Optivo Companion

Optivo helps teams schedule faster with two-way calendar sync, time tracking, capacity limits, and an integrated AI inbox, messaging with file sharing, and more.

Two-Way Sync & Real-Time Scheduling Optivo is the all-in-one command center designed to sync your team’s schedule, communication, and capacity in one high-performance interface. We eliminate the need to jump between scattered tools by uniting a professional-grade scheduler, real-time team chat, and a unified inbox into a single seamless workflow.

Two-Way Sync & Real-Time Scheduling Eliminate double bookings and scheduling conflicts instantly. Optivo seamlessly integrates with Microsoft Outlook and Google Calendar, keeping both work schedules and personal calendars accurate across devices. Changes sync in real time, so your team sees the same availability—while private events remain private and conflict detection warns you of overlaps before you assign a task.

Smart Capacity & Time Tracking Prevent burnout and ensure your team is working on what matters. Our visual utilization tools track team workload with color-coded progress bars that show exactly who is overbooked. You can set weekly hour limits per employee and receive automatic alerts when someone reaches their capacity threshold.

Unified Inbox & AI Organization: Manage your email without leaving your operational workflow. Optivo allows you to connect Gmail and Outlook accounts to send, receive, and archive emails in one central hub. AI-powered smart labels automatically sort and tag your messages so your inbox stays organized, while our context system keeps client conversations linked directly to their project files and calendar events.

Team Messaging & Collaboration Communicate with action, not distraction. Organize your team discussions into specific channels or direct messages with real-time delivery. You can share documents right inside the conversation stream and instantly turn chats into tasks using our integrated Kanban boards to visualize work stages from "To Do" to "Done."

Enterprise-Grade Control: Maintain full control over your data with granular permissions. Assign specific roles for Managers, Schedulers, and View-Only users to ensure the right people have the right access. Optivo protects your sensitive client data while keeping your team collaborative and aligned.

Existing teams can log in instantly. New teams can register a free workspace via our website to get started.