EchoQuote

EchoQuote

LeadLifter
+
+

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About

Manage, sell and control client retainers and requests. Easily manage every client request. Client Portal with Username and Password. View how much time is remaining with their retainer. Purchase additional hours if required. Export projects as PDF. Send work requests with a custom form. Approval requests feature on or off. Add time to a request manually or using a timer. Make requests visible or invisible. Open requests without notifications. Ask for or no approval before closing restrict sending requests if they have no hours are available. Payments credited direct to your paypal or stripe 0% processing fee. Giving you total control: Quick client access dashboard, instantly view all client activity, see your online clients, managers availability.

About

Why spend hours creating content offers that may not generate qualified leads? EchoQuote™ is simple to set up, works instantly and never goes stale. EchoQuote™ leads are more qualified and receptive to a sales call. Sellers can easily begin a sales conversation and start uncovering their needs. We would agree! EchoQuote™ never displays or sends pricing without your approval; you stay in total control. There are also numerous ways to restrict who can request a quote (block countries or email domains). Absolutely. Most of our clients are B2B and sell complex/custom products and services. EchoQuote™ is built to handle budgetary requests, not final pricing and is used to open the door to a sales conversation. Everyone, including your competition, has a Request a Quote/Contact Us form on their website but they rarely work. Visitors trust third party tools like EchoQuote™ resulting in more leads for your sales team.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Project Management platform for teams and agencies

Audience

B2B and B2C eCommerce businesses requiring a customer data platform to get product demand and cash flow forecasting insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version
Free Trial

Pricing

$25 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clientrol
Founded: 2016
Ireland
clientrol.com

Company Information

LeadLifter
leadlifter.com/echoquote/

Alternatives

Alternatives

EchoShip

EchoShip

Echo
Intervals

Intervals

Pelago
EchoOneApp

EchoOneApp

HealthStream
iTimePlus

iTimePlus

ORAPEX

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Quoting Features

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

Integrations

No info available.

Integrations

No info available.
Claim Clientrol and update features and information
Claim Clientrol and update features and information
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Claim EchoQuote and update features and information