Frequently Asked Questions

Otom8er is an all-in-one sales, marketing, and customer relationship management (CRM) platform designed to help agencies and businesses automate their workflows, manage leads, build websites and funnels, schedule appointments, and streamline communications across channels like SMS, email, and social media. With Otom8er, users can create automated marketing campaigns, manage pipelines, track customer interactions, and leverage tools for reputation management, invoicing, and even AI-powered content—all within a single, customizable dashboard. The platform supports unlimited users and contacts and integrates seamlessly with other tools to ensure that every aspect of your business’s sales and marketing processes can be managed and automated efficiently in one place.

Otom8er is primarily a CRM, but it is much more than that—it’s an all-in-one platform that combines customer relationship management with powerful tools for sales automation, marketing, appointment scheduling, reputation management, and communication across channels like SMS, email, and social media. By centralizing all your contacts, conversations, and workflows in one place, Otom8er eliminates the need for multiple separate tools, allowing businesses to manage leads, nurture prospects, automate follow-ups, build websites and funnels, and track analytics within a single, unified system, making it a comprehensive solution for agencies and businesses looking to streamline and scale their operations.

Otom8er is designed for both agencies and businesses, mirroring the approach of HighLevel, which serves a broad spectrum of users including digital marketing agencies, startups, small to medium-sized businesses, and even larger enterprises. The platform offers robust marketing automation, CRM, and lead generation tools that are ideal for agencies looking to streamline operations and manage multiple clients, as well as for businesses seeking an all-in-one solution to grow their customer base and enhance customer engagement. With its scalable features, automation capabilities, and user-friendly interface, Otom8er provides value whether you’re an agency managing campaigns for others or a business building your own marketing systems, ensuring flexibility and efficiency for a wide range of professional needs.

Otom8er is especially beneficial for marketing agencies, consultants, and service-based businesses that need to streamline their operations, automate marketing and communication tasks, and manage leads efficiently. By consolidating CRM, marketing automation, appointment scheduling, reputation management, and sales funnel tools into one platform, Otom8er helps these businesses save time, reduce costs, and improve client engagement. While it is versatile enough for small businesses across various industries, its all-in-one approach is particularly valuable for agencies managing multiple clients or locations, as well as professionals who want to centralize their marketing, sales, and customer relationship efforts without juggling multiple disconnected tools.

Otom8er can be a helpful tool for e-commerce businesses, especially those looking to automate marketing, manage customer relationships, and streamline communication with leads and customers. While Otom8er offers robust CRM, marketing automation, and workflow features that can support e-commerce operations, it does not provide specialized e-commerce platform capabilities such as advanced product catalog management, multichannel selling, inventory tracking, or integrated checkout and payment processing that dedicated e-commerce platforms offer. However, e-commerce businesses that primarily need to enhance their marketing, follow-up, and customer engagement processes can benefit from Otom8er. In fact, for core e-commerce functions like product management, order fulfillment, and multichannel sales, integrating Otom8er with a dedicated e-commerce platform would deliver the most comprehensive solution.

Yes, Otom8er offers a free trial that allows you to experience the business automation you need for seven days at no cost. To start the trial, you simply need to sign up and provide your payment information, but you will not be charged during the trial period. If you decide Otom8er isn’t the right fit, you can cancel anytime before the trial ends to avoid any charges.

You can easily customize Otom8er to fit your specific business needs by tailoring the platform’s features and workflows to match your company’s unique requirements. Otom8er allows you to personalize your dashboard with your own logo and brand colors, set up a custom domain for a fully branded experience, and configure business details such as your company name, contact information, and policies, ensuring a professional and consistent presence across all your communications. Additionally, you can adjust automation workflows, integrate your preferred tools, and modify client-facing interfaces so that Otom8er aligns perfectly with how you operate, making it a flexible solution that grows with your business.

Otom8er offers a comprehensive suite of features designed to streamline and supercharge your lead generation and management efforts. With Otom8er, you can easily capture leads through customizable landing pages, embedded forms, and pop-ups that are optimized for conversion and can be tailored to your brand. The platform enables you to automate lead nurturing with powerful workflows, ensuring every new contact receives timely follow-ups via email, SMS, or other channels, increasing engagement and conversion rates. Otom8er’s robust CRM organizes your leads into smart lists and pipelines, allowing you to segment, track, and manage prospects efficiently, while bulk actions let you communicate with groups of leads or move them through your sales process with just a few clicks. Real-time alerts and advanced analytics provide insights into lead behavior and campaign performance, helping you focus on the most promising opportunities and refine your strategies for maximum impact. Integration with popular social media platforms and ad sources means leads from Facebook, TikTok, and other channels flow directly into your CRM, where they can be instantly enrolled into automated nurture sequences. Additionally, Otom8er includes a fully automated booking and scheduling system to simplify appointment setting, along with tools for managing conversations across web chat, SMS, and social messaging—all from one unified dashboard—making it easy to connect with leads wherever they are and never miss an opportunity to grow your business.

Yes, Otom8er supports bulk actions, including the ability to send mass emails and SMS messages to your contacts. You can easily select multiple or all contacts from your list and perform actions like sending a one-time email or SMS, adding contacts to campaigns or workflows, updating pipeline stages, tagging, deleting, exporting, or importing contacts, and even sending review requests. These bulk actions are designed to help you efficiently manage large groups of contacts and streamline your communication efforts, making it simple to execute mass outreach campaigns directly within Otom8er.

Yes, with Otom8er you can easily build both websites and funnels using our intuitive drag-and-drop builder, allowing you to create professional web pages for any purpose, whether you need a full business website or a step-by-step funnel designed to capture leads or drive sales. You have the flexibility to customize layouts, add new pages or funnel steps, and even import existing pages to streamline your workflow, making it simple to design, edit, and publish your online presence directly from the Otom8er platform, all without needing any coding experience.

Yes, Otom8er includes a user-friendly drag-and-drop website builder that allows you to easily create and customize your website without any coding experience. You can select from a variety of professionally designed templates, customize layouts, add your own images, text, and branding elements, and rearrange sections simply by dragging and dropping them into place. This intuitive builder is designed to make the website creation process fast and flexible, enabling you to launch a professional-looking site that perfectly fits your business needs, all within the Otom8er platform.

With Otom8er, you can set up a wide range of powerful automations to streamline your business processes and boost productivity. Otom8er enables you to automate tasks such as answering calls 24/7, sending notifications for received calls, scheduling appointments, and managing your calendar seamlessly. You can also automate follow-ups, reminders, and notifications to ensure you never miss an important lead or meeting. The platform allows you to create custom workflows that handle repetitive tasks, trigger actions based on customer interactions, and integrate with your existing tools to keep your operations running smoothly. Whether you want to automate your sales pipeline, nurture leads, or handle client communications, Otom8er provides flexible automation options designed to save you time and help your business grow efficiently.

Yes, you can integrate Otom8er with a wide variety of other platforms and tools to streamline and automate your business processes. Otom8er is designed with robust integration capabilities, supporting connections with popular ERP applications such as SAP, Oracle eBusiness Suite, and PeopleSoft, as well as a range of database systems including Oracle, MS SQL-Server, PostgreSQL, MySQL, and MongoDB. It also offers compatibility with service-oriented architectures through Web Services (SOAP and RESTful APIs), Java/J2EE, messaging queues, and file-based triggers. Additionally, Otom8er can be embedded into DevOps toolchains using REST APIs and JSON, making it easy to automate and manage workflows across both on-premise and cloud environments, including platforms like Hadoop, Spark, EMR, Snowflake, and Redshift. This flexibility ensures that Otom8er can be tailored to fit your existing technology stack and business needs, enabling seamless orchestration and automation across your organization.

Yes, Otom8er offers a mobile app available for both Apple and Android devices, providing you with convenient access to powerful features such as scheduling, messaging, document management, reputation management, invoicing, and more—all from your mobile device, so you can manage your business on the go with the same seamless experience you enjoy on desktop.

Otom8er streamlines appointment scheduling by offering an intuitive online booking system that allows your clients to easily reserve time slots based on your real-time availability. You can set up custom calendars for different services or team members, define your preferred meeting durations, and specify your working hours and buffer times between appointments to prevent back-to-back bookings. Otom8er integrates seamlessly with popular calendar platforms, enabling two-way syncing so appointments booked through Otom8er automatically appear on your connected calendars and vice versa, reducing the risk of double-booking and ensuring your schedule is always up to date. Clients receive automated email and SMS reminders to minimize no-shows, and you have the flexibility to allow clients to reschedule or cancel appointments online without manual intervention. The booking experience is optimized for both desktop and mobile devices, and Otom8er supports time zone detection, making it easy to coordinate appointments with clients anywhere in the world. All these features are designed to save you time, reduce administrative workload, and provide a professional, hassle-free scheduling experience for both you and your clients.

Yes, with Otom8er you can easily create and sell digital products or courses directly through the platform. Otom8er provides a full-featured course management system that allows you to build comprehensive courses with unlimited video hosting and unlimited users, so you can offer both free and paid courses to your audience. You can design your digital products or online courses, manage your content, and set up payment options all in one place, making it simple to launch and monetize your expertise without any technical hassle. Whether you want to sell ebooks, video lessons, or full training programs, Otom8er gives you the tools to manage your digital products, deliver content to your customers, and grow your business efficiently, all from one intuitive dashboard.

Yes, Otom8er offers a variety of ready-made templates designed to help you get set up quickly and efficiently, allowing you to kickstart your projects without having to start from scratch. These templates can be easily customized to fit your specific needs, making it simple to streamline your workflow and launch faster with proven frameworks already in place.

Otom8er is committed to ensuring the security and privacy of your data by implementing robust technical and organizational measures designed to protect your personal information from loss, misuse, or unauthorized access. All data transmitted between your device and Otom8er’s servers is encrypted using industry-standard SSL technology, and we utilize secure data storage solutions that include advanced encryption protocols to safeguard information both in transit and at rest. Access to your data is strictly controlled, with authentication and authorization mechanisms in place to ensure that only authorized users can view or modify sensitive information. Otom8er does not sell or share your personal data with third parties, and we regularly review and update our security practices to address emerging threats and maintain compliance with relevant data protection standards. By prioritizing data integrity and confidentiality, Otom8er provides a secure environment for managing your business operations, giving you peace of mind that your information is protected at every step.

Otom8er is committed to maintaining compliance with international data protection regulations, including the General Data Protection Regulation (GDPR) and similar frameworks. The platform incorporates robust technical and organizational measures such as data encryption, secure storage, and regular security assessments to protect user data and ensure privacy. Otom8er enables users to manage consent, honor data subject rights such as access, rectification, and erasure, and provides transparent privacy policies in line with GDPR requirements. The software also supports necessary documentation and workflows to help users demonstrate compliance, such as Data Protection Impact Assessments (DPIAs) when required, and maintains clear records of data processing activities. Otom8er’s approach to privacy and security is designed to empower businesses to operate confidently across jurisdictions with stringent data protection standards, ensuring that users’ personal data is handled lawfully, fairly, and transparently at all times.

To manage email unsubscribes in Otom8er, every marketing email you send automatically includes an unsubscribe link in the footer to ensure compliance with email regulations and to give your recipients a clear, easy way to opt out of future communications. You can customize the appearance and placement of this unsubscribe link in your email templates by either using the default link, which appears in the footer, or by manually inserting an unsubscribe tag wherever you prefer within your email content. If you choose to disable the default footer link for greater control over your branding, you must manually include the unsubscribe tag in each email to remain compliant. For SMS opt-out, Otom8er supports standard opt-out keywords such as "STOP," "UNSUBSCRIBE," or "CANCEL," which, when replied to by your contacts, will automatically remove them from receiving further SMS messages from your campaigns. This ensures your contacts always have a straightforward way to manage their communication preferences, you remain in compliance with industry standards and regulations, and, of course, that it is all automated for you.

Otom8er is designed to deliver a reliable and consistent experience, ensuring that your business operations run smoothly with minimal interruptions. The platform is built with a strong commitment to quality and reliability, offering a fully managed service that includes proactive monitoring, rapid issue identification, and ongoing maintenance to keep everything running optimally. Otom8er boasts a 99.9% uptime, meaning the service is available almost all the time, with any necessary downtime managed and aligned to your business requirements to minimize impact. Regular health monitoring, timely notifications, and a robust support system are all in place to quickly diagnose and resolve any issues, providing you with peace of mind and allowing you to focus on your core business activities. With Otom8er, you can trust that your automation and workflow needs are supported by a platform that prioritizes stability, uptime, and the seamless delivery of your business outcomes.

Migrating your data from another CRM to Otom8er is a straightforward process designed to ensure a smooth transition with minimal disruption to your business. First, you will want to export your data, such as contacts, leads and other relevant records, from your current CRM, typically in a CSV format or using available export tools. Once you have your data, log in to your Otom8er account and use the import feature to upload your files, carefully mapping each field to ensure all information aligns correctly with Otom8er’s data structure. It’s important to review and cleanse your data prior to import, removing any duplicates or outdated records to maintain data integrity. After importing, verify that your data has transferred accurately by checking records and testing key workflows and automations within Otom8er. If you have more complex needs, such as migrating workflows, automations, or funnels, these can often be recreated or imported using Otom8er’s configuration tools. For the best results, back up your original data before starting, and don’t hesitate to reach out to Otom8er support for guidance on any step of your migration journey.

Otom8er is designed to deliver significant value for businesses looking to streamline operations, boost productivity, and enhance efficiency through automation. By leveraging Otom8er, you gain access to a robust suite of tools that automate repetitive tasks, orchestrate workflows across multiple platforms, and provide real-time visibility into your business processes. This means you can save valuable time, reduce manual errors, and ensure your team focuses on high-impact activities that drive growth. With features like end-to-end workflow automation, customizable dashboards for actionable insights, and proactive issue resolution, Otom8er empowers you to make informed decisions quickly and maintain operational stability, all while keeping your data secure and compliant.

Additionally, Otom8er’s flexible, consumption-based pricing model ensures you only pay for what you use, making it a scalable and cost-effective solution that adapts as your business grows. The platform is built to be highly resilient and available, supported by a dedicated team of automation specialists who are committed to your success. Whether you’re aiming to reduce operational costs, achieve better service level agreements, or simply free up resources for strategic projects, Otom8er offers the expertise and innovation needed to maximize your investment and keep your business ahead of the curve