Optimo CRM Software

30/05/2026

🚀 New Features have just Dropped into Optimo

Optimo's new features are all about smarter automation, faster websites and more capable AI experiences.

Here's what's new inside Optimo 👇

⏳ Workflows: Wait Action Major Revamp
The Wait Action has received its biggest upgrade yet, with recurring schedules, simplified setup and a more intuitive workflow-building experience.

🤖 AI Agent Action: Knowledge Base Search
AI Agents can now search your Knowledge Base directly, giving them instant access to business information for more accurate responses and smarter decision-making.

💬 Load Chat Widget on User Interaction
Improve website performance by loading your chat widget only after a visitor interacts with your page, helping reduce unnecessary page load and improve user experience.

At Optimo, we're focused on building tools that help businesses:
✔ automate more effectively
✔ improve customer experiences
✔ increase efficiency
✔ reduce manual work
✔ scale with confidence

If you're already using Optimo and have any questions about these new releases, reach out to our team.

If you're not yet using Optimo in your business, 👉 visit https://getoptimo.io/ to see how Optimo can help streamline your sales, marketing, customer management and automation in one connected platform.

29/05/2026

🚀 WOW the development team are on fire! Check out these new features inside Optimo!

Here's what's new inside Optimo 👇

⚙️ Workflow Builder Enhancements
Build and manage automations more efficiently with resizable sidebars and expanded editing views that make workflow creation faster and easier.

📱 Social Planner: Facebook Text Background Posts
Create eye-catching Facebook background posts directly inside Social Planner without needing additional design tools.

🎙️ Voice AI: Smart Silence Handling
Voice AI can now recognise hold phrases and pause naturally when customers are speaking, creating more human-like conversations and a better caller experience.

If you're not yet using Optimo in your business gran a free 14 day trial at https://getoptimo.io/

14/05/2026

🚀 NEW FEATURES OF THE WEEK

More AI. More automation. More control.

Here’s what’s new inside Optimo 👇

📊 Insights Dashboards on Mobile
Access live dashboards, metrics and campaign visibility directly from your mobile app.

🎙 Ask AI Voice Mode
Get hands-free AI support with real-time voice conversations and spoken updates.

📱 White Label Mobile App Screenshot Generator
Create polished, store-ready screenshots without extra design tools or manual editing.

🌐 AI Studio Domain Connection Improvements
Connect root + WWW domains in one smooth workflow with simplified DNS setup.

We’re continuing to build the tools businesses need to:
✔ move faster
✔ automate smarter
✔ improve visibility
✔ simplify operations
✔ scale efficiently

One platform.
Endless possibilities.

Which feature are you trying first? 👀

12/05/2026

🚀 NEW FEATURES OF THE WEEK

This week inside Optimo 👇

⚡ Make voice calls using your own number
⚡ Richer, smarter Ask AI responses
⚡ Category-first booking for Services Calendars
⚡ AI Studio SEO pre-rendering for better visibility

We’re continuing to build tools that help businesses:
✔ automate faster
✔ improve customer experience
✔ increase visibility
✔ streamline operations
✔ scale with less manual work

Smarter systems.
Better workflows.
More growth — all in one platform.

Which feature are you most excited to use? 👀

12/05/2026

🚀 NEW FEATURES OF THE WEEK

We’re constantly improving Optimo to help businesses move faster, automate smarter and grow more efficiently.

This week’s updates are designed to:
✔ improve workflows
✔ increase flexibility
✔ reduce friction
✔ give teams more control

More innovation.
More automation.
More growth tools — all in one platform.

Stay tuned 👀

15/04/2026

If you think Optimo Automation made things easy… your Optimo platform just got superpowers. ⚡

Now you can build things at lightning speed — simply ask your AI Assistant inside AI Studio and watch it go to work.

Tell it what you need and it builds it for you:
👉 Websites & landing pages
👉 Dashboards
👉 Apps
👉 Ecommerce storefronts
👉 Appointment booking pages
👉 Branded forms & multi-step surveys

Just describe what you want in plain language. AI Studio asks a few quick follow-up questions if it needs to, then generates a full working draft — layout, content, images and all.

And if you want to tweak it? Just keep chatting. Change the colours, rewrite the headline, add a contact form — no coding, no starting from scratch.

AI Studio is included in every Optimo Core and Pro plan. 🙌

👉 Already on Core or Pro? Head into your platform, enable AI Studio in Labs, and start building today.

👉 Not on Optimo yet? This is your sign.

# SMESuccess

08/04/2026

New Optimo features 𝗷𝘂𝘀𝘁 𝗱𝗿𝗼𝗽𝗽𝗲𝗱 🤩

From smarter workflows to improved opportunity tracking —
these updates are designed to make your systems more efficient.

But the real value comes from how everything is set up and connected.

That’s where optimisation makes the difference.

03/04/2026

Happy Easter from Optimo 🐰

If you’re anything like us, you’re probably mixing a bit of downtime with a few Easter eggs… and maybe thinking about how to come back sharper next week.

Switch off, enjoy the break, and don’t overthink it — that’s what your systems are for.

Have a great long weekend. 🎉

07/08/2025

Did you know, the average marketer spends nearly 7 hours a week on repetitive tasks.

Imagine what you could do with that time back, and how HighLevel can help you get it.

Give yourself the gift of focus, try AI Employee inside your Optimo CRM and start getting your time back

03/06/2025