Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies.
Description
DoneQuote is an AI-powered quoting solution designed for businesses that rely on sending quotes, including trades, home services, and B2B field sales teams with product catalogs, like commercial equipment dealers. Delays in quoting can result in lost opportunities, while inaccuracies such as incorrect items, prices, disorganized PDFs, version confusion, and vague details can lead to similar losses. With DoneQuote, quotes are generated directly from your catalog, ensuring they are both comprehensive and precise. You can review each line, make edits using straightforward language, and then dispatch a personalized online quote. Customers can easily access this quote on their smartphones and approve it with just a single click, while reminders are sent for quotes that remain unanswered. This tool supports the sales process from initial contact to finalizing the deal, excluding invoicing and scheduling features. The first ten quotes you send are complimentary, and the platform is mobile-friendly, remaining active until the transaction is complete. Additionally, the seamless integration of this software allows for a more efficient sales experience.
API Access
Has API
Yes
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$119/mo or $99/mo yearly
First 10 sent quotes free; Pro $119/mo or $99/mo yearly.
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BuddyCRM
Founded
2012
Country
United Kingdom
Website
buddycrm.com
Vendor Details
Company Name
Overlab Holding B.V.
Country
Netherlands
Website
donequote.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No