“We replaced three tools with OptiKratos. WhatsApp and Voice AI alone paid for the platform in the first month.”
Sarah Johnson
Sales Director · TechCorp Solutions
AI-Native Revenue Operating System
One platform.Every customer moment.
Unified CRM, WhatsApp, marketing automation, and AI sales agents — one secure cloud platform for teams that move fast.
SOC 2 Certified
GDPR Ready
ISO 27001
18
Modules
1
Platform
14-day
Free trial
app.optikratos.com
Built for revenue teams in India, UAE, and globally
Why OptiKratos
The revenue OS for teams that move fast
Five core capabilities. One unified platform. Zero integration headaches.
Replace 6 tools with one login
CRM, WhatsApp, email, live chat, analytics, and automation — unified in one platform with a single API gateway.
18 modulessingle platform
Sell on WhatsApp natively
Meet customers where they already are. WhatsApp Business API, flows, shared inbox, and CRM sync — all native.
2B+ usersWhatsApp reach
Agents that update your pipeline
Voice and chat AI agents that qualify leads, book meetings, and write back to CRM — fully autonomous.
24/7always-on
Security built in, not bolted on
RBAC, ABAC, SSO, audit logging, and tenant isolation. Enterprise-grade from day one — not an add-on.
SOC 2certified
Always up to date — we operate it
Fully managed cloud SaaS. No servers to maintain, no upgrades to schedule. Just log in and grow.
99.9%uptime SLA
Multichannel platform
Free tools to launch. Scale when you're ready.
Inspired by how modern teams sell — start on our free tier, connect every channel, and upgrade as revenue grows. No credit card required.
60%higher cart recovery
WhatsApp Business
Broadcasts, AI chatbots, and in-chat checkout — your highest-engagement channel.
Explore24/7always-on calls
Voice AI Agents
Clone your voice. Qualify leads, book meetings, and sync every call to CRM.
Explore45%more revenue
CRM & Pipeline
AI-scored leads, visual pipelines, and automated follow-ups in one workspace.
Explore15Kemails / month free tier
Email & Campaigns
Drag-and-drop builder, segmentation, and automation connected to your CRM.
Explore0.3savg response
AI Chatbots
Capture leads and book meetings on web, WhatsApp, and Messenger — even offline.
Explore2×faster decisions
Analytics & BI
Real-time dashboards across every channel, rep, and campaign.
Explore14-day free trialNo credit cardCancel anytime500+ integrations
Platform preview
One workspace. Every revenue motion.
45%more revenue
Pipeline managed. Deals closed. Automatically.
AI-scored leads, deal tracking, and smart follow-ups — your sales team closes more without working harder.
Explore CRM & Salesapp.optikratos.com/crm
How it works
Move leads down your pipeline — automatically
Every channel feeds one CRM, with AI doing the follow-up work so your team focuses only on conversations that close.
- 01
Capture on any channel
WhatsApp, voice, web chat, email, and ads — leads land in one unified inbox automatically.
- 02
AI qualifies & routes
Agents score intent, book meetings, and push hot deals to the right rep in seconds — no manual triaging.
- 03
Close with full context
Pipeline, call transcripts, and analytics stay synced. No tab switching, no manual logging.
app.optikratos.com/inbox
app.optikratos.com/ai
OptiKratos AI
AI that saves you time — so you can focus on selling
Stop typing notes after every call. Let AI handle qualification, logging, and follow-ups while your team stays in the conversation.
Call & meeting notetakers
Transcribe, summarize, and log every conversation. Eliminate manual CRM entry forever.
Sales & marketing assistants
Generate campaigns, follow-ups, and outreach copy in your exact brand voice.
Conversation intelligence
Sentiment, deal risk, and next-best-action — surfaced on every thread and call.
Visitor identification
Turn anonymous traffic into qualified outreach with built-in prospecting signals.
Key features
See all featuresEverything you need to sell smarter
Contact management
Unlimited contacts, custom fields, and a full interaction history per account.
Learn morePipeline & deals
Drag-and-drop pipelines with AI deal scoring and next-best-action prompts.
Learn moreVoice & meetings
Transcribe, summarize, and log every call — no manual CRM entry.
Learn moreWhatsApp marketing
Templates, broadcasts, and commerce flows inside WhatsApp Business API.
Learn moreAI sales agents
Autonomous agents for outbound, qualification, and post-call CRM updates.
Learn moreAutomation flows
Visual workflows that move leads across channels without switching tools.
Learn moreEnterprise security
SOC 2, GDPR, RBAC, SAML SSO, MFA, and tamper-evident audit logs.
Learn more500+ integrations
CRM, payments, ads, and commerce tools — already wired to your workspace.
Learn moreBuilt for your industry
Trusted across six industries — and growing
OptiKratos adapts to the workflows, compliance needs, and channels each vertical depends on.
Retail & E-commerce
Cart recovery, WhatsApp commerce flows, and AI agents that sell — even when your team is offline.
60%cart recovery rate
Healthcare
HIPAA-aware appointment booking, patient follow-ups, and care coordination on WhatsApp and voice.
40%no-show reduction
Banking & Fintech
Compliance-ready onboarding, KYC automation, and secure two-way customer communication.
3×faster onboarding
B2B SaaS & Services
Multi-touch outbound, pipeline visibility across reps, and AI agents that qualify and book for your AEs.
45%more qualified meetings
Logistics & Transportation
Real-time shipment updates on WhatsApp, customer support automation, and driver coordination.
80%support deflection
Education & EdTech
Student enrollment funnels, attendance reminders, and AI tutors — all in one connected platform.
2×enrollment conversion
Security & compliance
Enterprise-grade security — built in from day one
OptiKratos passes security reviews at healthcare, fintech, and enterprise accounts. Your data stays yours — always.
SOC 2 Type II
Annual third-party audits verify our security, availability, and confidentiality controls.
AES-256-GCM Encryption
All data encrypted at rest and in transit. Zero-knowledge key management per tenant.
GDPR Compliant
Data residency controls, right-to-erasure workflows, and EU data processing agreements.
Tamper-Evident Audit Logs
Every user action is cryptographically signed and immutable — ready for compliance review.
RBAC & ABAC
Role-based and attribute-based access control. Granular permissions down to the field level.
WhatsApp Official BSP
We are an official Meta Business Solution Provider. Your account is always compliant.
Compliance you can show your IT team
Download our security reports, DPA templates, and penetration test results.
SOC 2 Type II·Certified
GDPR·Compliant
ISO 27001·Framework
WhatsApp BSP·Official Partner
HIPAA·Aware
PCI DSS·Level 1
What you get on day one
0
Modules in one login
0+
Integrations
0-day
Free trial
0/7
AI agents
Customer stories
Thousands of revenue teams trust OptiKratos
“The team actually uses it — setup took an afternoon, and pipeline visibility finally matches reality.”
Marcus Chen
CEO · GrowthLab
“Call transcripts land in CRM automatically. Our reps sell; the platform handles the busywork.”
Elena Rodriguez
VP Revenue · NovaRetail
Rated highly across every major review platform
See why revenue teams switch to OptiKratos
Integrations
Save time with connected tools
CRM, payments, ads, and commerce — already wired together. Communicate from one contact card without switching accounts.
See all integrations
500+ connectors
Frequently asked questions
Everything you need to know before you start.
OptiKratos is an AI-Native Revenue Operating System that unifies CRM, WhatsApp Business API, marketing automation, and AI sales agents in one secure cloud platform. It is designed for revenue teams that want to consolidate tools and move faster.
OptiKratos supports WhatsApp Business API, Instagram, Facebook Messenger, web chat, voice (SIP/VoIP/PSTN), email, RCS, and SMS — all managed from a single omnichannel inbox with unified customer profiles.
OptiKratos offers flexible, feature-based subscriptions. All plans include a 14-day free trial with no credit card required. Enterprise plans include custom pricing, dedicated support, and SLA guarantees.
Yes. OptiKratos is an official Meta Business Solution Provider (BSP). WhatsApp is natively built in — including broadcasts, two-way messaging, AI chatbots, commerce flows, and click-to-WhatsApp ad integration — with full CRM sync.
Yes. OptiKratos provides guided migration tools and a dedicated onboarding team to import contacts, deals, and history from Salesforce, HubSpot, Zoho, Pipedrive, and most other CRMs via CSV or API.
Unlike traditional CRMs that require multiple add-ons and integrations, OptiKratos provides native WhatsApp, voice AI, marketing automation, and revenue analytics in one platform. This reduces integration overhead, lowers total cost of ownership, and gives your team a single source of truth for customer data.
Yes. OptiKratos is SOC 2 Type II certified and GDPR aligned. It uses AES-256-GCM encryption, RBAC, ABAC, SAML SSO, MFA, and audit logging — enterprise controls that sit on the same multi-tenant cloud every team runs.
Most teams are live within minutes. OptiKratos provides no-code setup for WhatsApp, CRM, and AI chatbots. Full onboarding support is included with all plans, and enterprise customers receive dedicated implementation assistance.
Yes. OptiKratos is multi-tenant cloud SaaS: 18 modules, one data model, 500+ integrations, and a public REST API. Teams land on CRM or WhatsApp and add voice AI, marketing, or billing without a migration. Scale and Enterprise plans include a 99.9% uptime SLA. There is no self-hosted edition — every customer runs the current version.
Get started todayStart in minutes.
Start in minutes.
Scale to millions.
Try the full platform free for 14 days. No credit card required. Upgrade when you're ready.
Everything included in your free start
- WhatsApp & web chat
- CRM pipeline
- AI chatbot flows
- Email campaigns
- Analytics dashboard
- 14-day full platform trial
SOC 2 · GDPR ready · Dedicated onboarding on every plan