Related Products
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About
Optivation is one workspace for the five jobs agencies run every week: forms, databases, pages, time tracking and invoicing. The whole client lifecycle runs in one system on shared data, not across five separate tools.
A client intake form writes straight into your database as a record. Every record opens into a full page with notes, files, sub-tasks and a built-in timer. The hours you log there become the line items on an invoice, generated from that same record.
It's built for solo consultants and small studios billing hourly or on retainer. You can start on the free plan. Solo is $19 a month. Studio is $49 a month for up to 3 seats, then $19 for each extra seat. Paid plans come with a 30-day free trial.
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About
ShieldFive is end-to-end encrypted cloud storage. Every file and its name is encrypted in your browser before upload (post-quantum ML-KEM-1024 with XChaCha20-Poly1305 by default on the web), so ShieldFive stores only ciphertext and never holds your keys. Plans: 10 GB free with no card, monthly or yearly subscriptions, or the Lifetime Vault: 2 TB for EUR 199 paid once until 31 Oct 2026, then EUR 249, no renewals, with a 30-day refund. You can preview PDFs, images, spreadsheets and Word documents in the browser, share files with an expiry date and password, and revoke links at any time. Firms can also collect documents from clients through a request link with a PIN and checklist; clients need no account (EUR 29 per seat per month). Current limits: web app today, Android app in testing, no desktop sync client or iOS app yet. The encryption core is open source (Apache-2.0); no external security audit has been completed yet.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.
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Audience
Individuals who want private cloud storage, and accounting and law firms collecting client documents
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.
Forms Free — $0 Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support. Solo — $19/month ($190/year, two months free) Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support. Studio — $49/month ($490/year, two months free) Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support. Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Version
Supported
Free Trial
Supported
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Pricing
EUR 29/month/seat
Free: 10 GB, no card. Lifetime Vault: 2 TB for EUR 199 paid once until 31 Oct 2026, then EUR 249, 30-day refund. Storage subscriptions also available. Firm plan for client document collection: EUR 29 per seat per month.
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationOptivation
New Zealand
www.optivation.io
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Company InformationShieldFive
Founded: 2026
Spain
shieldfive.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Supported
Budget Management
Not Supported
Client Portal
Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Not Supported
Customizable Templates
Supported
Gantt Charts
Not Supported
Idea Management
Not Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Not Supported
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Integrations
Gmail
Supported
Microsoft SMTP Service
Supported
Notion
Supported
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Integrations
Gmail
Not Supported
Microsoft SMTP Service
Not Supported
Notion
Not Supported
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