Pipeline Generation OS

Stop wasting warm demand—
turn buying signals into pipeline.

For lean Sales & GTM teams. Optifai captures buying signals, creates CRM next steps, orchestrates follow-up with your approval, and proves impact weekly.

Works with HubSpot, Salesforce, and your existing stack.

AI-native|Always on|Human in the loop
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Find it. Complete it. Prove it.

From signals to pipeline to proof—without complex setup.

Find Demand You're Missing

Capture buying signals across your site and CRM—and surface the next best move with "why now."

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Complete the Follow-Up

Not just alerts. Optifai creates tasks, drafts, and next steps in your CRM—so follow-up happens on time (with approval).

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Prove the Lift Weekly

See Optifai-attributed pipeline with audit links and weekly reporting—so ROI is undeniable.

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Know what to work on today—and why.

Not just signal detection. See "Why now" and "Next best move" in one screen. No more prioritization paralysis.

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  • Auto-detect high-intent signals: pricing page ×3, demo views, and more
  • Hot / Warm / Rescue tiers for crystal-clear prioritization
  • "Why now" + recommended action visible in one click
  • Pick next move and jump straight to Complete (execution)

Approve once, deal moves forward.

No more "notification and nothing happens." Next action is ready—just approve to execute. Auto-logged to CRM.

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  • Follow-up draft + HubSpot task waiting and ready to send
  • Approval modes (Auto / Approval-required) for safe operation
  • Auto-write tasks & logs to CRM—zero manual entry
  • Edit or skip anytime—humans stay in control

Prove the lift—weekly.

"Pipeline dollars attributed to Optifai" delivered every week. Audit trail shows exactly how it happened.

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  • Optifai-Attributed Pipeline (Created / Advanced / Revived) visualized
  • Weekly reports make renewal decisions obvious
  • Signal → Action → Outcome audit trail proves causality
  • 7-day attribution window with transparent rules

Go live in 5 minutes. Get your first pipeline move in under 60 minutes.

Keep your CRM. Optifai layers on your stack—find signals, create the next step in your CRM, and prove impact weekly.

Get started for free
01
2 min

Connect your stack

HubSpot/Salesforce+ more
  • Connect HubSpot / Salesforce
  • Add one signal source (web, email, calendar, etc.)

No workflow rebuild

02
2 min

Turn on proven Plays (no rules)

Pricing pageEmail clickDeal stalledNew inbound+ more
  • Detect intent across web, email, deal movement, + more
  • Inbound / Nurture / Rescue Plays included

Start with defaults—customize later

03
Within 60 min

First next step is ready

HubSpot/Salesforce
SlackMicrosoft Teams
  • Next step created in HubSpot or Salesforce
  • Owner notified in Slack/Teams

Approve to execute (safe by default)

Easy to start, easy to prove

Start free. Prove pipeline impact every week.

Keep your CRM. Optifai layers on top to capture signals, prepare the next move, and show Optifai-attributed pipeline with audit links.

  • Connect once, go live in minutes
  • Turn on proven Plays (Inbound / Rescue / Next step)
  • Weekly Lift report: attributed pipeline + audit links
Start freeView pricing

No credit card required. Cancel anytime.

Optifai Weekly Lift Report

Proof, not promises

See what teams say after they start generating pipeline from signals.

"We didn't realize how much intent we were missing. Optifai surfaced the accounts already warm in our CRM—and told us exactly why now."
— Head of Sales, B2B SaaS (~50 employees)
"Inbound after-hours used to go cold. Now we wake up to a prioritized list of hot opportunities—with next steps ready."
— SDR Manager, SaaS (Mid-market)
"The 'Rescue' Plays brought stalled deals back to life. It's the easiest pipeline we've added this quarter."
— Sales Operations Lead, $20M ARR SaaS
"Other tools alert. Optifai closes the gap by creating the next step in our CRM—so deals actually move."
— Enterprise AE, Data & Analytics Company
"We kept Salesforce exactly as-is. Optifai simply layered on top and started pushing ready-to-run actions to the right owners."
— VP Sales, B2B Software Company
"Approval mode made adoption easy. We started safely, then automated only what we trusted—without losing control."
— RevOps Manager, B2B Services Company
"The weekly report finally answers, 'Did this help?' We can see what Optifai created, advanced, or revived—with audit links."
— Head of RevOps, SaaS Company
"Renewals got simpler. The proof is there every week—pipeline influenced, meetings booked, deals progressed."
— CRO, Enterprise Software Company
"It's not just activity tracking. Optifai ties actions to outcomes, so we can defend the spend with real revenue impact."
— Finance Partner (FP&A), High-growth SaaS
Frequently Asked Questions

Frequently Asked Questions

No. Optifai turns buying signals into next steps—tasks, CRM updates, Slack alerts, and (optionally) email drafts/sends—so deals actually move.

It detects signals across your stack and runs proven Plays to prepare the next best action for the right owner at the right time.

Yes. Start in approval mode, set guardrails (plays, timing, owners), then automate more as you gain confidence.

Still have questions?

Our specialists will answer them. Feel free to contact us.

Average ROI 280% after 3 months

Start free
right now

No credit card required. Just try it.

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