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

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enterprise Generative AI

File Sharing

Objectives and Key Results (OKR)

VoIP

Enterprise

Accounting

Online Trading

Payment Orchestration

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Course Authoring

Employee Engagement

Employee Performance Management

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Migration

Cloud Storage

Database DevOps

Database Management

Enterprise Backup

Fraud Detection

Hadoop-Related

High Availability Cluster

IT Service Management (ITSM)

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Network Virtualization

Remote Monitoring and Management

Traffic Switching

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Competitive Intelligence

Consumer Ratings & Reviews

Content Management

Cross-Channel Campaign Management

Email Marketing

Local Listing Management

Marketing Automation

Presentation

SMS Marketing

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Field Service Management

Professional Services Automation

Project Management

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Lead Generation Services

Sales Gamification

Sales

Cloud Access Security Brokers

Video Surveillance

Security

Digital Forensics

Estate Planning

Home Health Care

Insurance Claims Management

Military and Defense

Vertical-Specific

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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

Free Forever

CRM Bundle

Starter

Growth

Boost

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

Sales Force Automation

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

Customer data management / contact management

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

Workflow management

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.

Opportunity management

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

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.

Quote & order management

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

Interaction tracking

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

Channel / partner relationship management

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

Customer Service & Support

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

Case 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.

Help desk management

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.

Lead management

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

Email marketing

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

CRM Project Management

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

Task management

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

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Quotit CRM

Overview

What is Quotit CRM?