Many sales teams have their clients scattered across spreadsheets, email and each salesperson's memory. The result is familiar: proposals that go cold because nobody follows up, emails written one by one and no clear view of what's really in the pipeline.
Optto is the AI-powered CRM we developed at OnlyDevs to fix that. Its promise: your sales team, supercharged with AI.
What Optto is
Optto brings client management, the sales pipeline and email together in one platform. AI isn't a paid add-on: it's included in every plan and takes care of the tasks that steal the most time from sales teams, such as writing emails, following up and preparing reports.
It's designed for non-technical teams: the interface is drag and drop, and we handle the setup.
Clients organised your way
Contacts are organised into customisable tabs, such as Prospects, In progress, Clients or Inactive, and each one has a full record with its entire history. An advanced search takes you to any company, contact or email in seconds.
Every communication, whether manual or AI-generated, is logged in the client's record, so anyone on the team can pick up a conversation knowing exactly what has been discussed.
A visual pipeline so no opportunity slips away
Proposals move by dragging them between configurable columns, each with its own name and closing probability. You can filter by salesperson, status and more to see at a glance where every opportunity stands.
A catalogue of products and services, with reference and description, lets you add them to proposals without typing the same thing over and over.
AI that works for your team
AI emails: send AI-personalised emails to a whole tab of contacts or to the proposals in a pipeline column. Each message is tailored to the contact, their company and their situation.
Automatic follow-up: if a proposal gets no reply within the period you set (for example, 30 days), it moves to “Inactive” on its own. Nothing gets forgotten in a corner of the pipeline.
AI reports: you receive an executive summary of the pipeline by email, analysing proposals, their status and their value. Perfect for Monday's sales meeting.
Connected to the rest of your tools
Optto has a documented REST API and webhooks that notify you in real time of what happens (a proposal created, a client updated, an email sent). That's how it connects to your ERP, your invoicing software or automation tools such as Zapier, Make or n8n.
No hassle getting started
Up and running in under 24 hours: our team sets up Optto and migrates your contacts, proposals and opportunities from another CRM (HubSpot, Pipedrive, Salesforce) or from your spreadsheets. Migration is included.
No lock-in: billing is monthly and you can cancel whenever you like. Data is hosted on servers in the European Union, in line with the GDPR.
Plans start at €60/month for teams of up to 5 users, with options for larger teams and custom projects. Check the current prices at optto.es, where you can also request a free, no-obligation demo.