Compare Ivyleads vs Quote Roller vs Flow XO

About Ivyleads

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
• Contact Management
• Customer Management
• Data Export
• Data Import
• Data Visualization
• External Integrations
• Inventory Tracking
• Notifications
• Project Management
• Supplier Management
• Third-Party Plugins/Add-Ons

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.

• Renewals & Retention: Annual renewals; Collecting feedback; Handling cancellations.

• Upselling: Upgrade offers; Customer reviews; Identifying cross-selling opportunities.

Pricing

• Credit card required: No

• Free: 2 workflows; 100 tasks; 5 minute triggers
  Micro: $19 per month; 5 workflows; 5,000 tasks; 5 minute triggers.
  Plus: $49 per month; 10 workflows; 15,000 tasks; 1 minute triggers.
  Pro: $99 per month; 20 workflows; 45,000 tasks; 1 minute triggers.

FAQs

No FAQs associated with this application.

FAQs

No FAQs associated with this application.

FAQs

What is this service generally used for?

• It is used to build automated sales & marketing workflows.

What platforms does this service support?

• Flow XO is a cloud-based service.

What are some applications this service is commonly used in tandem with?

• It is used in tandem with Google apps and various CRM and email marketing platforms.

Does this service integrate with any other apps?

• Flow XO integrates with: Google apps, Campaign Monitor, Mailchimp, Pipedrive, FreshBooks, Trello, Slack, Twilio etc.

Does this service offer an API?

• It offers an API.

Does this service offer guides, tutorials and or customer support?

• They offer knowledge base and live chat.

Vendor Information

Vendor Information

Vendor Information

Other

• Personal
• Freelance
• Startups
• SMEs
• Agencies
• Enterprises

• Web App

Other

Other