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Description
SwiftyQuote creates tailored online product configurators specifically designed for manufacturers of instrumentation. These configurators transform product catalogs, ordering guides, and technical specifications into an intuitive selection process, allowing buyers to easily navigate through valid combinations, identify the right model code, access datasheets, and submit quote requests. Manufacturers can seamlessly integrate a configurator into their websites or distribute it to customers, eliminating the need for in-house configuration software development. Additionally, SwiftyQuote offers optional features such as automated responses for quotes and leads, an AI-driven voice receptionist, follow-ups on quotes, customer support, workflow automation, and a comprehensive technical knowledge base. The platform also facilitates connections to various CRM and business systems like Salesforce, HubSpot, Microsoft Dynamics, Google Sheets, and Microsoft 365, while supporting API, email, and webhook workflows for efficient routing of configuration and inquiry details. This comprehensive suite of services ensures that manufacturers can enhance their customer engagement and streamline their operational processes effectively.
Description
Handify serves as a specialized Technical Sales Operating System tailored for businesses involved in the sale of ingredients, raw materials, specialty chemicals, and flavors and fragrances, where the product itself is the key driver of sales. This innovative platform consolidates the traditional reliance on generic CRM systems, shared folders, spreadsheets, and email into a single, cohesive solution. It features a customizable technical catalog with versatile product attributes that function as search filters, as well as comprehensive technical documentation—such as TDS, SDS, and certificates—that can be updated universally in real-time. In addition, Handify offers Bundles, which are curated collections of products, documents, and quotes that can be shared with clients in a matter of minutes, ensuring they are always up to date. The system further streamlines quoting processes with approval workflows, manages sample requests, and oversees leads, accounts, and pipelines efficiently. Moreover, the AR Helper component ensures that sales and finance teams remain synchronized regarding outstanding invoices, overdue payments, and credit holds. With built-in AI capabilities, Handify enhances operations by enabling data extraction from technical PDFs, delivering product recommendations, conducting account analyses, and generating insightful narrative sales reports that help drive informed decision-making. This comprehensive approach not only optimizes sales processes but also significantly improves overall operational efficiency.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft 365
Yes
Google
No
Google Sheets
Yes
HubSpot CRM
Yes
Microsoft Dynamics 365
Yes
Salesforce
Yes
Integrations
Microsoft 365
Yes
Google
Yes
Google Sheets
No
HubSpot CRM
No
Microsoft Dynamics 365
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Custom
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Instrusolve
Founded
2026
Country
United States
Website
swiftyquote.com
Vendor Details
Company Name
Evanon
Founded
2025
Country
Mexico
Website
handify.app
Product Features
Product Configurator
2D Drawing
No
3D Modeling
No
Analysis & Constraints
No
Custom Pricing Options
No
Inventory Management
No
Recommendation Engine
No
eCommerce
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
