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OptiKratos Sales Insights

#11 of 26 in Sales Analytics SoftwareSales Follow-Up Software

OptiKratos Sales Insights: A broad sales analytics module for teams that need dashboards across pipeline, reps, and campaigns. Ranked #11 of 26 in Sales Analytics Software by our editors (8.1/10); pricing: 14-day trial; best for growing teams needing complete sales dashboards.

8.1/10Editor score
OptiKratos Sales Insights8.1 Visit OptiKratos

At a glance

  • Editor score
    8.1 / 10
  • Pricing
    14-day trial
  • Best for
    Growing teams needing complete sales dashboards
  • Free plan
    No
  • Paid from
    $41/user/mo
  • Pipeline analytics
    Yes
  • Facts checked
    20 Sep 2026
  • Where it wins

    • Covers pipeline, forecast, conversion, velocity, stage, and bottleneck analytics
    • Attributes campaign ROI across email, WhatsApp, and advertising sources
    • Offers shareable, exportable, embeddable dashboards and AI-generated reports
  • Where it doesn't

    • Sales Insights is identified as a beta feature
    • No free plan; Starter begins at $41 per user per month annually
    • Advanced access requires higher tiers or custom Enterprise pricing

Our verdict on OptiKratos Sales Insights

OptiKratos Sales Insights is a beta sales analytics module for revenue leaders, sales managers, and RevOps teams. It provides real-time dashboards for pipeline value, win rate, forecasts, rep activity, conversion rates, deal velocity, campaign ROI, and sales-stage performance. Teams can create custom dashboards, share them by link, export them to PDF, embed them, and generate reports from plain-English prompts. The module is included in OptiKratos workspaces and connects with the platform’s CRM and WhatsApp capabilities.

The pricing structure expands analytics and operating capacity by tier. Starter costs $41 per user per month when billed annually and includes basic analytics, 5,000 contacts, one channel, 20 marketing campaigns, five team members, and email and chat support. Growth costs $74 per user per month annually, adding advanced analytics, A/B testing, 25,000 contacts, the native WhatsApp Business API, marketing automation, 25 team members, and priority support. Scale costs $124 per user per month annually and adds custom analytics reports, unlimited contacts, AI Pro with voice, transcripts, and summaries, SAML SSO, unlimited team members, and a 99.9% uptime SLA. Enterprise offers custom pricing, analytics and integrations, data residency options, a custom SLA, a dedicated CSM, and a security review and penetration-test report.

Its main strength is breadth: pipeline, rep, activity, conversion, stage, bottleneck, forecast, and attribution views sit alongside integrations for CRM, WhatsApp, LinkedIn Sales Navigator, advertising, messaging, productivity, meetings, documents, payments, Zapier, and APIs. That makes it a fit for growing teams that want sales and campaign reporting in one workspace. The trade-off is that Sales Insights is beta, and the most advanced controls are reserved for Scale or Enterprise. Teams needing complete dashboards and broad ecosystem connections should consider it; buyers seeking a free plan or a narrowly focused analytics tool should look elsewhere.

Your product? Our editors can test OptiKratos Sales Insights in depth and publish a review, labelled as paid · from $149/mo →

OptiKratos Sales Insights pricing

Plans 14-day trial No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on optikratos.com

All 4 OptiKratos Sales Insights plans and prices →

OptiKratos Sales Insights fact sheet

Free planNo
Paid from$41/user/mo
Pipeline analyticsYes
Conversion analysisYes
Rep activity analyticsYes
Stage performanceYes
Sales forecastingYes
Data retentionNot verified
Free trial14 days · no card needed
DeploymentCloud
PlatformsWeb
Compliance & securitySOC 2, GDPR, SSO/SAML
SupportEmail, Live chat
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations500+ integrations: CRM, WhatsApp, LinkedIn Sales Navigator, Google Ads, Facebook Ads, Zapier … See all →
Pricing14-day trial (source)
Websiteoptikratos.com
Facts checked20 Sep 2026

OptiKratos Sales Insights integrations

OptiKratos Sales Insights lists 500+ integrations on its own site — the 20 named here are the ones its pages call out.

  • CRM
  • WhatsApp
  • LinkedIn Sales Navigator
  • Google Ads
  • Facebook Ads
  • Zapier
  • Microsoft Teams
  • Slack
  • Mailchimp
  • Google Meet
  • Zoom
  • Calendly
  • DocuSign
  • PandaDoc
  • Stripe
  • PayPal
  • QuickBooks
  • Shopify
  • WooCommerce
  • Magento

See all OptiKratos Sales Insights integrations →

Alternatives to OptiKratos Sales Insights

See all OptiKratos Sales Insights alternatives →

Also Ranked In

OptiKratos Sales Insights is ranked in 2 of our directories.

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Featured on iTechGuides

Featured on iTechGuides — OptiKratos Sales Insights 8.1/10

OptiKratos Sales Insights is listed in our Sales Analytics Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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