-
1
Nue
Nue.io
Streamline revenue processes and maximize financial performance effortlessly.
Nue stands out as the leading Quote-to-Cash platform that is natively integrated with Salesforce, catering specifically to the revenue lifecycle needs of businesses. At the heart of its offerings is an innovative CPQ (Configure, Price, Quote) solution tailored for contemporary SaaS enterprises. Nue optimizes the complete revenue journey from the initial quote to final billing, facilitating smooth transitions and precise financial reporting. Its essential features encompass adaptable pricing strategies, seamless Salesforce integration, automated invoicing, and immediate revenue analytics, making it a perfect fit for organizations employing hybrid revenue strategies or experiencing rapid sales growth.
-
2
EASA
EASA
Transform spreadsheets into secure, powerful web applications effortlessly.
EASA provides an innovative approach to transform Excel spreadsheets into secure, tailored web applications that can be accessed through a web portal by both internal and external personnel, including partners, resellers, suppliers, and customers, as well as those utilizing subscription-based applications (SaaS). In contrast to alternative solutions, EASA allows for the deployment of complex spreadsheets that include VBA, macros, and add-ins without the need for converting logic and formulas, which can be retained and reused effectively. Furthermore, EASA enhances spreadsheet capabilities by offering advanced features such as genuine database functionality, seamless integration, and efficient workflow management.
Typical applications of EASA include implementing spreadsheets for CPQ (configure price quote), insurance rating, financial analytics, engineering calculations, and numerous other uses.
Before embarking on extensive and uncertain development projects or migrating all your Excel functionalities into a commercial offering, it is advisable to consider EASA. Organizations such as AIG, Voya, HP, and Caterpillar are among its clients, making it a solution worth investigating for those seeking to optimize their spreadsheet applications. By exploring EASA, businesses can leverage their existing Excel expertise while gaining access to enhanced capabilities.
-
3
HubSpot CRM
HubSpot
Transform customer engagement with an all-in-one platform.
HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement.
The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement.
You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.
-
4
Odoo
Odoo
Streamline your business with customizable, user-friendly software solutions.
Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs.
The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.
-
5
incentX
incentX
Revolutionize incentive management for seamless sales success today!
IncentX stands apart from typical sales commission software; it revolutionizes the way businesses approach incentive management.
In an era where maximizing efficiency is crucial, incentX simplifies intricate calculations, making them feel like a breeze. By synchronizing the goals of your sales team with the broader objectives of the company, it fosters a unified workplace culture.
Gone are the days of manual computations. Our platform offers swift and precise results, with seamless integration capabilities, particularly with major systems like SAP and Oracle NetSuite, ensuring continuous data connectivity.
Yet, it goes beyond mere number crunching; our comprehensive analytics offer profound insights that inform and enhance your strategic planning. The efficient processes minimize the risk of errors, bringing together various teams, from sales to finance, in harmony.
Every engagement with a customer presents a chance for growth, and incentX helps to maximize these critical moments, nurturing long-lasting relationships.
With incentX, you elevate your management practices to new heights, paving the way for exceptional performance. In the competitive landscape, this software empowers you to not only keep pace but to lead the charge in your industry.
-
6
OneBill
Streamline billing and revenue management for sustainable growth.
OneBill serves as a comprehensive platform for managing subscriptions, billing, and revenue, facilitating the entire journey from customer acquisition to revenue generation. It accommodates various billing models, such as subscription, usage-based, one-time, and recurring billing. The platform boasts open APIs that ensure seamless integration with numerous enterprise systems, including payment processors, carriers, service providers, and accounting software.
Covering all essential business functions, OneBill offers features like CPQ, automated order activation, invoicing, revenue reporting, customer subscription oversight, and management of channel partner commissions. Additionally, OneBill stands out as a trusted revenue management solution that collaborates with leading global providers. By utilizing OneBill, businesses of all sizes—from small and medium-sized enterprises to large corporations—can minimize billing inaccuracies, mitigate compliance risks, and enhance operational efficiency significantly. This holistic approach not only streamlines financial processes but also fortifies the foundation for sustainable growth.
-
7
servicePath CPQ
servicePath
Streamline quoting with accuracy, speed, and enhanced collaboration.
QUOTE WITH GREATER INTELLIGENCE, SPEED, AND PROFITABILITY
An inaccurate quote has the potential to damage your credibility and the trust you've built over time. A misquoted price can jeopardize a deal. Safeguard your business interests.
ServicePath is a versatile configure, price, and quote (CPQ) platform designed to simplify the quoting process. With ServicePath, you can quickly generate quotes that typically take hours and require input from various teams. This platform provides a comprehensive view of the most current cost factors and solution setups, significantly minimizing the chances of issuing an incorrect quote. Overall, ServicePath streamlines your business operations, making it more appealing for clients to engage with you. Additionally, it enhances collaboration among departments, ensuring a smoother quoting experience.
-
8
Configure One Cloud
Revalize
Transform complex sales into streamlined efficiency with innovation.
Configure One Cloud, a product of Revalize, enhances sales cycles, simplifies business operations, and boosts efficiency through its premier CPQ solution. Leveraging over two decades of experience in the manufacturing sector, it facilitates the development of custom product configurations, instantaneous pricing calculations, seamless production data integration, and secure order placements, all integrated within a single platform. Elevate your manufacturing and sales processes with Configure One Cloud's sophisticated CPQ system, designed specifically for intricate product configurations and adaptable to global markets.
As a proud member of Revalize, a frontrunner in CPQ, PLM, and design solutions, it offers a more streamlined journey from concept to revenue. Supporting over 15,000 clients worldwide, Revalize empowers businesses to effectively design, model, develop, and market an astounding $100 billion in products each year. Join a growing community of manufacturing pioneers who are adopting Configure One Cloud as a fundamental element of their digital transformation initiatives. With Revalize, no matter where your business journey begins, the potential for improved outcomes is always within reach. Discover the transformative power of Configure One Cloud today and revolutionize the way you operate.
-
9
PandaDoc
PandaDoc
Effortlessly streamline document management with secure, user-friendly solutions.
PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.
-
10
ConnectWise CPQ
ConnectWise
Streamline quoting and proposals, boost IT sales efficiency!
ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQ™, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.
-
11
BlueSnap
BlueSnap
Streamline payments effortlessly with award-winning automation solutions.
BlueSnap's comprehensive Accounts Receivable Automation solution is highly acclaimed as the top software for processing payments, managing billing and invoicing, overseeing recurring billing, and handling subscription services.
With our intuitive invoice editor, seamlessly integrated into your accounting framework, you can design visually appealing invoices while also creating a customer portal that facilitates automatic charging, the collection of payments, and the imposition of late fees.
For rapidly expanding businesses around the globe, BlueSnap provides robust subscription management and recurring billing functionalities, allowing you to set up trial periods, effectively manage ongoing subscriptions, and implement proration as needed.
Additionally, BlueSnap supports a wide range of payment processing options, accommodating credit card transactions, ACH and SEPA transfers, as well as wire payments, while efficiently managing partial payments, automatically retrying failed transactions, and recovering payments without hassle.
Our solution is designed not only to enhance operational efficiency but also to improve the overall payment experience for both businesses and their customers.
-
12
Scoro
Scoro
Streamline operations, boost profits, and enhance team collaboration!
Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time.
Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized.
Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses.
Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.
-
13
GetAccept
GetAccept
Streamline sales, enhance collaboration, and close deals faster.
GetAccept serves as a comprehensive platform for e-signature, contract management, proposal development, sales materials organization, document tracking, and prospect engagement. It caters to the needs of various teams, including sales, HR, customer success, and development, offering popular functionalities such as personal video messaging, live chat, and analytics.
The Digital Sales Room encompasses two key components: a Deal Room, which facilitates the journey from initial meeting to proposal, and a Contract Room, guiding the process from proposal acceptance to final agreement.
In the Deal Room, you can enhance your chances of closing deals by fostering seamless collaboration between buyers and sellers within a unified environment. This space allows users to upload sales materials, develop mutual action plans, and communicate with potential clients in real-time.
The Contract Room enables sales representatives to excel by creating impressive proposals swiftly. They can either start with a blank canvas using the in-app editor or leverage intelligent templates for dynamic, branded contracts.
With its extensive range of tools aimed at boosting success rates, GetAccept is a leader in the evolution of digital sales processes, ensuring teams have everything they need to thrive in a competitive marketplace. This innovative platform not only streamlines the sales process but also enhances the overall customer experience through effective communication and collaboration.
-
14
DealHub
DealHub.io
Empower your sales team with insights and efficiency!
DealHub's highly acclaimed platform for Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), and remote selling empowers sales teams to engage in meaningful conversations with potential buyers throughout their purchasing journey.
Users of DealHub gain access to immediate insights into buyer behaviors and sales analytics, which accelerates their revenue generation and provides a competitive edge in the market.
The features available on the DealHub platform include Guided Selling Playbooks, Subscription Management, Digital DealRooms, Dynamic Content Generation, real-time analytics on buyer intentions, and E-signature capabilities.
Additionally, DealHub seamlessly integrates with major CRM systems such as Microsoft Dynamics, Salesforce, and Freshsales, enhancing its utility and effectiveness.
This integration not only streamlines processes but also ensures that sales teams can operate more efficiently, enhancing their overall performance and client interactions.
-
15
Revalize
Revalize
Transforming ideas into success through innovative design solutions.
At Revalize, we enable companies to efficiently design, model, develop, and sell, ultimately improving results throughout the entire value chain. Our innovative solutions guarantee effectiveness from concept to cash flow, even in unpredictable market conditions. Equipped with top-tier CAD, PLM, and CPQ solutions available globally, we serve as your ally in minimizing expenses and easing complexity.
Our state-of-the-art CPQ platforms enhance the transition from sales to production, giving you a competitive edge in your industry. By concentrating on increasing revenue and streamlining processes, we ensure a refined customer experience that stands out.
We serve a diverse range of sectors, including the planning of hospital equipment and the design of infrastructure lighting. Our resources support architects and designers in their vital projects, making the design-to-cash journey smoother for specialized manufacturers. Revalize provides premier CPQ, product, and design solutions that help manage inventories, visualize product configurations, and cater to the unique needs of different industries.
No matter where your business endeavor begins, achieving significant results starts with the partnership of Revalize, paving the way for success and innovation. Together, we can navigate the complexities of your market and unlock new opportunities for growth.
-
16
QuoteWerks
Aspire Technologies, Inc
Streamline sales quoting with powerful, customizable efficiency today!
Incorporate QuoteWerks, a powerful software solution for sales quoting and proposals, into your CPQ and Quote-To-Cash sales workflow.
To streamline the creation of sales quotes and proposals, QuoteWerks stands out as a top-tier Configure-Price-Quote (CPQ) tool that enables organizations to enhance their sales processes, leading to quicker and more efficient transactions. This versatile platform provides smooth integrations with PSA/CRM systems, connects with QuickBooks and Sage 50, facilitates credit card payment processing, and includes features for approval and peer review, along with quote labor management, Word-based proposal generation, and an insightful dashboard for performance tracking. Additionally, QuoteWerks is designed to adapt to the unique needs of your business, ensuring a tailored approach to sales efficiency.
-
17
Epicor CPQ
Epicor Software
Transforming manufacturing sales with seamless, efficient product configurators.
Epicor CPQ, previously known as KBMax, is transforming the CPQ landscape for manufacturers around the globe. Our advanced product configurator adeptly manages intricate business rules, visual representations, pricing strategies, CAD automation, web integration, and real-time pricing adjustments. This innovative solution enhances the purchasing experience, accelerates sales cycles, and streamlines manufacturing procedures.
What sets us apart is our ability to:
- Facilitate quicker sales of complex products while simplifying the purchasing process.
- Utilize a visual, no-code interface that makes the configuration and maintenance of complicated business rules straightforward.
- Automate workflows, CAD drawings, and documentation to boost precision and efficiency.
- Eliminate intermediaries, allowing end customers to purchase directly from manufacturers instead of relying on sales representatives. Our product configurators can be seamlessly integrated into any website.
- Enable B2B2C transactions, empowering distributors and partners to sell directly to consumers, further expanding market reach. This approach not only benefits manufacturers but also enhances customer satisfaction.
-
18
Zakeke
Futurenext
Transform eCommerce with interactive, personalized shopping experiences today!
Zakeke offers a cloud-based, cross-platform service designed to enhance eCommerce operations through features like real-time product customization, sophisticated 3D visualization, and engaging Augmented Reality and Virtual Try-On experiences. This innovative platform helps businesses elevate their customer engagement by providing interactive and personalized shopping experiences.
-
19
In Mind Cloud
In Mind Cloud
Revolutionize manufacturing sales with seamless CRM, CPQ, Commerce.
At last, there is a digital sales platform specifically designed for manufacturers that integrates CRM, CPQ, and Commerce seamlessly!
Speed up your sales process, secure more contracts, and outpace your rivals quicker than you ever imagined.
Our comprehensive sales software perfectly synchronizes your clients’ needs with your manufacturing strengths in ERP, consolidating all your sales operations into a single platform that includes CRM, CPQ, and Commerce functionalities.
With this innovative solution, manufacturers can enhance their efficiency and responsiveness, ultimately driving greater success in the marketplace.
-
20
Workbooks
Workbooks
Empowering your business journey with co-funded CRM success.
At Workbooks, we accompany you throughout your entire journey, providing CRM software and services from one reliable source. When you choose Workbooks, we demonstrate our commitment to your success by co-funding your CRM project as you progress.
This philosophy, which we refer to as Shared Success, means that your achievements are intertwined with ours.
The goal of Shared Success is to minimize the likelihood of your CRM project encountering issues and to lower the costs associated with its implementation. Here’s how we facilitate this process:
1. We begin by hosting a co-funded workshop to help you identify what you need to meet your business objectives before you commit to purchasing software.
2. Once you decide to invest in Workbooks, we contribute to your implementation, ensuring you receive a tailored CRM solution at a competitive price.
3. Additionally, our co-funded customer success program ensures that your business processes are adaptable and that your CRM evolves alongside your growth.
This unique approach contributes to our clients’ loyalty, with an average retention period of over 10 years, and more than 1,000 businesses globally rely on Workbooks to enhance collaboration, efficiency, and operational effectiveness. Ultimately, we believe that your success fuels our own, creating a mutually beneficial partnership.
-
21
CPQcart
CPQcart
Streamline quoting, maximize ROI, and enhance customer satisfaction.
Finding the precise dollar estimate can be both challenging and time-intensive. You can streamline this process by utilizing the Patented Self-Help CPQcart available through your website link. Additionally, automated quotes can be obtained from the marketplace, catering to the preferences of 87% of buyers who wish to self-manage part or all of their purchasing experience. CPQcart is designed specifically to meet these needs. Investing in this system can yield a remarkable ROI ranging from 4 to 1000 times for every dollar spent. Consider the countless hours you might be dedicating to phone calls just to gather options for a quote. Fortunately, automating this procedure is achievable in three straightforward steps using our unique Pre-Defined Formula tailored to your industry. Once you register, we’ll set up your live site at CPQcart.co\YourPhone# and you'll be able to customize the calculations according to your specific pricing guidelines. By implementing automated quoting, you can significantly reduce the time spent on traditional methods. There's no need for installation; simply incorporate a link to your website labeled "INSTANT QUOTE" to access our services, with just minor adjustments needed to align with your pricing structure. Signing up for Express allows you to handle all quote requests seamlessly, ensuring a smooth experience. This innovative approach not only enhances efficiency but also improves customer satisfaction.
-
22
Expedite Commerce
Expedite Commerce
Boost your revenue with seamless, agile commerce solutions.
Expedite Commerce is an Agile Revenue Platform hosted in the cloud, designed to enhance the quote-to-cash process with a comprehensive array of digital tools. Their offerings encompass a B2B eCommerce platform, CPQ software, contract lifecycle management tools, a digital sales room for product exploration, guided selling features, recurring billing software, as well as revenue and subscription management systems. By integrating these solutions, marketing, sales, and finance teams are equipped with valuable features and analytics that enable them to elevate their business performance significantly. Moreover, the platform's user-friendly interface ensures that professionals can easily navigate and leverage these tools for optimal results.
-
23
Sculptor CPQ
Twistellar
Streamline pricing and configuration for ultimate customer satisfaction.
To minimize mistakes while setting up intricate products, consider developing dynamic product bundles. For streamlining condition-based pricing, establish pricing rules alongside discount schedules. Additionally, you have the option to impose special terms for your customers and facilitate their approvals. Utilize customizable templates to generate PDF quotes efficiently. Finalize agreements, engage in negotiations, and automate the process of recurring quotes. Every pricing and configuration rule remains transparent, enabling you to understand precisely how prices are derived. You will also benefit from the automatic configuration of bundles and quotes. Furthermore, you can manage the conditional addition or removal of products at the quote level, extending this capability beyond just bundles for greater flexibility. This comprehensive approach not only enhances accuracy but also improves customer satisfaction.
-
24
Salesforce CPQ
Salesforce
Transform your sales process: streamline quotes, maximize revenue!
Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.
-
25
eRep
Revalize
Streamline quoting, enhance sales, and drive growth effortlessly.
eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.