Quoter + Agile CRM

Quoter’s quoting software integrates seamlessly with Agile CRM

CRM

Agile Integration Features

When creating a Quote in Quoter, you can search for an existing Agile CRM Contact or create a new one automatically.
When a Quote is created or updated in Quoter, the Agile CRM Deal will be updated with the value of the Quote.
When a Quoter Quote is won or lost, Quoter will update the status of the Agile CRM Deal according to the mapping settings you configure.

Base

Quoter + Base

Highrise

Quoter + Highrise

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