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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.

About

India’s top automatic invoicing system and field sales software. Routewise orders, and payment collection on the go using your smartphone. Real-time tracking of your sales activity, orders, GST invoices, purchases, and payments. Real-time tracking of your salesperson, invoicing, and payment management. Take orders, and collect payments on the field. Set sales plans for your sales team, and track their sales activities. Manage payables and receivables along with collected payments simply through the mobile app. Also, get outlet-wise outstanding payment summary for detailed analysis. Generate all the sales and purchase invoices and make GST return filing more convenient. Have access to accounting reports that help get a business overview and make strategic business decisions for business growth. Configure the application the way it suits you. Set the permissions you want to give to your salespeople. Set the default transaction states as per your needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams seeking a solution to collect payments, send invoices, and automatically track KPIs

Audience

Companies requiring a solution to manage field sales and improve invoicing processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

$24.36 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy to use software for sales team and admin. Great support. Especially payment collection has made the payment cycles faster.
  • Cost effective Easy to use Best UI/UX Analytics Highly rated Useful software for all businesses Best sales automation software 24*7 customer service

Cons

  • More analytics needed. Reports are enough and sufficient but more comparison data should be there.
  • Nothing so far. I have been using it for months but i have never faced any issues yet

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OptimateAI
optimateai.com

Company Information

SalesOn
India
saleson.co.in/

Alternatives

Alternatives

My Incentives

My Incentives

GRG India
Crave Invoice

Crave Invoice

Reflection Software Solutions
Fullcast Pay

Fullcast Pay

Fullcast
Plan2Win

Plan2Win

Plan2Win Software

Categories

Categories

Integrations

Calendly
Close
GoHighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Make
OnceHub
Pipedrive
Salesforce
Symmetrical
Zapier
Zoho CRM

Integrations

Calendly
Close
GoHighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Make
OnceHub
Pipedrive
Salesforce
Symmetrical
Zapier
Zoho CRM
Claim OptimateAI and update features and information
Claim OptimateAI and update features and information
Claim SalesOn and update features and information
Claim SalesOn and update features and information