AI-powered workflows for real estate agencies, law firms, medical clinics, accounting firms, and recruitment companies. Built on Make, n8n, and modern AI models. Delivered as managed service, not a product.
The Fortune 500 is automated. The Fortune 5 Million is drowning in manual work. That's where the opportunity lives.
AI reads incoming leads, qualifies them, sends personalized follow-up sequences, and routes hot prospects to your calendar. Works with your existing CRM.
Intelligent booking that slots into your calendar, sends automated reminders, handles rescheduling, and follows up after no-shows — without any human intervention.
AI-powered inbox triage that answers common questions, surfaces relevant knowledge base articles, and escalates complex issues to the right person with full context.
Multi-step outreach sequences that adapt based on prospect behavior. Door knocks followed up. DMs summarized. Deals nudged at the right moment with the right message.
Pricing: $2,000–$10,000 setup + $500–$3,000/month retainer. All packages include onboarding, monitoring, and ongoing optimization. No surprise invoices.
Tell us about your firm and we'll show you exactly where AI can cut your manual work this week.
Most agencies try to serve everyone. We don't. Optera works with a small number of professional service firms — real estate agencies, law firms, medical clinics, accounting firms, recruitment companies — that share one thing: high-value employees spending too much time on repetitive work.
We don't sell software. We sell outcomes. Our clients measure us on booked appointments, lead response time, support ticket resolution, and revenue recovered from automation. Not on hours logged.
The gap between firms that have AI automating their follow-up and ones still copying and pasting is about to become a chasm. We help you cross it first.