Average Ratings 4 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Oversee tasks for all members of your organization by uploading files pertinent to task list entries and adding relevant notes. Enhance your sales while minimizing the expenses associated with creating quotes. Generate service request PDFs and monitor service hours categorized by type, along with tracking significant resource hours. Established in 1995, Agent Technologies specializes in operational enhancements via software solutions and consulting services. Our clientele ranges from small enterprises to industry giants like Procter & Gamble, with a specific focus on manufacturing firms. This experience has equipped us to address diverse operational challenges effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Assisterr
BloFin
Coinbase One Card
Gotransverse
LogiSense
Microsoft 365
Salesforce

Integrations

Assisterr
BloFin
Coinbase One Card
Gotransverse
LogiSense
Microsoft 365
Salesforce

Pricing Details

$75 USD/user/month*
Free Trial
Free Version

Pricing Details

$9 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

servicePath

Founded

2011

Country

Canada

Website

servicepath.co

Vendor Details

Company Name

Agent Technogies

Country

United States

Website

www.agenttech.com/xrp.aspx

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow 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

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