Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Kaseya's Quote Manager will revolutionize your sales process. Transform your sales process. Streamline your quoting and procurement to boost revenue. Your strategic advantage in the sales arena is waiting for you. Our intuitive cloud platform enables all staff to quote and sell with ease, resulting in MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. MSPs can now save time by avoiding the 20-minute ordeal. Modern electronic quotes will increase efficiency, reduce rebuilds, and speed up sales. Bid adieu to manual and time-consuming hardware acquisition. Our automation eliminates rework and streamlines the process to increase efficiency. We offer this modern solution, which eliminates manual steps and increases productivity.

Description

Welcome to PromoXcrm, the go-to solution for streamlined business processes in promotional marketing. Our cutting-edge tools ensure efficiency, intelligence, and seamless integration. The flagship 1-Click Sales Order simplifies the process, letting your team focus on relationship-building and deal closure. Intelligent Purchase Order and Sales Order generation enhances accuracy and efficiency in procurement. Say goodbye to accounting complexities with user-friendly tools that simplify financial management and ensure compliance. Seamlessly integrate with popular accounting software, and enjoy a 1-Click Export to QuickBooks for a smooth transition, eliminating manual data entry hassles. Step into a new era of productivity with PromoXcrm.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autotask PSA
ConnectWise PSA
Datto RMM
QuickBooks Accountants
QuickBooks Live Bookkeeping
QuickBooks Online
Xero

Integrations

Autotask PSA
ConnectWise PSA
Datto RMM
QuickBooks Accountants
QuickBooks Live Bookkeeping
QuickBooks Online
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$45/month/user
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

Kaseya

Founded

2000

Country

United States

Website

www.kaseya.com/products/msp-quoting-software/

Vendor Details

Company Name

PromoXcrm

Founded

2017

Country

United States

Website

promoxcrm.ai

Product Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

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

Alternatives

Alternatives

TurnLink Sales Manager Reviews

TurnLink Sales Manager

TurnTree Solutions
AutoQuote Reviews

AutoQuote

Dean Infotech
Kaseya BMS Reviews

Kaseya BMS

Kaseya