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Average Ratings 7 Ratings

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support

Description

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

Description

monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Salesforce Yes 
Bigly Sales No 
COZYROC SSIS+ Suite No 
Google Drive No 
HubSpot Sales Hub Yes 
Kixie PowerCall & SMS No 
Max No 
Microsoft Excel No 
Microsoft Teams No 
MigrateMyCRM No 
Nango No 
Oracle Fusion Cloud ERP Yes 
Roomote No 
Sellizer No 
Shopify No 
Snowfire No 
WhatsWaves No 
Zapier Yes 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Salesforce Yes 
Bigly Sales Yes 
COZYROC SSIS+ Suite Yes 
Google Drive Yes 
HubSpot Sales Hub No 
Kixie PowerCall & SMS Yes 
Max Yes 
Microsoft Excel Yes 
Microsoft Teams Yes 
MigrateMyCRM Yes 
Nango Yes 
Oracle Fusion Cloud ERP No 
Roomote Yes 
Sellizer Yes 
Shopify Yes 
Snowfire Yes 
WhatsWaves Yes 
Zapier No 

Pricing Details

$75/user/month
Minimum 5 users
Free Trial No 
Free Version No 

Pricing Details

$10/seat/month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Revalize

Founded

1997

Country

United States

Website

erepcpq.com/lp/sf/cpq/

Vendor Details

Company Name

monday.com

Founded

2012

Country

Israel

Website

monday.com/crm

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

CPQ

2D Drawing Yes 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce Yes 

CRM

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

Inside Sales

Auto-Dialing No 
Call List Management No 
Call Recording No 
Campaign Management No 
Dashboard No 
Data Management No 
Lead Capture No 
Lead Distribution No 
Lead Scoring No 
Performance Management No 

Product Configurator

2D Drawing Yes 
3D Modeling No 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce Yes 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Product Features

Automotive CRM

Call Logging Yes 
Contact Management Yes 
Customer Support Yes 
Inventory Management Yes 
Lease Management Yes 
List Management Yes 
Marketing Automation Yes 
Product Catalog Yes 
Quotes / Proposals Yes 
Service Department Management Yes 
Showroom Management No 
Territory Management Yes 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts No 
Social Media Integration Yes 

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 Yes 

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Email Tracking

A/B Testing Yes 
Audience Segmentation Yes 
Campaign Management Yes 
Event-Based Notifications Yes 
Location Tracking Yes 
Team Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics Yes 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Sales Acceleration

CPQ Yes 
Campaign Management Yes 
Dialer Yes 
Email Sequencing Yes 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler Yes 
Predictive Analytics Yes 
Reporting Yes 
Sales Gamification Yes 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Content Management

Audio / Video Recording Yes 
Audio File Management Yes 
Branded Sales Content Yes 
Centralized Sales Content Repository Yes 
Collaboration Tools Yes 
Content Recommendations Yes 
Email Management Yes 
Engagement Analytics Yes 
Interaction Tracking Yes 
Personalization Yes 
Sales Partner Management Yes 
Sales Training / Onboarding Yes 
Video File Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Social CRM

Calendar/Reminder System Yes 
Customer Support Yes 
Email Marketing Yes 
Lead Capture Yes 
Lead Nurturing Yes 
Live Chat Yes 
Marketing Automation Integration Yes 
Multi-Channel Social Integration Yes 
Social Media Monitoring Yes 
Task Management Yes 

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