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Average Ratings 0 Ratings

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ease
features
design
support

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Description

AgencyPitch is an innovative AI-driven proposal creation tool tailored for marketing agencies across various fields such as SEO, PPC, social media, web design, and content marketing. Unlike conventional document solutions that cater to numerous sectors, AgencyPitch includes specialized features like native retainer and setup-fee pricing, quick 60-second founder video pitches, inline qualifying questions, e-signature capabilities, and the ability to collect setup deposits, all integrated within a seamless workflow. This platform effectively combines the functionalities of PandaDoc, DocuSign, and Stripe Invoicing into one affordable package at just $119 per month for five users, eliminating per-seat fees. Setup is remarkably quick, averaging only five minutes, which is a stark contrast to the approximately four weeks required for configurations on PandaDoc. Agencies leverage AgencyPitch to produce proposals that expedite the closing process, secure upfront deposits, and assess potential clients during the proposal stage. Additionally, users can take advantage of a 14-day free trial, with flexible pricing plans ranging from Free, Solo at $39/month, Agency at $119/month, to Pro at $279/month for annual subscriptions. This comprehensive approach not only streamlines workflow but also enhances efficiency for marketing agencies.

Description

Optivation brings the five jobs agencies run every week into one workspace: forms, databases, pages, time tracking and invoicing. You run the whole client lifecycle in one system, working from the same data at every step, not across five separate tools. When a client fills in your intake form, their answers land straight in your database as a record. Each record opens into a full page, where the notes, files and sub-tasks for that client sit alongside a built-in timer. The hours you log there go onto an invoice generated from that same record, so the work and the billing stay in one place from first contact to payment. The same records show up however you need them: a table for scanning, a board for tracking progress, a calendar for deadlines. Clients can book time with you through a booking page in the same workspace, and pages can be shared with a client when they need to see where things are at. AI Advisor opens against any record and draws out a summary and the action items, so a long brief turns into a list you can work from. Optivation is made for independent consultants and small agency studios who bill hourly or on retainer. You can start on the free plan and move up when you need to. Solo is $19 a month. Studio is $49 a month and covers up to 3 seats, with each extra seat at $19 a month. Paid plans include a 30-day free trial, so you can set up a real client and run it end to end before you decide.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Gmail No 
Microsoft SMTP Service No 
Notion No 

Integrations

Gmail Yes 
Microsoft SMTP Service Yes 
Notion Yes 

Pricing Details

$39/month (Solo)
Free Trial Yes 
Free Version Yes 

Pricing Details

$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 Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

GrahAI Systems

Founded

2026

Country

India

Website

www.agencypitch.io

Vendor Details

Company Name

Optivation

Country

New Zealand

Website

www.optivation.io

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Alternatives

Alternatives

AgencyPitch Reviews

AgencyPitch

GrahAI Systems