ProcessMate Description
ProcessMate is a cloud-based software that helps you keep track of your orders and quotations. It includes a sales desk for your employees and the Customer Portal (client portal) where your client can request quotations, place orders, or make service requests. It is easy to set up the portal and add branding to your company. ProcessMate allows you to manage tasks, documents, and team communication. ProcessMate can manage both ad-hoc tasks and regular tasks that are completed on time. The platform will notify and track users, create reports for managers, and streamline your business. You can open up new channels of communication with your customers. They can submit service and purchase requests, view their ongoing requests, and, optionally, you can trigger internal processes after your customer submits a request.
ProcessMate Alternatives
Pylon
Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.
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P3Source
P3Source is a cost-effective, and user-friendly print procurement and resale platform, meticulously designed for corporate, educational, and non-profit print buyers. P3Source also offers features for brokers, print management firms, inplants and print manufacturers to manage and resell work.
Crafted by industry-savvy print enthusiasts, P3Source operates as an efficient print procurement management system, revitalizing the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry.
As a project management hub, P3Source capably handles dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting.
P3source's web portals tie together the supply chain. Customers can submit requests, approve projects and upload production files. Suppliers can effortlessly submit quotes, accept orders, post shipment data, and even present their invoices. This streamlined approach ensures quick, hassle-free transactions for all parties.
Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind.
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Scoro
Control your entire business from one place
Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time.
Plan and forecast your resources
Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle.
Make sure you’re profitable
Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs.
Collaborate where work happens
Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.
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PandaDoc
PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.
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Pricing
Pricing Starts At:
$25 per user per month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
ProcessMate
Year Founded:
2013
Headquarters:
United Kingdom
Website:
processmate.net
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online
ProcessMate Features and Options
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