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Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
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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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Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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C2CRMClear C2 recognizes that each business has unique requirements. As a result, C2CRM has been crafted to let you choose the features that best suit your needs. Our CRM solution is not only budget-friendly but also adaptable as your business expands. C2CRM consists of four interchangeable modules that together form a comprehensive CRM package: Customer Service, Sales Automation, and Marketing Automation, all designed to enhance efficiency. At the heart of our offering is the C2CRM Relationship Management module, which serves as the foundation of our system. It encapsulates all the essential logic necessary for managing your business relationships effectively. Equipped with integrated dashboards and reporting tools, you can gain a holistic view of your accounts, contacts, activities, and automated workflows, ensuring that you are always informed and ready to make strategic decisions. This level of insight is crucial for driving growth and improving customer satisfaction.
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WinMan ERPWinMan ERP software serves as a robust and scalable solution specifically designed for manufacturers and distributors. By offering real-time insights, it boosts productivity, profitability, and efficiency, while also minimizing waste and removing redundant tasks. This software is crafted to meet the intricate needs of businesses involved in manufacturing and distribution, allowing it to adjust to evolving situations and foster growth. As the creators of our ERP solutions, we emphasize both efficiency and adaptability, empowering users to make well-informed decisions and achieve operational tranquility. Through its comprehensive features, WinMan not only streamlines processes but also helps businesses navigate the complexities of their industries with greater ease.
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Pipeliner CRMPipeliner has transformed the landscape of CRM with its distinct visual interface, a no-code workflow automation engine, real-time dynamic insights, and comprehensive reporting features. No other CRM platform provides sales professionals and managers with such a multitude of options for visualizing and interpreting sales data, along with intelligent insights generated by the system itself. The robust automation capabilities of Pipeliner, coupled with its seamless integration with various other systems such as email, ERP, and marketing platforms, significantly reduce the burden of routine manual tasks that often accompany traditional systems used by sales teams. What sets Pipeliner CRM apart from conventional CRM solutions is its unique approach, leading to high adoption rates, a low Total Cost of Ownership, and a swift Return on Investment. Users find the system intuitive and straightforward, requiring minimal training and causing little disruption to business operations during implementation. This combination of features not only enhances productivity but also fosters a more efficient sales process, ultimately benefiting the entire organization.
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CallShaperAn All-In-One Call Center Solution CallShaper’s cloud-driven software for call centers offers a straightforward approach to call management. Inbound and outbound call center managers benefit from CallShaper's dynamic, user-friendly, and adaptable platform for optimizing their operations. The platform is tailored to help call centers lower expenses and enhance return on investment. CallShaper collaborates with businesses to boost contact rates, monitor agent performance, manage leads and sales workflows, and optimize outreach efforts. Managers can easily route calls to different parties using the intuitive drag-and-drop interactive Voice Response (IVR) editor, which considers agent availability, type, and timing. CallShaper also enables call centers to examine databases to identify leads, whether landline or mobile, as well as manage Do Not Call list entries and track call abandonment rates, aiding customers in adhering to Telephone Consumer Protection Act (TCPA) regulations. Supervisors have the capability to upload leads in bulk, while agents can rely on call scripts to effectively address and resolve customer inquiries. Furthermore, with predictive and preview dialing features, marketing agents can streamline their call processes and gain insights into lead information prior to engaging with clients, thus enhancing overall productivity and efficiency.
What is TeamGram?
CRM that continues beyond the closing stage. TeamGram is an integrated CRM solution that enables collaboration among team members to enhance both sales outcomes and customer experience. It facilitates the generation of quotes, order tracking, and task assignments for mobile teams.
With TeamGram's dashboard, you gain immediate access to crucial business metrics, eliminating the hassle of navigating through spreadsheets. This feature allows for swift identification of priorities and expedites decision-making. The pipeline view consolidates all your deals in a single interface, ensuring you can concentrate on your upcoming actions. You can effortlessly move your deals between different pipeline stages using a simple drag-and-drop mechanism, empowering you to manage your sales process effectively while staying informed. Additionally, TeamGram fosters a collaborative environment, enhancing communication and alignment within your team.
What is QuoteRobot.com?
QuoteRobot revolutionizes the way web professionals generate proposals, invoices, and contracts, making the entire process seamless. Our platform features a selection of expertly designed themes that help you convey a professional image when presenting proposals, invoices, and quotes. Rather than using conventional word processing tools, you can either choose from our distinctive themes or customize one that fits your specific requirements. QuoteRobot automatically identifies and pulls line item details from your documents, allowing you to quickly ascertain the correct charges for each item. You have the flexibility to begin with a blank document or utilize our pre-existing proposal templates, which enables you to send out quotes in no time. Moreover, previous proposals can be archived for easy access, serving as templates for any future offers you may need to create. Sending a proposal to potential clients is streamlined; they can approve it via your personalized subdomain with a simple click, and you also have the option to attach a PDF for their convenience. Additionally, constructing a detailed project timeline that outlines payment milestones is a straightforward task, keeping your clients informed about their financial obligations to ensure project progress. This efficient method not only boosts productivity but also contributes to nurturing stronger relationships with clients while minimizing potential misunderstandings. By utilizing QuoteRobot, professionals can focus on what they do best while leaving the administrative tasks to us.
Integrations Supported
Datto Workplace
Dubb
FreshBooks
Harvest
Mailchimp
Microsoft Excel
QuickBooks Online
Stripe
Wufoo
Zapier
Integrations Supported
Datto Workplace
Dubb
FreshBooks
Harvest
Mailchimp
Microsoft Excel
QuickBooks Online
Stripe
Wufoo
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$12 per user per month
Free Trial Offered?
Free Version
Pricing Information
$19 per month
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
TeamGram
Date Founded
2015
Company Location
Canada
Company Website
www.teamgram.com
Company Facts
Organization Name
QuoteRobot
Date Founded
2013
Company Website
quoterobot.com
Categories and Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Categories and Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management