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Ratings and Reviews 1 Rating
Alternatives to Consider
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OdooOdoo 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.
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EASAEASA 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.
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HubSpot CRMHubSpot 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.
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NueNue stands out as the premier Revenue Lifecycle Platform integrated with Salesforce, specifically tailored to address the needs of contemporary enterprises. It offers the ability to configure dynamic pricing and facilitates sales through various channels, including self-service, direct sales, and in-app options. Furthermore, it aids in managing renewals and optimizing revenue while ensuring clarity on pricing details. With Nue, Revenue Operations teams can swiftly implement opportunity-to-cash workflows for both direct sales and self-service models, all while delivering precise and comprehensive analytics for the Finance department. This platform is particularly advantageous for rapidly expanding SaaS businesses seeking a robust and adaptable solution to oversee their revenue streams from inception to completion. Ultimately, Nue is an essential tool for companies looking to streamline their revenue processes and maximize financial performance.
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incentXIncentX 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.
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RepfabricRepfabric is an innovative customer relationship management (CRM) platform that integrates seamlessly with your email to provide extensive features for managing contacts, calendars, and tracking deals. Imagine easily overseeing your commissions from the CRM to the point of sale, thus removing the hassle of spending long hours on Fridays inputting weekly activities. With Repfabric, you have the convenience of updating all your data directly from your mobile device right after each call. You can swiftly record sales conversations using voice-to-text technology within a minute while the details are still fresh, ensuring nothing slips your mind. Gain insights into client interactions and potential opportunities by reviewing account activities, and access sales metrics and trends from manufacturers right through the mobile application. If you find yourself unexpectedly available due to a canceled sales appointment, there's no need to fret. You can take advantage of the Nearby feature to identify the closest client and maintain your productivity with face-to-face meetings. Our dedicated customer care team is committed to making your transition effortless and stress-free, enabling you to focus on growing your business. Additionally, our experienced data team, well-versed in various CRMs and legacy commission systems, handles all the intricate tasks, so you can devote your energy to what truly counts: your success. This combination of features and support ensures that you’re always equipped to meet your clients’ needs effectively.
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ProShopProShop is an innovative, cloud-based management system that seamlessly integrates ERP and MES functionalities, specifically tailored for manufacturing firms operating in regulated industries. Developed right on the shop floor, ProShop stands out as a unique solution unlike any other available today. It excels in managing intricate manufacturing settings more effectively than competing products, offering unparalleled visibility into all facets of your manufacturing operations. Often referred to as a Digital Manufacturing Ecosystem, ProShop operates entirely paperlessly and merges the capabilities of ERP, MES, and QMS with various other software solutions. This comprehensive system is ideal for machine shops, fabricators, job shops, contract manufacturers, and other organizations in regulated fields that require stringent process management and demand precise, timely data to facilitate the most lucrative decision-making. By adopting ProShop, businesses can significantly enhance their operational efficiency and competitiveness in the market.
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ScriptSureScriptSure Cloud ERX stands out as the leading e-prescribing solution on the market. It offers a range of features including weekly medication updates, daily pharmacy list refreshes, comprehensive network connectivity for e-prescribing, and the ability to electronically prescribe controlled substances (EPCS), all accessible through a user-friendly web interface. Additionally, it supports electronic refills, order sets, compounded medication orders, and provides tools for printing prescriptions, generating patient reports, and maintaining audit logs. Furthermore, ScriptSure ensures full compliance with HIPAA regulations. Over the years, ScriptSure Cloud ERX has garnered significant recognition, winning the Surescripts Network White Coat Award for Most Accurate Prescriptions in 2021, 2022, and 2023, totaling eleven awards in this esteemed category. This level of consistency in performance highlights the platform's commitment to excellence in e-prescribing services.
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MegaventoryMegaventory is an online solution designed for managing orders and inventory, specifically catering to medium-sized enterprises. Its functionalities encompass tracking inventory, fulfilling orders, managing manufacturing processes, issuing invoices, and generating reports. Alongside these features, Megaventory provides extensive customer support to ensure users can efficiently utilize the platform. The service operates on a subscription model, charging a monthly fee for each user, and offers support through both phone and chat channels. Additionally, it supports various integrations with prominent eCommerce sites and accounting software solutions. Key Features of Megaventory include: * A real-time connection to platforms like Shopify, WooCommerce, and Magento. * Integration capabilities with QuickBooks Online for seamless financial tracking. * Connectivity with ShipStation, allowing for management of shipping costs, tracking numbers, and labels. * User-friendly data import and export functions, with extensive customization options and support for self-localization. * A powerful API that provides flexibility for developers, as well as compatibility with Zapier for no-code integration. * Customizable pricing rules, support for multiple currencies, and the ability to handle exchange rates. * Functionality for managing multiple companies, locations, users, and setting specific user permissions. * Features that allow for stock alerts, invoicing, and generating tailored reports. * Precise tracking capabilities for serial numbers, batch numbers, expiry dates, and barcodes, ensuring comprehensive inventory management. Overall, Megaventory stands out as a versatile solution that supports the diverse needs of medium-sized businesses in managing their inventory and order processes effectively.
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Resco Field Sales+Enhance your sales team's capabilities by integrating Microsoft Dynamics 365 and Salesforce data through Resco Field Sales+, a mobile application specifically crafted to optimize field operations. This innovative tool enables the management of customer information, opportunity tracking, and order processing directly from the field, thereby boosting overall productivity and enhancing customer engagement. Designed with an offline-first approach, Field Sales+ ensures your team can access and update client information, sales reports, and orders even in locations with poor internet connectivity. This makes it particularly beneficial for sales representatives operating in remote areas, bustling urban environments with inconsistent networks, or in situations where maintaining connectivity is crucial. The application is equipped with features such as route optimization, automated reporting, customizable dashboards, and digital asset management, all aimed at streamlining sales processes. These functionalities facilitate the management of leads, the preparation of quotes, inventory oversight, and real-time performance tracking. By using Resco Field Sales+, your team can concentrate on closing sales and nurturing customer relationships while having uninterrupted access to vital sales information. This not only enhances their efficiency but also enables a more effective approach to meeting customer needs. The result is a sales operation that is agile, informed, and ready to respond to challenges in real-time.
What is Sales Rep's Assistant (SRA)?
A significant benefit of this feature is that your organization will always have access to the most current pricing information, models, and options from manufacturers participating in the program. With our robust relationships with manufacturers, we can effectively carry out automated updates for price books and manufacturer data, removing any doubt regarding the accuracy of the quotes and orders you generate. These updates are seamlessly integrated into the software and are frequently available on the same day they are released by the manufacturers. Additionally, SRA guarantees that any enhancements or modifications to the software are automatically applied, ensuring you have access to the most up-to-date version and features. Beyond providing updates for manufacturers and software, SRA also enables the remote distribution and refreshing of dealer data and media to all users within your organization, which significantly enhances overall functionality and user experience. This capability is vital for maintaining a streamlined workflow for your team, effectively reducing any potential disruptions that could stem from using outdated information. Furthermore, this comprehensive approach not only supports efficient operations but also fosters a more agile response to market changes and ensures your organization remains competitive.
What is Configure One Cloud?
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.
Integrations Supported
Acumatica Cloud ERP
CASH for Sugar
Capsule
ClickUp
Copper
Epicor Kinetic
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
NetSuite CRM
Integrations Supported
Acumatica Cloud ERP
CASH for Sugar
Capsule
ClickUp
Copper
Epicor Kinetic
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
NetSuite CRM
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
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
Yosemite Software Solutions
Date Founded
1994
Company Location
United States
Company Website
yosemitesoftware.com
Company Facts
Organization Name
Revalize
Date Founded
2021
Company Location
United States
Company Website
www.revalizesoftware.com
Categories and Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Categories and Features
CPQ
Achieve unparalleled accuracy and management with Configure One Cloud (CPQ). Designed specifically for the intricate demands of the manufacturing sector, our solution empowers companies to optimize their complete sales workflows, from quoting to cash collection. Drive growth and enhance operational efficiency on a large scale, with top-tier customization options and smooth integration with ERP and CRM systems, tailored to fit your business requirements.
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Product Configurator
Experience the power of customization and automation with Configure One Cloud Product Configurator. This innovative tool allows you to effortlessly manage complex product assemblies and specifications. Optimize the design-to-delivery workflow with features designed to improve precision, accelerate production timelines, and simplify complicated configurations. Attain remarkable accuracy that enhances user satisfaction and adaptability in the marketplace.
2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce
Quoting
Comprehensive Quoting Solutions — A precision-focused platform designed to enhance proposal efficiency through intelligent and tailored quotes. Reduce turnaround times and boost success rates with an easy-to-use system that automates intricate calculations, guarantees adherence to regulations, and empowers your sales team with powerful quotes informed by strategic pricing choices.
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Visual Configuration
Embrace the next generation of sales through our Virtual Showroom and state-of-the-art 3D configurator. Discover stunning, nearly lifelike 3D visuals that make tailored environments vivid, enabling users to engage with and explore products comprehensively. Utilize our sophisticated CPQ engine, seamlessly combined with leading-edge VR features, to streamline design, pricing, and ordering workflows. Our user-friendly 2D and interactive 3D technology simplifies intricate configurations, guaranteeing precision and reliability with each transaction.
2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In
Visual Product Customization
Utilize our cutting-edge augmented and virtual reality solutions along with our 3D Spatial Configurator to allow users to experience products in stunning realism. Streamline intricate customization options and speed up the transition from design to purchase, boosting user engagement and facilitating quicker sales choices with every interaction.