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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Woventri serves as an online platform designed for freelancers and individual service providers to effectively handle their client databases, billing, revenue, and expenditure. This tool allows users to seamlessly integrate financial records with client and invoice details, enabling them to develop their documentation step by step, starting with a single client and a preliminary invoice. The Free plan permits the creation of two invoices monthly, management of five clients, and up to fifty transactions each month. For a monthly fee of $9, the Plus plan expands these limits to twenty invoices, twenty-five clients, and five hundred transactions, while also offering features like time tracking, recurring entries, and the ability to import CSV files. As users upgrade to higher-tier plans, they gain access to greater usage limits and a wider array of business management tools, enhancing their operational efficiency. This flexibility allows users to choose a plan that best fits their growing business needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Gmail Yes 
Microsoft SMTP Service Yes 
Notion Yes 

Integrations

Gmail No 
Microsoft SMTP Service No 
Notion No 

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 

Pricing Details

$9/month
The Free plan includes up to 2 invoices, 5 clients and 50 transactions per month. Plus costs $9 per month and includes up to 20 invoices, 25 clients and 500 transactions per month, plus time tracking, recurring entries and CSV imports. Higher plans offer larger allowances and additional business tools.
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Optivation

Country

New Zealand

Website

www.optivation.io

Vendor Details

Company Name

Woventri

Website

woventri.com.au

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 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Alternatives

Alternatives

No Alternatives
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