Name: Quotit CRM
Price: 99 USD
Author: Quotit Corporation

Customer Identity and Access Management (CIAM)

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Accessibility Testing

Performance Testing

Development

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Demand Planning

Emissions Management

Integrated Workplace Management (IWMS)

Online Notary

Statistical Analysis

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Deduplication

Data Privacy Management

Data Science

DevSecOps

Email Verification

Embedded Database

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

License Management

Network Performance Monitoring

Network Security

Open-Source Database

Operating Systems

Sensitive Data Discovery

Service Virtualization

Single Sign-On

Software Distribution

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audience Intelligence

Competitive Intelligence

Content Management

Email Marketing

Marketing Automation

Product Sampling

Social Media Advertising

Social Media Management

Social Media Monitoring

Survey & Forms Building

Text to Speech

Web Analytics

Marketing

Project Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Lead Management

Lead-to-Account Matching and Routing

Sales Training

Sales

Application Security

Virtualization Security

Security

Banking

Equipment Rental

Fleet Management

Medical Office EMR & EHR

Vertical-Specific

medium

M2E Cloud

Inventory Management

aPlus+ Attendance, from Cobek Software, offers a selection of attendance solutions from 'off the shelf' to more complex integrated systems. Options can be configured to integrate with an existing system.

aPlus+ Attendance

Attendance Tracking

Cobek Software

large

KindLink, from the company of the same name in London, is presented as a platform where businesses and charities connect and manage their corporate social responsibility, fundraising, volunteering, donor CRM, and measure and share their sustainability impact.

KindLink

Corporate Volunteering

Alert Rental Software in Colorado Springs boasts installation and successful operation in hundreds of the world’s best-automated construction, general tool, and event equipment rental companies, writing millions of rental contracts annually.  Alert is a rental software provider, doing business throughout North America, the Caribbean, and several other countries.

Alert Startup Subscription

Alert Fundamentals

Alert Summit

Alert Rental

Based in Silicon Valley, AnChain.AI is a blockchain analytics company that specializes in AI-powered platforms. AnChain.AI provides around-the-clock protection, securing crypto exchanges, protocols, and DApps worldwide for several millions of dollars in weekly transaction amounts. The Situational Awareness Platform (SAP) proactively protects crypto assets by providing proprietary artificial intelligence, knowledge graphs, and threat intelligence on blockchain transactions. The vendor states the SAP can also detect and predict vulnerabilities and threats before they occur, enabling businesses to take proactive action.

AnChain.ai

Blockchain Analysis

small

The Org

Org Chart

Orgio, Inc.

Mavenir, headquartered in Richardson, Texas, offers CloudRange, a network function virtualization (NFV) option. CloudRange allows CSPs to realize additional revenue streams by launching and scaling new services.

Mavenir CloudRange (discontinued)

Network Function Virtualization (NFV)

CloudRange Mavenir CloudRange (discontinued)

Discontinued Products

CMIT Solutions headquartered in Austin offers CMIT Email Security, to block or prevent transmission of inbound or outbound unsafe and undesirable emails.

CMIT Email Security

Secure Email Gateway

Anti-malware

Customizability

Data Loss Protection

Threat Detection

Sandboxing

End-to-End Encryption

Management Tools

CMIT Solutions

EventsWallet

Event Management

TurnKey Lender

PinPoint DMS, from LSSP Corporation, is presented as a fully customizable, non-technical approach to storing and editing files with built-in workflow, onboarding, and retention management.

PinPoint Document Management Software (DMS)

Document Management

PinPoint DMS PinPoint Document Management Software (DMS)

LSSP Corporation (PinPoint DMS)

Quotit Corporation is an Internet application service provider for the health insurance and employee benefits industry. Their flagship solution is a CRM designed to help agencies and agents save time by pulling quotes from multiple carriers, creating proposals, and completing enrollment paperwork. It is presented as a solution for agents and agencies looking to move their lead and client data out of spreadsheets into a platform with built-in automation to improve organization and client satisfaction.

Independent Agents - Starter

Independent Agents - Standard

Independent Agents - Premium

Independent Agencies - Starter

Insurance Agencies - Standard

Insurance Agencies - Premium

Assistive CRM

Sales Force Automation

CRM Project Management

CRM Reporting & Analytics

Customization

Platform

Quote & order management

Interaction tracking

Channel / partner relationship management

Lead management

Task management

Forecasting

Pipeline visualization

Customizable reports

API for custom integration

Mobile access

Role-based user permissions

Reporting

Assistive

Basic

Professional

Korero

Customer Service & Support

Social CRM

Customer data management / contact management

Workflow management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Case management

Help desk management

Email marketing

Billing and invoicing management

Custom fields

Scripting environment

Social data

Innoverenit

Quotit CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Quotit Corporation

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	No

Quotit CRM

Overview

What is Quotit CRM?

Leaving a review helps other professionals like you evaluate Customer Relationship Management (CRM) Software

Pricing

Independent Agents - Starter

$99

Independent Agents - Standard

$149

Independent Agents - Premium

$199

Entry-level set up fee?

Offerings

Starting price (does not include set up fee)

Product Details

What is Quotit CRM?

Quotit CRM Technical Details

Comparisons

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