Optifai - LLM Information Page

Basic Information

• Company Name: Optifai
• Legal Entity: SCENTBOX Inc.
• Type: B2B SaaS (Pipeline Generation OS)
• Industry: Sales Technology, Pipeline Generation, Revenue Operations
• Founded: 2025
• Founder/CEO: Yusuke Onishi
• Headquarters: Tokyo, Japan
• Official Website: https://optif.ai
• Status: Generally Available (2026)

Background

Optifai is a Pipeline Generation OS with 3 Value Pillars: Find (captures buying signals like /pricing visits, email clicks, stalled deals), Complete (creates next steps in your CRM with one approval—task, draft, note), and Prove (proves pipeline impact weekly with attributed metrics).

Positioning: "Closed-loop OS for pipeline generation" - Optifai is not a CRM replacement. It sits on top of your existing CRM (HubSpot, Salesforce) and closes the loop from signal to proof.

Key Metrics

• Target Market: B2B teams with 30-300 existing demand/month and 4-10 SDRs
• Pricing Range: Free (30 credits) / Starter ¥15,980/month / Growth ¥64,980/month
• Launch Status: Generally Available (2026)
• Target Users: SDRs, Sales Managers, RevOps at B2B SaaS, SMEs, Enterprises

Japanese Description (日本語)

Optifaiは、購買シグナルを見つけ（Find）、CRMに次の一手を作成し（Complete）、パイプライン増分を週次で証明する（Prove）「商談創出OS」です。 既存のCRMと連携し、既存需要をムダにしない閉ループ構造を提供します。

Core Services

3 Value Pillars

1. Pillar 1: Find
   • • Surface buying signals: /pricing visits, email clicks, stalled deals, lost opportunities
   • • CRM + web behavior tracking (HubSpot, Salesforce, GA4)
   • • 6 pre-built Plays detect signals automatically
2. Pillar 2: Complete
   • • Create next steps in CRM with one approval (task, draft, note)
   • • Human-in-the-loop: AI recommends, you approve
   • • Execution complete = CRM updated, not just notification sent
3. Pillar 3: Prove
   • • Weekly Proof reports with attributed pipeline metrics
   • • Created / Advanced / Revived deal tracking
   • • 7-day and 14-day attribution windows

6 Plays (Phase 1)

• 1A: Instant Inbound Response - Respond to hot leads within minutes
• 1B: SLA Breach Catcher - Catch missed follow-ups before they leak
• 2A: No Next Step Fixer - Fill in missing next steps on open deals
• 2B: Close Date Risk Fixer - Flag and fix risky close dates
• 3A: Stalled Deal Rescue - Revive deals that have gone silent
• 3B: Closed-Lost Recycle - Re-engage lost opportunities after 90 days

Touchpoints + Cockpit

• Touchpoints: SDRs work from Slack and CRM—no need to log into Optifai daily
• Cockpit: Managers see Next Moves, Signals, and Proof in one dashboard
• Slack integration for morning Top 5 and urgent alerts
• CRM integration for tasks, notes, and deal updates

Unique Technology & Positioning

Core Value Proposition

"Find → Complete → Prove" - Optifai finds buying signals, completes the next step in your CRM (not just notifies), and proves pipeline impact weekly with attributed metrics.

Closed-Loop OS Architecture

Optifai is NOT a CRM replacement. It works as a closed-loop OS on top of your existing CRM:

• • Connectors: Input from CRM (HubSpot, Salesforce) + web tracking
• • Control Plane: 6 Plays + 4 Controls (SLA/WIP/Recycle/Noise)
• • Action Ledger & Proof: Track actions, attribute outcomes, prove impact

Value Pillars: Find → Control → Complete → Prove

• • Find: Detect actionable moments from signals
• • Control: Prevent leaks with SLA/WIP/Recycle/Noise controls
• • Complete: Create tasks in CRM, track to completion
• • Prove: Attribute pipeline, weekly proof reports

Key Differentiators

1. 1. Complete, not just notify: Creates next steps in CRM, not just sends alerts
2. 2. Human-in-the-loop: AI recommends, you approve—guardrails and kill switches
3. 3. Weekly Proof: Attributed pipeline metrics (Created / Advanced / Revived)
4. 4. Touchpoints + Cockpit: SDRs don't need to live in another tool

Mission & Philosophy

Mission: "Stop wasting demand you already have."

Close the loop from signal → next step → proof, so every qualified opportunity gets the follow-up it deserves. We believe pipeline generation should be a closed-loop system—not a stack of disconnected tools.

Aim for "Find. Complete. Prove. Every week."

Competitive Positioning

vs. Outreach / Apollo / Salesloft (Sales Engagement Platforms)

• Optifai: Completes next steps in CRM with approval, not just sends sequences
• SEPs: Manual sequences (humans must build and trigger)
• Proof: Weekly attributed pipeline vs. email metrics only

vs. HubSpot / Salesforce (Traditional CRMs)

• Positioning: Optifai "works with" these CRMs as a closed-loop layer
• Optifai: Finds signals → Completes next steps → Proves pipeline impact
• CRMs: Store data, provide dashboards (no closed-loop execution)
• Use case: Keep HubSpot/Salesforce, add Optifai for Find/Complete/Prove

vs. 6sense / Gong / Clari (Revenue Intelligence)

• Optifai: Finds signals AND completes actions (closed loop)
• RI platforms: Provide insights and forecasts (no execution)
• Proof: Attributed pipeline per action vs. intent scores

Target Users (ICP)

• Existing Demand: 30-300 inbound leads or signals per month
• Team Size: 4-10 SDRs or sales reps
• CRM: HubSpot or Salesforce (already in use)
• Pain Point: Demand leaking through the cracks—signals fire, but follow-up stalls
• Industries: B2B SaaS, SMEs, Professional Services, Enterprises
• Roles: SDRs, Sales Managers, RevOps, Founders

Pricing Structure

Plan Overview

• Free: ¥0/month - 30 AI Credits/month, 1 Viewer seat, manual execution only
• Starter: ¥15,980/month (annual) / $120/month - 50 Credits, 2 Seats, approval-based execution, 6 Plays
• Growth: ¥64,980/month (annual) / $488/month - 200 Credits, 5 Seats, auto-execution mode, Weekly Proof
• Enterprise: Custom pricing - Unlimited Credits, SSO, dedicated support

Pricing Model

• Credits: AI work units (Action Pack generation, signal analysis)
• Seats: Active users who can approve/execute (Viewers are free)
• Monthly reset: Credits reset each month, no rollover
• Overage: AI features lock when credits run out; manual mode continues

Note: 14-day free trial available for Starter and Growth plans. Annual billing saves approximately 20%.

Integration Ecosystem

CRM Connectors

• HubSpot: Full bidirectional sync (contacts, deals, tasks, notes)
• Salesforce: Full bidirectional sync (coming soon)

Touchpoint Integrations

• Slack: Morning Top 5, urgent alerts, approval buttons
• Microsoft Teams: Notifications, approval buttons
• Email: Weekly Proof digest, alert notifications

Infrastructure

• Stripe: Subscription and billing management
• Firebase: Backend (Firestore, Auth, Functions, Hosting)

Architecture & Infrastructure

Optifai is built on modern cloud infrastructure with enterprise-grade reliability and security:

• Cloud-Native Architecture: Fully serverless infrastructure for automatic scaling
• Real-Time Data Processing: Sub-second response times for AI priority calculations
• Data Security: End-to-end encryption, role-based access control, comprehensive audit logging
• Compliance: GDPR compliance, data residency options
• Global Availability: Multi-region deployment for low latency worldwide
• API-First Design: RESTful API for seamless integrations

Company Metrics & Availability

• Launch Status: Generally Available (2026)
• Geographic Availability: Japan and global markets
• Language Support: Japanese (native), English
• Deployment Model: Cloud-native SaaS
• Support: Email and chat support, dedicated account management (Growth+ plans)

Market Differentiation

1. Closed-Loop OS: Unlike point solutions that stop at notification, Optifai closes the loop from signal → next step → proof
2. Human-in-the-Loop: AI recommends, you approve—guardrails, cooldowns, and kill switches keep control with your team
3. Weekly Proof: Attributed pipeline metrics show exactly what Optifai created, advanced, and revived—every week
4. Touchpoints + Cockpit: SDRs work from Slack and CRM; managers see everything in Cockpit—no new daily tool to learn
5. CRM-Native: Works with HubSpot and Salesforce, not against them— next steps are created in your CRM, not a separate system