Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies.

Description

Cloud Quote is a comprehensive, cloud-based CPQ (Cost, Price, Quote) sales software solution that enhances the efficiency, customization, and speed of the quoting and sales process. It empowers sales teams to swiftly produce precise, uniform, and professional quotes and proposals, utilizing automated calculations, adaptable templates, and real-time pricing adjustments, thereby minimizing manual tasks and errors, allowing sales representatives to dedicate more time to selling, while providing managers with visibility into pipeline performance. This software centralizes product, pricing, and rate information, ensuring users receive immediate updates, and it facilitates lead tracking and distribution, offering insights into lead origins and return on investment. Additionally, it features dashboards that provide reporting on quotes, closure probabilities, products quoted, and performance across various geographical areas, while also incorporating functionalities such as quote approvals, team assignments, and the seamless reassignment of quotes among sales representatives for enhanced collaboration. Ultimately, Cloud Quote aims to transform the sales process into a more efficient and effective experience for all involved.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BuddyCRM

Founded

2012

Country

United Kingdom

Website

buddycrm.com

Vendor Details

Company Name

CloudQuote

Founded

2013

Country

South Africa

Website

cloudquoteglobal.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Alternatives

Alternatives

QuoteWerks Reviews

QuoteWerks

Aspire Technologies, Inc
TurboQuote Reviews

TurboQuote

TurboDocx
Tall Emu CRM Reviews

Tall Emu CRM

Tall Emu