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    Platinum

    optimate.me

    Auckland, New Zealand
    4.9 (14)
    Contact
    Write a review
    Accepting new clients
    Resources
    Region
    • Oceania
    • Asia
    Country
    • Australia
    • New Zealand
    Language
    • English
    Industry
    • Automotive sales
    • B2B
    • B2C
    • Consumer CRM
    • Customer support
    • Insurance
    • Logistics and transport
    • Manufacturing
    • Marketing
    • Not for profit
    • SaaS and software
    • Retail
    Services
    • API and Integration Services
    • Consultation
    • Data Management or Migration
    • Implementation and Setup
    • Reporting and Analytics
    • Sales Automation
    • Training and Education

    About optimate.me

    We are optimate.me, your Platinum Pipedrive Partner.

    Experienced CRM (customer relationship management) consultants, automation marketing and service practitioners, we focus on business transformation and growth by removing bulls**t and reducing risk.

    As a Platinum partner for Pipedrive, we are dedicated to helping businesses optimise their sales processes and drive growth. Our team of certified consultants possesses in-depth knowledge of Pipedrive's CRM software and best practices, allowing us to deliver customised solutions that align with our clients' sales strategies.

    From implementation and configuration to training and ongoing support, we work closely with our clients to design tailored CRM solutions that streamline sales workflows, boost sales productivity, and enhance sales performance.

    We serve clients across New Zealand and Australia, with offices in Auckland and Brisbane and consultants based in Sydney and Melbourne.

    Media

    Haines Hunter Case Study

    Videos

    Video Case Study with Haines Hunter

    Clients

    Norwoods
    Haines Hunter
    Staircase
    Lightforce Solar
    FLSSH
    Waimea Group
    Reviews
    4.9 (14)
    Write a review
    Set up around how our team actually works
    5.0
    Jul 26, 2026
    Ravi Chand, Lighthouse Financial
    Before Pipedrive we had no reliable view of where a job actually was. Optimate built it around how our accounting team already works, so every job sits in a stage we can see and report on. Across three pipelines and thousands of live jobs I can tell you at any point what is in review, what is sitting with the client, and what is ready to bill. Doug kept it practical instead of over-engineering it.
    Excellent support and intermediary
    5.0
    Jul 21, 2026
    Brendan Stead, MARKHAM
    The team at Optimate have been excellent in helping us working with the Pipedrive team.
    Great tool, aiding customer management and client organisation
    4.0
    Jul 15, 2026
    Ben Young, Lightforce Solar
    Pipedrive has been easy to learn and implement, with plenty of customisation/optimisation available. Overall it has helped our team streamline our pipeline management, from prospecting tools, to templates, and visibility throughout.
    Outstanding support creating a CRM tailored to our business.
    5.0
    Jul 15, 2026
    Michelle Allan, The Sterling Kaiapoi
    We were looking for a CRM to simplify and enhance the way we manage sales across our Retirement Village and subdivision development. With limited CRM experience, I knew what we wanted to achieve. The team at Optimate helped tailor Pipedrive to suit our sales process and culture, and it has been a game changer for our team and sales success. Their prompt, informative support continues to help us maximise the benefits of Pipedrive as our business grows.
    Optimate.me have been a perfect extension of our team. Epic to work with.
    5.0
    Jul 15, 2026
    Mike Boyens, FLSSH Mobile Sanitation
    From day 1 Optimate.me have worked to understand our business, people and technology set to ensure what they've delivered meets our needs and grows with us. The team are knowledgeable, enthusiastic and extremely responsive. And while Optimate are a partner, it feels more like they are an extension of our team and business. I highly recommend them as a Pipedrive partner.
    The easiest CRM you'll actually enjoy using.
    5.0
    Jul 14, 2026
    Deb Low, Quality Foods Southland Ltd
    Pipedrive has been hugely beneficial for our business. It's easy to navigate, highly customisable and keeps all customer engagement, sales pipeline activity, and client data in one place. The mobile app makes on-site updates effortless, with simple prompts to log calls, record voice notes, add photos and update client records in real time keeping administration time to a minimum. It's an absolute certainty PD has improved our efficiency, visibility and customer relationships.