WeSuite

WeSuite is a sales management software and mobile solution designed to streamline and automate the quote-to-close process for small to medium businesses and larger, multi-site organizations. According to the vendor, this solution aims to empower sales teams to work more efficiently, present more professionally, and sell more effectively. WeSuite is commonly used by security integrators, technology sales and service providers, home automation and security companies, as well as residential and commercial security companies in the electronic security and life safety industry.

Key Features

QuoteAnywhere and the Site Survey: According to the vendor, this sales mobility tool allows users to sell onsite, remotely, or virtually. It enables sales teams to build estimates on the Site Survey digital canvas, collaborate with prospects, and eliminate return trips to the office.

WeOpportunity: The vendor claims that WeSuite's CRM tool helps users create prospecting plans, record and track opportunities, distribute leads, manage accounts, and monitor opportunity progress.

WeEstimate: According to the vendor, this flexible and scalable sales estimating tool allows users to build detailed estimates for parts, labor, chargeable items, and recurring services. It also includes approval workflows, commissions calculations, and the ability to autogenerate branded proposals and contract documents. The vendor states that in-depth sales reporting is also available.