The guide
Step by step: how OptioHR works — for HR teams who are searching and for vendors alike. Search for your question below or browse through the steps.
For HR teams: from intake to match
In three steps from search query to the right vendors — free and independent.
Complete the free intake
In about 5 minutes, answer a few targeted questions: which category you’re looking in (for example HRIS, payroll or ATS), your region, company size, your pain points, budget and desired start date. You don’t need an account yet to do this.
Why it works this way
We structure your request according to a fixed method, so vendors immediately understand what you need. This way you avoid non-committal sales pitches and only get matches that genuinely fit.
The benefits
- Free and without obligation
- Done in about 5 minutes
- No account needed to start
- You decide how many vendors may get in touch
Confirm your email and activate your account
After submitting your intake you’ll receive an email to confirm your address. This activates your personal dashboard where you manage your journey.
Why it works this way
The email confirmation protects your data and keeps fake requests out. Your matches are only released after confirmation — you stay in control of who gets in touch.
The benefits
- Your data stays protected until you share it
- One place to manage your matches and demos
- No spam: only vendors you allow
View your matches and compare vendors
In your dashboard you see the vendors that fit your situation, with profiles and scorecards. You compare them side by side, schedule demos and build your shortlist.
Why it works this way
Because we match on your criteria, you only see relevant vendors. You reach out and choose — not the other way around.
The benefits
- Saves hours of research
- Objective comparison in one place
- You decide, without sales pressure
Anonymous lead vs. purchased lead
This is the heart of OptioHR. Before purchase, a vendor sees enough to assess whether a lead fits — but not who the buyer is. After purchase with credits, the full request including contact details is released.
- CategoryHRIS
- Company size50–200 employees
- RegionNetherlands
- Budget indication€15.000–€30.000 / year
- Desired start dateWithin 3 months
- Pain points & why nowVisible as a summary
- Company nameHidden until purchase
- Contact personHidden until purchase
- Email addressHidden until purchase
- Phone numberHidden until purchase
- Full intakeHidden until purchase
- CategoryHRIS
- Company size50–200 employees
- RegionNetherlands
- Budget indication€15.000–€30.000 / year
- Desired start dateWithin 3 months
- Pain points & why nowFully written out
- Company nameAcme B.V.
- Contact personJane de Vries (HR manager)
- Email addressjane@acme.nl
- Phone number+31 6 12 34 56 78
- Full intakeFully written-out intake story
Why it works this way
This setup protects the buyer’s privacy and ensures only serious vendors get in touch. Win-win: buyers stay in control, vendors only pay for relevant, complete leads.
The benefits
- The buyer’s privacy stays protected until the match is serious
- Vendors assess relevance before they pay
- No unsolicited cold calls for the buyer
For vendors: from account to purchased lead
Receive relevant leads from HR teams actively searching — pay only for what fits.
Create a vendor account and complete onboarding
Register with your business email address and work through the short onboarding: your company, the categories you’re active in and your contact details.
Why it works this way
A business email address lets us safeguard the quality of the network. During onboarding you align your profile with the categories and regions you serve, so you only see leads that fit.
The benefits
- Only leads that match your offering
- Quick setup
- No more cold calling
View anonymous leads in the marketplace
In your lead overview you see new requests as anonymous leads: category, company size, region, budget and pain points are visible, but the buyer’s contact details are not yet. You also see how many credits a lead costs and how many spots are still available.
Why it works this way
The buyer stays anonymous until there’s a serious match. This way you can first assess whether a lead is relevant before you pay — and the buyer’s privacy stays protected.
The benefits
- Enough context to assess relevance
- Never pay for a lead that doesn’t fit
- Fair distribution: a limited number of vendors per lead
Buy the lead with credits and see all details
Does a lead fit? Unlock it with credits. You instantly see the full intake plus the buyer’s contact details: company, name, email and phone. After that you schedule a demo and track the status (won, lost or not relevant).
Why it works this way
Paying per lead is a form of commitment: the buyer only gets vendors who are genuinely interested. Credits make the cost per lead transparent and predictable.
The benefits
- Warm lead: the buyer asked for matches themselves
- Full context, ready to use right away
- No wasted acquisition time
Frequently asked questions — how does it work?
Quick answers to the questions buyers and vendors ask most.