OptiSara is a hand-built AI system for Australian service-based SMBs. It responds to every enquiry within 60 seconds, qualifies the lead through real conversation, and automates the repetitive work behind every deal — across WhatsApp, Instagram, email, your CRM, and your existing stack.
If your business runs on enquiries, follow-ups, and bookings — OptiSara is built for you.
Real work ends. Admin doesn’t.
OptiSara works as two engines you can switch on independently. Most clients start with one and add the other as they grow. Some start with both.
Two engines. One system. Working in the background while you close deals.
A customer reaches out — OptiSara replies in 60 seconds
OptiSara qualifies the lead through real conversation
The handoff — where most AI tools stop, OptiSara keeps going
Workflows run in the background — every day, every lead, every invoice
Your team only touches the deals ready to close
That’s the system. Most clients go from audit to live in 4–6 weeks, and see meaningful ROI within their first quarter.
All three have probably happened to your business — repeatedly.
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, mortgage broking, and healthcare.
We don’t do one-size-fits-all. Pricing is modular — built around which automations you switch on, your business size, and your industry. Every OptiSara setup is hand-built around your specific business, so we give you a real number after the free 30-minute audit, not a brochure price that doesn’t apply to you.
Most clients see meaningful ROI within their first quarter.
A clear picture of where AI fits your business.
Three quick wins you can implement in 30 days.
An honest answer on whether OptiSara is right for you.
*AI Lead Qualification *Automation *CRM Sync *Multi-Channel Integration
OptiSara pricing is modular — it depends on which automations you switch on, your business size, and your industry. We don't publish a one-size-fits-all price because every business setup is hand-built and different. Book the free 30-minute audit and we'll give you a real number for your business.
Most builds go from discovery to go-live in 4–6 weeks, depending on the level of automation. The first conversation is the free 30-minute audit, where we map your specific setup. From there, we hand-build, integrate with your existing tools, train your team, and launch. No demo environment — your first day live is real.
Yes. OptiSara connects to Xero, MYOB, HubSpot, Pipedrive, Salesforce, Zoho, Calendly, Google Calendar, Outlook, Gmail, WhatsApp, Microsoft Teams, and most other business tools used by Australian SMBs. If you use something we don't already integrate with, we'll build the connection during your setup.
Yes. OptiSara is Spam Act 2003 compliant, Privacy Act and OAIC compliant, NCCP Act compliant for mortgage broker use, and architected for the December 2026 ADM (Automated Decision Making) requirements. All data is hosted on Australian servers with full audit trails.
OptiSara is built in English by default. Other languages — including Italian, Mandarin, Vietnamese, Greek, Arabic, or any language relevant to your customer base — can be added during the build. If your business serves a multilingual community, tell us during the audit and we'll configure it.
Give us 30 days' notice and we'll return all your business data — leads, conversation history, CRM exports, automation logs — in standard formats you can use elsewhere. No data lock-in, no exit fees, no holding your information hostage. The system is yours; we just run it.
OptiSara is a hand-built business automation system — not a SaaS product you configure yourself, and not a chatbot. It combines an AI Conversation Engine that talks to your customers and an Automation Engine that runs your workflows, both configured around your specific business, industry, sales process, and compliance requirements. Setup, training, and integration are included.
OptiSara is built for service-based small and medium businesses across Australia — mortgage brokers, accountants, lawyers, real estate agents, healthcare and allied health practices, property managers, hospitality venues, importers and exporters, trades, consultants, and education providers. If your business runs on enquiries, follow-ups, and bookings, OptiSara is built for you.
OptiSara is hand-built for service-based SMBs across Australia — mortgage brokers, accountants, lawyers, real estate agents, healthcare and allied health practices, property managers, hospitality venues, importers and exporters, trades, consultants, and education providers.
If your business runs on enquiries, follow-ups, and bookings, the next step is the free 30-minute audit.
