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About

Meetings, mails, calls or internal notes. Log it all in the system. Store generated or uploaded documents. Complete history of cooperation you will find in one place. Help yourself and coworkers with high quality service. You don’t have to adapt the organization to the app, introduce your own solution. Adjust the forms and work with worked-out solutions. Centrally shared information helps avoid duplication. Information can be tagged and segmented. Define what details are crucial to fill in. Written down data you can filter and collate in reports. Garner information for better understanding of clients preferences. Send apropriate quotes in the most relevant moment. Managing business relations was never that simple.

About

What if there was a simple way to track your quotes and project opportunities that integrated with email? If you find yourself spending more time managing quotes than winning quotes, then SharpPLM Quoting is what you've been looking for. With SharpPLM, you can capture email threads and documents related to a quote. As revisions change, you can update those documents and keep a history of changes. As machine shops, a lot of energy is put into quotes, now is the time to make it worth your time. By tracking your quotes, you'll learn what works and what doesn't. Learn what customers are price-insensitive, what customers are time-sensitive, and what customers will likely never buy from you. SharpPLM was created out of the idea that there should be a simple, low cost solution for businesses to manage their product and business-critical information. SharpPLM pulls together various backgrounds to provide a successful product.

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

CRM solution for organizations

Audience

Companies searching for a solution to track and send professional quotes

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

$27 per month
Free Version
Free Trial

Pricing

$49 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

Helmdeck
Founded: 2015
Poland
helmdeck.com

Company Information

Sharp PLM
Founded: 2009
United States
www.sharpplm.com

Alternatives

Alternatives

SpinOffice CRM

SpinOffice CRM

Mulberry Garden
RaiserSharp

RaiserSharp

RaiserSharp Solutions
Radius

Radius

Radius Bob
PSQuote

PSQuote

CLD Partners

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Lifecycle Management Features

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

Integrations

SmartPOS by Petrosoft

Integrations

SmartPOS by Petrosoft
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