ProcessMate

ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders, service requests, view & pay invoices. The portal is easy to configure and apply branding of your organization.

The unique selling point in enabling your employees and customers track the quoting and ordering process step-by-step. Additionally, the system is easy to configure and it does not require complex expensive professional services. Finally, its key strength is in enabling all aspects of sales: from CRM and lead management to quoting to ordering to processing orders and to payment.