Otom8er Overview

Your All-in-One Sales & Marketing Powerhouse

Otom8er is built to consolidate and automate the entire customer journey, from initial lead generation to client retention. It helps businesses manage leads, communicate effectively, build marketing assets, and track performance, all within a single, unified platform. This eliminates the "tech stack headache" of using many different tools that don't communicate with each other.

1. Voice Marketing Automation

What It's For

Automating voice calls as part of a multi-channel communication strategy, often used for lead follow-up, reminders, and notifications. It replaces:

  • CallHippo (virtual phone system & call tracking)

  • Grasshopper (virtual phone system)

  • RingCentral (virtual phone system)

  • Nextiva (virtual phone system)

  • 8x8 (virtual phone system)

  • Aircall (virtual phone system)

  • CallTrackingMetrics (call tracking software)

  • Ringba (call tracking software)

  • CallHippo (call tracking software & virtual phone)

  • CallRail (call tracking software)

  • WhatConverts (call tracking software)

What It Does For You

  • Instant Engagement. Allows for immediate, automated voice communication with leads or clients, ensuring rapid follow-up that a text or email might not provide.

  • Personalize Outreach (at Scale). Enables the delivery of pre-recorded, personalized voice messages (or AI-generated voice) to a large audience, giving a more human touch than purely text-based automation.

  • Improved Lead Qualification. Use interactive voice response (IVR) options to qualify leads by asking questions and routing them to the appropriate sales agent or department based on their responses.

  • Automated Reminders & Confirmations. Send automated voice reminders for appointments, events, or expiring offers, significantly reducing no-shows and increasing attendance rate.

  • Enhanced Customer Service. Provide automated answers to common questions or direct callers to relevant resources, improving the customer experience without requiring constant live agent intervention

  • AI Voice Capabilities. (1) Custom Voiceovers: Create professional voiceovers for marketing materials, videos, or internal communications without hiring voice actors. (2) Fine-tuned Audio: Adjust pitch, speed, and emotional tone of AI-generated voices to match your brand's personality or the message's intent. (3) Voice Cloning: Potentially clone unique voices (with consent) to maintain brand consistency and familiarity in automated voice communications.

  • Re-engagement of Cold Leads. Use automated voice messages to re-engage leads who haven't responded to other forms of communication, offering a fresh approach.

  • Efficient Information Delivery. Quickly deliver important information or urgent notifications to a large list via automated voice calls.

  • Direct-to-Voicemail Drops: Leave pre-recorded messages directly in a prospect's voicemail box without their phone ringing, providing a non-intrusive way to deliver information.

2. Website Builder

What It's For

Building complete, professional websites that integrate seamlessly with all other Otom8er features. It replaces:

  • WordPress (website builder)

  • Wix (website builder)

  • Squarespace (website builder)

What It Does For You

  • Integrated Platform. Host your entire online presence within Otom8er, simplifying management.

  • Professional Presence. Build a professional online presence without needing separate web development resources.

  • SEO Friendly. Design sites that are optimized for search engines to improve organic visibility.

3. Funnel Builder

What It's For

Creating high-converting sales funnels designed to guide prospects through a specific journey, from initial interest to conversion. It replaces:

  • ClickFunnels (landing page builder)

  • Leadpages (landing page builder)

  • Unbounce (landing page builder)

  • Kartra (funnel builder)

  • Systeme (funnel builder)

What It Does For You

  • Easy Creation. Drag-and-drop functionality makes it accessible to anyone, even without technical expertise or coding skills.

  • Lead Capture. Design forms and landing pages to collect prospect information.

  • Conversion Optimization. Includes features like booking calendars, order forms, timers, and progress bars to optimize conversion rates.

  • Unlimited Funnels. Create as many sales funnels as needed for different products, services, or campaigns.

4. Marketing Automation & Workflow Builder

What It's For

Automating repetitive marketing and sales tasks, such as sending emails, SMS messages, scheduling appointments, lead follow-up (moving leads through pipelines based on triggers and conditions), appointment scheduling, and customer nurturing. It replaces:

  • Active Campaign (marketing automation)

  • Mailchimp (marketing automation)

  • GetResponse (marketing automation)

  • Zapier (for many common integrations)

  • Make (for many common integrations)

  • n8n (for many common integrations)

What It Does For You

Automated Lead Nurturing. Set up sequences of emails, SMS messages, and calls to engage leads automatically based on their actions.

Time Savings. Automates routine processes, eliminating manual tasks, freeing up time to focus on higher-value activities.

Consistent Follow-up. Ensures timely and personalized communication with leads and clients, no lead falls through the cracks and every prospect receives timely communication, improving engagement and lead retention.

Custom Workflows. Design complex automation paths, that span multiple channels (email, SMS, voice, social media) for personalized engagement. tailored to specific business processes and customer journeys.

5. Email Marketing

What It's For

Creating, sending, and tracking automated bulk email campaigns, broadcasts, and managing subscriber lists. It replaces:

  • Mailchimp (email marketing)

  • ActiveCampaign (email marketing)

  • ConvertKit (email marketing)

  • Constant Contace (email marketing)

  • GetResponse (email marketing)

What It Does For You

Drag-and-Drop Email Builder and Editor. Create visually appealing and responsive email campaigns easily.

Automated Email Sequences. Trigger automatic replies and follow-ups based on user behavior or workflow automation. Build drip campaigns for onboarding, nurturing, and re-engagement.

List Management. Segment and manage email lists to send targeted messages.

Campaign Tracking & Reporting. Monitor email open rates, click-through rates, and other key metrics, and access detailed reports to track campaign progress.

Personalization. Use personalization tokens to craft targeted campaigns that resonate with individual recipients.

6. SMS Marketing (2-Way SMS)

What It's For

Sending and receiving text messages for marketing, sales, and customer support. It replaces:

  • Attentive

  • SimpleTexting

  • TextMagic

  • Klaviyo

  • Omnisend

  • EZ Texting

  • SlickText

  • Textedly

  • ClickSend

  • Postscript

  • Textla

  • Podium

What It Does For You

nstant Communication. Reach customers directly and immediately.

Automated Text Responses. Set up automated replies and follow-up messages based on keywords or action. Send appointment reminders via SMS to reduce no-shows and increase attendance.

Direct Engagement. Facilitate two-way conversations with leads and clients, improving response rates and engagement.

7. Customer Relationship Management (CRM)

What It's For

Centralizing all customer and lead information, managing interactions, and tracking their journey through your sales pipeline. It replaces:

  • Salesforce Sales Cloud

  • Hubspot CRM

  • Pipedrive

  • Keap (Infusionsoft)

What It Does For You

Organized Contacts. Keeps all lead and client data (contact info, communication history, deal stages) in one place, preventing information silos.

Smart Lists. Automatically segments contacts based on their behavior, allowing for highly targeted marketing and follow-up.

Mobile Access. Manage contacts and leads on the go with the Otom8er mobile app.

8. Online Scheduling & Calendar Suite

What It's For

Allowing clients to book appointments, consultations, or demos, mange your team's schedule, and integrate directly through online personal calendars. It replaces:

  • Calendly (scheduling tool)

  • Acuity Scheduling (scheduling tool)

  • Schedule Once (scheduling tool)

What It Does For You

24/7 Booking. Clients can book appointments at their convenience, even outside business hours.

Automated Reminders. Send automatic appointment confirmations and reminders via email and SMS, reducing no-shows.

Sync with External Calendars. Integrate with Google Calendar and Outlook Calendar to manage availability, keep schedules organized and avoid double booking.

Streamlined Bookings. Minimizes conflicts and streamlines appointment bookings for clients and prospects.

Reduced No-Shows. Automated reminders help reduce missed appointments, improving efficiency.

Team Availability. Manage multiple team members' calendars and allocate appointments accordingly.

9. Reputation & Review Management

What It's For

Monitoring, protecting, and enhancing your brand's online reputation, primarily through review collection and management. It replaces:

  • Birdeye (reputation platform)

  • ReviewTrackers (reputation platform)

  • Podium (reputation platform)

What It Does For You

  • Automated Review Requests. Effortlessly collect positive reviews by prompting happy customers to leave feedback on Google, Facebook, and so on.

  • Real-Time Monitoring. Stay updated on what's being said about your business across various review platforms.

  • Crisis Response. Address negative feedback promptly to mitigate damage and show customers you care.

  • Build Trust. A strong online reputation attracts more customers and builds trust and credibility.

10. Social Media Planner

What It's For

Planning, scheduling, and publishing social media posts across multiple platforms from a single dashboard. It replaces:

  • Hootsuite (social media scheduling tool)

  • Buffer social media scheduling tool)

  • Sprout Social social media scheduling tool)

What It Does For You

  • Content Management. Centralize social media content planning and creation.

  • Time Efficiency. Schedule posts in advance, saving time and ensuring a consistent social media presence.

  • Multi-Platform Publishing. Publish to Facebook, Instagram, Google My Business, and more directly from Otom8er.

  • Performance Tracking. Basic analytics on post performance to inform future content strategy.

11. AI Employee / AI Powered Content Fields

What It's For

Leveraging artificial intelligence for tasks like content generation, customer support interactions, and optimizing marketing copy. It replaces:

  • Jasper (writing tool)

  • Copy.ai (writing tool)

What It Does For You

Automated Customer Support. Respond to inquiries, schedule follow-ups, and send reminders automatically through AI-powered chatbots.

Content Creation. Generate drafts for social posts, blog outlines, email copy, and marketing headlines, speeding up content production.

Global Translations. Translate content for different audiences, helping to connect with international audiences through accurate and culturally relevant translations.

Real-Time Optimization. Use AI insights to potentially adjust campaigns for maximum impact (e.g., suggesting better subject lines).

12. Invoicing & Payments

What It's For

Creating and managing invoices, processing payments, and tracking financial transactions directly within the platform. It replaces:

  • QuickBooks (invoicing software)

  • FreshBooks (invoicing software)

  • Wave (invoicing software)

  • PayPal (separate payment gateway)

  • Square (separate payment gateway)

What It Does For You

Simplified Billing. Create and send professional invoices easily.

Integrated Payments. Accept payments directly through landing pages, invoices, and websites, offering a seamless checkout experience.

Streamlined Financials. Keep financial aspects of client management and sales processes within the same system for better oversight.

Recurring Payments. Set up subscriptions and recurring billing for services.

13. Membership Sites & Online Courses

What It's For

Creating and managing protected online content, such as online courses, private communities, and exclusive membership areas. It replaces:

  • Kajabi (dedication course platform)

  • Teachable (dedication course platform)

  • Thinkific (dedication course platform)

  • LearnDash (dedication course platform)

What It Does For You

Monetization. Create and sell online courses, premium content, or offer subscription-based access.

Community Building. Host member-only content and foster engagement within a private, branded environment.

Lead Generation. Use free membership tiers as lead magnets.

Content Delivery. Deliver educational content, videos, and resources to your audience.

14. Forms & Surveys

What It's For

Capturing lead information, gathering feedback, and segmenting audiences. Build custom forms, contact pages, and surveys to lead capture, and gather information from prospects and customers. It replaces:

  • Typeform (form builder)

  • Google Forms (form builder)

  • JotForm (form builder)

  • SurveyMonkey (survey tool)

What It Does For You

Lead Capture. Create custom forms to collect contact details and qualify leads.

Data Segmentation. Use survey responses to segment leads into "Smart Lists" for tailored marketing and personalize follow-up actions.

Pop-up Forms. Embed forms as pop-ups on websites to maximize lead conversion.

Data Collection. Easily collect essential information from website visitors and leads.

Automated Triggers. Form submissions can trigger powerful automations (e.g., adding to a pipeline, sending an email).

Feedback Collection. Gather customer feedback to improve products and services.

15. Analytics & Reporting

What It's For

Otom8er's built-in capabilities are designed to replace or reduce the need for several standalone software, platforms, and tools that businesses and agencies typically use to track and report on their marketing and sales performance. Otom8er provides its own native website and funnel tracking, offering insights into traffic, conversions, and user behavior within its ecosystem. While it might not have the granular depth for advanced web analysis that some of these platforms offer, it covers the essential metrics for marketing, sales performance and you don't need to export data to a third-party tool to visualize key metrics. It replaces:

  • Google Analytics (see above)

  • Adobe Analytics (web analytics platform)

  • Matomo (web analytics platform)

  • Clicky (web analytics platform

  • Heap (web analytics platform)

  • Mixpanel (web analytics platform)

  • Google Looker Studio (see above)

  • Databox (reporting & dashboarding tool)

  • Tableau (reporting & dashboarding tool)

  • AgencyAnalytics (reporting & dashboarding tool)

  • DashThis (reporting & dashboarding tool)

  • Whatagraph (reporting & dashboarding tool)

  • Klipfolio (reporting & dashboarding tool)

  • Oviond (reporting & dashboarding tool)

  • Google Sheets (data compilation)

  • Excel (data compilation)

  • SEMrush (SEO & PPC reporting tool)

  • Ahrefs (SEO & PPC reporting tool)

What It Does For You

Data-Driven Decisions. Make informed decisions based on real-time data on lead conversions, sales, campaign effectiveness, and so on.

Performance Monitoring. Track KPIs across your entire sales and marketing efforts in one place.

Identify Bottlenecks. Pinpoint areas where your funnels or workflows might be underperforming.

Customizable Dashboards. Create personalized dashboards to view the most important metrics for your business.

16. Call Tracking

What It's For

Assigning unique phone numbers to marketing campaigns to track which efforts are generating calls. It replaces:

  • CallRail (tracking software)

  • WhatConverts (tracking software)

What It Does For You

  • Attribute Marketing Spend: Understand exactly which marketing channels and campaigns are driving phone calls.


  • Optimize Campaigns: Allocate budget more effectively by knowing what's working.


  • Record Calls: Often includes call recording capabilities for quality control and training.

Empowering businesses with innovative solutions, we are committed to providing seamless support and fostering growth. Connect with us for a brighter, smarter future!

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