One Platform, AI-Amplified, Built for Running GTM
Find the right accounts, reach buyers, keep deals moving, and know where to focus next, all in one platform.
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Your Day in One Place
The context carries through the work, from finding an account to deciding what to do next.
Find the right people.
Start with the ICP, build the list, enrich the people behind it, and see who is worth working first.
Do the outreach
Call, email, and personalise from the research already in Optik, so you reach buyers with something to say instead of starting from a blank page.
Keep deals moving
Turn a lead into an opportunity and keep the contacts, conversations, activity, stage, and next steps together as the deal moves forward.
Know where to focus
Optik looks across the work and surfaces what needs attention next. What the team learns from calls, replies, meetings, and closed deals stays in the system and helps shape what happens next.
AI That Makes Your GTM Team Formidable
One platform alongside your people across the whole go-to-market lifecycle.
Define your ICP
Optik scores every lead across the platform, so your team knows who fits and who doesn’t.
Enrich and prioritise the right people
Build the list, fill in the context, and see who is worth working first.
Reach out and work the deal
What resonates, who engages, and what closes helps sharpen who you go after next.
Feed what you learn back in
Set the companies and buyers you want to go after, and score the things that matter most.
Find and understand the right opportunities.
Build lead lists, research accounts, and bring the context you need into the work.
Move conversations and deals forward.
Get help with outreach, messaging, opportunity progression, coaching, and recommendations.
Stay on top of what happens next.
Capture notes, summarise conversations, create tasks, and keep next steps from getting lost.
Take the admin out of selling.
Automate repeatable workflows and routine tasks, while your team keeps the judgment, decisions, and relationship.
Optik Was Built by People Who Carried a Quota and Designed to Keep You in Control.
The same platform should help a rep decide what to do today, a leader decide where to put their attention, and operations understand what is happening across the system.
Reps
Run the day from one place, with the decisions and relationships staying with you.
Revenue Leaders
See which deals are moving, where they are stalling, and where the team needs attention.
Operations
Bring all the sales stack into one platform, with clearer control over setup, data, access, and integrations.
Seven reasons teams run their go-to-market on Optik instead of a stack of tools
One platform.
No more stitched-together stack.
Your GTM motion isn't broken from lack of effort — it's fragmented. Optik unifies prospecting, outreach, and pipeline so context follows the deal from first touch to close.
Less time researching.
More time selling.
Optik brings enriched data, research, and context directly into the workflow so reps spend more time selling and less time preparing.
AI that makes your team sharper, not one that replaces their judgement.
AI handles research, drafting, and repetitive work. The person still decides who to contact, what goes out, and how to run the conversation.
Full visibility.
No more piecing it together.
When activity and outcomes live in separate systems, leaders lose visibility. Optik keeps the work and the result together.
Strategy begins with execution.
Market signal — replies, conversations, closed accounts — should shape what your team does next. Optik keeps that signal connected so your ICP and motion sharpen over time.
Scale the motion.
Not just the headcount.
Optik helps your current team get more done. When you need more capacity, Managed Optik adds hands-on GTM support without another hiring cycle.
Software you can call someone about.
We help get the motion live, stay close to how you use Optik, and give you a real person.
What Changes When Everything Connects
Teams use Optik to spend less time stitching tools and information together, and more time moving the right opportunities forward.
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FAQs
Data & Lead Research
Does Optik give me access to accurate B2B contact data?
Yes. Discover gives you access to B2B contact data through external data providers. But finding the contact is only the beginning. From there, you can research, prioritise, reach out, and keep working the lead inside Optik.
Can Optik research a lead automatically before a rep reaches out?
Yes. Optimize researches the person and company and brings the relevant context into the lead record before the rep reaches out.
What does Optik actually find out about a lead?
Optik can bring together career history, responsibilities, company information, relevant news, hiring signals, and other context that helps a rep understand who they are speaking to.
How does Optik decide which leads are worth working first?
Your ICP defines what a good fit looks like. Optik can then use that context alongside the data and activity around a lead to help prioritise who is worth working first.
Outreach & Communication
Does Optik personalise outreach, or does it just send templates?
Optik uses the research and context already around the person and company to help draft more relevant outreach rather than starting every message from the same generic template.
Does Optik automate LinkedIn outreach?
LinkedIn can sit inside a human-guided outreach sequence. Optik can draft the message and organise the step, while the rep stays in control of what goes out.
Can reps call and email inside Optik?
Yes. Reps can call and email from inside Optik, so the activity stays with the lead and opportunity instead of being split across different systems.
Does Optik handle meeting scheduling?
Yes. Meetings can be scheduled from inside Optik so the next step stays with the same lead and conversation.
Workflow & Pipeline
Does Optik manage deals after the first meeting is booked?
Yes. Opportunities take the deal through the pipeline to closed won, with the contacts, conversations, activity, stage, and next steps kept together.
Does Optik tell reps what to work on next?
Optik uses prioritisation, Tasks, and Omni Suggestions to surface the leads and deals that may need attention next. The rep still decides what to do.
Can Optik score how well a lead matches our ICP?
Yes. ICP Builder lets you define and score what a good-fit account and buyer look like, then use that context throughout the workflow.
What happens to the information after a deal closes?
The outcome stays connected to the work that produced it. What resonated, who engaged, and what won or lost can feed back into how the team targets and works accounts next.
Does Optik give visibility across the whole GTM motion?
Yes. Because prospecting, activity, pipeline, and outcomes live in the same platform, leaders can see the motion without rebuilding it from several dashboards.
Platform & Philosophy
Is Optik an AI SDR?
No. Optik uses AI throughout the work to help sellers research, draft, prioritise, organise, and automate repeatable tasks. The seller still owns the decisions, conversations, and relationships.
What does Omni Intelligence do?
Omni works across the platform, but the kind of help changes with the job. A rep may get a concrete next action, a leader may get a decision around coverage or risk, and operations may get an analysis explaining what changed.
Does Optik work with the tools we already use?
You can bring existing leads and data into Optik and start working from there. We also help teams move from tools like HubSpot when they want to consolidate more of the workflow.
We already pay for a sales engagement tool. Why would we look at Optik?
Because outreach is only one part of the workflow. Optik brings ICP, data, research, prioritisation, calling, email, opportunities, reporting, and AI into the same platform.
Do we need a RevOps person to run Optik?
No. Our team helps set Optik up around how you sell, including your ICP and workflow, rather than handing over a login and leaving you to figure it out.
Does Optik work for a one-person GTM team?
Yes. There is no minimum seat count.
Getting Started
How does Optik pricing work?
Optik is priced per seat, with usage allowances depending on the plan. Final pricing and plan details are available on the pricing page or through the Optik team.
Is Optik secure?
Optik has achieved SOC 2 Type 1, with Type 2 in progress. A DPA is available as standard, and GDPR requirements are built into how data is handled and processed.
Who built Optik, and who is it for?
Optik was built by people who spent their careers selling and running sales teams. That experience shaped the product, from how the workflow is organised to where AI helps and where the seller stays in control.
We’ll work through it live, in Optik, on a call with our team.
