CRM and PSA Integrations
In today’s fast-paced sales environment, businesses rely on Customer Relationship Management (CRM) and Professional Services Automation (PSA) platforms to manage relationships, track opportunities, and streamline service delivery. QuoteWerks enhances these systems by integrating directly with many of the industry’s leading solutions. Whether your team uses a CRM to manage prospects and deals, or a PSA to oversee service operations, QuoteWerks bridges the gap - bringing quoting, ordering, and pipeline visibility into one connected workflow.
Below is an overview of the CRM and PSA integrations available in QuoteWerks, highlighting how they work, what they enable, and how they help organizations improve efficiency, accuracy, and customer experience.
QuoteWerks integrates with the following CRM systems:
- Act! and Act! for Web
- Goldmine
- HubSpot
- Maximizer CRM
- Microsoft Dynamics CRM
- Pipedrive (coming soon!)
- Salesforce.com
- Sugar CRM
- Zoho CRM
QuoteWerks integrates with the following PSA systems:
Integration Features
While each integration has slightly different features, there are standard features that are shared across most if not all of the integrations. These features include but are not limited to:
- Pull in contacts to be used as the sold to/ship to/bill to contact on quotes
- Pull in products from the external system to be used on quotes
- Create new contacts in the external systems CRM
- Create new products and services in the external systems
- Create and update sales deals or opportunities
- Use Datalink to share non-standard field data
- Mark deals and opportunities as won when a quote is converted to an order
Feature Spotlight (ConnectWise)
To demonstrate the features available across CRM and PSA integrations we will be using ConnectWise PSA as our example. See below for features included in the ConnectWise integration that are also included in nearly all of our other CRM and PSA integrations.
Pull in Contacts
From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the ConnectWise database for a contact by name, company name, or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information.
Pull in Products
QuoteWerks enables you to use the products you already have in ConnectWise. QuoteWerks can link to the ConnectWise product database as a Product Data Source. From within QuoteWerks, you can search the ConnectWise product database and add these products to your QuoteWerks quote.
Create New Contacts
From within QuoteWerks, you can enter a new lead in the quote and simply click on a button to create that company and contact in ConnectWise.
Create New Products and Services in CRM/PSA
When creating opportunities in ConnectWise, if line-item detail is selected to be included with the opportunity, those products and services will be created in the ConnectWise product and services databases for future use. In fact, you can even use this feature to completely populate your ConnectWise product database (effectively importing products into ConnectWise) with products from QuoteWerks product databases or your QuickBooks items list.
Create and Update Sales Deals or Opportunities
When saving a quote, QuoteWerks automatically creates an Opportunity in ConnectWise. When you are in ConnectWise, you will see the sales opportunities and their sale amounts for each quote you have created for this contact. The Opportunity feature is very useful in determining your projected cash flow.
When creating/updating a ConnectWise Opportunity, QuoteWerks can automatically aggregate your forecast types on the quote, create the products, services, and more in the opportunity. The QuoteWerks mappings enable you to configure QuoteWerks for your specific ConnectWise environment.
Use DataLink to Share Non-standard Field Data
When you select the ConnectWise PSA contact to use in the quote, our innovative DataLink feature can automatically pull other information from ConnectWise into the quote such as sales tax, customer terms, customer profile, shipping method, etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
The ConnectWise DataLink is bi-directional, so field information can be copied from QuoteWerks into the ConnectWise opportunity and then fields can also be copied from the ConnectWise Opportunity into QuoteWerks. Additionally, information from QuoteWerks line items can be copied into ConnectWise Opportunity Line Items.
Link Directly to your CRM/PSA from within QuoteWerks
While working in QuoteWerks, you can easily launch the contact or Deal/Opportunity that you are working with. You can launch the contact anytime in ConnectWise from the Sold To/Ship To tab in QuoteWerks. While updating an existing Pipedrive Deal, you can easily view them in Pipedrive with a click of a button ensuring you have a seamless integration with Pipedrive.
Summary
Managing sales opportunities, customer relationships, and service delivery often means juggling multiple systems. QuoteWerks takes the complexity out of the process by integrating seamlessly with a wide range of CRM and PSA platforms from ConnectWise and Autotask to HubSpot, Salesforce, Microsoft Dynamics, Zoho, and more.
These integrations deliver a mix of standard features like pulling contacts, pushing opportunities, and attaching quotes as well as integration-specific capabilities such as service ticket creation, recurring revenue management, or activity scheduling.
The benefits are clear:
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Greater efficiency: Eliminate duplicate data entry and streamline your quote-to-order workflow.
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Deeper visibility: Gain real-time insights into your sales pipeline with forecasting, reporting, and opportunity tracking.
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Stronger results: Equip your team with the tools to move deals forward faster and close more business.
With QuoteWerks, your quoting process becomes a connected part of your sales and service ecosystem, helping you deliver a better customer experience and stay ahead of the competition.
If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.
For international customers and technical support, click here.
