CRM · Scheduling · Automation

Run your business on autopilot

Optigen AI brings customer management, appointment scheduling, and workflow automation into one platform — so your team spends less time organizing work and more time doing it.

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Trusted by 4,000+ teams

📅

Booking confirmedPriya S. — Tomorrow, 10:30 AM

optigenai.com/dashboard

Pipeline · This week

HOTAcme RetailProposal sent · ₹2.4L

NEWNova ClinicsDiscovery call · ₹80K

WONZenith LabsClosed · ₹1.1L

Today's schedule

09:00Demo — Acme Retail

11:30Follow-up — Nova

15:00Onboarding — Zenith

⚡ Deal won→ Send invoice→ Book kickoff

⚡

Workflow ranInvoice sent + kickoff booked

Powering operations at

NorthlineCedar&CoBrightpathMeridianOakfieldStatura

Everything in one place

Three tools your team juggles today. One platform tomorrow.

Stop stitching together spreadsheets, calendar apps, and sticky notes. Optigen AI keeps customers, bookings, and busywork in a single view.

👥

Customer management

Every contact, deal, and conversation in one timeline — so anyone on the team can pick up right where the last person left off.

Visual customer pipeline
Full contact history & notes
Tags, segments & smart filters

📅

Appointment scheduling

Share your booking link and let customers pick a time. We handle time zones, reminders, and reschedules automatically.

Self-serve booking pages
SMS & email reminders
Team round-robin & buffers

⚡

Workflow automation

Turn repetitive tasks into rules that run themselves — follow-ups, invoices, handoffs — triggered the moment something changes.

No-code workflow builder
Triggers, delays & conditions
Connects to 50+ apps

Automation, without the setup headache

Build a workflow in minutes. It works for you every day after.

TriggerNew customer added

From your website form, booking page, or manual entry.

ActionSend a welcome email

Personalized from your templates, in your voice.

ActionBook a discovery call

They pick a slot from your live availability.

ResultDeal added to pipeline

Assigned to the right rep, with reminders queued.

11 hrssaved per person, per week

38%fewer no-shows with reminders

2.1×faster customer response time

"We replaced four separate tools with Optigen AI. Bookings, follow-ups, invoicing — it all just happens now. My team finally works out of one screen."

Rhea Menon · Operations Head, Brightpath Wellness

Simple pricing

Simple pricing. Pick your plan.

Every plan includes customer management, booking pages, and automation. No setup fees, no free tier — buy once, get started today.

Growth

$29/user · mo

For teams running daily operations

Unlimited contacts & pipelines
Unlimited booking pages
Unlimited workflows
SMS reminders & integrations
Priority support

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Scale

$79/user · mo

For multi-team businesses

Everything in Growth
Roles & permissions
Custom reporting & API
Dedicated success manager

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Less busywork. More business.

Import your contacts, share your booking link, switch on your first workflow — set it all up yourself in minutes. No calls, no onboarding, no waiting.

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Legal

Privacy Policy

Last updated: July 15, 2026

Optigen AI ("we", "our", "us") operates optigenai.com and the Optigen AI platform. This policy explains what information we collect, how we use it, and the choices you have.

1. Information we collect

Account information: name, email address, company name, and password when you create an account.
Customer data you store: contacts, deals, appointments, notes, and files you add to the platform. You own this data; we process it only to provide the service.
Payment information: processed securely by our payment providers. We do not store full card numbers on our servers.
Usage data: log data, device and browser information, and product analytics used to improve the service.
Cookies: used to keep you signed in, remember preferences, and measure site performance.

2. How we use information

To provide, maintain, and improve the platform
To send appointment reminders, notifications, and workflow emails you configure
To process payments and send invoices and receipts
To respond to support requests
To send product updates (you can opt out anytime)

3. Sharing of information

We never sell your personal information. We share data only with service providers who help us run the platform (hosting, payments, email/SMS delivery), when required by law, or with your explicit consent.

4. Data retention and security

We retain your data while your account is active. You may request export or deletion of your data at any time. We use encryption in transit and at rest, and restrict internal access to customer data.

5. Your rights

Depending on your location (including under the CCPA and GDPR), you may have the right to access, correct, export, or delete your personal information. To exercise these rights, contact us at the address below.

6. Contact

Questions about this policy: support@optigenai.com

Legal

Terms of Service

Last updated: July 15, 2026

These terms govern your use of the Optigen AI platform. By creating an account or using the service, you agree to these terms.

1. The service

Optigen AI provides customer relationship management, appointment scheduling, and workflow automation software delivered as a subscription service ("the Service").

2. Accounts

You must provide accurate information when registering and keep your credentials secure. You are responsible for all activity under your account. You must be at least 18 years old to use the Service.

3. Subscriptions and billing

Paid plans are billed in advance on a monthly basis.
Plans renew automatically unless cancelled before the renewal date.
You can upgrade, downgrade, or cancel from your account settings at any time.
Refunds are handled per our Refund Policy.

4. Your data

You retain ownership of all data you store in the Service. You grant us a limited licence to process that data solely to operate the Service. You are responsible for having the right to store and use the customer data you upload, and for complying with applicable communication laws (e.g. the CAN-SPAM Act, TCPA, and other anti-spam rules) when sending emails or SMS through the Service.

5. Acceptable use

You may not use the Service to send spam, distribute malware, infringe intellectual property, harass others, or violate any law. We may suspend accounts that breach these terms.

6. Availability and changes

We aim for high availability but do not guarantee uninterrupted service. We may modify features with reasonable notice for material changes.

7. Limitation of liability

To the maximum extent permitted by law, Optigen AI is not liable for indirect, incidental, or consequential damages. Our total liability is limited to the fees paid by you in the 12 months preceding the claim.

8. Termination

You may cancel at any time. Upon cancellation you can export your data for 30 days, after which it may be deleted.

9. Governing law

These terms are governed by the laws of the State of Montana, United States, without regard to its conflict of law provisions. Any disputes arising under these terms shall be subject to the exclusive jurisdiction of the state and federal courts located in Missoula County, Montana.

10. Contact

Questions about these terms: support@optigenai.com

Legal

Refund Policy

Last updated: July 15, 2026

Please read this policy carefully before purchasing. By subscribing to Optigen AI, you agree to the terms below.

No refunds

All purchases are final. We do not offer refunds, credits, or prorated reimbursements for any plan, including for partially used billing periods, unused features, or change of mind.

Evaluate before you buy

We encourage you to review the features and pricing carefully, and to contact us with any questions at support@optigenai.com before making a purchase.

Cancellation

You can cancel your subscription at any time from your account settings. Cancellation stops future renewals — you retain access until the end of the billing period you have already paid for. No refund is issued for the remaining period.

Billing errors and duplicate charges

The only exception: if you were charged in error (for example, a duplicate transaction or a charge after a confirmed cancellation), contact us with the transaction details and we will correct the erroneous charge within 5–7 business days.

Contact

Questions about this policy: support@optigenai.com

Get in touch

Contact us

We typically reply within one business day

Email us

For support, sales, or anything else:
support@optigenai.com

Company

Optigen AI is a product owned and operated by CediaTech LLC.

Business address

CediaTech LLC
30 N Gould St, Ste R
Sheridan, WY 82801
United States

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