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.
Pricing
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.
Integrations
Company Information
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.
