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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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

Sales Supported

Categories

Commission Features

Affiliate Management Not Supported
Agency Commission Not Supported
Commission Calculations Supported
Commission Scheduling Supported
Commission Tracking Supported
Compliance Management Supported
Flat Commissions Supported
Incentive Programs Supported
Multi-Tiered Commissions Supported
Percentage Commissions Supported
Sliding Scale Commissions Supported
Split Commissions Supported

Compensation Management Features

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

Sales Performance Management Features

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

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
Zoho CRM Supported
Calendly Supported
Chargebee Not Supported
Docusign Not Supported
GoHighLevel Supported
Integrately Supported
JumpCloud Not Supported
Make Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Entra ID Not Supported
NetSuite Not Supported
Pipedrive Supported
QuickBooks Online Not Supported
Sage Intacct Not Supported
Workday HCM Not Supported
Zapier Supported
Zoho Books Not Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
Zoho CRM Supported
Calendly Not Supported
Chargebee Supported
Docusign Supported
GoHighLevel Not Supported
Integrately Not Supported
JumpCloud Supported
Make Not Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Entra ID Supported
NetSuite Supported
Pipedrive Not Supported
QuickBooks Online Supported
Sage Intacct Supported
Workday HCM Supported
Zapier Not Supported
Zoho Books Supported
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