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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Keep track of meetings, emails, calls, and internal notes all in one centralized system. You can easily store both generated and uploaded documents, ensuring that the entire history of collaboration is accessible in one location. This approach not only aids your own productivity but also enhances the service quality for your colleagues. Instead of forcing your organization to conform to the application, you can implement a customized solution that fits your needs. Tailor the forms to your specifications and utilize pre-existing solutions for efficiency. By sharing information centrally, you can significantly reduce the risk of duplication. Furthermore, information can be tagged and categorized for better organization. You can specify which details are essential for completion, and the recorded data can be filtered and compiled into detailed reports. This process allows you to gather insights for a deeper understanding of client preferences. Consequently, you can send out relevant quotes at the most opportune moments. Managing business relationships has never been more straightforward, making it easier to foster connections and drive success. With a streamlined system, you'll find your workflow significantly improved and more efficient than ever before.

Description

Imagine a straightforward method to manage your quotes and potential projects that seamlessly connects with your email. If you often find yourself dedicating more time to handling quotes rather than securing them, then SharpPLM Quoting could be the ideal solution for you. This tool allows you to gather email discussions and documents pertinent to each quote, enabling you to revise and maintain a comprehensive record of all changes made. In the world of machine shops, considerable effort is invested in generating quotes, so it’s crucial to ensure that this effort translates into meaningful results. By systematically tracking your quotes, you can gain insights into what strategies are effective and which are not. You'll discover which clients are less sensitive to pricing, which ones prioritize speed, and which may never convert into customers. SharpPLM was designed with the vision of providing a straightforward, cost-effective solution for businesses to oversee their essential product and operational data. By integrating diverse expertise, SharpPLM aims to deliver a robust and effective product for users. Ultimately, this innovation could transform how you approach quoting and project management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SmartPOS by Petrosoft No 

Integrations

SmartPOS by Petrosoft Yes 

Pricing Details

$27 per month
Free Trial Yes 
Free Version No 

Pricing Details

$49 per month
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 No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Helmdeck

Founded

2015

Country

Poland

Website

helmdeck.com

Vendor Details

Company Name

Sharp PLM

Founded

2009

Country

United States

Website

www.sharpplm.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Product Lifecycle Management

Change Management Yes 
Compliance Management No 
Cost Tracking No 
Design Management No 
Document Management Yes 
Product Data Management Yes 
Project Management Yes 
Requirements Management No 
Supplier Management No 

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