What is ProcessMate?

ProcessMate is a cloud-based platform that streamlines the monitoring of quotations and ordering workflows. It includes a dedicated sales interface for employees and a customizable Customer Portal, which empowers clients to request quotes, place orders, and submit service inquiries. The portal can be tailored to reflect your organization's branding, ensuring a cohesive identity. With ProcessMate, managing processes and tasks becomes more efficient, as it allows for the organization of related documents and enhances team collaboration. The software adeptly manages both urgent and planned tasks, ensuring nothing falls through the cracks. In addition to tracking activities, it provides user notifications, generates management reports, and aids in the optimization of business operations. The platform further improves customer interaction by enabling clients to submit purchase and service requests, monitor the progress of their submissions, and automatically trigger internal workflows upon request submission. As a result, this creates a more engaged and interactive dynamic between businesses and their customers, ultimately leading to improved satisfaction and loyalty. Furthermore, ProcessMate's comprehensive features make it an invaluable tool for organizations seeking to enhance their operational efficiency.

Pricing

Price Starts At:
$25 per user per month
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

ProcessMate Screenshot 1

Company Facts

Company Name:
ProcessMate
Date Founded:
2013
Company Location:
United Kingdom
Company Website:
processmate.net

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

ProcessMate Categories and Features

Workflow Management Software

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Quoting Software

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