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About
Everything you need to grow, optimize, and scale your business. Eliminate spreadsheets & simplify your business. Become the top 1% business and sales team in your market. Your unified payments & billing system, online payments, invoicing, payment links, subscriptions & recurring billing, payment plans & installments, and more. Build a healthy competitive culture with a real-time leaderboard to motivate your team and boost sales performance. View all of your key sales metrics in one simple dashboard. Create sales reports, view trends, and gain insights to increase your sales. Automatically track sales commissions and attribute each sale to the correct sales rep with 100% accuracy. Payout your sales reps anywhere in the world with just 2-clicks. With OptimateAI, all of your sales operations are in one place, collect payments, send invoices, automatically track KPIs, payout commissions, and much more.
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About
Save time and reduce errors. Get real-time visibility on commission accruals and payouts. Trigger payouts based on your rules. Centralize your data in a single source of truth. Set up even the most complex calculation logic with our commission plan designer. Build trust with accurate and auditable commissions paid on time. Calculate commissions in real-time, automatically. Avoid time-consuming shadow accounting and help your team focus on what matters the most. With Palette, your sales team gets personalized performance dashboards updated in real-time, ensuring visibility and transparency at all times. Leverage your commission data to answer the most important questions for your business. A/B test compensation plans and visualize how they could impact your cash flow and business objectives. Optimize ramp-up time, set better quotas, budget commission costs and forecast future payouts. Extract mission
critical insights.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales teams seeking a solution to collect payments, send invoices, and automatically track KPIs
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Audience
Businesses and companies seeking a tool to calculate and manage commission accruals and payouts automatically
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationOptimateAI
optimateai.com
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Company InformationPalette
United States
www.palettehq.com
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Categories |
Categories |
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Integrations
Close
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Axis LMS
Bullhorn
Chargebee
GoHighLevel
Integrately
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Integrations
Close
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Axis LMS
Bullhorn
Chargebee
GoHighLevel
Integrately
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