PSQuote

PSQuote

CLD Partners
+
+

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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/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 Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

CLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/

Company Information

TeamGram
Founded: 2015
Canada
www.teamgram.com

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
eRep

eRep

Revalize
eRep

eRep

Revalize
Freshsales

Freshsales

Freshworks

Categories

CPQ Supported
Quoting Supported
RFP Supported

Categories

Contact Management Supported
CPQ Supported
CRM Supported
Inside Sales Supported
Lead Capture Supported
Lead Management Supported
Quoting Supported

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
Claim PSQuote and update features and information
Claim PSQuote and update features and information
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Claim TeamGram and update features and information