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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.
Description
Perfectly suited for agencies and distributors, LeadPro CRM offers an impressive array of over 25 industry-specific pre-designed templates, excelling in lead-centric capabilities that enhance acquisition, distribution, tracking, and data mining from various lead capture sources, including third-party providers. The system simplifies the process of integrating leads, regardless of their origin, ensuring that whether they come from digital platforms like sales lead providers, landing pages, blogs, and social media or from conventional methods such as advertising, direct mail, call centers, or telesales, distribution occurs without delay. Immediate follow-up and tracking are built into the system, while automatic reassignment of leads ensures efficient management. Additionally, Live Leads keeps you informed with real-time data on site visitors, detailing their source and allowing you to easily add them to a watch list for alerts upon their return. LeadPro's versatility is further underscored by its ability to accommodate data from every industry, and even leads received through email are seamlessly integrated thanks to its email parsing capabilities. This comprehensive functionality ensures that users can maximize their lead management processes effectively.
API Access
Has API
API Access
Has API
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
CloudQuote
Founded
2013
Country
South Africa
Website
cloudquoteglobal.com
Vendor Details
Company Name
Mosaic CRM
Founded
2002
Country
United States
Website
www.mosaiccrm.com/solutions/leadpro/
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
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