Create sales quotes and track clients
Create sales quotes and track client interactions. Manage sales pipelines and set reminders. Upload custom logos and use professional templates. Access Insights for data and analytics. Generate invoices and track payments.
Showing 1–20 of 1,000 ranked alternatives.
Kovacs Systems LLC
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
HubSpot
Manage customer data and track sales progress
Manage customer interactions with shared contact records, track sales pipelines, and analyze marketing performance. Create and send emails, schedule calls, and log activities. Sync data across Sales and Marketing tools for real-time insights.
NCH Software
Create invoices, quotes, and orders
Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
MINDBODY Inc.
Manage clients, schedule, and sales on-the-go
Manage operations with real-time access to client data, schedules, and sales metrics. Adjust schedules, monitor appointments, and track performance. Shareable links allow clients to book appointments and promote services through social media.
Contractor Plus, Inc.
Manage jobs, track time, and invoice clients
Create and send itemized estimates with photos for each task. Track job progress and update clients in real time. Manage multiple projects with customizable templates. Generate professional invoices and track payments.
PDS Solutions, LLC
Check fuel prices and EFT details
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and transaction details.
Altametrics Inc
Track sales, labor, and insights for business
Track sales performance and labor requirements to inform business decisions. Monitor key metrics for insights. Adjust strategies based on real-time data. Generate reports to evaluate operational efficiency.
GoodLeap, LLC
Offer payment options, compare offers, update
Manage sales pipeline by tracking deals and updating statuses. Compare payment offers for customers. Provide real-time updates on projects. Access flexible payment options for sustainable home solutions.
Enzy Technologies LLC
Track sales, manage incentives, and analyze performance
Track sales performance with real-time analytics. View interactive leaderboards to compare team progress. Manage incentives and rewards. Set goals and monitor individual and team achievements.
FTNL
Client info and manage quotes
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
NCH Software
Create invoices, quotes, and orders
Create and track invoices, quotes, and sales orders. Generate documents for printing, emailing, or faxing. Send client statements, recurring invoices, and late payment reminders. Produce reports on unpaid invoices, payments, and item sales.
PDS Solutions, LLC
Access account info, fuel prices, and invoices
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and transaction history.
Imogen Technologies LLC
Quote proposals, sign docs, build systems
Create HVAC sales proposals with quote generation and DocuSign integration. Build AHRI-rated systems for unitary and ductless applications. Perform load calculations for efficiency and rebate compliance.
Sinoway Smart Properties Limited
Manage leads, match clients, email properties
Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
PDS Solutions, LLC
Access account info, fuel prices, and invoices
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and transaction history.
Maxim Crane Works, LP
Submit quotes, manage requests, approve rentals
Submit quotes for equipment rentals, manage quote status, and approve or reject requests. View equipment details, add notes, and track approval history within the .
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