Ivyleads was built to help you get your sales process organized. Tracking sales opportunities with it is simple and straightforward and will have an instant impact on your business.
About Quote Roller
Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow
with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.
About Flow XO
Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Features
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
Data Visualization
External Integrations
Inventory Tracking
Notifications
Project Management
Supplier Management
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Process Modeling
Process Reporting
Access Management
Status Notifications
Reports
Summary
Smart touchpoints: Turns partial information into full contact information. An email address is enough to lookup name, title or phone number that might be available.
Reuse suggestion: Prevent you and your team from re-entering an already existing contact.
Summary
Built in workflow management
Discount and margin calculations
Automatic tags
Centralized product catalog
Summary
Marketing: Drip marketing campaigns; Lead management; Post event follow up.
Onboarding: Claims handling; Order processing & approval; Welcome emails.