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Average Ratings 0 Ratings

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Description

Kaseya's Quote Manager will revolutionize your sales process. Transform your sales process. Streamline your quoting and procurement to boost revenue. Your strategic advantage in the sales arena is waiting for you. Our intuitive cloud platform enables all staff to quote and sell with ease, resulting in MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. MSPs can now save time by avoiding the 20-minute ordeal. Modern electronic quotes will increase efficiency, reduce rebuilds, and speed up sales. Bid adieu to manual and time-consuming hardware acquisition. Our automation eliminates rework and streamlines the process to increase efficiency. We offer this modern solution, which eliminates manual steps and increases productivity.

Description

Turnstile is an innovative platform for quote-to-cash automation specifically tailored for SaaS businesses, simplifying and automating every step of the revenue lifecycle, from initial quoting and subscription oversight to billing, collections, and revenue acknowledgment. By consolidating what has typically been a patchwork of spreadsheets and various finance tools into a single cohesive system, it enables teams to generate polished, customizable quotes that clients can easily view, approve, and pay without the need for PDFs or login credentials. Additionally, subscriptions are automatically activated once agreements are signed, and it adeptly manages complex pricing structures—be they recurring, usage-based, tiered, or hybrid—without requiring manual intervention. Turnstile's integration with CRM systems and payment processors ensures that deal terms seamlessly transition into real-time subscription and billing processes, while also assisting teams in monitoring renewals and payment statuses, ultimately producing precise revenue reports and dashboards without the burden of additional reconciliation tasks. This not only enhances operational efficiency but also empowers teams to focus on strategic initiatives instead of administrative hurdles.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Autotask PSA Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
Google Docs No 
Notion No 
Salesforce No 
Slack No 
Stripe No 
Xero Yes 

Integrations

QuickBooks Online Yes 
Autotask PSA No 
ConnectWise PSA No 
Datto RMM No 
Google Docs Yes 
Notion Yes 
Salesforce Yes 
Slack Yes 
Stripe Yes 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$100 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 No 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Kaseya

Founded

2000

Country

United States

Website

www.kaseya.com/products/msp-quoting-software/

Vendor Details

Company Name

Turnstile

Founded

2021

Country

United States

Website

turnstile.ai/

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Quoting

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

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

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 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

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