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Achiever CRM by Achiever Software
Achiever Software is an innovative, award winning company that develops Customer Relationship Management (CRM) software for a large, global customer base. The Achiever suite of products helps organizations from small businesses to large enterprises to find, win and retain their most profitable customers.
ConnectIT-MSCRM: QuoteWerks to Microsoft CRM by Hilltops IT
ConnectIT-MSCRM gives the QuoteWerks user the ability to link
the current active QuoteWerks document to an existing Microsoft
CRM Opportunity.
ConnectIT-MSCRM is simple to use so there is no need for
additional staff training - the quote processing clerk simply
clicks the "Link document to MSCRM Opportunity" menu option from
the QuoteWerks Tools menu, selects the Opportunity from the list
and it's done!
ConnectIT-MSCRM supports:
- The ability for the QuoteWerks user to link a document
to an existing Microsoft CRM Opportunity, seamlessly linking
the Opportunity into the standard QuoteWerks integration for
ongoing updates.
- Re-linking a document to a different Microsoft CRM
Opportunity, a feature not available in QuoteWerks without
deleting the MSCRM Opportunity.
- Updating the details of the Microsoft CRM Opportunity.
- Many configuration options so that ConnectIT-MSCRM will
work to suit your business requirements.
- QuoteWerks v4 build 17 (and above) Standard,
Professional and Corporate editions.
- Microsoft Dynamics CRM Small Business and Professional
editions.
dpQWsync by Hogan Data
See your QuoteWerks line items in your ACT! Opportunity.
dpQWsync transfers your QuoteWerks items with actual cost,
quantity and price!
Works with ACT! By Sage Premium, V (11) (10) (9)
Tigerpaw CRM+ by Tigerpaw Software, Inc.
The Tigerpaw link enables QuoteWerks users the ability to
directly pass their quoted products and/or services into new or
existing opportunities within their Tigerpaw CRM Plus system.
Users can also retrieve their QuoteWerks product databases into
the Tigerpaw CRM Plus price book ensuring that the user’s
complete product line is available for work orders and CRM side
reporting.
Additional features of the Tigerpaw CRM+ integration include:
- If an item does not exist in the Tigerpaw price book,
the item will be created in Tigerpaw when retrieved from the
active QuoteWerks document.
- Tigerpaw can retrieve bundles and grouped configurations
from the active QuoteWerks document and can also convert
QuoteWerks grouped bundles into closed assemblies in
Tigerpaw.
- Support for QuoteWerks price and discount modifiers.
- Optional and Comment line items are fully supported.
- QuoteWerks blank lines and subtotal lines (not needed by
Tigerpaw) are removed during the Tigerpaw retrieval process.
- Support for the Canadian tax scheme as set in
QuoteWerks.
WildSugar by
Wildcat Development Corp
*
WildSugar increases the functionality of QuoteWerks by
integrating directly with SugarCRM, a leading contact management
software. By utilizing WildSugar, users can access their
SugarCRM contacts from within QuoteWerks, effectively creating a
more efficient quoting process. WildSugar saves users
considerable time by eliminating the replication of data entry
for contacts.
Features include:
- Seamless integration between SugarCRM and QuoteWerks
- Immediate access to all SugarCRM contacts
- Ability to auto populate SugarCRM contact information in
quotes generated by QuoteWerks
- Custom searches that allow users to quickly and easily
locate a particular SugarCRM contact
- WildSugar contact search window is resizable
*Please Note: Starting with QuoteWerks 4.0 build
47, QuoteWerks now has a built-in
SugarCRM integration. The WildSugar add-on however, works
with all builds of QuoteWerks 4.0 and works with SugarCRM
5.0, 5.1, and 5.2.
Category Cross Reference Links
The primary focus of the add-on(s) below do not fit this
category, but they offer related functionality.
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