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What is Quotient?

Quotient stands out as an intuitive and sophisticated online platform specifically crafted for the generation and management of quotes, enabling users to easily create, send, and monitor their quotes. This application is fully compatible with Mac, iPhone/iPad, and Windows systems, providing a secure environment for all users. Among its robust features are acceptance confirmation emails, customizable quote templates, internal private notes, and the convenience of one-click online acceptance, which collectively streamline the quoting process considerably. Furthermore, Quotient offers seamless integration with a variety of applications, such as Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise, thereby amplifying its capabilities and adaptability. Consequently, businesses can enhance their operational efficiency and foster better communication with clients through this all-encompassing solution. In today’s fast-paced business landscape, having such a tool can significantly reduce the time spent on quoting, allowing teams to focus on other critical tasks.

What is Insightly Marketing?

Marketing automation has become user-friendly and readily available, removing the barriers of expensive integrations. It features visually appealing email templates, an easy-to-use journey builder, and comprehensive dashboards designed for enterprise requirements, all integrated into one platform. With Insightly Marketing, organizations can more effectively draw in and engage their desired audience, accelerating growth through its smooth connection with Insightly CRM. This connectivity allows customer information to move effortlessly through each phase of the customer journey, reducing the chances of data loss or errors. Marketing and sales teams can collaborate with a unified vision of their target customer, which boosts teamwork and alignment. You are empowered to visualize any customer journey, ranging from a straightforward mass email to a more intricate nurturing campaign. By implementing logical next-best-action steps, you can enrich your customers' understanding of your business, guiding them from their first interaction to becoming loyal advocates. Additionally, with sophisticated reporting tools and dashboards that cater to enterprise needs, you can significantly improve the effectiveness of your campaigns, facilitating deeper insights and informed decision-making. This integrated strategy not only simplifies operations but also amplifies the effectiveness of your marketing initiatives, ultimately driving greater success for your business. As a result, businesses can harness the full potential of their marketing efforts like never before.

Media

Media

Integrations Supported

Insightly
QuickBooks Online
Adobe Marketo Engage
Capsule
Chat Metrics
Easyflow
Google Contacts
Google Docs
Integrately
Kixie PowerCall & SMS
KonnectzIT
Mailchimp
Microsoft 365
QuickBooks Online Advanced
Stackreaction
Wufoo
Xero
Zapier
Zoom Webinars
servis.ai

Integrations Supported

Insightly
QuickBooks Online
Adobe Marketo Engage
Capsule
Chat Metrics
Easyflow
Google Contacts
Google Docs
Integrately
Kixie PowerCall & SMS
KonnectzIT
Mailchimp
Microsoft 365
QuickBooks Online Advanced
Stackreaction
Wufoo
Xero
Zapier
Zoom Webinars
servis.ai

API Availability

Has API

API Availability

Has API

Pricing Information

$20.00/month
Free Version
Free Trial Offered?

Pricing Information

$299 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Quotient

Date Founded

2012

Company Location

New Zealand

Company Website

quotientapp.com

Company Facts

Organization Name

Insightly

Date Founded

2010

Company Location

United States

Company Website

www.insightly.com/why-insightly-marketing/

Categories and Features

Quoting

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

Categories and Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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