QuoteWerks 4.0

Pulls contact information from popular contact management software

QuoteWerks integrates seamlessly with leading contact management software such as ACT!, GoldMine, KnowTia, MS CRM, Maximizer, Outlook, Outlook BCM, salesforce.com, SalesLogix, SugarCRM, and TeleMagic. This integration allows you to instantly start quoting using your lead and customer information that is already in your existing contact management software.

You will never have to re-type your customer information, and no importing is required! In addition to retrieving contact information from your contact manager, our innovative DataLink feature automatically pulls almost any other information from your contact manager into the quote. Using the QuickBooks link or the Peachtree link, you can also retrieve lead and customer information from your accounting software.

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