OptimateAI

Your complete sales operations system

Free Trial

Description

OptimateAI provides a comprehensive platform for managing all aspects of your sales operations. With features like unified billing, real-time dashboards, automated receivables, and commission management, it enables businesses to eliminate manual spreadsheets and increase productivity.

The solution offers online payments, invoicing, global payouts, automated commissions, and a real-time leaderboard to motivate sales teams and maximize performance. OptimateAI is designed to help companies grow, optimize, and scale efficiently by gathering all necessary sales tools under one system.

Key Features

Online Payments & Invoicing: Accept payments, create invoices, and set up payment plans and installments.
Real-Time Sales Team Leaderboard: Motivate teams with up-to-the-minute rankings and performance insights.
Automated Commissions & Payouts: Track commissions precisely and send payouts to sales reps with two clicks.
Company Dashboard & KPI Tracking: Monitor all key metrics and sales data in one centralized dashboard.
Goal Tracking: Set targets and monitor progress for individuals and teams.
Automated Accounts Receivables: Automate charge collection and receivables tracking.
Global Payouts: Payout commissions and funds worldwide with banking integrations.
Subscription & Recurring Billing: Manage subscriptions and collect recurring payments easily.
CRM & Scheduling Integrations: Connect OptimateAI to favorite CRM and scheduling tools for end-to-end workflow.
Custom & Preset Payment Plans: Offer flexible payment options and plans to clients.

Use Cases

Automating commission tracking and payouts for sales teams
Replacing manual spreadsheets and disparate billing systems
Motivating teams with real-time sales leaderboards
Managing subscriptions and recurring billing for businesses
Tracking sales KPIs and generating reports
Collecting global payments and payouts
Simplifying receivables and invoicing operations
Monitoring progress to sales goals for individuals and teams

Frequently Asked Questions

How is OptimateAI different from Stripe?

While Stripe focuses primarily on payment processing, OptimateAI offers a unified sales operations system that includes billing, KPI tracking, commissions, leaderboards, and more.

Are there any transaction fees?

Yes, there is a 2.9% + 30¢ transaction fee per successful charge, with additional fees for certain card types and currency conversions.

Can I cancel any time?

Yes, you can cancel your OptimateAI subscription at any time without any hidden fees.

Is OptimateAI secure?

OptimateAI implements security measures to ensure your transactions and data are protected.

Do I need to connect Stripe or Paypal?

No, OptimateAI can function as a standalone system without requiring Stripe or Paypal integration.