OptiFlow Merchant

OptiFlow Merchant

OptiFlow Technologies
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About

Joqiva is a web-based job and back-office application for UK service businesses, bringing customer enquiries, jobs, quotes, invoices and bank-transfer payment follow-up into one workflow. Businesses can turn enquiries into jobs, use templates and saved service information, and prepare quotes for staff review before sending. Joqiva AI assists with enquiry processing, while staff check details before acting. Customers can review quotes and invoices online. Businesses can record payment updates, check bank receipts themselves and send reminders according to their plan; customer payments go directly to the business rather than being processed by Joqiva. Higher plans add team and job-management controls, saved item libraries, accountant access and audit logs. An optional AI Receptionist handles configured calls and captures enquiries or messages for staff review. Joqiva targets air-conditioning and other UK service trades.

About

OptiFlow Merchant gives builders merchants and trade suppliers an agentic AI sales agent called Otis. Otis answers product enquiries, builds priced and stock checked quotes and takes orders on the website and at the trade counter, working live on top of the merchant's existing ERP (Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, Merchanter) and ecommerce platforms including Shopify, WooCommerce, Magento and BigCommerce. It never replaces the ERP; it acts inside it. OptiFlow Technologies also offers OptiFlow Quote (instant priced quotes from a job description, materials list or plan), a WhatsApp agent, an AI receptionist (OptiFlow Lite), contract and cost monitoring (OptiFlow Watch) and 25+ free trade calculators. Built in the UK for UK and Ireland businesses.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

UK service businesses, initially air conditioning and related trades.

Audience

Builders merchants, trade suppliers, wholesalers and distributors in the UK and Ireland

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

£19/month
Starter is £19/month, Pro is £39/month, and Team is £79/month; prices exclude VAT. Annual billing saves two months. Joqiva offers a 14-day trial with no card required and no automatic charge. Joqiva Receptionist is available separately or as an add-on to eligible Pro and Team plans, starting at £49/month with 150 minutes included. Its trial ends after 14 days or 20 minutes, whichever comes first.
Free Version Not Supported
Free Trial Supported

Pricing

Contact for pricing
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Joqiva
United Kingdom
joqiva.co.uk

Company Information

OptiFlow Technologies
Founded: 2025
United Kingdom
optiflowtechnologies.io

Alternatives

Alternatives

OptiPage

OptiPage

OptiApps
OptiCall

OptiCall

OptiCall Solutions

Categories

Categories

AI Sales Agents Supported

Integrations

BigCommerce Not Supported
Magento Not Supported
Sage Accounting Supported
Shopify Not Supported
WhatsApp Not Supported
WooCommerce Not Supported
Xero Supported

Integrations

BigCommerce Supported
Magento Supported
Sage Accounting Not Supported
Shopify Supported
WhatsApp Supported
WooCommerce Supported
Xero Not Supported
Claim Joqiva and update features and information
Claim Joqiva and update features and information
Claim OptiFlow Merchant and update features and information
Claim OptiFlow Merchant and update features and information