Best Quote-to-Cash Apps for iPad of 2024

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Planview Changepoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. Changepoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. Changepoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Salesforce CPQ makes it easier to get quotes, manage pricing, and close deals faster with Salesforce CPQ. Salesforce CPQ is a CPQ solution for the world's top CRM platform. It gives companies the tools to manage the sales process from quote to cash. Salesforce CPQ comes in three versions, including full Quote to-Cash which supports billing and collection.

It's now easier to create quotes and contracts. Sign electronically and accept payments immediately. One click creates a professional quote and contract. Send a quote and contract to be electronically signed. Instantly accept payments from customers. You can track, manage, and gain insight into your business. We offer productivity tools that will help you track and manage the work of your employees. It is easy to see if a customer has approved, rejected, signed or viewed the document. So you can concentrate on your customers, we provide a quick snapshot to show you your daily activities. You can easily integrate Stripe with your freelance or small business to collect payments from anywhere in world. Our app allows you to request payments directly from customers. All of your outstanding balances can be viewed, you can send requests, and you can collect payments from one central area.

ASC Pricing and Quote is a web-based platform that allows you to manage configure, price, and quote (CPQ) with a focus in RFPs, RFIs and RFQs. It also facilitates collaborative negotiation and sourcing. The software provides automated notification and alerts for tendering milestones, pricing, discount management, templates to create quote, proposal, pricing documents, and many other features.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Pricefx offers a complete suite of price management, CPQ and other solutions. Our cloud platform allows you to quickly understand your data and adapt to market changes, empowering your organization to drive profitable growth. These products are already world-class and designed to keep up with the market. They can meet your current and future state needs. Your sales team will be able to respond faster to customer inquiries, provide more accurate and confident quotes, and close more deals. With an error-free Configure-Price-Quote capability, pricing simulations and calculations, you can provide your sales team with unmatched response times to pricing inquiries and quote creations. For quick and error-free responses to pricing queries, empower your sales team with a flexible price calculator and quote configurator.

Revenova TMS, a cloud-based transport management system for shippers and brokers, is available to third-party logistics (3PL), companies. Plan, price, optimize and book freight. You can also track, schedule, track, and manage invoices. Revenova TMS is a Salesforce.com Lightning platform that leverages the #1 cloud-CRM platform in the world to provide a seamless quote-to cash workflow solution on a reliable, secure, and scalable cloud infrastructure. To accelerate revenue-generating activities that involve shipping, quickly calculate customer freight costs. To improve service levels and provide customers with real-time visibility to shipment locations, track the performance of carriers. Quickly identify, evaluate, onboard, book, and pay carriers. Monitor compliance with Federal motor carrier regulations, as well as internal performance standards, automatically. For real-time interaction with carriers, deploy branded web communities.

Netiquette Accounting Management System, an online accounting software, is designed to accelerate your financial close. It provides streamlined auditable revenue management as well as complete real-time visibility into your business's financial performance. Netiquette Accounting Software has been approved by IRAS. It is compliant with Singapore's regulatory requirements. It is specifically designed for Singapore SMEs to fill out GST Form 5 (IAF) and IRAS Audit Files (IAF). Netiquette Accounting Software gives you real-time data reporting about your business health. It analyses data on cash flow, cash to loans gearing data, return of capital, and many other factors. Netiquette Inventory System seamlessly integrates Netiquette Accounting Software to streamline business processes such as quote to cash. This allows everyone to work from one source of finance, sales, and customer data for bookkeeping.

Global Shop Solutions ERP software simplifies manufacturing.™ Global Shop Solutions ERP software offers the tools needed to deliver quality parts on time from quote to cash. It also includes shop management, scheduling and inventory management. Our manufacturing customers can choose to use the cloud or premise for real-time inventory accuracy and better customer service. The headquarters in The Woodlands, Texas features a state of the art R&D facility as well as a Global Shop Solutions training centre. The company supports thousands manufacturing facilities in more than 25 countries through its offices in the United States, Mexico, Indonesia and Singapore, as well as in Australia, New Zealand, Australia, New Zealand, Singapore, Australia and New Zealand.

SnapLogic is easy to use, quickly ramp up and learn. SnapLogic allows you to quickly create enterprise-wide apps and data integrations. You can easily expose and manage APIs that expand your world. Reduce the manual, slow, and error-prone processes and get faster results for business processes like customer onboarding, employee off-boarding, quote and cash, ERP SKU forecasting and support ticket creation. You can monitor, manage, secure and govern all your data pipelines, API calls, and application integrations from one single window. Automated workflows can be created for any department in your enterprise within minutes, not days. SnapLogic platform can connect employee data from all enterprise HR apps and data sources to deliver exceptional employee experiences. Discover how SnapLogic can help create seamless experiences powered with automated processes.

SplashQ2C customizable templates allow you to quickly send quotes on demand. Customers can accept and make payments from their quote by empowering them with the "Buy Now” button. Our proprietary "Buy Now” button empowers customers to process payments immediately and send orders to suppliers for fulfillment. Resellers can maintain their brand identity by using co-branding and reseller quote templates. Users can create and manage their own customized and modified quote templates according to quote type. This is useful for creating and maintaining most frequently placed orders. SplashQ2C will manage payments for your customers, no matter how they prefer to pay. SplaceQ2C can process credit cards, accept and approve purchase order, and even manage credit lines. For easy payment processing, you can upload purchase orders or process credit card payments. Receive payments easily and reconcile them. Automatically send invoices and receipts to the customer

ViiBE is Viirtue’s all-in-one platform for resellers. It helps you speed up your company's sales and improves your customer experience. Start selling new services to your clients by becoming a white label partner. Automate your workflows, simplifying all aspects of VoIP reseller. We will reduce your operating costs and provide a cutting-edge, industry-leading product. You will only be charged for the seats you use, not multiple times for multiple users using multiple devices. Viirtue now offers data migrations from selected platforms. Viirtue's cloud based PBX and VoIP phone systems have changed the way end-users communicate with each other and their customers. As a White Label Partner you can offer these solutions for other organizations in your network while we continue to develop industry-leading tools to help your clients.