Optimo Solutions

Agentic Workflows

  • Strategically aggressive AI engine, built to scale your

    business faster than you ever thought possible

Lead intake and Qualification

AI captures lead info, asks qualifying questions, 
enriches with CRM data, and routes only 
high-value leads to sales reps.
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Compliance check

AI verifies documents and workflows against 
industry standards, with a focus on Fintech 
and Financial Services.
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Financial Services and Banking

Automatically generate detailed financial 
reports by unifying data from all your key 
sources
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Financial Reporting

Automatically generate detailed financial 
reports by unifying data from all your 
key sources
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24/7 Conversational AI

Around-the-clock AI interaction for 
customer support and lead engagement.
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Appointment scheduling

AI handles booking and confirmations, 
avoiding conflicts with real-time 
calendar sync.
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Order status updates

Automate order tracking and notifications 
with AI, so customers never miss a beat
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Product Info Management

Automated entry and updates of product data 
including descriptions, pricing, and inventory.
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AI Chatbots

Deploy intelligent chatbots to handle 
inquiries and engage users instantly.
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Payment Reminders

Send automated, personalized alerts for 
due or overdue payments to boost 
collection rates.
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Automated Billing Support

AI resolves billing issues by validating data 
and generating accurate responses.
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E-Com Automation

Enhance your store with AI-powered 
solutions for product management, order 
updates, and customer service.
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Cold Lead Triage

AI engages, qualifies, and routes promising 
cold leads to reps, eliminating dead ends.
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Autonomous Meeting Booking

AI qualifies prospects, finds open slots, and 
books meetings without manual effort.
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Social Media Sales Integration

Integrate WhatsApp, Instagram, and TikTok 
into your sales funnel for seamless lead 
capture and engagement.
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Custom CRM Development

Build and deploy tailored CRM systems to 
fit your unique business workflows.
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AI agents built to
streamline your ops

  • Our AI-powered agents are designed to handle every task from

    start to finish, automating, optimizing, and executing
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