QuoteWerks Contact Manager Integration
Contact Management Software (CRM) is great for helping you to
manage your customers and leads, including daily communications,
setting reminders for follow ups, tracking marketing campaigns,
etc.
QuoteWerks helps you create quotes and proposals for your customers.
QuoteWerks needs to get that customer information from somewhere, and
the most logical source would be your existing CRM software. We want you
to be able to leverage your investment in your CRM software.
That's why QuoteWerks integrates with the leading 11 contact management
software packages. If you don't have any CRM software, that's ok,
QuoteWerks has a built-in contact database
that you can use.
Your CRM is a great place to store customer information. The most
profitable thing you can do with that customer information is sell them
products and services using QuoteWerks.
QuoteWerks®...The other half of
CRM®.
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to
compare the level of integration QuoteWerks has with each
contact manager.