Category
Sales Compensation
Key features
Online payments and payment plans
Receivables tracking
Appointment and goal tracking
01 — Overview
What is
SalesFlow (formerly OptimateAI)
SalesFlow, previously OptimateAI, is a lead to cash system that links appointments, payments and rep performance in one place. Sales teams collect payments and payment plans, track receivables, monitor appointments, goals and conversion rates, and calculate commissions automatically. Leaderboards and KPI dashboards show which reps and steps are driving or losing revenue.
02 — Who it’s for
Ideal Customer Profile
Built for service businesses and high ticket sales teams, from solo founders to larger sales teams, that want to replace spreadsheets for payments and commissions.
03 — Capabilities
Key Features
Online payments and payment plans
Receivables tracking
Appointment and goal tracking
Sales KPI dashboards
Rep leaderboard
Automated commission tracking and payouts
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
Is SalesFlow the same as OptimateAI?
Yes. optimateai.com now redirects to salesflow.us, and the site is run by Optimate LLC, the company behind OptimateAI.
What is SalesFlow used for?
It is used to collect payments, track appointments and sales KPIs, rank reps and calculate and pay commissions from one dashboard.
Who is SalesFlow for?
It is aimed at service businesses and high ticket sales teams, including founders who track sales and commissions in spreadsheets.
Which tools does SalesFlow integrate with?
It lists Calendly, OnceHub, HighLevel, HubSpot, Salesforce, Close, Pipedrive, Zoho CRM, Zapier and Make, and offers webhooks.
Ready to try
SalesFlow (formerly OptimateAI)
Payments, commissions and sales tracking in one