Otoq for B2B SaaS Teams

Close the Loop Between Support and CRM

B2B SaaS teams need conversations tied to contacts, deals synced to CRM, and operators collaborating in real time. Otoq connects HubSpot, Slack, and your knowledge base into one workflow.

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Sound Familiar?

These are the challenges b2b saas teams businesses face every day. Otoq was built to solve them.

Conversations Disconnected from CRM

Your support team chats with leads all day, but none of it reaches HubSpot. Sales has no context when they follow up.

Scattered Communication Channels

Operators switch between dashboards, Slack, and email. Visitor messages get lost or answered twice.

No Visibility into Operator Activity

You have no idea which operators are online, who is handling what, or whether a conversation has been claimed.

Manual Data Entry Slows Everything Down

Every conversation requires manually updating the CRM. Operators skip it, and your pipeline data becomes stale.

How Otoq Solves This

Purpose-built AI features for b2b saas teams businesses.

HubSpot Bi-Directional Sync

Contacts, conversations, and lead data flow automatically between Otoq and HubSpot. No manual entry, no stale records.

Reply from Slack

Receive conversation notifications in Slack and reply to visitors directly from Slack threads. Your team stays in their workflow.

Team Inbox with Assignments

Assign conversations to specific operators, track who is online, and prevent duplicate replies with real-time collision locks.

AI Conversation Summaries

Every conversation is automatically summarized by AI, giving operators and sales reps instant context without reading full transcripts.

See It in Action

Real scenarios your AI agent can handle for b2b saas teams businesses.

CRM-synced lead capture

Hi, I am evaluating your platform for our 50-person sales team. Can you tell me about enterprise pricing?

Thanks for your interest. For a 50-person team, our Growth plan at $149/mo would be a great fit. It includes 5,000 AI conversations/month, team inbox with assignments, and full HubSpot CRM sync. Would you like me to set up a call with our team?

Yes, that sounds good. My email is sarah@acmecorp.com

Thanks, Sarah. I have captured your details and synced them to our CRM. A team member will reach out within 24 hours to schedule a demo. Is there anything else you would like to know about the platform?

Slack-based operator reply

I am having trouble connecting the API to our staging environment.

I can help with that. For staging environments, you will need to use the sandbox API key from Settings > API Keys > Sandbox. Make sure to set the BASE_URL to your staging endpoint. Would you like me to walk you through the full configuration?