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features
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support

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Description

Marketing automation is now accessible and straightforward, eliminating the need for costly integrations. It offers stunning email templates alongside an intuitive journey builder and robust dashboards that cater to enterprise needs—all within a single cohesive platform. With Insightly Marketing, businesses can attract and engage their target audience more effectively, fostering accelerated growth thanks to its seamless integration with Insightly CRM. This integration ensures that customer data flows seamlessly throughout every stage of the customer journey, minimizing the risk of loss or damage. Marketing and sales teams can now work together with a shared understanding of their ideal customer, enhancing collaboration and alignment. You can create visual representations of any customer journey, whether it’s a simple mass email or a complex nurturing campaign. By incorporating logical next-best-action steps, you can provide your customers with valuable learning experiences about your business, guiding them from initial contact to becoming advocates. Furthermore, with advanced reporting and dashboards tailored for enterprise needs, you can significantly enhance the effectiveness of your campaigns, leading to better insights and decision-making. This integrated approach not only streamlines processes but also maximizes the impact of your marketing efforts.

Description

Quotient is a user-friendly and advanced online platform designed for the creation and management of quotes, allowing users to effortlessly generate, dispatch, and oversee their quotes. This software is compatible with Mac, iPhone/iPad, and Windows devices, ensuring a secure environment for its users. With its powerful features, such as acceptance confirmation emails, customizable quote templates, private notes for internal reference, and one-click online acceptance, Quotient streamlines the quoting process significantly. Additionally, it offers seamless integration with various applications, including Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise, enhancing its functionality and versatility. As a result, businesses can improve their operational efficiency and communication with clients through this comprehensive solution.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Insightly Yes 
QuickBooks Online Yes 
Adobe Marketo Engage No 
Bookkeeper360 No 
Chat Metrics Yes 
Easyflow No 
Google Calendar Yes 
Google Docs Yes 
Integrately No 
Jotform Yes 
KonnectzIT No 
Mailchimp No 
QuickBooks Online Advanced No 
Stackreaction No 
Unata No 
Wufoo No 
Zapier No 
Zoom Yes 
Zoom Webinars Yes 
servis.ai No 

Integrations

Insightly Yes 
QuickBooks Online Yes 
Adobe Marketo Engage Yes 
Bookkeeper360 Yes 
Chat Metrics No 
Easyflow Yes 
Google Calendar No 
Google Docs No 
Integrately Yes 
Jotform No 
KonnectzIT Yes 
Mailchimp Yes 
QuickBooks Online Advanced Yes 
Stackreaction Yes 
Unata Yes 
Wufoo Yes 
Zapier Yes 
Zoom No 
Zoom Webinars No 
servis.ai Yes 

Pricing Details

$299 per user per month
Free Trial No 
Free Version No 

Pricing Details

$20.00/month
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 No 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Insightly

Founded

2010

Country

United States

Website

www.insightly.com/why-insightly-marketing/

Vendor Details

Company Name

Quotient

Founded

2012

Country

New Zealand

Website

quotientapp.com

Product Features

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence No 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking Yes 

Product Features

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

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