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What is OptimateAI?
OptimateAI offers a unified platform for managing all aspects of sales operations, aiming to simplify business processes and eliminate the need for spreadsheets. It provides tools to collect online payments efficiently through various methods including invoicing, payment links, subscriptions, recurring billing, and payment plans.
The system includes features for monitoring sales performance with real-time dashboards and KPI tracking, fostering a competitive environment with sales team leaderboards, and automating commission calculations and payouts. OptimateAI facilitates global payouts directly to bank accounts or for sales representative commissions, helping businesses grow, optimize, and scale their operations effectively by consolidating essential sales functions into one place.
Features
- Online Payments & Billing: Collect online payments, send invoices, manage subscriptions, recurring billing, and payment plans.
- Sales KPI Tracking & Dashboards: View key sales metrics, create reports, view trends, and gain insights via a simple dashboard.
- Real-Time Sales Team Leaderboard: Motivate the sales team and boost performance with a live leaderboard.
- Automated Commissions: Automatically track sales commissions, attribute sales accurately, and payout reps easily.
- Global Payouts: Facilitate payouts directly to bank accounts or for sales rep commissions globally.
- Automated Receivables: Streamline the process of recovering outstanding payments.
- Goal Tracking: Monitor progress towards sales targets for individuals and teams.
- Integrations: Connect seamlessly with other business tools like CRMs and scheduling software.
Use Cases
- Managing end-to-end sales operations.
- Streamlining online payment collection and invoicing.
- Tracking sales performance and KPIs in real-time.
- Motivating sales teams through leaderboards.
- Automating commission calculation and payouts.
- Facilitating global payouts for businesses and remote teams.
- Simplifying accounts receivable management.
- Integrating sales operations with existing CRM and scheduling tools.
FAQs
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Are there any transaction fees?
Yes, OptimateAI charges a transaction fee per successful charge, starting at 2.9% + 30¢ for domestic cards, with potential additional fees for manual entry, currency conversion, American Express, and international cards.
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