3rd Party Contact Management Add-on Products
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 Dynamics 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
dpQWsync by Hogan Data*
With dpQWsync, QuoteWerks users can now create and update Sales Opportunities in ACT! with line item details.
QuoteLinx by TimeLinx Software
QuoteLinx maintains a SalesLogix centric approach to creating new opportunities. First you create a new opportunity in SalesLogix, then from the SalesLogix opportunity products tab you right click to add products. This launches the QuoteWerks quote, populates it with the contact information, and links it to this opportunity. Then when you save the QuoteWerks quote, all the line item details are saved into the SalesLogix products tab for that opportunity. So you have the best of both worlds, you have all the QuoteWerks quoting functionality with the ability to have line item detail in your SalesLogix opportunity.
With QuoteLinx PLUS for TimeLinx, you get all of the capabilities of QuoteLinx plus the capability to quote professional services and out-of-pocket or other expenses within the SalesLogix opportunity.
With QuoteLinx and TimeLinx, there are integrations with
MAS 90/200/500 and Timberline. See their website for
Sage CRM integration for QuoteWerks by Wizard Systems
The Wizard Systems integration between Sage CRM and QuoteWerks gives you the ability to launch QuoteWerks directly from the Sage CRM interface, passing with it the details of the current company and/or contact you have in front of you. Additional fields can be mapped from Sage CRM to custom fields in QuoteWerks to bring over other information like Salesperson's Name, Pricing Profiles of the Customer etc. Additional contact information for shipping and billing addresses can be accessed from the QuoteWerks interface, accessing the contact information directly from the Sage CRM database. All saved quotations can be viewed within the Sage CRM interface and will be displayed relative to the current company, contact or opportunity. Previously saved quotations can be accessed by clicking on a hyperlink in Sage CRM, which will open the quote with QuoteWerks.
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+ system. Users can also retrieve their QuoteWerks product databases into the Tigerpaw CRM+ price book ensuring that the user's complete product line is available for work orders and CRM side reporting.
Tigerpaw CRM+ integration features:
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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