OptiFlow Merchant

OptiFlow Merchant

OptiFlow Technologies
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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.

About

Enterprises can optimize their costs, usage and administrative processes, as well as ensure high-quality services, by using Pro as an in-house optimization solution. Pro offers individual enterprises control, awareness and a balance between their technology investments and business demands. Digitally documenting an enterprise’s utilization of IT services also lays the foundation for a smoother process at accounts payable, where costs are booked correctly the first time. Service providers can offer ProOpti’s solution as part of their software delivery to customers. Pro is instrumental for service providers wishing to support their customers in handling technology costs and usage as a centrally-purchased or managed solution, and it can function as a service provider’s own platform for transparent reporting and insights. Service integrators can also maximize their profits by using Pro to make sure that they don’t over-deliver on unused services.

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

Audience

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

Audience

IT Asset Management solution for IT teams and companies

Support

Phone Support 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

No images available

Screenshots and Videos

Pricing

Contact for pricing
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
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

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

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 Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

OptiFlow Technologies
Founded: 2025
United Kingdom
optiflowtechnologies.io

Company Information

ProOpti
Founded: 1992
Sweden
www.proopti.com/home.aspx

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Categories

AI Sales Agents Supported

Categories

IT Asset Management Features

Asset Tracking Not Supported
Audit Management Not Supported
Compliance Management Not Supported
Configuration Management Not Supported
Contract/License Management Supported
Cost Tracking Supported
Depreciation Management Not Supported
Inventory Management Supported
IT Service Management Not Supported
Maintenance Management Supported
Procurement Management Supported
Requisition Management Not Supported
Supplier Management Supported

Mobile Device Management (MDM) Features

Automatic Device Recognition Not Supported
Data Management Not Supported
Deployment Management Not Supported
Inventory Management Supported
Maintenance Utilities Not Supported
Procurement Management Supported
Remote Update / Installation Not Supported
Software Management Not Supported
Synchronization Management Not Supported
Wireless Network Support Not Supported

Telecom Expense Management Features

Billing for Data Supported
Billing for Voice Supported
Call Monitoring Supported
Chargeback Tracking Supported
Contract Negotiation Supported
Fixed Line Compatibility Supported
Internal Cost Allocation Supported
Mobile Line Compatibility Supported
Usage Reporting Supported

Wireless Expense Management Features

CRM Not Supported
Custom Rate Plans Supported
Discount Management Supported
Metered Billing Supported
Move / Add / Change Options Supported
Procurement Management Supported
Split Billing Supported
Supports WiFi Hotspots Not Supported
Usage Reporting Supported

Integrations

BigCommerce Supported
Magento Supported
Shopify Supported
WhatsApp Supported
WooCommerce Supported

Integrations

BigCommerce Not Supported
Magento Not Supported
Shopify Not Supported
WhatsApp Not Supported
WooCommerce Not Supported
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Claim OptiFlow Merchant and update features and information
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