Best Quoting Software

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Thanks to the implementation of the CRM Firmao software, you will create a customer database that allows you to shorten the time of customer acquisition, increase conversion at every stage of the sales process, as well as efficiently and comprehensively serve regular customers. Firmao helps to manage the work of the sales department, both in terms of the sales funnel, and acts as a contact center for regular customers of the company. Simple management of the customer base: - Multiple Sources of Opportunities - Automation of the sales process - Increasing the sales volume - Efficient contact with the customer - Comprehensive customer service - Execution of orders for customers It is implemented in companies where contact with leads or regular contractors is required. Firmao's CRM software is the best system for companies planning dynamic development. The implementation of Firmao's CRM is easy and quick. It takes about 1-2 weeks.

The only all-in-one Project Management software that seamlessly integrates with your favorite CRM. Start increasing your productivity for only $8.50 per month. What PSOhub does for your organization: Manage all your projects easier through improved collaboration, easy scheduling, and budget management. Prioritize, delegate, and report on your projects. Track and manage team activities with task boards. Use templates and other smart contract functionality to manage your fixed fee or time-and-material contracts, and send detailed quotes that convert directly into a project. Manage your resources with ease. No more guessing. Log more time with self-driving time tracking and simple manual time logs in your PSOhub calendar, timesheet grid, browser extension or mobile app. Send personalized invoices, both automatic or manual and spend less time on approving, sending and tracking your invoices.

The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back. Built for early-stage to mid-market companies that plan to grow. SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost. With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources. 36 End-to-End Process Scenarios built-in Operational Performance Sourcing & Procurement Project Management Reporting & Analytics Accounting & Finance CRM, Sales, & Marketing Service Support Human resources (Suite-in-a-Box)

If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

Manavate is a cloud based management system that makes it infinitely easier for you to run your business. Say goodbye to hours lost on phone calls and emails that too often lead you away from efficiency and towards chaos. Sign up for a free trial and enjoy all the benefits Manavate has to offer.

If you deal with projects, jobs, and teams on a day-to-day basis, Trackfront is your solution for working faster, smarter, and more efficiently than ever before. Trackfront's suite of tools can be used separately or together, depending on your needs. Plus, every tool in Trackfront can be customized to the way you work so you can make it your own. Responding quickly to new leads with a customized proposal greatly increases your chances of winning the business. Trackfront enables you to create accurate cost estimates and custom proposals quickly and easily. Working with clients or internal teams on multiple projects can be a challenge. Trackfront makes project collaboration easy and effective by managing all communications, file sharing, approvals, project stages, milestones, deadlines, and more. The quickest way to ensure profitability is to make sure your team stays on budget. With Trackfront, managing time and expenses are simple.

FIELDBOSS is a leading field service management solution built specifically for Elevator and HVAC inside Microsoft Dynamics 365. Designed for contracting companies to automate processes, optimize existing resources, and stay connected to customers in real time, FIELDBOSS enables complete visibility and control over every aspect of service and business performance. By consolidating financial, operational, and field service management into a single, integrated software solution with Microsoft Dynamics 365, FIELDBOSS allows you to minimize technical overhead, increase efficiencies, and remove the risks, manual efforts, and costs of trying to run your business using multiple systems.

Sales and management for solar companies. Generate, manage, and convert quality leads using Jigawatt’s integrated solar CRM. Give your prospects a smashing first impression, and your reps the ability to strike while the iron's hot. Slick web tools educate and inspire site visitors to go solar, and let you be the one to take them there. Jigawatt is the brainchild of a group of solar professionals with years of experience in the field and office. It’s tested in real-world situations in a fully operational, profitable, full-stack solar company. Centralized communication streamlines your workflow. You'll never need to dig through old email threads again. Give your prospects a smashing first impression, and your reps the ability to strike while the iron's hot. Slick web tools educate and inspire site visitors to go solar, and let you be the one to take them there. Jigawatt is the brainchild of a group of solar professionals with years of experience in the field and office.

Zigaflow is an advanced business management platform engineered for SMBs and enterprises, aiming to revolutionize operations across sales, operations, finance, and customer service with its comprehensive suite. It enhances operational efficiency through deeply customizable workflows, real-time inventory , CRM systems, and vendor management. Notably, Zigaflow excels in its seamless integrations with essential tools like Xero, QuickBooks & email facilitating a cohesive workflow and data synchronization across platforms. This software simplifies complex processes, provides actionable insights via real-time data analytics, and aids in strategic decision-making. Designed for businesses in search of a powerful, yet easy to use and set up solution to streamline their operations, Zigaflow minimizes manual errors, optimizes task management, and empowers teams to concentrate on driving growth.

Galorath’s SEER platform is an AI-powered project estimation solution that helps organizations model cost, schedule, labor, and risk with precision. At its core, SEER uses validated parametric models to reduce uncertainty and generate transparent, traceable estimates across industries like aerospace, defense, software, and manufacturing. The platform supports critical activities such as resource planning, budget forecasting, risk-adjusted scenario modeling, and price-to-win strategy. SEERai, its intelligent interface, enhances workflows with natural language prompting, multi-agent orchestration, and guidance informed by past project data. By integrating with ERP, PLM, and project management tools, SEER connects planning with execution to improve consistency and speed. Trusted by global leaders, the platform has helped save more than $1.2 billion on mission-critical programs.

Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation.