Do you have a busy sales force that needs to deliver, track and follow-up on sales quotations?

Neat Quotes empowers your sales force to quickly create accurate, professional quotes. But sending the quote is only the beginning of the sales cycle with your prospective client. That’s why Neat Quotes cloud quoting software includes the latest tracking and followup technology for a successful outcome with each prospective customer. With Neat Quotes sales quotation software you have one-stop access to:

  • Customizable embedded forms, business proposal templates and workflow
  • Incoming email assignments to relevant sales agents
  • Sales tracking on a live feed
  • Pipeline overview
  • Your product catalog database
  • Dynamic quotes with smart web forms
  • Each agent’s complete sales history
  • And much more...
In a single online sales management application, Neat Quotes takes an initial sales inquiry and assures follow through until the deal is won. See all of the many great features
capture
Capture Leads

Create custom web forms to fit your brand and easily embed on your website. This type of online marketing captures viable leads for you to contact. Also receive emails directly into your Neat Quotes inbox.

process
Process Quotes

Email your leads directly or send them a professional custom quote quickly and accurately. You can even include products from your own catalog. Never miss a deadline with daily follow-up reminders.

Close
Win Deals

Define your own statuses so you can monitor where your leads are at any time during the sales cycle. Once the deals are closed, they are saved in your sales management application for prospecting later.

admin

A Comprehensive Dashboard

A sales agent can view his entire pipeline of sales activities or drill down to focus on an individual deal. No longer will sales managers need to track down each sales agent for current information. As demonstrated above, they can access a wide view of the dashboard displaying all sales activities for every agent in the lead tracking software.

One Neat Price

$ 59 Per Agent Per MonthView our Plans to get
a Special Offer

Some quoting applications depend on other crm tools. This not only complicates your workflow, it increases it. You will be required to access multiple applications to complete even the simplest task. Neat Quotes sales tracking software is one application at one low price to track and manage your entire sales cycle from lead capture to closing the deal.

Send Professional Quotes in Minutes

From creation to conclusion - Neat Quotes makes it easy.