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.
About Optivation
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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Pricing
Starting Price:
$19/month
Pricing Details:
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.
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:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Optivation
New Zealand
www.optivation.io
Videos and Screen Captures
Ascend is an all-in-one "inbox to invoice" workspace for agencies and freelancers. This overview shows an issue database with a record open in the detail panel — full description, steps to reproduce, and a Priority/Status/Assignee sidebar — alongside the left-hand navigation for Inbox, Databases, Pages, Time & Billing and more.
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Product Details
Platforms Supported
Cloud
iPhone
Android
Training
Documentation
Videos
Support
Online
Optivation Frequently Asked Questions
Q: What kinds of users and organization types does Optivation work with?
Optivation works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Optivation support in their product?
Optivation supports these languages: English.
Q: What kind of support options does Optivation offer?
Optivation offers support via online.
Q: What other applications or services does Optivation integrate with?
Optivation integrates with: Gmail, Microsoft SMTP Service, and Notion.
Q: Does Optivation have a mobile app?
Yes, Optivation has a mobile app for iPhone and Android.
Q: What type of training does Optivation provide?
Optivation provides training in the form of documentation and videos.
Q: Does Optivation offer a free trial?
Yes, Optivation offers a free trial.
Q: How much does Optivation cost?
Pricing for Optivation starts at $19/month.
Q: What pricing for support is available for Optivation?
Optivation offers support included with purchase.
Q: What pricing for training is available for Optivation?
Optivation offers training included with purchase.
Optivation Product Features
Project Management
Agile Methodologies
Supported
Client Portal
Supported
Customizable Templates
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Time & Expense Tracking
Supported
Budget Management
Not Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Not Supported
Gantt Charts
Not Supported
Idea Management
Not Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Traditional Methodologies
Not Supported
