PSQuoteCLD Partners
|
||||||
Related Products
|
||||||
About
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients.
|
About
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more.
TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.
|
|||||
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
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
|
|||||
Audience
Sales teams searching for a solution to manage their resources and improve their business operations
|
Audience
Small and medium sized companies that need an intuitive CRM and sales management suite
|
|||||
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
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
$12 per user per month
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationCLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/
|
Company InformationTeamGram
Founded: 2015
Canada
www.teamgram.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Not Supported
eCommerce
Not Supported
Guided Selling
Not Supported
Product Configurator
Not Supported
Proposal Generation
Not Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Not Supported
Proposal Management Features
Automatic Formatting
Not Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Supported
Content Repository
Not Supported
Document Management
Not Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
RFP Management
Not Supported
Task Management
Not Supported
Templates
Not Supported
Version Control
Not Supported
Quoting Features
Automated Quoting
Not Supported
Catalog Management
Not Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Not Supported
Discount Management
Not Supported
Forms Creation
Not Supported
Pricing Management
Not Supported
Product Configurator
Not Supported
Proposal Management
Not Supported
Sales Force Automation Features
Call Management
Not Supported
Campaign Management
Not Supported
Channel Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Contract Management
Not Supported
Customer Database
Not Supported
Email Marketing
Not Supported
Field Sales Management
Not Supported
Lead Management
Not Supported
Opportunity Management
Not Supported
Performance Metrics
Not Supported
Proposal Generation
Not Supported
Referral Tracking
Not Supported
Sales Forecasting
Not Supported
Territory Management
Not Supported
|
CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Supported
eCommerce
Not Supported
Guided Selling
Not Supported
Product Configurator
Not Supported
Proposal Generation
Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Not Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Supported
Requirements Management
Not Supported
Revision Management
Supported
RFP Management
Not Supported
Task Management
Supported
Templates
Supported
Version Control
Supported
Quoting Features
Automated Quoting
Not Supported
Catalog Management
Not Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
Sales Force Automation Features
Call Management
Supported
Campaign Management
Not Supported
Channel Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Contract Management
Not Supported
Customer Database
Supported
Email Marketing
Supported
Field Sales Management
Supported
Lead Management
Supported
Opportunity Management
Supported
Performance Metrics
Supported
Proposal Generation
Supported
Referral Tracking
Not Supported
Sales Forecasting
Supported
Territory Management
Not Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Not Supported
Contact Management Features
Activity Management
Supported
Appointment Management
Not Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Email Marketing
Supported
Group Management
Not Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Supported
Sales Pipeline Management
Supported
Search / Filter
Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Not Supported
Inside Sales Features
Auto-Dialing
Not Supported
Call List Management
Supported
Call Recording
Supported
Campaign Management
Not Supported
Dashboard
Supported
Data Management
Not Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Scoring
Supported
Performance Management
Supported
Lead Capture Features
Business Card / Badge Scanning
Supported
Dashboard
Supported
Data Extraction
Not Supported
Lead Distribution
Supported
Lead Notifications
Supported
Lead Nurturing
Supported
Lead Qualification
Not Supported
Lead Scoring
Supported
Online Forms
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Not Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
|
|||||
Integrations
Conga CLM
Supported
Dubb
Not Supported
Mailchimp
Not Supported
Microsoft Excel
Not Supported
QuickBooks Online
Not Supported
Salesforce
Supported
Workday Services CPQ
Supported
Wufoo
Not Supported
Zapier
Not Supported
|
Integrations
Conga CLM
Not Supported
Dubb
Supported
Mailchimp
Supported
Microsoft Excel
Supported
QuickBooks Online
Supported
Salesforce
Not Supported
Workday Services CPQ
Not Supported
Wufoo
Supported
Zapier
Supported
|
|||||
|
|
|