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This CRM Review examines QuoteWerks.
In-Depth CRM Review
Aspire Technologies, Inc.
7680 Universal Boulevard
Orlando, FL 32819-8949
CRM Category: Field Sales Support – On Premise
Seats: Small Business
About the Company:
A privately held company, Aspire Technologies, Inc. was founded in 1993 under the name Creative Software by John C. Lewe IV. Having founded the company 19 years ago, John is actively involved in every aspect of the company’s operations and actively leads our development team, ensuring that the company’s mission is fully realized on a daily basis. Corporate headquarters is located at 7680 Universal Blvd, Suite 360 Orlando, FL 32819. The self-funded company focuses on quoting/ordering software integration with leading contact management software such as ACT!, Autotask, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, SugarCRM, and TeleMagic. Aspire’s top selling product is QuoteWerks.
Selling to a variety of markets, Aspire Technologies, Inc. has built its position in the marketplace with QuoteWerks as a small to middle market leader by providing the sales quoting and proposal solution that has the ease of use of spreadsheet software, with the feature set, power, and flexibility of high end custom solutions without the associated costs and complexities. QuoteWerks strategically addresses the pressing needs of the Small to Medium Enterprise, providing a scalable, integrated and customizable solution that increases productivity to unmatched levels from a single-user environment all the way up to the enterprise environment.
QuoteWerks, formerly “Quote Pro”, has gone through many changes rapidly responding to user feedback. Aspire Technologies, Inc. appreciates the working relationship that it holds with its customers. We believe that this customer interaction is the reason for our success.
QuoteWerks is used by over 66,000 users worldwide in over 101 countries.
About the Product:
QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.
QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.
You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 – US Edition / Peachtree.
Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more.
With our QuoteValet Addon you know when your customer views your quote and your customer sign electronically – no more signing and faxing, and can collect credit card payment including deposits.
It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don’t have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes.
QuoteWerks has been empowering businesses for over 19 years – increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.
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Rich’s View of QuoteWerks:
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