DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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Yodify
Yodify is a B2B e-Commerce, Quoting, Website Building, Product Data, Customer Account & Catalog Management Platform. Yodify grants you access to powerful sales & quoting tools, and a vast product library.
The Yodify Library cuts your time to launch from months, to weeks. Use pre-built products made to manufacturer specifications and populate your catalog in a couple clicks.
Platform features like Product Configurators, Account Pricing & Checkout, Quote-to-Cart, Order Templates, Shipping Rules & Restrictions, & so much more make your site the ultimate resource.
Yodify benefits both your customers and your sales teams; breaking down barriers in communication, and freeing up time answering basic questions to focus on dead-accurate quotes, & lucrative sales.
Yodify is equally suited to either compliment your existing web presence, or completely overhaul your site.
Book a platform Demo with our team for a personalized walkthrough of your digital future.
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Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue.
Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.
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Zoey
Zoey helps B2B and wholesale businesses take orders online anytime, anywhere, with any device. Leverage a mobile app to capture orders, create sales quotes and look up product/pricing information on the go. Offer a self-service portal for your buyers to place orders on the web.
Our seller feature set includes quote generation, customer groups, access restrictions, quick order capabilities, multi-theme support, mobile app and more. Our self-service buyer tools include reordering, order status and account maintenance.
Zoey consists of three components: Zoey Web offers a self-service ordering option for your buyers, either as a public website or an internal order portal. Zoey App allows salespeople to sell remotely or in person. And Zoey Admin provides a web-based back-end to create and manage products, orders, customers and more.
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