No contracts. No setup fees. Just more leads and better results from day one.
Optimy’s pricing is straightforward, based on dealership size and the products you select.
Every plan is built around increasing appointment conversion across your dealership leads.
AI Website Chatbot
$599/Month
Turn website visitors into sales opportunities with an intelligent chatbot that engages instantly, answers key questions, and identifies high-intent buyers for follow-up.
lead form connect
$799/Month
Reduce lead drop-off by instantly connecting form submissions to conversation. Shoppers connect with a live human before the lead ever hits your CRM.
AI lead nurture Chatbot
$2999/Month
Automatically follow up with every CRM lead using personalized AI engagement for up to 90 days to keep leads warm and drive more booked appointments.
bdc services
From $599/Month
Expert reps act as your BDC team, engaging digital leads in real time and booking appointments when urgency rises and conversions matter most.
Save when you combine multiple Optimy products or unlock multi-roof discounts across your dealer group.
Bundles drive the most consistent conversion lifts because the products reinforce each other.
We don’t just supercharge your sales—we back it with real people, proactive check-ins, and reliable support every step of the way.
Dedicated Account Manager
One consistent point of contact to coordinate everything you need.
Monthly Check-Ins
Performance reviews and strategic insights to uncover new opportunities.
Ongoing Support
Fast responses, free staff training, and hands-on help with the day-to-day.
Simple Onboarding Process
No setup charges. Training, integration, and onboarding included.
Live Reporting Dashboard
View real-time lead conversion rates by rep and lead source for each rooftop—with a dashboard that also shows group-wide performance.
We’ll show you how Optimy’s AI plus human follow-up model increases conversion and ROI fast.
Go live fast—with guided setup, staff training, and built-in support.
1
Setup
We get you up and running with:
Kickoff and configuration
Staff training
CRM and system integration
2
launch web tools
You’ll go live with:
Pilot with our full product suite
Performance enhancement during the first 90 days to improve conversion
3
ROLLOUT ACROSS YOUR GROUP
Once lift is proven, we scale across your group:
Deploy to other stores within your group
Standardize execution and centralized reporting
We’re confident Optimy will deliver measurable lift in appointment conversion. If it doesn’t, you receive a full refund.
No Risk
If measurable improvement isn’t achieved within 90 days, cancel and receive a full refund of all fees paid during that period.
No Contracts
Cancel anytime with 30 days notice.
No Upfront Fees
No setup charges. Training, integration, and onboarding are included.
Fill in your details and we’ll be in touch to set up a quick demo tailored to your needs.
