Close big deals fast
A one-of-a kind software solution designed to quickly and accurately produce highly configured smart quotes for brokerage firms, benefit administration, and enrollment companies.
Smart-Quote Core Offerings:
- Need to add a new item during quote configuration? Not a problem. Simply add it and
selectively apply it at an opportunity level or to a customer account.
- The advance pricing engine empowers sales reps to configure pricing on-demand for existing
- Sales rep get comprehensive insight with an itemized view of internal costing, commission, revenue, and net income even before a quote is sent out.
- Order management triggers the next steps in the workflow, including invoicing, billing, payments, and a comprehensive workbench to trigger a products and services start date.
- Customers can use self-service portals to receive complex, AI optimized quote configurations with built-in revenue forecasting insights and predictive analytics.
AVAILABLE ON-DEMAND as Software-as-a-Service (SaaS) model, EASY INTEGRATION ON SALESFORCE CRM AND MICROSOFT DYNAMICS CRM (365), AND ALSO AVAILABLE FOR ON-PREMISE DEPLOYMENT.
Smart-Quote sits on top of Salesforce CRM and can be deployed onto sandbox or production environment in no time.
Easy integration with
Easy integration, talk to our developers or solution architect
or brokerage firm?
End to end solution