Manufacturing CRM to take your sales channel from lead to quote to close.

Cloud-based sales tool for manufacturers and their distributors to accurately quote, track, and manage their entire sales process.

Make it personal.
Create accurate, attractive quotes including drawings and Bill of Materials that reflect your personal brand.

Go even faster.
Quote more quickly than your competition. Eliminate errors in opportunities, quotes and contracts with our smart pricing.

See everything.
You can now see into your distribution and supplier channels so your team can improve their productivity and close more deals. 

A sales platform with benefits.

Quickly go from lead to revenue with the power of QuoteBooks CRM.

Quote Generator

Easily build accurate quotes that reflect correct and consistent pricing. No more unattractive, non-branded and lengthy quotes that turn away potential customers.

Maps

Visualize your sales data to locate opportunities, quotes, customers and leads. Target a filtered list of your contacts based on any characteristic and demographic.

Mobile

Take your sales on the go! Create an instant and accurate quote from anywhere.

We're now available on Google Play and iTunes.

Price & Parts List

Digital and dynamic pricing and parts lists ready for distribution to your sales team and other channels. 

Pipeline Management

Instantly view your organization’s opportunities, quotes and leads.

Get more out of the QuoteBooks Cloud.

Enhance QuoteBooks CRM with cutting-edge CPQ and visual CPQ technology to bring your products to life. 

A step-by-step product configuration based on your business rules. Easily configure, accurately price and generate great-looking quotes.

Explore CPQ

Instantly create 3D configurations with built-in engineering rules and quote that design within seconds.

Explore Visual CPQ

We're the only ones bringing your 3D models into augmented space so your customers can see your products come to life on their desk, conference table… anywhere.

Explore AR
See What's New
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