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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
No
API Access
Has API
No
Integrations
Calendly
Yes
Close
Yes
GoHighLevel
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Integrately
Yes
Make
Yes
OnceHub
Yes
Pipedrive
Yes
Salesforce
Yes
Integrations
Calendly
No
Close
No
GoHighLevel
No
HubSpot CRM
No
HubSpot Customer Platform
No
Integrately
No
Make
No
OnceHub
No
Pipedrive
No
Salesforce
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
No
Pricing Details
$24.36 per year
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
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
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
