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Description
Everything necessary for enhancing, optimizing, and expanding your business is at your fingertips. Say goodbye to cumbersome spreadsheets and streamline your operations seamlessly. Ascend to the elite 1% of business and sales teams within your industry. Benefit from a comprehensive payments and billing system that encompasses online payments, invoicing, payment links, subscriptions, recurring billing, payment plans, and beyond. Foster a vibrant competitive atmosphere by utilizing a real-time leaderboard designed to inspire your team and elevate sales performance. Access all of your essential sales metrics through a user-friendly dashboard. Generate insightful sales reports, identify trends, and gather valuable insights to boost your sales figures. Effortlessly monitor sales commissions and ensure each sale is accurately attributed to the right sales representative. Process payments to your sales team globally with just two clicks. With OptimateAI, all aspects of your sales operations are consolidated in one platform, enabling you to manage payments, issue invoices, automatically track key performance indicators, distribute commissions, and so much more, ensuring that your business runs efficiently and effectively. This integrated approach not only saves time but also enhances productivity across your team.
Description
Discover India's leading automated invoicing platform and field sales application, enabling you to manage routewise orders and collect payments effortlessly via your smartphone. Experience real-time visibility into your sales performance, including orders, GST invoices, purchases, and payment statuses. Monitor your sales team's activities, invoicing, and payment processing in real-time, while also facilitating order placements and payment collections directly from the field. Develop tailored sales strategies for your team and meticulously track their sales efforts. The mobile app allows you to oversee payables and receivables, simplifying the management of collected payments. Additionally, obtain a detailed outlet-wise summary of outstanding payments for comprehensive analysis. Streamline the creation of sales and purchase invoices, making GST return submissions more efficient. Access insightful accounting reports that provide a comprehensive overview of your business, aiding in strategic decision-making for future growth. Customize the application to align with your specific preferences, adjust permissions for your sales representatives, and set default transaction states according to your operational requirements. With these features, you can enhance your business’s efficiency and drive success.
API Access
Has API
API Access
Has API
Integrations
Calendly
Close
GoHighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Make
OnceHub
Pipedrive
Salesforce
Integrations
Calendly
Close
GoHighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Make
OnceHub
Pipedrive
Salesforce
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$24.36 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OptimateAI
Website
optimateai.com
Vendor Details
Company Name
SalesOn
Country
India
Website
saleson.co.in/
Product Features
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator