Hubspot
HubSpot is a CRM platform that integrates marketing, sales, and customer service tools to help businesses manage relationships and streamline operations.
Zoho CRM
Zoho CRM is a customer relationship management tool that manages customer interactions, sales, and marketing within the Zoho ecosystem.
Salesforce
Salesforce is a cloud-based CRM platform that helps businesses manage sales, marketing, customer service, and analytics, with customizable tools and automation features.
PandaDoc
PandaDoc is a document management platform that enables users to create, send, and sign digital documents with automation and integration features.
Zoho CRM Plus
Zoho CRM Plus is a unified customer relationship management platform that integrates sales, marketing, and support teams for effective customer engagement and collaboration.
Qwilr
Qwilr is a software for creating interactive sales documents like proposals and quotes, enabling businesses to engage clients and streamline their sales process.
AgencyBloc
AgencyBloc is a management system for life and health insurance agencies, offering CRM, commissions processing, and automation tools to streamline operations.
DigiFabster
DigiFabster is a cloud-based app that automates quoting and e-commerce for CNC and additive manufacturing, enabling quick online quotes and payments.
Accelo
Accelo is a cloud-based platform for managing client work, projects, and finances in professional services, streamlining workflows and improving efficiency.
Hawksoft
HawkSoft is a management system for insurance agencies, helping them organize client data, manage policies, and streamline workflows to enhance productivity and customer service.
Yext
Yext is a digital management platform that helps businesses manage their online presence, optimize listings, reviews, SEO, and analyze customer engagement across multiple channels.
Quoter
Quoter is a quoting software for IT service providers that streamlines quote creation, management, and tracking while integrating with other business tools.
Apparound
Apparound is a sales tool that digitizes and manages the sales process, allowing for content sharing, quote creation, electronic signatures, and integration with CRM systems.
DealHub.io
DealHub.io is a platform that streamlines the sales process through CPQ, contract management, billing, and subscription management, integrating with popular CRM systems.
Proposify
Proposify is a cloud-based software for creating, managing, and tracking sales proposals with features like templates, e-signatures, and CRM integration.
BlueSnap
BlueSnap automates finance, sales, and HR tasks by integrating existing accounting and CRM systems, improving communication and workflow efficiency.
Agentero
Agentero is a digital platform that helps independent insurance agents manage workflows, improve communications, and ensure compliance in their operations.
GeoQuotes
GeoQuotes is a quoting and invoicing tool that allows users to create, track, and manage quotes while integrating with project management and accounting applications.
Zendo
Zendo is an all-in-one app for managing sales services, automating workflows, generating invoices, and facilitating client communications in a chat-based interface.
Paperless Parts
Paperless Parts is a cloud-based estimating and quoting platform for manufacturers, streamlining workflows and improving efficiency in pricing and sales processes.
iQuoteXpress
iQuoteXpress is a web-based app that automates sales quoting by allowing users to create, manage, and track proposals with accurate product information.
FastSpring
FastSpring IQ provides customized, interactive pricing quotes on a private page to enhance the buying experience for prospects.
Revv
Revv is a document automation platform for creating, sending, and signing documents electronically, ensuring compliance and security while facilitating workflows.
Pricefx
Pricefx is a cloud-based pricing optimization and management platform that helps enterprises analyze, plan, and execute pricing strategies effectively.
Jenesis Software
Jenesis Software provides agency management solutions including marketing campaigns, quote management, customer calling, document management, and optimized agency websites.
vloxq
Vloxq CPQ simplifies quote creation by automating data integration and reducing administrative tasks, enhancing efficiency for sales teams.
Zoura
Zuora Billing automates billing and monetization processes, offering flexible pricing models and integration tools for efficient revenue management.
InsurGrid
InsurGrid helps insurance agents automate the collection of personal lines policy summaries from clients to streamline the quoting process.
myCOI
myCOI is a cloud-based app that simplifies the management of Certificates of Insurance (COIs), ensuring compliance and tracking risk for various businesses.
Miraworks.io
Miraworks.io is a SaaS tool for system integrators and enterprises that automates IT infrastructure design, quotation, and estimation tasks.
Solutions
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