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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
SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO.
THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits.
WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Calendly
Close
GoHighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Make
OnceHub
Pipedrive
QuickBooks Online
Integrations
Calendly
Close
GoHighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Make
OnceHub
Pipedrive
QuickBooks Online
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$20/month
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
Dire Syzygy
Founded
2026
Country
Mexico
Website
salesrepfielder.com
Product Features
Product Features
Commission
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