# OptiFlow Technologies

> OptiFlow Technologies builds agentic AI that runs real operational work for UK and Ireland businesses. It integrates on top of the ERP and CRM systems a business already uses and never replaces them. The flagship product, OptiFlow Merchant, gives builders merchants an AI sales agent called Otis that answers product enquiries, builds priced and stock checked quotes and takes orders on the website and trade counter.

OptiFlow is a SaaS company. Every product sits under the OptiFlow Technologies banner and is named OptiFlow followed by the product name. Each one is agentic, meaning it acts inside your systems rather than only replying. Results quoted on the site come from a live deployment at a UK builders merchant, kept anonymous.

## Products

- [OptiFlow Merchant](https://optiflowtechnologies.io/optiflow-merchant): Agentic AI sales agent (Otis) for builders merchants. Answers product questions, builds priced stock checked quotes and takes orders on the website and trade counter, working on top of the merchant ERP.
- [OptiFlow Quote](https://optiflowtechnologies.io/optiflow-quote): Instant quoting and estimating. A customer describes a job, pastes a materials list or uploads a plan and OptiFlow returns a priced, stock checked, itemised quote in minutes.
- [OptiFlow WhatsApp Agent](https://optiflowtechnologies.io/optiflow-whatsapp-agent): Handles customer queries over WhatsApp and works agentically inside the CRM and ERP, updating records rather than only replying.
- [OptiFlow Lite](https://optiflowtechnologies.io/optiflow-lite): Agentic AI receptionist for appointment businesses. Answers the phone, qualifies the enquiry and books the diary on its own.
- [OptiFlow Watch](https://optiflowtechnologies.io/optiflow-watch): Agentic contract and cost monitoring that catches billing errors and renewals early.
- [OptiFlow for Energy Suppliers](https://optiflowtechnologies.io/optiflow-for-energy-suppliers): Agentic regulatory and billing automation for energy and utilities suppliers.

## Integrations (works on top of, does not replace)

- [Integrations overview](https://optiflowtechnologies.io/integrations)
- [Epicor Prophet 21](https://optiflowtechnologies.io/otis-for-epicor-prophet-21)
- [Epicor BisTrack](https://optiflowtechnologies.io/otis-for-epicor-bistrack)
- [Microsoft Dynamics 365 Business Central](https://optiflowtechnologies.io/otis-for-microsoft-business-central)
- [Microsoft Dynamics](https://optiflowtechnologies.io/otis-for-microsoft-dynamics)
- [SAP Business One](https://optiflowtechnologies.io/otis-for-sap-business-one)
- [OGL](https://optiflowtechnologies.io/otis-for-ogl)
- [Sharp aX](https://optiflowtechnologies.io/otis-for-sharp-ax)
- [Access ERP](https://optiflowtechnologies.io/otis-for-access-erp)
- [Ibcos Gold](https://optiflowtechnologies.io/otis-for-ibcos-gold)
- [EvolutionX](https://optiflowtechnologies.io/otis-for-evolutionx)
- [Sage 200](https://optiflowtechnologies.io/otis-for-sage-200)
- [Merchanter](https://optiflowtechnologies.io/otis-for-merchanter)
- [Shopify](https://optiflowtechnologies.io/otis-for-shopify)
- [WooCommerce](https://optiflowtechnologies.io/otis-for-woocommerce)
- [Magento](https://optiflowtechnologies.io/otis-for-magento)
- [BigCommerce](https://optiflowtechnologies.io/otis-for-bigcommerce)

## Merchant sectors

- [KBB](https://optiflowtechnologies.io/otis-for-kbb)
- [Agricultural merchants](https://optiflowtechnologies.io/otis-for-agricultural-merchants)
- [Tile and stone](https://optiflowtechnologies.io/otis-for-tile-and-stone)
- [Paint and decorating](https://optiflowtechnologies.io/otis-for-paint-and-decorating)
- [Steel and metal stockholders](https://optiflowtechnologies.io/otis-for-steel-and-metal-stockholders)
- [Glass and glazing](https://optiflowtechnologies.io/otis-for-glass-and-glazing)
- [Groundworks](https://optiflowtechnologies.io/otis-for-groundworks)

## AI by sector

- [AI for estate agents](https://optiflowtechnologies.io/ai-for-estate-agents)
- [AI for dentists](https://optiflowtechnologies.io/ai-for-dentists)
- [AI for recruitment agencies](https://optiflowtechnologies.io/ai-for-recruitment-agencies)
- [AI for law firms](https://optiflowtechnologies.io/ai-for-law-firms)
- [AI for care homes](https://optiflowtechnologies.io/ai-for-care-homes)
- [AI for hospitality](https://optiflowtechnologies.io/ai-for-hospitality)
- [AI for wholesalers](https://optiflowtechnologies.io/ai-for-wholesalers)

## Free tools and calculators

- [Free calculators hub](https://optiflowtechnologies.io/free-calculators)
- [Job material estimator](https://optiflowtechnologies.io/job-material-estimator)
- [Missed trade enquiry cost calculator](https://optiflowtechnologies.io/missed-trade-enquiry-cost-calculator)
- [Otis AI sales agent ROI calculator](https://optiflowtechnologies.io/otis-sales-roi-calculator)
- [Free trade calculators to embed on your own site](https://optiflowtechnologies.io/free-trade-calculators-for-your-website)

## Answers and guidance

- [Otis Depot knowledge library](https://optiflowtechnologies.io/otis-depot-knowledge-library): plain answers to common builders merchant trade questions
- [Merchant automation hub](https://optiflowtechnologies.io/merchant-automation-hub)
- [AI and automation consultancy](https://optiflowtechnologies.io/ai-and-automation-consultancy)
- [Add AI without replacing your ERP or CRM](https://optiflowtechnologies.io/add-ai-without-replacing-your-erp-or-crm)
- [Cut your business bills](https://optiflowtechnologies.io/cut-your-business-bills)
- [Energy supplier automation hub](https://optiflowtechnologies.io/energy-supplier-automation-hub)

## Contact

- [Book a demo](https://optiflowtechnologies.io/contact): book a live demo of Otis and the dashboard