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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Keep track of meetings, emails, calls, and internal notes all in one centralized system. You can easily store both generated and uploaded documents, ensuring that the entire history of collaboration is accessible in one location. This approach not only aids your own productivity but also enhances the service quality for your colleagues. Instead of forcing your organization to conform to the application, you can implement a customized solution that fits your needs. Tailor the forms to your specifications and utilize pre-existing solutions for efficiency. By sharing information centrally, you can significantly reduce the risk of duplication. Furthermore, information can be tagged and categorized for better organization. You can specify which details are essential for completion, and the recorded data can be filtered and compiled into detailed reports. This process allows you to gather insights for a deeper understanding of client preferences. Consequently, you can send out relevant quotes at the most opportune moments. Managing business relationships has never been more straightforward, making it easier to foster connections and drive success. With a streamlined system, you'll find your workflow significantly improved and more efficient than ever before.

Description

Imagine a straightforward method to manage your quotes and potential projects that seamlessly connects with your email. If you often find yourself dedicating more time to handling quotes rather than securing them, then SharpPLM Quoting could be the ideal solution for you. This tool allows you to gather email discussions and documents pertinent to each quote, enabling you to revise and maintain a comprehensive record of all changes made. In the world of machine shops, considerable effort is invested in generating quotes, so it’s crucial to ensure that this effort translates into meaningful results. By systematically tracking your quotes, you can gain insights into what strategies are effective and which are not. You'll discover which clients are less sensitive to pricing, which ones prioritize speed, and which may never convert into customers. SharpPLM was designed with the vision of providing a straightforward, cost-effective solution for businesses to oversee their essential product and operational data. By integrating diverse expertise, SharpPLM aims to deliver a robust and effective product for users. Ultimately, this innovation could transform how you approach quoting and project management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SmartPOS by Petrosoft

Integrations

SmartPOS by Petrosoft

Pricing Details

$27 per month
Free Trial
Free Version

Pricing Details

$49 per month
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

Helmdeck

Founded

2015

Country

Poland

Website

helmdeck.com

Vendor Details

Company Name

Sharp PLM

Founded

2009

Country

United States

Website

www.sharpplm.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

Product Lifecycle Management

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

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