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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version Not Supported
Free Trial Supported

Pricing

$25 per month
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Clientrol
Founded: 2016
Ireland
clientrol.com

Company Information

LeadLifter
leadlifter.com/echoquote/

Alternatives

Intervals

Intervals

Pelago

Alternatives

EchoShip

EchoShip

Echo
EchoOneApp

EchoOneApp

HealthStream

Categories

Project Management Supported

Categories

Lead Management Supported
Quoting Supported

Lead Management Features

Activity Tracking Not Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Not Supported
Prospecting Tools Supported
Source Tracking Not Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Not Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Not Supported
Proposal Management Not Supported

Integrations

No info available.

Integrations

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