Optivation runs client work end to end, and now it runs from your phone. Capture the request, book the call, do the work, track the hours, and send the invoice. Everything lands on the same client record.

Most small teams stitch this together across five separate tools. The brief lives in one place, the hours in another, the invoice in a third, and someone re-keys the same client details into each. Optivation closes that gap. The work and the billing sit in one workspace, so nothing gets copied twice and nothing falls through.

WHAT YOU CAN DO

• Time tracking: Start the built-in timer against any task. Every hour logs against the right client and project, so your billable hours and utilization are accurate by Friday.
• Invoicing: Generate an invoice from the logged hours. Line items draw from the work you already tracked, so it is ready to send the moment the job wraps.
• Document generation: Mark the parts that change with a placeholder and map each one to a field. Generate a finished Word document from any record: a proposal, a contract, an engagement letter. The layout stays put and your data drops in.
• Databases and project management: Keep clients, projects, and tasks as records you can sort, filter, and view as a table, board, or calendar. Build the view that matches the job in front of you.
• Pages: Write briefs, notes, and project docs with files, tasks, and comments on the same page as the work.
• Forms: Build an intake form and share the link. Answers land in your database as a record, already typed and ready to filter.
• Booking: Share a booking link for discovery and kickoff calls. The answers attach to the client record, so the context is waiting before the call starts.
• Client sharing: Share a project or page with a client. They follow the work and leave comments, and guests do not count toward your seats.
• Inbox: Form submissions, booking answers, and project updates land in one place to action.
• AI Advisor (early access): Opens against a record, draws a summary, surfaces action items, and suggests values for empty fields.

A WEEK WITH OPTIVATION

Monday, a prospect fills your intake form and the record appears in your pipeline. Tuesday they book a discovery call through your link, and their answers are already attached when you join. You spin up a project page, drop in the brief, and start the timer.

Through the week the hours log against the project as you work. Your client follows progress on the shared page and comments in context. Friday, you generate the invoice from the tracked hours and send it. The week's work and the week's billing came out of the same workspace.

WHO IT'S FOR

Optivation fits freelancers, independent consultants, and agency teams from 1 to 15 people. Most of them bill by the hour and run several client projects at once. Marketing agencies, development shops, and creative studios use it to run client work end to end. If the work sits in one tool and the billing sits in another, this brings them together.

ON YOUR PHONE

The desktop workspace and the mobile app share the same data, live. Start a timer between meetings. Check a form submission from the train. Send an invoice the moment a job wraps.

FROM RECORD TO PAYMENT

The point of one workspace is the line you can draw through it. A prospect fills your form and the record appears. You book the call, do the work, and track the time on the project page. When the work is done, the invoice is already most of the way written. Fewer forgotten timers, cleaner invoices, less time on admin.

Databases, forms, document assembly, time tracking, and invoicing for client work, in one app. Download Optivation and bring your workspace with you.