MergeWare CRM

MergeWare CRM

J&J Technology Consulting
TradeQuote

TradeQuote

Faitle
+
+

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About

Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other.

About

TradeQuote is a browser-based quoting and invoicing tool for contractors and tradespeople. Users can create and manage PDF quotes and invoices, apply deposits, use trade-specific templates, keep client records, add a business logo to documents, and revisit or duplicate document history. Documents can be shared by email, and jobs can be added to Google Calendar or exported as .ics files. For Québec workflows, the vendor describes separate GST and QST calculations and printing an RBQ licence number on quotes and invoices; the product also supports tax settings for other locations. A free plan allows up to five documents per month with a watermark. The Pro plan adds accounting exports to QuickBooks and Excel. TradeQuote runs in a web browser without requiring an account, and is presented in English and French.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not 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

CRM solution for organizations

Audience

Contractors and tradespeople in Québec and Canada.

Support

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

Support

Phone Support Not 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

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

CA$19/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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

J&J Technology Consulting
Founded: 2007
United States
www.jjtechnologyconsulting.com

Company Information

Faitle
tradequote.faitle.net/en

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Categories

CRM Supported

Categories

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Integrations

No info available.

Integrations

No info available.
Claim MergeWare CRM and update features and information
Claim MergeWare CRM and update features and information
Claim TradeQuote and update features and information
Claim TradeQuote and update features and information