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ease 0 out of 5 stars
features 0 out of 5 stars
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Total 5 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

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What is PromoXcrm?

Introducing PromoXcrm, the ultimate solution designed to optimize business operations within the promotional marketing sector. Our innovative tools are crafted to enhance efficiency, provide intelligent insights, and allow for effortless integration. The standout 1-Click Sales Order feature streamlines operations, enabling your team to concentrate on nurturing relationships and finalizing deals. With our advanced Purchase Order and Sales Order generation capabilities, accuracy and efficiency in procurement are significantly improved. Bid farewell to the complexities of accounting, as our user-friendly tools make financial management straightforward and ensure adherence to regulations. Effortlessly connect with widely-used accounting software, and take advantage of our 1-Click Export to QuickBooks for a hassle-free transition that eliminates the need for manual data entry. Embrace a transformative era of productivity and efficiency with PromoXcrm, and watch your business thrive like never before.

What is Kaseya Quote Manager?

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

Media

Media

Integrations Supported

QuickBooks Accountants
QuickBooks Live Bookkeeping

Integrations Supported

Autotask PSA
ConnectWise PSA
Datto RMM
QuickBooks Online
Xero

API Availability

API Availability

Has API

Pricing Information

$45/month/user

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

PromoXcrm

Date Founded

2017

Company Location

United States

Company Website

promoxcrm.ai

Company Facts

Organization Name

Kaseya

Date Founded

2000

Company Location

United States

Company Website

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

Categories and Features

CRM

Document Storage
Email Marketing
Internal Chat Integration
Quotes / Proposals
Task Management

Categories and Features

MSP

Not specified

Quoting

Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Pricing Management
Proposal Management

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