OptiSara is a fully customisable AI Lead qualification and AI automation platform built by OptiRank for Australian small and medium businesses. It responds to every incoming enquiry and can be integrated with WhatsApp, website, SMS email, Microsoft Teams or any communication channel. OptiSara qualifies leads automatically through natural human-like AI conversation, then it syncs data to your CRM, runs follow-up sequences and then hands-off hot prospects to your sales team. Every setup is configured specifically around your business, your industry and your sales process.
Fully customisable AI automation built specifically for Australian small and medium businesses. Responds to every enquiry within 60 seconds and can be implemented and live within 48 hours.
Most Australian small and medium businesses don’t have a lead generation problem but they have a lead leakage problem.
60% of leads or enquiries coming from WhatsApp, your website, email and social media never convert. Its because of thee issues which compound each other: slow response time, inconsistent follow-up and no qualification system to separate serious buyers from casual browsers. Here are the statistical facts. A lead contacted within 5 minutes is 21 times more likely to convert than a contacted after 30 minutes. An average Australian business takes 42 hours to respond to a new enquiry.
The probability of conversion of a lead goes down with every minute businesses do not follow-up. A pre-approved buyer usually contacts three businesses simultaneously and chooses whoever replies first. If you’re not responding within minutes, you are routinely losing to competitors who are.
In the absence of a lead qualification system, your sales team spends time on every enquiry equally, including the ones that will never convert. This means that high-intent serious buyers will have to wait while your team is occupied with others.
Research shows that 80% of sales require five or more touch points before conversion. Most Australian businesses have either one or two touch points. The leads that could have been converted, becomes cold because no follow-up system exists.
Businesses usually accumulate a CRM full of people who enquired, showed interest, and then went quiet. Without a re-engagement system, it is a lost revenue sitting idle and sometimes it’s worth more than the active leads being pursued.
A significant number of enquiries get missed when relying solely on manual processes.
Responding within 5 minutes significantly increases the chances of conversion compared to a 30-minute delay.
The average lead response time for Australian businesses is well beyond the optimal conversion.
The probability of conversion of a lead goes down with every minute businesses do not follow-up. A pre-approved buyer usually contacts three businesses simultaneously and chooses whoever replies first. If you’re not responding within minutes, you are routinely losing to competitors who are.
In the absence of a lead qualification system, your sales team spends time on every enquiry equally, including the ones that will never convert. This means that high-intent serious buyers will have to wait while your team is occupied with others.
Research shows that 80% of sales require five or more touch points before conversion. Most Australian businesses have either one or two touch points. The leads that could have been converted, becomes cold because no follow-up system exists.
A significant number of enquiries get missed when relying solely on manual processes.
Responding within 5 minutes significantly increases the chances of conversion compared to a 30-minute delay.
The average lead response time for Australian businesses is well beyond the optimal conversion.
OptiSara is a fully customisable AI lead qualification and automation platform that replaces manual, inconsistent processes of responding to, qualifying, and following up with enquiries; operating automatically 24/7 without any human input.
The biggest difference between OptiSara and other off-the-shelf tools is customisation; OptiSara can be tailored to your business needs, including your services, qualification questions, CRM, follow-up sequences, and communication channels. No two setups are the same, because no two businesses have the same sales process.
OptiSara works across every communication channel you use; including WhatsApp, your website, SMS, email, Microsoft Teams, and other platforms. Whether customers contact you through a property portal, website enquiry form, social media ad, or direct WhatsApp message; OptiSara responds within seconds and begins the qualification process automatically.
OptiSara is a fully customisable AI lead qualification and automation platform that replaces manual, inconsistent processes of responding to, qualifying, and following up with enquiries; operating automatically 24/7 without any human input.
The biggest difference between OptiSara and other off-the-shelf tools is customisation; OptiSara can be tailored to your business needs, including your services, qualification questions, CRM, follow-up sequences, and communication channels. No two setups are the same, because no two businesses have the same sales process.
OptiSara works across every communication channel you use; including WhatsApp, your website, SMS, email, Microsoft Teams, and other platforms. Whether customers contact you through a property portal, website enquiry form, social media ad, or direct WhatsApp message; OptiSara responds within seconds and begins the qualification process automatically.
With every conversation, OptiSara learns more about your customers, services, and sales process. The system improves with each interaction, becoming more accurate at qualifying intent and more effective at converting leads over time.
The system is completely configured and customised for every qualification question, follow-up sequence, email automation, CRM workflow, and communication channel connection, as per your business needs. I prefer this response
OptiSara is built around your existing processes. Whether you need appointment booking, lead scoring, email automation, cold lead re-engagement, or multi-channel communication, it operates in line with your business needs.
What OptiSara Does and How It Helps Businesses Automate Processes
OptiSara is not a fixed product—it’s a flexible platform. Each setup is tailored to your specific business needs, including email automation, multi-channel communication, CRM integration, custom qualification flows, cold lead re-engagement, and API-based integrations. If your business faces challenges in handling enquiries or customer communication, OptiSara can automate it.
OptiSara is designed to generate revenue without crossing compliance lines. It operates within clear, auditable boundaries to protect your business and your customers—particularly in regulated industries such as financial services and healthcare.
OptiSara can be integrated with any communication channel and responds immediately. It detects enquiries the moment they arrive—whether it's 9am Monday or 11pm Sunday. Customers can reach you via WhatsApp, your website, SMS, email, or any connected channel.
OptiSara engages leads in natural, human-like conversations instantly with targeted questions to understand buying intent, budget, timeline, and readiness. This is real AI understanding, not scripted keyword matching.
Based on the conversation, the lead is qualified and tagged by intent level, enquiry type, and recommended next action. The complete profile—name, contact details, intent score, budget, and timeline—is automatically saved to your CRM with zero manual entry.
For leads that do not convert immediately, OptiSara follows up over days—multiple times if needed. It also offers appointment bookings directly within the conversation. It never forgets and never gives up.
When a lead meets your conversion threshold, OptiSara notifies your team and hands off the conversation fully briefed. The lead is warm, pre-qualified, and ready to close—so your team focuses only on closing, not chasing.
Most automation tools push data into your CRM. OptiSara does both directions. It pushes every new qualified lead in — and pulls every cold lead out. Every business accumulates contacts who enquired, showed interest, and then went quiet. OptiSara connects to your CRM, identifies those contacts automatically, and sends them personalised re-engagement messages via WhatsApp, SMS, or email. Leads that were written off become active pipeline again.
OptiSara continuously improves with every conversation, feeding data back into its qualification model. Over time, it becomes more accurate at identifying high-intent leads, more effective in follow-up timing, and more precise in understanding your customer base. The longer OptiSara runs, the better it performs.
OptiSara is not built for a specific industry but built for a specific problem. OptiSara can help and support any Australian small medium business that receives inbound enquiries and loses revenue because of slow response, inconsistent follow-up or no qualification system.
OptiSara is fully customised for each business before going live. This means that the qualification questions, follow-up sequences, compliance boundaries, CRM workflows, and communication channels are all configured around your specific business, not a generic template for your industry.
Scope of work, location of site, budget, and timeline captured before quoting. Unqualified enquiries filtered automatically.
New patient intake, health fund capture, consultation booking, and appointment reminders. After-hours covered without admin staff.
Investment intent, income range, and consultation readiness captured. Configured within ASIC and NCCP compliance boundaries.
Buyer and seller qualification, inspection booking, and after-hours enquiry coverage. Responds before competitors do.
Cart abandonment follow-up, purchase intent qualification, and post-purchase re-engagement via WhatsApp and email.
Any business with inbound enquiries can be automated. If you have a lead flow and a sales process, OptiSara can be built around it.
Scope of work, location of site, budget, and timeline captured before quoting. Unqualified enquiries filtered automatically.
New patient intake, health fund capture, consultation booking, and appointment reminders. After-hours covered without admin staff.
Investment intent, income range, and consultation readiness captured. Configured within ASIC and NCCP compliance boundaries.
Buyer and seller qualification, inspection booking, and after-hours enquiry coverage. Responds before competitors do.
Cart abandonment follow-up, purchase intent qualification, and post-purchase re-engagement via WhatsApp and email.
Any business with inbound enquiries can be automated. If you have a lead flow and a sales process, OptiSara can be built around it.
The distinction with OPtiSara is that it’s delivered as a configured, working system built around your business – not a generic platform you configure yourself after purchase.
OptiSara begins qualifying the lead immediately by asking the right questions for your specific business and sales process. The difference between an auto-reply and a qualified lead profile in your CRM represents the entire value.
WhatsApp, SMS, email, your website, Microsoft Teams, and any other platform via API—OptiSara connects every channel your customers use and manages all conversations from a single dashboard, with every lead synced to your CRM.
Full setup which includes channel configuration, CRM connection, qualification questions, compliance setup, and on-boarding which is completed within 48 hours. No months of implementation. No technical expertise required.
OptiSara is designed to generate revenue without crossing compliance lines. It operates within clear, auditable boundaries to protect your business and your customers—particularly in regulated industries such as financial services and healthcare.
| Compliance feature | Details |
|---|---|
| Spam Act 2003 compliant | Every message includes sender identification, consent capture, and one-tap opt-out — the three requirements ACMA enforces. Non-compliant WhatsApp marketing attracted $4M+ in ACMA penalties in 2025. |
| No financial advice provided | OptiSara captures information and qualifies intent only. It never provides financial advice, credit assessments, loan approvals, or investment recommendations. Configured within NCCP Act and Best Interests Duty for mortgage broker use. |
| No sensitive data collected | No credit scores, tax file numbers, account details, or sensitive financial data is collected during AI qualification conversations. Data collected is limited to what is needed for legitimate lead qualification. |
| Privacy Act & OAIC compliant | Purpose-bound data use, deletion on request, full transparency — aligned with OAIC guidance for the industries OptiSara serves. Sector sweeps by OAIC targeting real estate agencies are active in 2026. |
| Privacy Act 2026 ADM ready | ADM (Automated Decision Making) explainability rules take effect December 2026. OptiSara is architected ahead of this deadline. Generic tools are not. Clients using OptiSara are compliant before the requirement takes effect. |
| Australian data sovereignty | All client data is processed and stored on Australian servers. No offshore data transfer obligations. AWS-hosted options available. Full audit trail for every conversation, including timestamps and consent records. |
The ROI calculation for OptiSara is the same regardless of industry. If the platform recovers one qualified lead per month that would otherwise have gone cold, it pays for itself. Most OptiSara users recover their subscription cost within first two weeks of their free trial.
Growth plan — the most popular plan for active Australian SMBs.
Recovering one qualified lead per month covers the subscription cost for most businesses.
Most OptiSara users recover their subscription cost within the first two weeks of their free trial.
No per-enquiry fees. No per-conversation charges. No setup fees. Industry-specific configuration included. 14-day free trial on all plans.
Solo operators and small teams
Basic performance dashboard
Email support
Most popular plan
Monthly ROI report to inbox
Priority support and onboarding
High-volume businesses
Dedicated Australian account manager
API access and custom integrations
Annual plans: Starter $1,990/yr · Growth $3,290/yr · Pro $4,990/yr — save up to 24%
We are a results-driven digital marketing team specializing in SEO, paid ads, and AI-powered automation solutions tailored for business growth.
OptiSara is a fully customisable AI lead qualification and automation platform built by Optirank for Australian small and medium businesses. It responds to every inbound enquiry automatically across WhatsApp, website, SMS, email, Microsoft Teams, and any connected channel — qualifies leads through natural AI conversation in real time, syncs data to your CRM, runs automated follow-up sequences until conversion, and hands off hot prospects to your sales team. Every setup is configured specifically around the business it serves. OptiSara operates 24/7 without staff input and can be live within 48 hours.
OptiSara automates inbound lead response, lead qualification and scoring, CRM data entry and lead tagging, multi-touch follow-up sequences, appointment booking, email automation, cold lead re-engagement, and human handoff to sales. It connects to any communication channel via API and is fully configured around your workflows, industry, and sales process. Common automation types include WhatsApp qualification flows, email nurture sequences, cold lead re-engagement via SMS, and daily lead summary emails for sales teams.
OptiSara works across WhatsApp, website enquiry forms, SMS, email, Microsoft Teams, and any other communication platform your business uses via API. Every channel is configured specifically for your business. All conversations are tracked in a central dashboard and synced to your CRM regardless of which channel the enquiry arrived through. OptiSara is not limited to WhatsApp — it is a multi-channel platform that connects every touchpoint your customers use.
OptiSara is built for any Australian small or medium business that converts inbound enquiries into bookings or sales. Primary industries include real estate agents and property agencies, mortgage brokers, service businesses, medical and dental clinics, financial planners, trade contractors, e-commerce businesses, legal firms, and education providers. Any business that is losing leads to slow response, inconsistent follow-up, or no qualification system will benefit from OptiSara.
OptiSara is fundamentally different from a generic chatbot in three key ways. First, it qualifies real buying intent through AI-powered, natural conversations—not keyword-triggered scripts. Second, it connects to and learns from your CRM data, improving accuracy with every interaction. Third, it operates as a complete automation platform, handling multi-channel responses, lead qualification, CRM synchronization, follow-up sequences, cold lead re-engagement, appointment booking, and human handoff. A chatbot answers questions—OptiSara generates a qualified pipeline.
OptiSara can be live and responding to real enquiries within 48 hours of starting your free trial. Setup includes WhatsApp Business API configuration, website integration, CRM connection, qualification question customisation for your industry, and a personal onboarding session. No months of implementation or technical expertise required. Every plan includes full setup at no additional cost.
Yes. OptiSara is fully Spam Act 2003 compliant with sender identification, consent capture, and one-tap opt-out built into every message flow. It does not provide financial advice, collect credit scores, or gather sensitive financial data. For mortgage brokers, qualification workflows are configured within NCCP Act and Best Interests Duty boundaries. All data is processed and stored on Australian servers. OptiSara is also architected ahead of Privacy Act 2026 ADM requirements taking effect December 2026.
OptiSara is available from $199 per month on a monthly SaaS subscription with no per-enquiry or per-conversation fees. The Growth plan at $349 per month is the most popular for active businesses. The Pro plan at $549 per month supports unlimited enquiries with custom AI flows, multi-agent access, and a dedicated account manager. All plans include setup, CRM integration, and a 14-day free trial with no credit card required. Annual plans are available with a locked-in price guarantee.
OptiSara pays for itself when it recovers one qualified lead per month that would otherwise have gone cold. For most Australian SMBs, recovering a single sale or booking per month at any reasonable service value covers the subscription. The Growth plan at $349 per month is the most common starting point. Most OptiSara users recover their investment within the first two weeks of their free trial, before the trial period ends.
OptiSara is built specifically for the Australian market. It is Spam Act 2003 compliant, NCCP Act and Best Interests Duty aware for mortgage broker use, OAIC aligned for data privacy, and architected ahead of Privacy Act 2026 ADM requirements. All data is stored on Australian servers with no offshore transfer obligations. Optirank, the company behind OptiSara, is based in Melbourne, Victoria, and provides Australian-based support.
14 days live with your real enquiries. Real CRM integration. Real leads qualified. No demo environment. No credit card required. Walk away with nothing lost if it does not deliver.
What is included in your free trial:
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