eRep

eRep

Revalize
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About

Fast, secure development, delivered through the high-quality user interface, e.g. mobile app. Enables asset managers to demonstrate greater compliance with MiFID II and other regulations. Supports MiFID II compliance and runs an in-house RPA. Handles all CSA/RCA and non-CSA asset management clients. Addresses the whole CSA lifecycle, eliminating manual processes and producing a single audit trail. Automated data checks and workflow deliver consistent, reviewed, valued and approved interactions. Enables Investment Managers to transform their processing of funding and valuing research services by providing a single integrated platform. If you have been working with a custodial aggregator or are thinking about it, there has not been an alternative until now for a full-service platform offering the technology and the service layer to manage your entire program from reconciliation to payments.

About

eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!

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

Investment managers seeking an integrated cloud-based solution to research providers

Audience

Manufacturers and Distributors, especially those who have configurable products

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

No information available.
Free Version
Free Trial

Pricing

$75/user/month
Minimum 5 users
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

Commcise
Founded: 2013
United Kingdom
commcise.com

Company Information

Revalize
Founded: 1997
United States
erepcpq.com/lp/sf/cpq/

Alternatives

Axia Suite

Axia Suite

Profile Software

Alternatives

BlinQ

BlinQ

BlinQ Software
SOLIAM

SOLIAM

VERMEG
Experlogix CPQ

Experlogix CPQ

Experlogix
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
FPX

FPX

Revalize

Categories

Categories

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Product Configurator Features

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine

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

Acumatica Cloud ERP
Constant Contact Lead Gen & CRM
Epicor Kinetic
Fishbowl
HubSpot CRM
HubSpot Sales Hub
Infor CRM
Infor CloudSuite Business
Infor CloudSuite ERP
Infor M3
JD Edwards EnterpriseOne
Microsoft Dynamics 365
Microsoft Dynamics GP
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
Sage 300
Salesforce
Zapier

Integrations

Acumatica Cloud ERP
Constant Contact Lead Gen & CRM
Epicor Kinetic
Fishbowl
HubSpot CRM
HubSpot Sales Hub
Infor CRM
Infor CloudSuite Business
Infor CloudSuite ERP
Infor M3
JD Edwards EnterpriseOne
Microsoft Dynamics 365
Microsoft Dynamics GP
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
Sage 300
Salesforce
Zapier
Claim Commcise and update features and information
Claim Commcise and update features and information
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Claim eRep and update features and information