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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

Design and automate your sales comp plan tailored to your SaaS business needs, incentivizing the metrics that matter. Make smart business decisions backed by simple, clean data & accurate payouts. Achieve higher productivity & sales performance aided by automated and spreadsheet-free calculations. Design fair & effective comp plans based on evolving business needs, motivating your team to do their best. Get a 360-level breakdown of your sales commissions in real time & unlock your true earning potential. With just a few clicks, integrate any data source, while maintaining data integrity. Auto-sync data with real-time sync or customize a schedule. Ditch downloading endless reports, get all your data in one single place in real time. Save hundreds of hours as your data gets automatically synced to your ERP or CRM, ensuring data hygiene. System-notified reminders to ensure that your commission structures stay up-to-date.

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

Businesses searching for a solution to manage their complex sales commission 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

No information available.
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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OptimateAI
optimateai.com

Company Information

Visdum
Founded: 2020
Wilmington, Delaware
www.visdum.com

Alternatives

Alternatives

My Incentives

My Incentives

GRG India
Fullcast Pay

Fullcast Pay

Fullcast

Categories

Categories

Commission Features

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Sales Performance Management Features

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Zoho CRM
ADP Enterprise HR
Calendly
Close
Docusign
GoHighLevel
Integrately
JumpCloud
Make
Microsoft Entra ID
OnceHub
OneLogin
Pipedrive
Sage Intacct
Slack
Workday HCM
Zapier

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Zoho CRM
ADP Enterprise HR
Calendly
Close
Docusign
GoHighLevel
Integrately
JumpCloud
Make
Microsoft Entra ID
OnceHub
OneLogin
Pipedrive
Sage Intacct
Slack
Workday HCM
Zapier
Claim OptimateAI and update features and information
Claim OptimateAI and update features and information
Claim Visdum and update features and information
Claim Visdum and update features and information