CRM & Sales Pipeline
Organize contacts, track opportunities, assign next steps and give your team visibility into customer relationships.
Explore CRM ↗The Optlix platformEvery tool has a role.
Every tool has a role.
Together, they work harder.
Connect the customer journey across marketing, sales, conversations and everyday operations — with one platform built to help your business move forward.
Your connected workspace● Connected
Leads248Pipeline
Workflows12Configured
Campaigns08In progress
Activity overview · illustrative dashboard
Connected capabilities
Everything your customer journey needs.
Choose the capabilities that fit your business and connect them around a clearer process.
Marketing Automation
Coordinate email and SMS campaigns, nurture prospects and support timely follow-ups through the customer journey.
Explore marketing ↗AI Customer Engagement
Use chatbot and Voice AI capabilities to support initial enquiries and route conversations into your process.
Explore AI tools ↗Websites & Landing Pages
Build digital experiences and lead capture journeys connected to your marketing and sales activities.
Explore web tools ↗Workflow Automation
Reduce repetitive admin with triggers, notifications, task hand-offs and repeatable business workflows.
Explore automation ↗Booking & Online Selling
Support appointment scheduling, forms and digital buying journeys as part of a connected experience.
Discuss your setup ↗01
AI Automation
Automate the repeatable tasks and handoffs that eat into your team's day — from lead routing and task hand-offs to reminders and follow-ups — so people spend time on what actually needs a human.
- Rule-based and AI-driven workflow automation
- Automated lead routing and task assignment
- Scheduled and trigger-based follow-ups
Workflow automationSTATUS
New lead → assign ownerActive
No reply after 24 hoursActive
Form submitted → notify teamActive
Deal updated → create taskActive
02
Marketing Automation
Build campaigns once and let Optlix nurture leads through email and SMS, adapting timing and content based on how each contact engages.
- Email and SMS campaign builder
- Lead nurture sequences and drip journeys
- Segmentation based on behavior and engagement
Campaign overviewDELIVERY
Welcome new subscribersSent 2,340
Re-engagement SMSSent 860
Lead nurture sequenceIn progress
03
Websites & E-commerce
Build the website, landing pages and online store you need to turn visitors into customers — with important leads and orders connected to your business systems.
- Drag-and-drop website and landing page builder
- Built-in online store and checkout
- Forms that feed straight into your CRM
Store managerSTATUS
Home pagePublished
Checkout flowLive
Landing page — Spring promoDraft
04
AI Customer Engagement
Answer customers when they reach out — through chat or voice — and hand off to a person only when a conversation genuinely needs one.
- AI chatbot for website and messaging conversations
- Voice AI for inbound and outbound calls
- Smart hand-offs to a live team member
Channel availabilitySTATUS
Website chatbotAvailable
Voice AI — inbound callsAvailable
Front desk call routingConfigured
05
Sales & Business Automation
Track every lead through a pipeline your team can actually use, with clear ownership, next steps, follow-up tasks and handoffs built around how deals really move.
- Visual CRM pipeline
- Call logging and lead tagging
- Automated follow-up sequences by deal stage
Pipeline overviewOPEN DEALS
Qualified leads18
Calls scheduled42
Deals in final stage7
One clearer workflow
From first click to next conversation.
Instead of treating every tool as a separate island, connect the steps that matter: capture interest, organize the lead, follow up and manage the relationship.
- ✓Keep customer context close to the work.
- ✓Reduce repetitive hand-offs and reminders.
- ✓Build a process your team can improve over time.
Lead pipeline preview
A visual example of how opportunities can progress.
NEW LEADS
Alex MorganWebsite enquiry
Jamie LeeCampaign lead
IN PROGRESS
Taylor ChenFollow-up due
QUALIFIED
Morgan JonesNext step ready