All the Tools. One Platform. Zero Overwhelm.
Replace 15+ subscriptions with one stunning dashboard that automates, connects, and scales everything.
Your Business, Reimagined
We built Simply Optimized to do everything the tech world told us we’d need 10 different apps for.
And here’s the kicker — it’s easier than any of them.
all your tools. one login.
Fully Connected.
Simply Optimized replaces your tech stack with one smart, simple platform.
No more broken automations, duplicate contacts, or duct-taped systems.
You’ll get everything you need to scale—without overwhelm.
Core Features That Change the Game
Unified Inbox
One conversation thread for text, email, IG, FB, and more
Stop jumping from app to app — respond from ONE place
Unified Inbox
One conversation thread for text, email, IG, FB, and more
Stop jumping from app to app — respond from ONE place
Full CRM + Lead Manager
Tag, track, and segment your leads
Manage multiple businesses under ONE login
Full pipeline builder to see exactly where people are in your funnel
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Smart Calendar System
Replace Calendly and link your meetings directly to workflows
Create group events, 1-on-1s, paid sessions, and more
Auto-reminders, confirmations, and follow-ups included
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Full CRM +
Lead Manager
Tag, track, and segment your leads
Manage multiple businesses under ONE login
Full pipeline builder to see exactly where people are in your funnel
Smart Calendar System
Replace Calendly and link your meetings directly to workflows
Create group events, 1-on-1s, paid sessions, and more
Auto-reminders, confirmations, and follow-ups included
Social Media Planner
Schedule across IG, Facebook, TikTok, LinkedIn, and more
Plan your posts visually and let your team collaborate without giving account access
Built-in captioning, image uploads, and auto-publishing
Social Media Planner
Schedule across IG, Facebook, TikTok, LinkedIn, and more
Plan your posts visually and let your team collaborate without giving account access
Built-in captioning, image uploads, and auto-publishing
Automations & AI Workflows
Set triggers that fire off email/text responses based on what your people DO
Set it and forget it — the system handles nurturing, upselling, onboarding, and reminders
A/B testing, delay controls, and custom paths (no tech stress, we promise)
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Website + Funnel Builder
Unlimited funnels and landing pages
Pre-loaded templates or full custom builds
Optimized for mobile, SEO, and conversions
Create upsells, order bumps, embedded checkouts — ALL inside
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Automations & AI Workflows
Set triggers that fire off email/text responses based on what your people DO
Set it and forget it — the system handles nurturing, upselling, onboarding, and reminders
A/B testing, delay controls, and custom paths (no tech stress, we promise)
Website + Funnel Builder
Unlimited funnels and landing pages
Pre-loaded templates or full custom builds
Optimized for mobile, SEO, and conversions
Create upsells, order bumps, embedded checkouts — ALL inside
Invoicing, Contracts & Payments
Built-in payment links, invoices, discount codes, and e-signable forms
Keep it branded, keep it smooth
Invoicing, Contracts & Payments
Built-in payment links, invoices, discount codes, and e-signable forms
Keep it branded, keep it smooth
Courses, Memberships & Portals
Host trainings, mini-courses, and full academies
Private portals for teams, clients, or affiliates
One login, beautifully organized, totally YOU
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Custom Branded App (Optional Upgrade)
Your entire system in a downloadable app with YOUR branding
Perfect for teams, communities, or course buyers
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Courses, Memberships & Portals
Host trainings, mini-courses, and full academies
Private portals for teams, clients, or affiliates
One login, beautifully organized, totally YOU
Custom Branded App (Optional Upgrade)
Your entire system in a downloadable app with YOUR branding
Perfect for teams, communities, or course buyers
Custom Dashboards & Real-Time Metrics
View real-time data on lead flow, sales, appointments, and team activity
Visual widgets and KPIs designed around YOUR goals
Easily track what’s working and what needs tweaking — without spreadsheets
Custom Dashboards &
Real-Time Metrics
View real-time data on lead flow, sales, appointments, and team activity
Visual widgets and KPIs designed around YOUR goals
Easily track what’s working and what needs tweaking — without spreadsheets
Team Onboarding + Management
Manage your team’s access from one dashboard
Set permissions for VAs, sales reps, coaches, or affiliates
No need for multiple subscriptions — YOU own the system
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Mobile-Optimized Everything
Use it on desktop, tablet, or mobile
Clients and team members can interact from their phones
With the branded app add-on, it’s like having your OWN business in the App Store
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Team Onboarding + Management
Manage your team’s access from one dashboard
Set permissions for VAs, sales reps, coaches, or affiliates
No need for multiple subscriptions — YOU own the system
Mobile-Optimized Everything
Use it on desktop, tablet, or mobile
Clients and team members can interact from their phones
With the branded app add-on, it’s like having your OWN business in the App Store
Lead Capture That Converts
Built-in high-converting form templates
Embedded opt-ins, waitlists, freebies, and quizzes
Every lead goes straight into your CRM with full tagging and automation triggers
Lead Capture That Converts
Built-in high-converting form templates
Embedded opt-ins, waitlists, freebies, and quizzes
Every lead goes straight into your CRM with full tagging and automation triggers
Reusable Templates + Cloning
Love a funnel? Clone it in one click
Love an automation? Duplicate and edit for a new offer
You’ll never have to start from scratch again
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Webinar, Podcast & Blog Hosting
Want to host a podcast or blog? Do it right inside
Add SEO, categories, and content upgrades — no extra plugins
Great for organic traffic and audience nurturing
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Reusable Templates + Cloning
Love a funnel? Clone it in one click
Love an automation? Duplicate and edit for a new offer
You’ll never have to start from scratch again
Webinar, Podcast & Blog Hosting
Want to host a podcast or blog? Do it right inside
Add SEO, categories, and content upgrades — no extra plugins
Great for organic traffic and audience nurturing
Modular Systems You Can Build With
Funnels, nurture sequences, apps, courses — ALL plug into each other
You can start small or scale to an empire, and it grows with you
Don’t see something? We can custom-build it inside for you
Modular Systems You Can Build With
Funnels, nurture sequences, apps, courses — ALL plug into each other
You can start small or scale to an empire, and it grows with you
Don’t see something? We can custom-build it inside for you
Done-For-You Viral Strategy Integration
Our “done for you” clients don’t just get tech — they get strategy
We build your system to match your brand, voice, and buyer journey
Using proven viral content strategy to fuel your automations
Built by real entrepreneurs,
not coders
We scaled to 6- and 7-figures using this exact system.
We live this.
We’ve built for MLM, coaching, local biz, e-comm, and everything in between.
Done-For-You Viral Strategy Integration
Our “done for you” clients don’t just get tech — they get strategy
We build your system to match your brand, voice, and buyer journey
Using proven viral content strategy to fuel your automations
Webinar, Podcast & Blog Hosting
Want to host a podcast or blog? Do it right inside
Add SEO, categories, and content upgrades — no extra plugins
Great for organic traffic and audience nurturing
What We Replace
Instead of paying for:
ClickFunnels
Kajabi
SamCart
Calendly
Mailchimp
Dubsado
Zapier
Later or Planoly
Thinkific
Voxer or Slack for Team Chats
Invoicing Tools
You get ONE dashboard to do it all.
Build. Launch. Automate. Scale. Repeat.
Save hundreds by canceling multiple tools
Launch faster with done-for-you templates
Automate onboarding, sales, and support
Grow without adding tech headaches
Grow without adding
tech headaches
Track everything in real time
Track everything in real time
Trusted by Coaches, Consultants, and Creators Around the World
"Loved everything so far"
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- Your Name
"My life changed forever"
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- Your Name
"Highly recommend this"
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- Your Name
Ready to Go?
This is your moment to go from “tech mess” to “total momentum.”
You deserve a system that works as hard as you do.
Professional Plan
For growing businesses ready to scale
Everything in Standard, plus:
Advanced Workflows
Campaign Management
Proposals & Estimates
All Reporting
Social Media Planner
Blogs
Affiliate Manager
Certificates
Memberships + Quizzes
Communities + SMS Templates
Premium Plan
For scaling teams and high-performing brands
Everything in Professional, plus:
GoKollab (Collaboration Suite)
QR Code Generator
Enhanced Dashboards
Unlimited Memberships
Premium Support
Full White-Label Options
Still Have Questions?
We’ve Got You.
Do I need to migrate everything myself?
Nope. Our onboarding team will guide you or do it for you.
Can I cancel at any time?
Yes, all plans are month-to-month unless you choose annual.
What if I need a custom solution?
We offer custom enterprise setups and white-labeling. Just ask!
Can I use Simply Optimized as my course or membership platform?
Yes! Many of our clients use it to run full coaching or education businesses.
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