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Discussions QuoteWerks Desktop
Contact Management (CRM/PSA) 57

Integration with contact managers like Autotask, ACT!, Autotask, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM

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Switching from Dynamics to Salesforce for QW
Posted by Will Adams, about 5 years ago , Last Reply by Steve Siggs almost 5 years ago
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"Save Quote As" popup with Zoho CRM
Posted by Parth Dalal, about 5 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) about 5 years ago
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ACT version 22
Posted by Corey Gosa, about 5 years ago , Last Reply by Jon Klubnik about 5 years ago
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Mapping Custom Fields from Salesforce to Quotewerks
Posted by Ty.tran, over 6 years ago , Last Reply by Cat Ward about 5 years ago , 1 vote
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CRM Alternative - Cheap, Simple, Self Hosted
Posted by Marc Barlow, about 5 years ago , Last Reply by Marc Barlow about 5 years ago
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SalesForce Opportunity Link/URL
Posted by Paul Phillips, about 5 years ago , Last Reply by Paul Phillips about 5 years ago
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Zoho vs. Goldmine
Posted by Joe Dec, over 5 years ago , Last Reply by Jon Klubnik about 5 years ago
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Grouped Products & ConnectWise Forecast Lines
Posted by Meg Introwitz-Williams, over 5 years ago , Last Reply by Meg Introwitz-Williams over 5 years ago
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Add contacts to QW Corporate Server Version
Posted by Paul Phillips, over 5 years ago , Last Reply by Paul Phillips over 5 years ago
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PDFs Of Quotes No Longer Saving At Contact Level In Act!
Posted by Matt Patterson, over 5 years ago , Last Reply by Cat Ward over 5 years ago