# Optimy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Optimy Software - reviews, pricing plans, popular comparisons to other Live Chat products and more. Source: https://www.capterra.com/p/253734/Optimy --- # Optimy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[Support](#support)[Reviews](#reviews) Optimy ## What is Optimy? Optimy's Live Chat Solution connects you to your high intent buying audience on your website. We provide a human to human connection online and turn website visitors into conversations, and conversations into sales Toggle between text and live video chat, co-browse and one-click connect with experts. Answer buyer questions faster —no awkward bot replies. Higher chat conversion rates then our competitors. We can help staff your live chat and pass over hot leads. ## What is Optimy used for? [Live Chat](https://www.capterra.com/live-chat-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$110 Per User, Per Month Free trial not 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 Optimy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.optimy.ai&name=Optimy) ## 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. ### Optimy 5.0 (1) VS. [4.7 (30)](https://www.capterra.com/p/10031687/Text/#reviews) Starting Price CA$110 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.7 (30) Value For Money 5.0 (1) Value For Money 4.4 (29) Customer Service 5.0 (1) Customer Service 4.7 (30) ## Optimy alternatives [4.4 (4,083)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (1,134)](https://www.capterra.com/p/134347/Intercom/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (3,460)](https://www.capterra.com/p/124981/Freshdesk/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (2,213)](https://www.capterra.com/p/169505/Zoho-Desk/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about Optimy Overview ### What company size and specific industries is Optimy built for? Optimy is designed for sales teams selling complex products that require a personalized approach. It fits businesses in auto, ecommerce, consultancy, and software, especially where longer sales cycles and tailored customer interactions are part of the process. Features and Usability ### What are the key features of Optimy? Optimy offers customer communication tools like live chat, proactive chat, chat/messaging, and real-time consumer-facing chat, plus autoresponders and transfers/routing for handling conversations. It also includes calendar management, reporting/analytics, real-time notifications, screen sharing, video conferencing, mobile access, offline form, customizable branding, and single sign on. Getting Started and Support ### What training and onboarding options does Optimy offer? Optimy provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and direct instruction, documentation offers written reference material for recurring checks, and videos provide self-paced walkthroughs for learning product features and processes. Getting Started and Support ### What customer support options does Optimy offer? Optimy provides email/help desk support, a knowledge base, and 24/7 live rep assistance. Without reviewer feedback on support experiences, no claims can be made about response times, helpfulness, or common frustrations. These channels give users direct contact options and self-service documentation for product questions and account issues. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Customizable Branding 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Mobile Access 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Offline Form 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Form to collect visitor contact information when live chat isn't available Real-time Consumer-facing Chat 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Engage in direct, instant messaging with consumers Reporting/Analytics 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Transfers/Routing 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Transfer queries and organize messages between agents Optimy 13 features Create and automatically send premade copy in response to customer messages Communicate using direct chat or messages within the system Add customized logos and colors to align with company branding Access software remotely via mobile devices Form to collect visitor contact information when live chat isn't available Copy on the page or chat window encouraging the user to engage with the chat option Engage in direct, instant messaging with consumers Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs View and track pertinent metrics to find patterns and gain insights from data Digitally share screen view with others Allow users to access multiple services after entering their login credentials once Transfer queries and organize messages between agents Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Basic CA$110.00 Per User,Per Month Value for money 5.0 (1) 5.0 Based on 1 reviews 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 Customer Service 5.0 (1) 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 Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MC Melissa C. Director E-Learning ### "Glad we switched!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2022 Integrating Optimy has increased our live chats by 3x! As a busy team that has other priorities, we weren't always able to reply to our chats in a timely fashion, resulting in lost leads. Utilizing the Optimy team to be the first point of contact means all leads are replied to on average within 7 seconds! This has been a huge upgrade for our user experience. Optimy is incredibly accommodating and dedicated to ensuring everything is to our preference. Installation was easy and fast! We're so glad we made the switch! Pros Optimy was easy and fast to install. We love that the Optimy agents will reply to leads right away and filter and funnel the hot leads to our agents. It frees up our time and brings us into the conversations that matter most. Optimy sends a text and email notification for a live chat link which ensures we don't miss them! Cons I used the Observe Mode once and it seemed to "break" the chat. I've been hesitant to use it again in fear that I'll disconnect from my lead again. I also wish that we could send and receive attachments like images and files. Switched from [Chekkit](https://www.capterra.com/p/173154/Chekkit-Reputation/) We heard about Optimy through a contact who raved about the service. We loved that the team could reply to our leads and filter and funnel the hot leads to our agents. We loved the outbound message feature where we can engage with website visitors who are on a path to purchase Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## 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.