AI Automation
Reduce repetitive work with workflows that assign leads, trigger reminders and keep next steps moving.
Workflow activityStatus
New lead → assign ownerActive
Follow-up reminderScheduled
One platform
Build more of yourbusiness with lessbusywork.
Optlix brings AI automation, marketing, sales, customer engagement, websites, and e-commerce together in one powerful platform.
CRM · Marketing automation · AI engagement · Websites
Sales pipelineLive preview
NEW LEADS3
AMAlex MorganWebsite enquiry
JLJamie LeeCampaign response
FOLLOW-UP2
TCTaylor ChenCall scheduled
SKSam KimEmail sent
QUALIFIED4
MJMorgan JonesDemo requested
Pipeline activity↑ Follow-up organized
AI follow-up
Workflow active
Workflow active
Lead moved forward
Next step assigned
Next step assigned
One connected platform
Everything works better together.
From first enquiry to loyal customer, bring the essential parts of your business into one connected workspace.
Explore automation ↗
Marketing Automation
Build email and SMS journeys that nurture prospects and support timely, relevant follow-ups.
Campaign overviewDelivery
Welcome emailSent
Lead nurture sequenceIn progress
Websites & E-commerce
Create websites, landing pages and online stores that connect visitor activity to your business.
Site managerStatus
Website homepagePublished
Lead capture formConnected
AI Customer Engagement
Help respond to enquiries through website chat and voice experiences, with hand-offs when needed.
ChannelsAvailability
Website chatbotAvailable
Voice AIConfigured
Sales & Business Automation
Keep leads, pipeline stages, calls and next actions organized so your team knows what to do next.
Sales pipelineOverview
Qualified leads18
Follow-ups due7
See the workflow in motion
A clearer path from new lead to won deal.
Explore this interactive sample pipeline. Drag a fictional lead to another stage, or use the arrow on a card to move it forward.
New Lead
2AMWebsite
Alex Morgan
Website enquiry
New enquiry
JLFacebook Ads
Jamie Lee
Campaign response
New enquiry
Contacted
1TCReferral
Taylor Chen
Intro email sent
Contacted
Follow-up
1SKWebsite
Sam Kim
Follow-up due
Follow-up
Qualified
1MJEmail
Morgan Jones
Needs confirmed
Qualified
Demo Booked
0Drop a lead here
Demo scheduled
Demo scheduled
Won / Lost
1RPReferral
Riley Parker
Customer onboarded
Won
Try moving a card to another column.
AI follow-upPrompt a timely next step
IllustrativeEmail automationFollow-up email workflow
IllustrativeSMS automationReminder message workflow
IllustrativeProduct preview only. Sample contacts and values are fictional; moving cards does not update a live CRM or send messages.
Less busywork
Make the next step easier to see.
Connect lead capture, customer communication and follow-up into a clearer process. Explore the platform, then talk with our team about your goals.
- ✓Organize leads and customer relationships.
- ✓Coordinate marketing and follow-up.
- ✓Automate repeatable tasks where useful.
Lead pipeline preview
An illustrative view of how leads can move through a process.
NEW LEADS
Alex MorganWebsite enquiry
Jamie LeeCampaign lead
FOLLOW-UP
Taylor ChenFollow-up due
QUALIFIED
Morgan JonesDemo requested
Built around your business
Start with the challenge you want to solve.
Choose the tools and workflows relevant to the way your team attracts, engages and serves customers.
01 / ATTRACT
Bring in leads
Connect websites, forms and marketing campaigns.
02 / ORGANIZE
Manage relationships
Keep contact context and next steps in view.
03 / FOLLOW UP
Build consistency
Use reminders and automation where they fit.
04 / IMPROVE
Keep moving forward
Review the process as your business grows.