Audience
Organizations looking for an advanced sales management software
About WeSuite
For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.
Other Popular Alternatives & Related Software
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.
Learn more
Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.
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ConnectWise CPQ
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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Pricing
Starting Price:
$69.95 per month
Integrations
Company Information
WeSuite
Founded: 2008
United States
wesuite.com
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
WeSuite Frequently Asked Questions
WeSuite Product Features
Lead Management
Activity Tracking
Supported
Campaign Management
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
Proposal Management
Automatic Formatting
Supported
Calendar Management
Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Supported
Pipeline Management
Supported
RFP Management
Supported
Requirements Management
Supported
Revision Management
Supported
Task Management
Supported
Templates
Supported
Version Control
Supported
Quoting
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
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
Call Management
Supported
Campaign Management
Supported
Channel Management
Supported
Commission Management
Supported
Contact Management
Supported
Contract Management
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
Supported
Sales Forecasting
Supported
Territory Management
Supported
