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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 KiteDesk

KiteDesk provides smarter sales prospecting software, overcoming the #1 challenge salespeople face -- a lack of qualified leads. Picture, with KiteDesk FIND, an all-in-one Lead Generation Platform with up-to-date contact and account data, where you can quickly create Lead Lists on-demand.

Then, with KiteDesk FLOW, your sales team will reach out to the right people at the right time with the right message--all prioritized by our intelligent and auto-adjusting ToDo queue. Lead Management has never been this easy-- or this effective. Its lead generation at scale, where the hardest part of sales is made more powerful than ever before.

About CRM Creatio

CRM Creatio is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love Creatio’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Creatio (formerly bpm'online) has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Marketing Creatio: multichannel marketing software to deliver demand generation excellence.

  • Sales Creatio: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Service Creatio: innovative customer service tools to deliver exceptional customer experience.

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

  • A/B Testing
  • API
  • Audience Targeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Recording
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary

  • SMARTER SALES PROSPECTING

  • 300 Leads Per Month Included

  • Account-Based Sales Prospecting

  • Ideal Customer Profile Builder

  • On-Demand Data Marketplace

  • Multiple Data Providers

  • Upload & Enrich

  • Chrome Extension

  • Easy Data Export

  • Email Guessing

Summary

    No key features associated with this application.

Pricing

  • Starting from: $75.00/month
  • Credit card required: N/A
  • All plans billed annually

KiteDesk FIND

$75.00
user(s) / month
Included in plan:
  • Bulk Lead Assignment
  • Sync to CRM
  • 1-Click Import
  • Email Guessing
  • Easy Data Export
  • Chrome Extension
  • Upload & Enrich
  • Multiple Data Providers
  • On-Demand Data Marketplace
  • Ideal Customer Profile Builder
  • Account-Based Sales Prospecting
  • 300 Leads Per Month Included
  • SMARTER SALES PROSPECTING

KiteDesk FIND + FLOW

$125.00
user(s) / month
Included in plan:
  • Conversion Rate Optimization (Sales)
  • Configurable Recipes
  • Controlled ToDo’s
  • Communications Sequencing
  • Coordinated FLOWs
  • Mapper – Lead Routing, Rules, Triggers
  • Calendar – Scheduler
  • Metrics Dashboard
  • Phone / Dialer
  • Email Suite
  • Prospect Lists
  • Consolidated View Includes:
  • All-in-One Lead Gen Platform
  • COMPREHENSIVE SALES DEVELOPMENT SOFTWARE

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Yes; Lead assignment, routing, triggers. Management Dashboard, Analytics. Email Templates, Phone Script sharing.

  • Who are the main user groups of this service?
  • Sales Teams who want to increase revenue.

  • What are some applications this service is commonly used in tandem with?
  • Salesforce
    Google Apps
    Microsoft Office
    Linkedin
    Twitter
    Facebook
    G+

  • Does this service offer an API?
  • Not public.

  • What platforms does this service support?
  • SaaS software; Runs in any web browser. Chrome Extension available.

  • Does this service offer guides, tutorials and or customer support?
  • Yes-- Trained Customer Support available via Chat, Phone, Online Meeting.

  • Does this service integrate with any other apps?
  • Salesforce
    Google Apps
    Microsoft Office
    Twilio
    InsideView
    ZoomInfo
    NetProspex
    Toofr

  • What is this service generally used for?
  • By combining a Sales Intelligence solution (KiteDesk FIND) with an All-in-One Sales Development platform (KiteDesk FLOW), the company enables sales teams to find and engage intelligently with the right prospects at the right time.

FAQs

    Does this service offer an API?
  • Creatio (formerly bpm'online) provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What is this service generally used for?
  • CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    Sales Creatio - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *Service Creatio *- innovative customer service tools to deliver an exceptional customer experience.

    *Marketing Creatio *- multichannel marketing software to deliver demand generation excellence.

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

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

Vendor Information

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Regional Restrictions:
No restrictions.

Other

Who uses KiteDesk
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
Works in English-speaking countries.

Other

Who uses CRM Creatio
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.
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