Quotient vs Quoter vs Sahiwala Investment Software
Description
Quotient
Quotient is a straightforward software solution designed to make quoting and proposal generation a breeze. For businesses that often need to create and send quotes to clients or prospects, Quotient he... Read More
Quoter
Quoter is an intuitive software designed to streamline the quoting process, making it straightforward and efficient for businesses. This cloud-based tool caters to small and medium-sized enterprises t... Read More
Sahiwala Investment Software
Managing investments can be overwhelming, especially with so many variables to keep track of. Sahiwala Investment Software makes this process simpler and more manageable for you. This cloud-based tool... Read More
Contact Info
Year founded :
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Australia
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Year founded :
2018
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Canada
http://www.linkedin.com/company/quoter
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Features
Client Interaction
Online Acceptance
Commenting
Analytics and Reporting
Quote Tracking
Performance Reports
Team Collaboration
Shared Access
Approval Processes
Integration and Automation
Automated Follow-ups
CRM Integration
Quote Creation
Easy Templates
Customization Options
Quote Creation and Management
Easy-to-Use Templates
Real-Time Collaboration
Automated Calculations
Customer Relationship Management
Centralized Customer Data
Follow-Up Reminders
Analytics and Reporting
Sales Performance Insights
Quote Conversion Metrics
Security and Reliability
Data Encryption
Reliable Backup
Integration and Customization
CRM Integration
Customizable Workflows
Financial Planning
Budget Management
Goal Setting
Portfolio Management
Easy Tracking
Automatic Updates
Investment Analysis
Risk Assessment
Performance Metrics
Customer Support
Expert Consultation
24/7 Assistance
Pricing
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Metrics History
Metrics History
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