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.
Other Popular Alternatives & Related Software
EosLog
EosLog is field service management software for small home-service businesses, built by StroBi LLC in San Diego. It covers the full job lifecycle: online intake forms, quotes with e-signatures, drag-and-drop scheduling with day/week/month/team views, automated reminders and on-my-way texts, field forms with photos and signatures, time tracking, invoicing, and Stripe payment collection, plus QuickBooks sync and a client portal. Pricing is flat-rate with no per-user fees: a free-forever tier, then Solo $39/month, Crew $79/month, and Shop $149/month (annual billing saves 20%). EosLog also offers free tools that require no account: a cleaning price calculator, quote generator, invoice generator with shareable links, and a template gallery of service agreements and checklists.
Learn more
Animake
Animake is a centralized animation production management platform built for 2D and 3D animation studios. It combines asset management, version control, synced video review with frame-accurate annotations, collaborative whiteboarding, production-aware chat, and file storage — replacing ShotGrid, SyncSketch, Google Drive, Miro, and Slack in one tool. Month-to-month pricing with no annual contracts. Teams plan includes 75 seats for $599/month ($7.99/seat), saving studios up to 91% compared to running five separate subscriptions.
Learn more
Worksection
Worksection is an all-in-one project management platform that replaces five separate tools — a task manager, planner, time tracker, work chat, and file storage — with one system on a single per-user price.
Built for teams of 5 to 50+ — agencies, IT, consulting, manufacturing, and construction — especially teams that bill clients by the hour. Manage tasks and subtasks, plan with Gantt charts, Kanban boards and a calendar, track time with hourly rates for client billing, discuss work inside each task, and keep files where they belong. Reports and dashboards turn project data into decisions.
Unlike tools that sell time tracking and client billing as paid add-ons, both are built in. Free for teams up to 5 users. Worksection has been doing this since 2008 — GDPR and ISO 27001 certified, available in 11 languages.
Learn more
Quillmatic
Solo and small firm attorneys spend hours every week on documents they've already written, intake they've already collected, and time entries they've already worked. Quillmatic eliminates the repetition. Every tool — document automation, AI drafting, fee agreements, client portals, intake questionnaires, e-signatures, time capture, calendar sync, conflict checking, and deadline tracking — draws from the same matter database. Enter your case details once and every tool gets smarter. Quillmatic also connects directly to Clio. Authorize the connection once and your matters, clients, contacts, and time entries sync automatically. Free plan available. $49/month Solo. $149/month Firm. No per-user fees. No add-on modules. 14-day free trial on paid plans.
Learn more
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.
Other Useful Business Software
Ship Agents Faster
Gemini Enterprise Agent Platform lets you rapidly build, scale, govern and optimize production-ready agents grounded in your organization's data. The platform enables developers to build custom or pre-built agents for virtually any use case. New customers get $300 in free credits.
Product Details
Platforms Supported
Cloud
iPhone
Android
Training
Documentation
Videos
Support
Online
Optivation Frequently Asked Questions
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
