Layton Technology Neat Quotes

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...
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To learn more about Neat Quotes
watch this short video.
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
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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.
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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.
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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.
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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.

Features
Our sales pipeline management software is packed with powerful tools for a more productive team.
Neat Quotes is a single application to handle all of your sales lead tracking needs without using multiple applications. Neat Quotes assists in everything from lead capture, quote management and lead follow-up, all the way to closing the deal. This sales pipeline management software includes all of these smart features and more.
 

Custom Branding
You can easily incorporate Neat Quotes into your brand and the flow of your company. Simply add your logo and favicon. Customize your own workflow and select your own icons, colors and style to brand your pages and forms.

 

Built-in Email
No need to use another external email service. Incoming sales emails are routed directly into Neat Quotes and assigned to the relevant sales agent. Sales team responses are also handled directly through our system.
 

Powerful Form Builder
The drag and drop builder allows you to create custom forms for your website or sales cycle. Insert dropdowns, input fields, text areas, radios, checkboxes, backgrounds, titles, kitchen sinks, images and more.

Live Sales Feed
Get live sales tracking from any screen in Neat Quotes sales pipeline management software. You will be immediately notified of all activity such as received emails, viewed or accepted quotes, new instant messages, new web form entries and more.


 

Multiple Roles
You can create different user types such as admin, sales manager and sales agent. Admins and Sales Managers can regulate the workflow and oversee sales agent activity.

 

Pipeline Overview
All quotes and contacts are organized into statuses based on the Agent's most recent actions with the contact. The dashboard and global views show a complete overview of your sales cycle on one screen.

 

Product Catalog
Include your product database for quick and easy quoting. Add descriptions, images, specifications, prices, currencies and SKU's. Sales reps will have all of the product information at their disposal.
 

Dynamic Quotes
Customize the quote information for your agents or let them do it on the fly. Upsell your customers by offering options or recommended products. Your contacts can message you or accept the quote right online.

Complete Sales History
Neat Quotes sales history tracks all activity with your contacts and quotes. From a new lead coming in on a web form entry to sending an email or quote, the sales history automatically keeps a record of everything in one convenient access point!

Smart Web Forms
Create your own web forms right in your Neat Quotes sales lead tracking application. You decide what information you need from your leads. Easily embed the form on your website and let it go to work capturing new leads for your company.

Set up your own custom workflow and forms using the form builder. This ensures your agents are collecting the information they need about their contacts. Rename, edit, delete, rearrange statuses by win percentage and more.