Quintadena

Zoho CRM Integration With QuoteWerks

Manage sales, marketing and support all within the same platform with the QuoteWerks Zoho CRM integration. Leverage your existing contacts, track follow-up calls, automatically create and update deals and more.

Zoho Integration

Advantages of the Zoho Integration With QuoteWerks

You’ll benefit from a number of benefis when integrating your Zoho CRM software with QuoteWerks, these are just a few:

  • Leverage existing Zoho CRM Contacts
  • QuoteWerks can create Zoho CRM activities so you can track follow up calls for quotes
  • Automatically create and update Zoho CRM deals through QuoteWerks
  • Automatically create and update Zoho CRM quotes
  • Create products and services in the Zoho CRM and attach them to your Zoho CRM quotes using the QuoteWerks software
  • Use your Zoho CRM products & services in your QuoteWerks quotes
  • Attach PDFs to the Zoho CRM so people in your organisation without QuoteWerks can view quotes

To find out more about how Quitadena can help integrate your existing software with QuoteWerks for a more streamlined software set, contact our team now.

Other CRM/PSA Integrations From Quintadena

Take advantage of a wide range of QuoteWerks CRM integrations to access all of your information in one place for a seamless experience.

HubSpot
HubSpot

Combining QuoteWerks with HubSpot allows you to take full control of your sales funnel. You can integrate QuoteWerks with HubSpot CRM Contacts, Deals, Products and more. Your sales team will be able to generate leads within HubSpot, close deals more efficiently and create remarkable customer experiences.

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Autotask
Autotask

Autotask is a professional services automation tool that offers a range of opportunities to streamline your sales funnel, making the process of providing estimates and proposals to potential customers simpler and easier. What’s more, it allows you to create orders and service tickets within Autotask, as well as get a complete view at revenue generated across products and services.

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Microsoft Dynamics CRM
Microsoft Dynamics CRM

Microsoft Dynamics CRM allows you to make quicker, better decisions when it comes to responding to market shifts and new trends, giving you an edge over your competitors and helping increase revenue. This AI-powered CRM software is also highly adaptable and easy to use so that your team can work efficiently with minimal training.

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GoldMine
GoldMine

QuoteWerks integrates with GoldMine contacts, predicted sales, potential opportunities, calls and more, allowing better control of your sales funnel. This gives your team the tools to create accurate quotes and proposals quicker, track every stage of the sales pipeline with clarity and close deals more efficiently. 

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Salesforce
Salesforce

Salesforce is a major cloud software provider that helps companies work together and communicate more efficiently. They’re embracing the next generation of cloud technology by focusing on social features, mobile access and open integration, allowing businesses to work smarter and stay connected.

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SAP
SAP

SAP is an enterprise-level CRM system that helps large organisations manage customer relationships, sales and services across complex operations. Its data management, automation and analytics features allow teams to streamline complex workflows and make better informed decisions. What’s more, SAP uses a modular approach, meaning solutions can be customised to meet specific industry and operational needs.

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GoldVision
GoldVision

GoldVision is a CRM platform for sales, marketing and project management with strong customisation and reporting capabilities. It’s designed to support businesses of all sizes and has a user-friendly interface allowing your team to work more efficiently. GoldVision offers a wide variety of tools that help streamline operations and improve customer engagement.

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