Dovetail, headquartered in Sydney, aims to enable the world to create better products and services through deep customer understanding. Dovetail states they empower 45,000+ people, from agencies to universities to Fortune 100 companies, to make sense of their customer research in one collaborative research platform.
$0
Optimal
Score 9.0 out of 10
N/A
Optimal Workshop, a company in New Zealand, offers their suite of user research tools on a subscription basis, including the Treejack information architecture tool, OptimalSort card sorting test, Chalkmark first-click testing, and other tools.
$2,388
per year
Pricing
Dovetail
Optimal
Editions & Modules
Free
$0
Professional
$15
per month
Enterprise
Contact Sales
per year
Starter
$2388
per year
Enterprise
Custom
Offerings
Pricing Offerings
Dovetail
Optimal
Free Trial
Yes
No
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
Discount available for annual billing on the Professional plan.
See 1st question answer for my use case, I went into depth there for the specific use cases we have. For less appropriate (touched on this earlier) the final report is not great in dovetail. The formatting options are not great and does not look professional because of the lack of customization and layouts. For my customer we wouldn't be able to present that data as it's constructed. So we have to copy and paste all the quotes and insights to a word doc. That's ok but then it means if we want to use Dovetail as a repository of data we have to then re-import a pdf of the report into the project page.
The tools are great for user researchers who have a solid foundation with IA research methods, or are willing to learn them while using the tools. However they don't magically create valid IA studies; someone with no IA research experience may struggle to use the tools and/or run studies resulting in poor quality data.
The tagging, linking, and repository features make it simple to maintain a living library of knowledge, ensuring past work is never lost.
Dovetail enables our researchers and non-research partners to engage more directly with findings, fostering a stronger culture of evidence-based decision-making.
Dovetail makes it simple to track engagement metrics with research insights proving overall ROI.
The recruitment panelists are not professional, nor do they take the tasks seriously. You are going to get a lot of bad data.
They are HQ'd outside the US and must have a small team because the customer service is the absolute WORST I've experienced in their industry.
They pride themselves on documentation, but when they fail to document something they blame the customer for the mistake.
There are way too many limitations with the tool after you launch, limited integrations, and poor survey questionnaire options. The tool itself is far too basic for most sites, especially B2B.
Because we are really happy with the tool and it’s capabilities at the moment. The price increase is the main issue we can have but the features are getting better and better. It really saves a lot of time for our team and allow us to collaborate more efficiently with certain stakeholders that often did not réalise how much research we conduct. Now they can just have a look to it by themself!
One of Dovetail’s key strengths is that it’s very easy to get started with — even for people without a research background. Uploading a transcript, tagging highlights, and generating a quick summary is intuitive and low-effort, which helped drive organic adoption at Dext. However, mastering the more advanced features — like taxonomy management, insight reporting, or strategic tagging structures — does require more time and guidance. The learning curve becomes steeper as you try to scale insight operations or enforce consistency across teams.
I would rate Optimal Workshop's overall usability 9 out of 10 due to several key factors. Firstly, the platform has a user-friendly interface makes navigation straightforward, even for first-time users. The tools and features are well-organized, ensuring users can quickly find what they need without unnecessary complexity. Secondly, the platform is highly intuitive, meaning users can easily understand how to perform tasks without extensive guidance. This is supported by clear and concise instructions throughout the application, reducing the learning curve significantly.
Additionally, the learnability of Optimal Workshop is exceptional. New users can become proficient in a short amount of time, thanks to its well-thought-out design and helpful onboarding materials. Even more advanced features are presented in a way that feels approachable and manageable. Finally, the platform supports a seamless workflow, allowing users to focus on their research or tasks rather than struggling with the software. These qualities collectively make Optimal Workshop a reliable and efficient tool for many projects, justifying its high usability rating.
Regarding performance, I would say it’s satisfactory. Adding data and transcriptions is really fast and efficient, and can be done in the background, so I’m never hindered by these aspects. However, all the new AI-generated features are still somewhat slow to run. It’s nothing major, but it should improve in the future.
My customer success manager is very responsive and has always been able to answer my questions and resolve issues quickly. The collaboration is smooth, so I have no complaints in that regard.
We’ve never had to use much of their support services since the platform is very easy to use, we have however needed to transfer ownership between team members due to people leaving or other circumstances. Under those situations, the support offered to us has been been very quick and efficient and we never had to nudge them much to get the job done.
The training went very well, and we co-built it to really address our needs. I also think it was beneficial to have feedback coming from someone other than myself (since I manage the tool), as it helped reinforce the points I wanted to highlight. The team’s feedback on the training was very positive.
Dovetail is 10X better. So much easier and truly meant for having one centralized workspace. Everything from the highlights and tags and videos and column customization when editing makes it easy to call them the winner in this field. I wouldn't want to go back to my other tools I've used in the past due to the amount of time it takes and would choose Dovetail over Google Workspace, UserTesting, and Basecamp hands down
Optimal Workshop was the best tool that provided just what we needed and not anything more. The price point was also perfect for us as it provided room to try it out and then jump into a bigger package
Management is quite straightforward; it’s easy to change access if certain stakeholders need to use it. The repository features are accessible to all teams, making it a good entry point into the tool. The more people use it, the more powerful the tool becomes, so it seems truly scalable to me. The limits are more financial, in terms of accessing additional features.
Researchers and designers now spend less time digging through scattered notes or redoing similar studies. Centralizing everything in Dovetail has significantly reduced the time needed to prepare synthesis reports, align stakeholders, or onboard new teammates into past research.
With Dovetail, user insights are no longer abstract or anecdotal—they're traceable, searchable, and backed by real quotes. Product teams feel more confident making roadmap decisions based on what users actually need, not assumptions.
Dovetail has encouraged more non-designers to engage with user feedback directly. This democratization of insights helps align everyone around real user problems, which ultimately leads to better product-market fit and faster iteration loops.
Optimal Workshop has provided a very low-risk, quick testing ground for navigation menus. So while the full impact cannot be determined, we are happy we are using Optimal Workshop, and are gaining benefits from it.
