Forget about calling the office. Just use your mobile device to obtain real-time pricing directly from your ERP.
Add branding, logos and images to customizable quoting templates—and create a quote you'll be proud to share with clients.
Away from the office? No problem. Work with inside sales and other teams to improve the customer experience.
Now you can take an order—or convert a quote to an order—when you're out and about.
It's never too late to view product information and uncover new opportunities—even when you're in the middle of the quoting process.
Tap into document libraries, including product literature, images, technical specs and installation instructions. Simply pull the literature and share it with a customer.
WPCRM is tied directly to your ERP system to provide real-time pricing and product availability. Your sales team is more efficient because they can access reliable information from their desktop, laptop or mobile device.
Need help sourcing a product? WPCRM manages the internal flow of communication that occurs when your team needs to locate and price a product for your customer. It's one more way to strengthen the customer relationship and improve efficiency.