Frequently Asked Questions

Cost depends on what your firm needs, what it currently lacks, what software you already have, and what capabilities you want to add. Every firm is different, so we tailor pricing to match your specific situation. Book a free discovery call to get a quote and see firsthand how we can solve your problem.

You'll see a working prototype within 7-14 days. Full launch typically happens around 28 days.

More complex builds may take longer because our team rigorously tests everything. We don't rush. We deliver systems that work from day one.

Yes. If there's software you're not ready to part with, we integrate it into your custom CRM while adding tailored capabilities around it.

This hybrid approach lets your workflow run smoothly without forcing your team to abandon familiar tools.

Every firm has different needs. During our discovery process, we assess your current software stack, pain points, and goals.

Then we recommend the right approach, whether that's partial integration with existing tools or a full custom build. There's no one-size-fits-all answer, which is exactly why we build custom.

At otoMate, we don't push AI on clients who don't need it. When it makes sense, common uses include:

• Lead qualification: Via text, email, or social media
• AI phone agents: For after-hours intake when no one is available
• Internal AI assistants: For retrieving process documents, answering procedure questions, drafting documents, or research

We implement AI where it genuinely saves time, not as a buzzword.

You do. There's no vendor lock-in. Your data belongs to your firm. We simply help you manage it better.

You maintain full ownership and control at all times.

We make transitions seamless. If you decide to move on, we provide complete exports of all your data in standard formats.

No hostage situations, no obstacles. Your data leaves with you.

Yes. We require a small upfront fee to build your prototype, but it's significantly less than the full project cost.

This lets you experience a working version of your CRM, tailored to your workflow, before making a larger commitment.

Every implementation includes:

• Hands-on onboarding for your team
• Documentation tailored to your system
• Ongoing training for new hires
• AI-powered support chatbot so staff can get answers anytime

We continuously improve your system based on feedback and evolving needs.

Updates roll out without disrupting your daily operations. No downtime, no steep learning curves. When you want new features, we scope and build them into your existing system.

Off-the-shelf CRMs force you to adapt your workflow to their structure. A custom CRM is built around how your firm actually works.

Additional benefits:

• No per-seat licensing fees that scale as you hire
• No limits on contacts, cases, or pipelines
• No paying for features you'll never use

At otoMate, we don't build bloated systems clients don't need.

Firm size matters less than how many clients you handle and how efficiently you want to operate. A 3-person firm processing 50 leads per week benefits just as much as a 20-person firm.

We right-size every build to match your actual needs.