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What is QuoteOnSite?

Optimize your operations and expand your career prospects with QuoteOnSite, an online quotation solution tailored for small to medium-sized businesses. This innovative platform allows users to handle their invoicing tasks efficiently while ensuring they stay connected with their clients. Furthermore, QuoteOnSite offers features to track engagement statistics such as email opens and clicks on personalized quote pages, along with tools to oversee the status of invoices. It also facilitates the creation and delivery of attractive quotes and invoices, which improves the professionalism of client interactions and supports business expansion. By leveraging these capabilities, users can significantly enhance their productivity and client relationships.

What is MergeWare CRM?

Manage client information efficiently through a user-friendly interface that helps maintain a log of all interactions, including phone calls, emails, and actions undertaken. You can track both incoming and outgoing payments effortlessly while creating invoices without any hassle. Detailed reports, such as Aging in/out, Invoices, and Client History, are easily accessible, along with any customized reports you might need, ensuring that all client information is meticulously organized. Additionally, there is an Insurance Module that allows for the tracking of QuickQuotes linked to existing or customized QuickQuote systems, ensuring you have immediate access to vital data. This system is also built to integrate seamlessly with existing TIFA applications or any other software you may use, enhancing overall functionality. Ultimately, this solution not only optimizes your client management process but also significantly boosts both efficiency and precision. With these features, staying organized while managing client relationships becomes a more straightforward task.

Media

Media

Integrations Supported

Stripe
Veeqo

Integrations Supported

API Availability

API Availability

Pricing Information

$10.00/month/user
Starting price $13.68/month/user
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

QuoteOnSite

Date Founded

2016

Company Location

United Kingdom

Company Website

quoteonsite.com

Company Facts

Organization Name

J&J Technology Consulting

Date Founded

2007

Company Location

United States

Company Website

www.jjtechnologyconsulting.com

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Proposal Management

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

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