Enterprise AI-Chatbot Intelligence by Zodopt

Your CRM,
Finally
Intelligent.

Stop clicking through dashboards. Just ask OPTI what you need — pipeline risks, deal updates, lead actions — in plain English. It understands, executes, and delivers.

10x
Faster CRM Actions
85%
Less Dashboard Time
Zero
Learning Curve
OPTI AI — Sales Intelligence
Show me deals closing this week above 5L
Found 12 deals closing this week (43.2L total)
DealAmountStagePriority
Redington Cloud12.5LNegotiationHot
Wipro ERP8.7LProposalWarm
TCS Analytics6.3LDiscoveryNew
The Problem

From Chaos to Intelligence

Your sales team wastes 3+ hours daily navigating disconnected tools. Sound familiar?

CRM Fragmentation

Sales data scattered across Zoho, Salesforce, HubSpot. No single source of truth. Reps toggle between 5 tabs to find one contact.

Spreadsheet Overload

200+ spreadsheets with manual updates, broken formulas, version conflicts. Last quarter's forecast? Nobody knows which file is current.

Web Data Silos

Market intel, competitor pricing, social signals trapped in browser tabs. Critical insights never reach the deal room.

ERP Complexity

SAP, Oracle data locked behind complex queries and IT approval queues. By the time you get the report, the opportunity is gone.

The Solution

One Platform.
Total Intelligence.

OPTI connects your entire data ecosystem and lets your team interact with it through conversation — not clicks.

Universal Connectors

Plug into CRM, ERP, Excel, and web sources in seconds. No ETL pipelines. No engineering tickets. Just connect and go.

Zoho · Salesforce · SAP · Excel

Conversational RAG

Ask "Show me Q4 pipeline risk" and get instant charts, tables, and executable CRM actions. Natural language to real results.

AI-Powered · Context-Aware

Enterprise-Grade Security

Isolated AWS infrastructure per customer. Dedicated EC2 instances and databases. SOC2 compliant. Zero data leakage between tenants.

AWS · SOC2 · Isolated Tenancy
How It Works

3 Steps to Intelligence

From chaos to clarity.

1

Connect Everything

One click: your CRM, ERP, Excel files, and web data flow into OPTI. Our universal connectors handle the rest — no APIs to configure, no schemas to map.

CRM → ERP → Excel → Web → OPTI AI
2

Ask Naturally

Type what you need in plain English. OPTI understands context, remembers your previous questions, and executes across your entire data stack.

"What's blocking our Q4 targets?" → Instant analysis
3

Act Instantly

Insights become actions. Send follow-up emails, update deal stages, generate EOD reports, create leads — all from the same conversation.

Insights → Emails → CRM Updates → Reports
10x
Faster CRM Actions
85%
Less Time in Dashboards
3hrs
Saved Per Rep Per Day
99.9%
Uptime SLA
Pricing

Simple, Transparent Pricing

Everything your team needs to turn conversations into closed deals. One flat monthly price, no surprises.

Most Popular
Smart AI Plan
Smart AI
7,500
/month billed monthly
₹1,071 per user  ·  7 users included
What You Get
  • AI-powered CRM chat & insights
  • Automatic email composition
  • Natural language queries
  • Lead creation & management
  • Unlimited messages & history
  • Cloud hosting (Mumbai region)
  • Daily backups & 99.9% uptime
  • Priority email support
Usage Limits
  • Up to 7 users
  • 1M AI tokens / user / day
  • 100 GB database storage
  • Unlimited outbound emails
Infrastructure
AWS Mumbai Secure MySQL SSL Encrypted Auto Backups Isolated Tenancy
Monthly billing, in advance
Cancel anytime · 30 days notice
SOC2 compliant infrastructure
Requirements: Active Zoho CRM subscription with API access (Enterprise or Ultimate plan required).
+ 18% GST applicable  ·  Prices in Indian Rupees
Ready?

Transform Chaos
Into Intelligence

Get a personalized OPTI demo with your actual business data. See your CRM come alive in a 15-minute conversation.

Secure
Customized setup
Uses your real data
Get in Touch

Ready to transform?

Let’s discuss how we can help you achieve your goals. Our team responds within 24 hours.