---
title: "Optimal Workshop Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Optimal Workshop Software - reviews, pricing plans, popular comparisons to other Qualitative Data Analysis products and more."
source_url: "https://www.capterra.com/p/174073/Optimal-Workshop/"
page_type: "product"
language: "en"
publication_date: "2026-10-21"
---

# 

 Optimal Workshop Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Optimal Workshop

## What is Optimal Workshop?

Transform scattered user feedback into clear, actionable findings with Optimal. Uncover valuable user perspectives to guide product development, UX design, and content or marketing strategies. Capture, organize, and analyze interview and research data in one place. Import transcripts, create observations, tag data, conduct affinity mapping, and generate insights, ensuring critical user needs never slip through the cracks. Streamline your qualitative data analysis and make confident, data-driven decisions faster. With Optimal Interviews, turn hours of raw footage into minutes of clarity. Upload interviews and videos and let AI automatically surface key themes, insights, and highlight reels. Dig deeper with AI chat and highlight reels and share insights that bring user voices to life, helping teams back decisions with real evidence and save hours in analysis.

## What is Optimal Workshop used for?

[User Experience (UX)](https://www.capterra.com/ux-software/)[User Testing](https://www.capterra.com/user-testing-software/)[Qualitative Data Analysis](https://www.capterra.com/qualitative-data-analysis-software/)

Top alternative

Featured

Overall rating

Based on 7 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$199

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Optimal Workshop?[Manage this product listing](https://www.g2.com/products/optimal-optimal/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Optimal Workshop

4.4 (7)

VS.

[4.6 (99)](https://www.capterra.com/p/132914/Survicate/reviews/)

Starting Price

$199

Per User, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (7)

Ease Of Use

4.7 (542)

Value For Money

4.3 (3)

Value For Money

4.3 (377)

Customer Service

5.0 (1)

Customer Service

4.8 (301)

## Optimal Workshop alternatives

[4.6 (97)](https://www.capterra.com/p/174077/Dovetail/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Hotjar](https://www.capterra.com/p/163516/Hotjar/)

[4.6 (545)](https://www.capterra.com/p/163516/Hotjar/reviews/)

Starting price

$40.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/163516/Hotjar/)

Highest Rated

[XM for Strategy & Research](https://www.capterra.com/p/72396/Strategy-and-Research/)

[4.7 (427)](https://www.capterra.com/p/72396/Strategy-and-Research/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/72396/Strategy-and-Research/)

[Lyssna](https://www.capterra.com/p/178766/UsabilityHub/)

[4.6 (88)](https://www.capterra.com/p/178766/UsabilityHub/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/178766/UsabilityHub/)

## FAQs about Optimal Workshop

Overview

### What company size and specific industries is Optimal Workshop built for?

Optimal Workshop is designed for small, mid-sized, and enterprise teams that need UX research and testing tools. It suits organizations in product design, content design, marketing, and product management, especially where UX researchers, designers, and marketers need to evaluate information architecture, user flows, and content decisions.

Features and Usability

### What are the key features of Optimal Workshop?

Optimal Workshop offers usability testing, card sorting, tree testing, and first-click testing for user research and information architecture. It also includes survey and feedback collection, moderated and unmoderated testing, AI-powered insights, and reporting tools such as analytics, heatmaps, and data visualization.

Pricing

### How much does it cost and what fees or limitations are included?

Optimal Workshop starts at $199 per month per user for the Starter plan, billed annually, with unlimited users. It includes a free trial, plus 2 live studies and 5 studies launched per year. The plan also covers card sorting, first-click testing, tree testing, surveys, and prototype testing.

Integrations

### Which third-party tools and platforms does Optimal Workshop integrate with?

Optimal Workshop integrates with ChatGPT, Claude, Gemini, Cursor, Microsoft 365 Copilot, and Figma for AI and design workflows, plus Cint, Prolific, PureSpectrum Insights Platform, Respondent, and User Interviews for participant sourcing and research operations. It supports about 12 catalog integrations in total.

Getting Started and Support

### What training and onboarding options does Optimal Workshop offer?

Optimal Workshop provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, and documentation and videos offer self-paced reference material for setup and feature review.

Getting Started and Support

### What customer support options does Optimal Workshop offer?

Optimal Workshop provides email/help desk, FAQ/forum, knowledge base, and chat support. Support materials are organized for self-service and direct contact, giving users multiple ways to get help when needed. No reviewer feedback is available here to describe response times or support quality.

## Features

AI summary

Based on 587 Qualitative Data Analysis reviews

Not all Qualitative Data Analysis products cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution:

-   **Data Coding** (**72%** of reviewers rated this feature as critical)
-   **Data Import/Export** (**55%**)
-   **Categorization/Grouping** (**58%**)

Optimal Workshop includes **Data Import/Export** and **Categorization/Grouping**, so teams can move research data in and out of the system and organize findings into clear themes. However, it does not offer **Data Coding**. Instead, it provides other relevant capabilities that reviewers also value, including **Search/Filter** (**54%**), **Qualitative Comparative Analysis** (**55%**), and **Data Visualization** (**45%**). These features help businesses review patterns, compare responses, and present insights more clearly, allowing teams to make research findings easier to act on.

Data Import/Export

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Data Visualization

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Graphical representation of data

Visual Analytics

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Interact with data visualization elements, such as charts and graphs, to drill down into data

Commenting/Notes

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Leave comments and notes on documents for others to view

Heatmaps

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Real-Time Data

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Receive data and information in real time

Optimal Workshop 163 features

### All Features
- 360 Degree Feedback: Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
- A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
- Access Control: Regulate who can view information within the system
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- AI Smart Probes: Dynamically generates follow-up questions during survey based on respondent answers to deepen insight.
- AI Text Summarization: Condenses long documents or text into a brief summary.
- AI-Powered Insights: Automates summary, trend detection, clustering, and insights generation.
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Analytics: Tools for the systematic analysis of various types of data or statistics
- Annotations: Highlight content and/or make notations about parts of content
- Anonymous Feedback: Allow reviewers to provide anonymous feedback to encourage honest conversations
- API: Application programming interface that allows for integration with other systems/databases
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content
- Behavioral & Adaptive Logic Guidance: Suggests logic paths, mitigates bias (order, fatigue), and optimizes question flow.
- Benchmarking: Compare key metrics for the business against prominent players in the industry
- Brand Design Consistency: Monitors brand assets to ensure content is consistent with the design of the site.
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Categorization/Grouping: Organize and group data or items based on various criteria
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Chat/Messaging: Communicate using direct chat or messages within the system
- Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Conversion Rate Optimization: Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
- Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Questions: Tailored or customizable questions for more targeted and relevant data collection
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Analysis Tools: Analyze survey results via statistical testing or crosstabs directly within the software
- Data Cleansing: Removes data that is incomplete, inaccurate, or irrelevant from a dataset
- Data Exporting: Allows users to export reports from the product into an .xsl, .csv, or .pdf file.
- Data Import/Export: Import and export data to and from software applications
- Data Security: Protect sensitive data for digital privacy
- Data Visualization: Graphical representation of data
- Design Management: Collaborate on creating a product by sharing and adjusting designs through a shared portal
- Device Responsiveness: Allows designs to adapt automatically to the device that users access the survey or software.
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Reminders: Reminders sent via email
- Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product
- Feedback Aggregation: Aggregates feedback and transforms feedback into actionable insights.
- Feedback Collection: Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- Flexible Audience Options: Supports multiple sourcing modes: panels, open links, partner audiences.
- For Mobile: Compatible with mobile devices
- For Websites: Software is used for working on online pages
- Gamification: Games or game-like elements to track progress and reward accomplishments
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Geotargeting: Geographic location of visitors determines behavior of the software
- Heatmaps: A visual display that uses a color spectrum to show how visitors interact with areas of a web page
- In-App: Intercepting users during application usage.
- In-Store: Include mobile apps and portals that buyers and sales can use in the showroom
- Industry & Locale Adaptability: Adjusts templates, quotas, norms, language, and structure for different markets, verticals, and geographies.
- Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.)
- Interactive Content: Allow the audience to interact or engage with the content
- Issue Tracking: Record and follow the progress of every issue
- Mobile / Mixed Mode: Supports surveys via mobile, SMS, app, web, adapting delivery to device and context.
- Mobile Access: Access software remotely via mobile devices
- Mobile Survey: Distribute a survey via mobile devices
- Moderated Usability Testing: Conduct user tests while watching/moderating the session
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Channel Distribution: Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
- Multi-Language: Manage and support multiple languages
- Multi-Use Methodologies: Supports various research types: brand tracking, concept testing, CX, campaign evaluation, journey mapping.
- Multilingual Surveys: Allows for creation of surveys in different languages and advanced survey translation.
- Multimedia Support: Supports various file formats
- Multiple Question Types: Supports different types of question formats, including multiple-choice, checkbox, open-answer, Likert scale, and essay
- Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
- Note Taking: Allows team members to add notes to user feedback.
- NPS of Customers: Calculate NPS of customers
- NPS of Employees: Measure employee engagement and loyalty towards a business using the Net Promoter Score
- NPS Survey Structure: Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
- Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection
- Offline Response Collection: Practice of collecting data and responses for market research/surveys without an internet connection
- On-Site: Intercepting visitors while on particular webpage.
- Online Polling: Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page
- Panel Management: Conduct and manage panel discussions for the purpose of market research
- Paper-Based: Market research conducted via paper
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Performance Testing: Allows developers to check if their applications/web browsers are running as expected.
- Phone-Based: Market research conducted via telephone
- Photo Submission: Screenshots or in-context photos sent in from users.
- Presentation Tools: Share and present designs
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Prototype Creation: Create, manage and access prototypes to capture design concepts and test on users
- Pulse Surveys: Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
- Q&A Management: Allow users to collaborate and ask questions regarding folders and/or documents within the system
- Qualitative Research Support: Supports qualitative methods like open-text, video, or discussion feedback.
- Quality Assurance: Systematic evaluation of various aspects of a project or service to prevent defects or issues
- Quantitative Metrics: Metrics that are measured statistically.
- Question Branching: Survey design technique that directs respondents to different questions based on their previous answers
- Question Library: Pre-written repository of questions that can be reused within a course or for assessment or interviews
- Question Piping: Integration of respondents' answers from previous survey questions into subsequent questions or text
- Randomization: Randomize the displayed order of questions and answer options
- Rapid Research: Enables launching, collecting, and closing studies quickly (hours to days) for agile insights.
- Ratings/Reviews: Ratings/Reviews
- Real-Time Analysis: Enables the analysis and monitoring of healthcare data as it is generated, allowing timely interventions.
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Recruitment Pool: Solicit responses from pre-approved database provided by vendor
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Response Quotas: Limit the number of participants with certain characteristics you want to complete the survey
- Screen Activity Recording: Capture what is happening on a computer screen
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Security: Ensures that the application itself is protected and assures data interacting with third-party plugins or integrations do not allow for unapproved access or privilege escalation.
- Segmentation: Group leads or contacts based on their specific characteristics
- Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral
- Shared Workspaces: Enables team collaboration, commenting, version control, and stakeholder review flows.
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Site Intercept Survey: Survey popup over a webpage to specific users based on their behavior
- Skip Logic: Skip over or route respondents to different questions based on their previous answers
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Sorting: Sorts item listings based on select criteria, such as price or listing type.
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Statistical Analysis: Apply statistical/mathematical models to sets of data
- Support Audio/Images/Video: Allow media to be embedded in the question or answer options
- Survey: Provides exit surveys to collect insights into what is and isn't working for your company.
- Survey Builder: Create and manage surveys
- Survey Deployment: Supports the creation and deployment of different survey types on different channels or devices.
- Survey Sample Management: Manage sample of audience for conducting market research surveys
- Survey/Poll Management: Create and administer polls and surveys
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Team Collaboration: Allow multiple team members to edit and work on the same document
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
- Text Fields: Open text box field
- Text/Notes: Text responses to situational prompts.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance
- URL Customization: Modifying a website's URL to enhance readability, branding, or campaign alignment
- Usability Testing: Process of evaluating a product or website by testing it with representative users.
- User Journeys: Track user's interaction with the prototype
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- User Research Analysis: Analyze and gain insights into user experience
- Version Control: Track revisions and updates made to files and navigate between different versions
- Video Interview: Contains a video assessment/recording feature for users to answer questions candidly.
- Video recording/Transcriptions: Recorded video session of the tests
- Video Snippets: Individually recorded video clips based on situations or prompts.
- Video Support: Supports various video file formats
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Website Integration: Seamlessly integrates with 3rd party websites
- Widgets: An extended application or connector that enables users to perform additional services with their current set of tools
- Word Clouds: Visual representations of words that give greater prominence to words that appear more frequently
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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We can help you find the software with the features you need.

Features

4.3 (7)

4.3

Based on 7 reviews

## Pricing

Value for money

4.3 (3)

Free Trial

[View pricing plan details](https://www.capterra.com/p/174073/Optimal-Workshop/pricing/)

Starter

$199.00

Per User,Per Month

It includes:

-   MCP
-   Card sorting
-   Prototype testing
-   5 studies launched per year
-   Live site testing
-   Optimal Interviews
-   Usability testing (mixed methods)
-   Qualitative insights
-   Surveys
-   Video recording
-   Tree testing
-   Figma integration
-   First-click testing
-   Optimal Intelligence (AI & Automation)

Enterprise

Contact Optimal for Pricing

It includes:

-   Includes everything in Starter, plus:
-   Administrator controls
-   Dedicated Customer Success Manager
-   Multiple workspaces
-   Private projects
-   Tailored onboarding

Value for money

4.3 (3)

4.3

Based on 3 reviews

## Integrations

[

Figma](https://www.capterra.com/p/175027/Figma/)[

Gemini](https://www.capterra.com/p/10020130/Gemini/)[

ChatGPT](https://www.capterra.com/p/169138/Wenduct-and-Wenpipe/)[

Claude](https://www.capterra.com/p/10011218/Claude/)[

User Interviews](https://www.capterra.com/p/169122/User-Interviews/)[

Microsoft 365 Copilot](https://www.capterra.com/p/10015330/Microsoft-Copilot/)[

Respondent](https://www.capterra.com/p/228919/Respondent/)[

Lovable](https://www.capterra.com/p/10033959/Lovable/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

4.4

Based on 7 reviews

Filter by rating

5(3)

4(4)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

ER

eliana R.

reissing.eliana@gmail.com

Design

### "Lo volveré a utilizar sin dudas."

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

November 17, 2022

Lo utilice muchas veces y es muy bueno, te da métricas como lugar desde donde se conectaron los usuarios, tiempo que tardaron, cuantas personas ingresaron y no completaron la tarea. Podes duplicar algún test y solo hacerle las modificaciones que creas conveniente, lo que si estas iterando te ahorra mucho tiempo.

Pros

Tiene muchas funcionalidades, pero lo que mas utilizo es card Sporting y tree testing. Es muy útil porque porque armar la arquitectura de información de una pagina web y luego podes validarla.Tiene 5 opciones de test distintos. Es realmente muy útil, y ademas que podes ir analizando los resultados en tiempo real.

Cons

En la opción gratis tiene algunas limitaciones claramente, por lo que solo pueden completar 10 personas. Si necesitas mas la opción paga no es cara.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RH

Rebecca H.

Senior UX Researcher

Market Research

### "Great for performing UX research but hard to change questions once you've started"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

November 7, 2022

Pros

I like the exercises Optimal Workshop has to offer, easy to analyse results and get recruitment quickly.

Cons

\- Once questions have been written for a survey, you can't drag and drop them in a different order, you have to delete and start again.- While recruitment is quick to come back I find many responses are completed too quickly and I have to spend considerable time looking through responses to check which are genuine.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Customer Service Representative

Consumer Services

### "El mejor software para estudio de usuario"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 20, 2022

Excelente, no tengo queja alguna, los estudios y resultados que se arrojan a través de ellos son muy precisos y útiles para seguir mejorando nuestras páginas web.

Pros

Este software es excelente, brinda más de 3 aplicaciones útiles para realizar estudios de usuario, la que más me gusta en CardSort, a pesar de la complejidad de los resultados y todos los datos que puedes extraer de un simple estudio, es fácil de usar y la respuesta del departamento de soporte es excelente, no tardan en responder y son bastante explicativos.

Cons

Quizás lo que no me gusta mucho es el precio, me parece un poco costosa, pero al usarla de verdad que vale la pena, mucho mejor para empresas y equipos grandes, aquí el precio es bastante accequible.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 7, 2022

Thanks for taking the time to share your thoughts, we really value your feedback.

Gonzalo P.

Content Manager

Information Technology and Services

### "An online/remote alternative to Card Sorting"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

December 30, 2021

It is very useful to be able to take advantage of remote participants, which helps speed up the investigation cycle. Organizing the information in dendrograms was a useful way of communicating the findings to colleagues.

Pros

OptimalSort is an ideal tool to transform the classic Card Sorting in person, to a remote environment and 100% online. That is, any user from anywhere in the world can do your study quickly and easily. It's easy to set up and get started, it's intuitive in setup (a little less on the activity side.) It's a pretty good tool for exploring how people associate concepts.

Cons

I found that I missed being able to really see how people participated in the test. For example, you cannot tell if someone spent 5 seconds or 5 minutes thinking about a decision. It could be countered by having the participant on the phone at the time, but this is not ideal and takes away the experience of remoteness. In addition, the paid features are quite expensive. It is only available in English.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

brandon O.

Sr. Product Design Engineer

Design

### "Great research tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

July 10, 2019

Pros

We mainly use Optimal Workshop for their card sorting and tree structure testing. It has been a huge asset in helping us optimize navigation for our users. Their GUI is very straight forward and makes it easy to build projects to test.

Cons

Their software is really expensive because of all of their suite offerings. Where we don't use every feature, it would be nice to have an option to pay for just a portion of it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Certified User Experience Design Course

E-Learning

### "Loved it!"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

April 29, 2019

Pros

I loved how easy you can set up the stuff e.g. card sort and analyse the data.

Cons

I did not like the way it is displayed on mobile – this could need some improvement in order to motivate people to take part in surveys e.g. also delete little nasty bugs that occurred once: took ages to do the survey.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Digital Design Manager

Higher Education

### "Great once you get the hang of it"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

November 15, 2018

Pros

\- CSV importer worked well, so it was easy to use this in combination with our interview recording tool (Lookback) - Picks up on tags/keywords in notes, even ones imported from other platforms - Allows you to manage tags in a nice way - Created some very interesting visualizations of keyword use and how keywords relate to each other

Cons

You really need to understand how to use tags - for our team, we had to decide beforehand which ones we'd use in order to make sure that we got relevant insights (and not a crazy mishmash). But Reframer also seemed to create or duplicate tags by itself from our notes, which might have been convenient but in fact complicated things a bit further and meant we had to do some additional tag management later.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/174073/Optimal-Workshop/reviews/)

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