ITarian Quote Manager
Streamline Your Quoting Process
Overview
ITarian Quote Manager is part of the ITarian platform for IT management. It is designed to streamline the quoting process for sales representatives. The tool allows for the attachment of photos and videos for a personal touch, integrates with CRM systems, automates distributor feeds, and provides notifications for client follow-ups.
✨ Key Features
- Quote Generation
- CRM Integration
- Automated Distributor Feeds
- Upsell Options
- Client Activity Tracking
- Attach Photos and Videos
🎯 Key Differentiators
- Offered as part of a free, integrated IT management platform.
- Includes CRM and Service Desk at no cost.
- Ability to attach rich media like photos and videos to quotes.
Unique Value: Provides a completely free and integrated quoting, CRM, and service desk solution, making it an attractive option for new or budget-conscious MSPs.
🎯 Use Cases (3)
✅ Best For
- Streamlining quoting for users of the ITarian IT management platform.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using the ITarian platform.
- Teams that need integrations with a wide variety of third-party CRMs or PSAs.
🏆 Alternatives
While its feature set is more basic than paid, dedicated quoting tools, its primary advantage is being free and part of a unified platform.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Paid Support tier)
🔒 Compliance & Security
💰 Pricing
Free tier: Part of the free ITarian platform.
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