---
title: "Optimy Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Optimy Software - reviews, pricing plans, popular comparisons to other Live Chat products and more."
source_url: "https://www.capterra.com/p/253734/Optimy/"
page_type: "product"
language: "en"
---

# 

 Optimy 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)[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...

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## Optimy Overview

Updated September 2026

AI summary

Optimy is a cloud-based live chat solution designed for small and midsize businesses seeking direct, real-time communication with customers. It offers chat and messaging, real-time notifications, proactive chat, and mobile access, along with features like customizable branding and screen sharing. Optimy allows teams to manage conversations efficiently and maintain responsiveness through a web-based interface.

## 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 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting Price

CA$110

Per User, Per Month

Starting Price

$15

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.6 (16,466)

Value For Money

5.0 (1)

Value For Money

4.6 (11,516)

Customer Service

5.0 (1)

Customer Service

4.7 (10,729)

## Optimy alternatives

[4.4 (4,092)](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 (3,481)](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

[4.7 (32)](https://www.capterra.com/p/10031687/Text/#reviews)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

Highest Rated

[WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)

[4.7 (16,466)](https://www.capterra.com/p/180345/WhatsApp/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/180345/WhatsApp/)

## 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, making it suitable for small, mid-market, and enterprise businesses. It fits industries such as automotive, ecommerce, consultancy, and software, where guided selling and tailored follow-up are important to close deals.

Features and Usability

### What are the key features of Optimy?

Optimy offers live chat and real-time consumer-facing chat, supported by proactive chat, chat/messaging, and autoresponders for customer communication. Core operational features include transfers/routing, real-time monitoring, real-time notifications, reporting/analytics, calendar management, screen sharing, video conferencing, mobile access, offline form support, 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 to help teams get started. Live online sessions support guided training, documentation offers written reference material for setup and feature checks, and videos provide visual walkthroughs for self-paced learning.

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. Support is available through these channels for users seeking direct help or self-service guidance. No reviewer feedback about response times, helpfulness, or common support frustrations is available for this product.

## Features

AI summary

Based on 6,967 Live Chat reviews

Not all live chat products cover every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution:

-   **Chat/Messaging** (**54%** of reviewers rated this feature as critical)
-   **Real-Time Notifications** (**51%**)
-   **Multi-Channel Communication** (**44%**)

Optimy supports **Chat/Messaging** and **Real-Time Notifications**, giving teams a direct way to respond to conversations quickly and stay updated as new messages come in. However, it does not offer **Multi-Channel Communication**. Instead, it provides other capabilities that reviewers also rate highly, including **Real-time Consumer-facing Chat** (**43%**) and **Mobile Access** (**44%**). These features help businesses stay responsive to customer inquiries and manage conversations from more places, allowing teams to maintain timely service and improve day-to-day communication.

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

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

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

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

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

### All Features
- Autoresponders: Create and automatically send premade copy in response to customer messages
- Chat/Messaging: Communicate using direct chat or messages within the system
- Customizable Branding: Add customized logos and colors to align with company branding
- Mobile Access: Access software remotely via mobile devices
- Offline Form: Form to collect visitor contact information when live chat isn't available
- Proactive Chat: Copy on the page or chat window encouraging the user to engage with the chat option
- Real-time Consumer-facing Chat: Engage in direct, instant messaging with consumers
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Screen Sharing: Digitally share screen view with others
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Transfers/Routing: Transfer queries and organize messages between agents

---

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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

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## 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.

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