Flat Rate,Per Month It includes: - Unlimited Contacts - Unlimited Leads - Unlimited Deals - Unlimited Marketing Campaigns - Unlimited WhatsApp Messages/Month - Unlimited Integrations - Unlimited Team Members - Custom Integrations - White-label & Custom Branding - Data Residency Options - SOC 2 & ISO 27001 Certified - Dedicated Support & SLA (99.9% Uptime SLA Guarantee) ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.