Average Ratings 5 Ratings

Total
ease
features
design
support

Average Ratings 4 Ratings

Total
ease
features
design
support

Description

You can replace your scattered cloud applications, legacy tools, or paper-based processes by one operating system that will serve your entire business. Zoho One is a single integrated platform that can transform your business' disparate activities to make it more connected and agile. You can increase productivity, improve customer experience, and more. Collect leads, close deals quickly, create invoices and quotes, sign contracts digitally, and track every metric. Close deals, manage projects and contracts, track and bill expenses and time, and stay on budget and on schedule. Create segments, send targeted surveys and campaigns at the right time, and track your performance with executive dashboards.

Description

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Adobe Marketo Engage Yes 
Assembla Yes 
Bonusly Yes 
Box Yes 
Dropbox Yes 
Front Yes 
Jitbit Help Desk Yes 
Lucidchart Yes 
MangoApps Yes 
Microsoft 365 No 
MindCloud Yes 
PurelyHR Yes 
RingCentral RingEX Yes 
Smartsheet Yes 
SolarWinds Service Desk Yes 
Splunk AppDynamics Yes 
Sugar Sell Yes 
TCP Humanity Yes 
Zendesk Yes 

Integrations

Salesforce Yes 
Adobe Marketo Engage No 
Assembla No 
Bonusly No 
Box No 
Dropbox No 
Front No 
Jitbit Help Desk No 
Lucidchart No 
MangoApps No 
Microsoft 365 Yes 
MindCloud No 
PurelyHR No 
RingCentral RingEX No 
Smartsheet No 
SolarWinds Service Desk No 
Splunk AppDynamics No 
Sugar Sell No 
TCP Humanity No 
Zendesk No 

Pricing Details

$45.00/month/user
Free Trial Yes 
Free Version No 

Pricing Details

$75 USD/user/month*
servicePath CPQ+ Professional Edition

Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.

*billed annually
Free Trial No 
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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/one/

Vendor Details

Company Name

servicePath

Founded

2011

Country

Canada

Website

servicepath.co

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Sales Acceleration

CPQ Yes 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

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