AI-Native Revenue Operating System

All OptiKratos Services —One AI-Native Revenue Platform

OptiKratos delivers CRM, WhatsApp Business, marketing automation, AI sales agents, billing, and analytics as unified cloud services on a single multi-tenant platform. Each service shares one login, one customer record, and one secure API gateway — operated by Synoviq as proprietary SaaS.

SOC 2 Certified
GDPR Ready
99.9% Uptime SLA
14+Cloud services
18Platform modules
3,000+API endpoints
500+Integrations
Service catalog

Every capability — browse by category

All 14 services run on one platform, share one API gateway, and are included in your OptiKratos workspace.

Available

CRM & Sales Pipeline

Close more deals with less manual work

Contacts, leads, visual pipelines, AI deal scoring, and automated follow-ups — one workspace for your entire revenue motion.

  • Drag-and-drop pipeline
  • AI deal scoring
  • Contact & account management
  • Proposals & estimates
RevOps · Sales ManagersLearn more
Available

Marketing Automation

Campaigns that run themselves

Email campaigns, audience segmentation, automation journeys, A/B testing, and landing pages — all connected to CRM.

  • Drag-and-drop email builder
  • Audience segmentation
  • Automation journeys
  • A/B testing
Marketing ManagersLearn more
Available

Analytics & Reports

See every revenue signal in real time

Real-time dashboards, rep scorecards, campaign ROI, and BI reporting across every channel — with GDPR-compliant data handling.

  • Revenue dashboards
  • Rep performance scorecards
  • Campaign ROI reports
  • Custom metrics
RevOps · LeadershipLearn more
Available

WhatsApp Business

Sell and support inside WhatsApp natively

Meta-official BSP — broadcasts, two-way messaging, catalog commerce flows, chatbot automation, and click-to-WhatsApp ad attribution. Full CRM sync.

  • Official Meta BSP
  • Broadcast campaigns
  • Commerce & catalog flows
  • AI chatbot on WhatsApp
Marketing · Sales · SupportLearn more
Available

Unified Inbox & Live Chat

One inbox for every channel

Omnichannel inbox unifying WhatsApp, Instagram, Messenger, email, web chat, voice, and SMS — with shared routing and SLA tracking.

  • WhatsApp + Instagram + Messenger
  • Web live chat widget
  • Voice channel integration
  • Smart routing & assignment
Support · Sales TeamsLearn more
Pilot

AI Sales & Voice Agents

Autonomous revenue motion — 24/7

Voice AI agents that handle inbound and outbound calls, qualify leads, book meetings, and write every interaction back to CRM. No human required.

  • Voice call handling 24/7
  • Lead qualification & scoring
  • Auto-book meetings
  • Call transcription & summary
Sales Leaders · RevOpsLearn more
Available

Automation & Chatbots

No-code workflows across every channel

Visual trigger-based workflows, AI chatbots for web and WhatsApp, auto-reply rules, and business process automation — all without engineering support.

  • Visual flow builder
  • AI chatbot (web & WhatsApp)
  • Trigger-based automation
  • Auto-reply system
Marketing · OperationsLearn more
Available

Workflow Engine

Orchestrate complex business logic visually

Enterprise-grade visual workflow definitions with versioning, audit history, async execution, and native integration with every OptiKratos service.

  • Visual flow designer
  • Versioning & rollback
  • Async job execution
  • Audit trail
Operations · ITLearn more
Beta

Booking & Dispatch

Reservations, quotes, and fleet — unified

Online booking, quote management, driver/resource dispatch, and real-time tracking — built for logistics, field service, and hospitality.

  • Online booking widget
  • Quote & approval flows
  • Resource dispatch
  • Real-time tracking
Ops Managers · LogisticsLearn more
Available

Billing & Subscriptions

Plans, entitlements, and invoices in one place

Subscription plan management, usage-based entitlements, automated invoicing, dunning, and revenue recognition — fully integrated with CRM.

  • Subscription management
  • Usage-based billing
  • Automated invoicing
  • Dunning management
Finance · RevOpsLearn more
Available

Payments

Accept payments inside any channel

Stripe and Razorpay checkout links, in-chat WhatsApp payment flows, and order management — all synced to your CRM and billing.

  • Stripe & Razorpay
  • In-chat WhatsApp checkout
  • Payment link generation
  • Order management
E-commerce · SalesLearn more
Available

Identity, Access & SSO

Enterprise-grade security built in from day one

RBAC, ABAC, SCIM provisioning, LDAP sync, SAML SSO, MFA, OAuth 2.0 session management, and tamper-evident audit logs.

  • RBAC & ABAC
  • SAML SSO / SCIM
  • Multi-factor authentication
  • OAuth 2.0 sessions
IT · Security · ComplianceLearn more
Available

Integrations & Connectors

500+ pre-built connectors — one click to activate

CRM, e-commerce, payments, ads, analytics, and communication connectors. Plus outbound webhooks and real-time event streaming.

  • 500+ pre-built connectors
  • One-click activation
  • Outbound webhooks
  • Real-time event streaming
IT · RevOps · DevelopersLearn more
Available

Developer API Platform

3,000+ REST routes — build anything

Full OpenAPI 3.0 spec, language SDKs, sandbox environment, API key management, and rate-limit controls for every OptiKratos capability.

  • 3,000+ REST endpoints
  • OpenAPI 3.0 spec
  • Language SDKs
  • Sandbox environment
Developers · ArchitectsLearn more
Pre-built bundles

Launch faster with a curated suite

Suites combine the most-used services for each team — you can still add or remove individual services at any time.

Sales Suite

Everything a revenue team needs to close faster

CRM pipeline, AI sales agents, WhatsApp Business, shared inbox, and analytics — the complete revenue stack, one subscription.

  • CRM & Sales Pipeline
  • Analytics & Reports
  • WhatsApp Business
  • Unified Inbox & Live Chat
  • AI Sales & Voice Agents

Marketing Suite

Acquire and nurture at scale — across every channel

Email automation, WhatsApp broadcasts, AI chatbots, campaign analytics, and landing pages — all talking to the same CRM.

  • Marketing Automation
  • Analytics & Reports
  • WhatsApp Business
  • Automation & Chatbots

Platform Suite

The full stack — every module, one login

Every OptiKratos service bundled with enterprise identity, integrations, developer API, and dedicated SLA. Built for IT and multi-team deployment.

  • CRM & Sales Pipeline
  • Marketing Automation
  • WhatsApp Business
  • AI Sales & Voice Agents
  • Automation & Chatbots
  • Billing & Subscriptions
  • Identity, Access & SSO
  • Integrations & Connectors
  • Developer API Platform
Why OptiKratos

One platform vs a fragmented stack

Most teams stitch together 5–8 point tools and pay for integrations that break. OptiKratos ships everything natively.

CapabilityOptiKratosTypical stack
Native WhatsApp Business APIAdd-on / third party
Voice AI agents (24/7)
CRM + messaging in one login
No-code automation builderLimited
RBAC / ABAC securityEnterprise tier only
Included onboardingAll plansPaid add-on
Free tier available14-day full trialLimited / feature-capped
API routes3,000+~400
Modules in one platform185–8 (requires integrations)

See all detailed comparisons

One login, every service

Every OptiKratos capability shares a single workspace — no switching accounts, no manual data sync.

Security built in, not bolted on

RBAC, ABAC, SSO, MFA, and tamper-evident audit logs ship with every plan — not as enterprise add-ons.

Always up to date

Cloud SaaS operated by Synoviq — no servers to maintain, no upgrades to schedule. 99.9% uptime SLA.

Frequently asked questions

Everything you need to know about the OptiKratos platform.

OptiKratos is an AI-Native Revenue Operating System — a unified cloud platform that includes CRM, WhatsApp Business, marketing automation, AI sales agents, billing, analytics, and enterprise security. All 14+ services share one login, one customer record, and one API gateway, operated by Synoviq as a proprietary multi-tenant SaaS.
You can start with a single service — for example, just WhatsApp marketing or just the CRM. All plans include a 14-day free trial with no credit card required. Additional services can be activated with one click as your needs grow.
Pilot means the service is deployed with select enterprise customers for production validation. It is not broadly available yet. If you are interested in early access, contact our sales team — enterprise onboarding for AI agents takes approximately 2 weeks.
Most integrations activate in one click from the integration marketplace with no code required. For custom API integrations, OptiKratos provides an OpenAPI 3.0 spec, language SDKs, and a sandbox environment. Our onboarding team assists with technical setup on all plans.
With fragmented stacks you pay for and maintain 5–8 separate integrations. OptiKratos ships CRM, WhatsApp, voice AI, email, automation, and analytics as native services — no integration overhead, no data silos, and a single vendor SLA. Most customers replace 3–6 tools and reduce monthly software spend by 30–45%.
Yes. OptiKratos has tiered plans for teams of all sizes — from a one-person agency to a 500-person B2B sales team. Enterprise plans include custom SLAs, dedicated implementation, SAML SSO, advanced RBAC, and white-label options.
Beta services are available to all customers but may have reduced SLA guarantees and are subject to breaking changes with reasonable notice. Beta features are fully functional and used in production by early customers — we just have not locked the API contract yet.
Yes. OptiKratos implements AES-256-GCM encryption, RBAC, ABAC, SAML SSO, MFA, SCIM provisioning, and tamper-evident audit logs. GDPR data residency controls and DPA templates are included. The platform is used by healthcare, fintech, and retail enterprises — compliance documentation is available on request.
14-day free trial · No credit card

Start with any service.
Scale to all of them.

Every OptiKratos service is active from day one. Upgrade as your team grows.

SOC 2 · GDPR ready · Dedicated onboarding on every plan

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