About Neat Quotes
Neat Quotes is a sales quotation and lead tracking software for sales teams. It allows users to create, send, and manage quotations, capture leads via web forms, and track the entire sales cycle from inquiry to closing.
Neat Quotes, developed by Layton Technology, is a cloud-based sales quotation and lead management software designed to streamline the sales process. It enables sales teams to create, send, and track professional quotes, manage prospects, and monitor the entire sales pipeline from a single application. Key features include a built-in email system, a drag-and-drop form builder for lead capture, a live sales activity feed, and a product catalog for easy quoting. The platform offers custom branding and workflow options to align with a company's processes. Pricing is available on a per-agent basis, with annual plans offering significant discounts for multiple agents. Support is available via live chat, email, and phone. The software is a comprehensive tool for sales teams looking to improve efficiency in their quoting and lead follow-up activities.
Pros & Cons
- Provides a single application to manage the entire sales cycle from lead capture to closing.
- Features a powerful drag-and-drop form builder for creating custom lead capture forms.
- Offers live sales tracking and a comprehensive dashboard for pipeline overview.
- Allows for custom branding to match company identity.
- Includes a built-in email system, eliminating the need for external email clients for sales communication.
- The website copyright notice is dated 2014, which may indicate the product has not been recently updated.
- The 'Free Trial' page indicates the product is in BETA testing, which contradicts the active sales and pricing pages.
- No integrations with third-party CRM or accounting software are mentioned on the official site.
Features
Key features
Add your company logo, favicon, and customize colors and styles for pages and forms.
Route incoming sales emails directly into the system and respond from within the application.
Create custom web forms with a drag-and-drop interface to capture leads on your website.
Get real-time notifications for all sales activities, including received emails and viewed or accepted quotes.
View a complete overview of the sales cycle on one screen, with quotes and contacts organized by status.
Manage a product database with descriptions, images, prices, and SKUs for quick quoting.
Customize quote information, offer options or recommended products, and allow contacts to accept online.
Automatically track all activities with contacts and quotes, from lead capture to deal closure.
Additional features
Define user types such as admin, sales manager, and sales agent with different permissions.
Set up custom workflows and forms to ensure agents collect necessary information.
Embed custom forms on your website to capture new leads directly into the application.
Set daily reminders to ensure no deadlines are missed during the sales process.
Application and data are hosted on Rackspace virtual servers for 24/7 availability.
Pricing
Monthly plans
- Create, Send and Manage Quotations
- Sales tracking
- Pipeline overview
- Product catalog database
- Complete sales history
Annual plans
- Send Quotes in Minutes
- Receive Quote Payments
- Built-in Email
- Product Catalog
- Custom Branding
- Full Sales History Tracking
- Auto Followup Reminders
- Custom Workflow Forms
For 3 Sales Agents. Save $1,129 Per Year.
Source: vendor pricing page →- Send Quotes in Minutes
- Receive Quote Payments
- Built-in Email
- Product Catalog
- Custom Branding
- Full Sales History Tracking
- Auto Followup Reminders
- Custom Workflow Forms
For 7 Sales Agents. Save $3,361 Per Year.
Source: vendor pricing page →- Send Quotes in Minutes
- Receive Quote Payments
- Built-in Email
- Product Catalog
- Custom Branding
- Full Sales History Tracking
- Auto Followup Reminders
- Custom Workflow Forms
For 11 Sales Agents. Save $5,793 Per Year.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About Neat Quotes
Neat Quotes is a sales quotation and lead tracking software for sales teams. It allows users to create, send, and manage quotations, capture leads via web forms, and track the entire sales cycle from inquiry to closing.
Neat Quotes Details
Neat Quotes's In-App Market Place
Does Neat Quotes have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- Create, Send and Manage Quotations
- Sales tracking
- Pipeline overview
- Product catalog database
- Complete sales history
Annual plans
- Send Quotes in Minutes
- Receive Quote Payments
- Built-in Email
- Product Catalog
- Custom Branding
- Full Sales History Tracking
- Auto Followup Reminders
- Custom Workflow Forms
For 3 Sales Agents. Save $1,129 Per Year.
Source: vendor pricing page →- Send Quotes in Minutes
- Receive Quote Payments
- Built-in Email
- Product Catalog
- Custom Branding
- Full Sales History Tracking
- Auto Followup Reminders
- Custom Workflow Forms
For 7 Sales Agents. Save $3,361 Per Year.
Source: vendor pricing page →- Send Quotes in Minutes
- Receive Quote Payments
- Built-in Email
- Product Catalog
- Custom Branding
- Full Sales History Tracking
- Auto Followup Reminders
- Custom Workflow Forms
For 11 Sales Agents. Save $5,793 Per Year.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Provides a single application to manage the entire sales cycle from lead capture to closing.
- Features a powerful drag-and-drop form builder for creating custom lead capture forms.
- Offers live sales tracking and a comprehensive dashboard for pipeline overview.
- Allows for custom branding to match company identity.
- Includes a built-in email system, eliminating the need for external email clients for sales communication.
- The website copyright notice is dated 2014, which may indicate the product has not been recently updated.
- The 'Free Trial' page indicates the product is in BETA testing, which contradicts the active sales and pricing pages.
- No integrations with third-party CRM or accounting software are mentioned on the official site.
Neat Quotes's Support Options
Neat Quotes's Alternatives
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