Select a Customer

 

Before QuoteWerks, you may have had to manually type in the customer's name, title, address, etc every time you created a quote.  QuoteWerks integrates seamlessly with leading contact management software such as ACT!, GoldMine, Maximizer, MS CRM, Outlook, salesforce.com, SalesLogix, and TeleMagic. 

This integration allows you to instantly start quoting using your prospect and customer information that is already in your existing contact management software.  You will never have to re-type your customer's information, and no importing is required! 

ACT! integration details

GoldMine integration details

Maximizer integration details

MS CRM integration details

Outlook integration details

Salesforce.com integration details

SalesLogix integration details

TeleMagic integration details

If you do not use one of the above mentioned contact managers, you can use the built-in contact database that comes with QuoteWerks.