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Description
Broidry serves as a comprehensive order-management solution tailored specifically for individual and small-scale machine-embroidery enterprises. It consolidates incoming orders from various platforms such as Etsy messages, Facebook DMs, text messages, and emails, allowing users to view each order's details, deadlines, and payment statuses in one unified interface. Additionally, it features a design library for tracking thread colors and a font library that enables shops to archive completed work for easy reordering. The software includes structured order forms that ensure buyers provide all necessary details. Furthermore, Broidry accommodates quotes, advance payments, and card transactions via Stripe or the shop's Square account, facilitates production scheduling, organizes group orders, manages listing photos, and features a shop page for straightforward direct sales. Users can also import their previous orders from seven different platforms, including Etsy, making it easier to transition to Broidry. Developed by a professional embroiderer, the platform offers a free plan with no credit card requirements alongside paid plans priced at $19, $39, or $79 monthly for those seeking additional features. With its robust set of tools, Broidry aims to streamline the workflow of embroidery businesses, enhancing productivity and sales potential.
Description
Optivation brings the five jobs agencies run every week into one workspace: forms, databases, pages, time tracking and invoicing. You run the whole client lifecycle in one system, working from the same data at every step, not across five separate tools.
When a client fills in your intake form, their answers land straight in your database as a record. Each record opens into a full page, where the notes, files and sub-tasks for that client sit alongside a built-in timer. The hours you log there go onto an invoice generated from that same record, so the work and the billing stay in one place from first contact to payment.
The same records show up however you need them: a table for scanning, a board for tracking progress, a calendar for deadlines. Clients can book time with you through a booking page in the same workspace, and pages can be shared with a client when they need to see where things are at. AI Advisor opens against any record and draws out a summary and the action items, so a long brief turns into a list you can work from.
Optivation is made for independent consultants and small agency studios who bill hourly or on retainer. You can start on the free plan and move up when you need to. Solo is $19 a month. Studio is $49 a month and covers up to 3 seats, with each extra seat at $19 a month. Paid plans include a 30-day free trial, so you can set up a real client and run it end to end before you decide.
API Access
Has API
No
API Access
Has API
No
Integrations
Etsy
Yes
Gmail
No
Microsoft SMTP Service
No
Notion
No
Shopify
Yes
Square POS
Yes
Stripe
Yes
Integrations
Etsy
No
Gmail
Yes
Microsoft SMTP Service
Yes
Notion
Yes
Shopify
No
Square POS
No
Stripe
No
Pricing Details
$19/month
Free: $0/month, up to 15 orders/month, with a 2% Broidry fee on payments processed through Broidry. Maker: $19/month; Shop: $39/month; Atelier: $79/month. Paid plans include unlimited orders and a 1.5% Broidry fee on payments processed through Broidry. Annual billing offers two months free. Plans can be changed or canceled at any time.
Free Trial
No
Free Version
Yes
Pricing Details
$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.
Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.
Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.
Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.
Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.
Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.
Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.
Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Broidry
Founded
2026
Country
United States
Website
broidry.com
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Product Features
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
No
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
No
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
No
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
No
Idea Management
No
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
No