Best Quote-to-Cash Apps for iPhone

Epicor Prophet 21 is a leading ERP solution for wholesale distributors that combines proven distribution expertise with a web-enabled infrastructure and modern technology stack. Cloud and on-premises deployment options are available. From inventory to logistics, Prophet 21 keeps everything in balance within your organization and unlocks the potential of your supply chain to help grow sales, boost productivity, and drive profits. • Data-driven, with industry-specific functionality, to help you make smart decisions • Cloud-based applications to modernize and mobilize operations • Connected ecosystems to ensure visibility across your business • AI-infused solutions to drive efficiencies

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

Planview Changepoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability. Changepoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, Changepoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth. Groups all key customer lifecycle information in a way where everything makes sense. Never lose sight of who your key customer contacts are, so you can reach them when needed. Know your customer lifecycle health, immediately, based on the most important KPIs. Discover every aspect of the customer lifecycle and capitalize on every financial opportunity.

With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.

Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.

ASC Pricing and Quoting is a web-based platform designed for configure, price and quote (CPQ) management with a focus on RFPs, RFIs, RFQs, sourcing and procurement activities, and collaborative negotiation. On the sales and pricing side, ASC Pricing and Quoting automates and manages sales configurator requirements and pricing and promotion calculations such as customer, channel, volume and product-specific promotions and discounts. This entails the complete buy-side and sell-side contract management lifecycle such as quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). Automate, simplify and improve your pricing and tendering management, sales configuration and product configuration processes with ASC Pricing and Quoting solutions.

Quotes and contracts just got easier. Electronically sign and accept payments instantly. Create a professional quote or contract using one simple click. Send a quote or contract to be electronically signed. Accept payments from your customers instantly. Track, manage, and get insights into your business. We offer productivity tools to help you track and manage your work. A simple glance will tell you if a customer has viewed, signed, approved or rejected it. We provide a quick snapshot of your daily activities so you can focus on making your customers happy. With seamless integration from Stripe, you can collect payments from anywhere in the world for your freelance and small business. We offer a way for you to request payments from your customers though our app. Know your outstanding balances, send out requests and collect payments all in one centralized area.

Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations

Netiquette Accounting Management System is an online accounting software to accelerate your financial close through streamlined auditable revenue management and complete real-time visibility of your business’s financial performance. Netiquette Accounting Software is an IRAS Approved Accounting Software, which is compliant to Singapore's regulatory requirements and is customized for Singapore SMEs for the filling of GST Form 5 and IRAS Audit File (IAF). Netiquette Accounting Software provides real time data reporting on your business health by analysing data on the cash flow, cash to loan gearing data, return on capital and many more. Netiquette Accounting Software seamlessly integrates with Netiquette Inventory System to streamline critical business processes, such as quote-to-cash, enabling everyone to work from a single source of finance, sales and customer data for bookkeeping.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

We simplify your manufacturing.™ Global Shop Solutions AI-integrated ERP software provides the applications needed to deliver a quality part on time, every time from quote to cash and everything in between, including shop management, scheduling, inventory, accounting, quality control, CRM and 25 more. Built with AI in mind, our software helps manufacturers make smarter, data-driven decisions that improve efficiency and visibility. Available in the cloud or on premise, our manufacturing customers benefit from real-time inventory accuracy, improved on-time delivery, lower administrative costs, increased sales and improved customer service. Headquarters in The Woodlands, Texas includes a state-of-the-art R&D facility and Global Shop Solutions training center. Through its offices in the U.S., Mexico, Indonesia, Singapore, Australia, New Zealand and the United Kingdom, the company supports thousands of manufacturing facilities in over 25 countries and more than 30 industries.

Pricefx offers a full suite of price management and CPQ solutions. We’re a cloud platform that lets you quickly understand your data, adapt to market changes and empower your organization to drive profitable growth. Already world-class and built to stay ahead of the market, these products are designed to meet both your current-state and future-state needs. Enable your sales team to respond to requests faster, quote with higher accuracy and confidence and win more deals. With an error-free Configure-Price-Quote capability, pricing simulations and calculations, you can provide your sales team with unmatched response times to pricing inquiries and quote creations. Empower your sales with a flexible quote configurator and price calculation for error-free responses to pricing inquiries.

Revenova TMS is a cloud-based transportation management system for shippers, brokers and third-party logistics (3PL) companies. Plan, price, optimize, book, schedule, track and manage freight, settle invoices and manage claims across modes and carriers. Deployed on the Salesforce.com Lightning platform, Revenova TMS leverages the world's #1 cloud-CRM platform to deliver a seamless quote-to-cash workflow solution on a proven cloud infrastructure (secure, reliable and scalable). Quickly quote customer freight costs to accelerate revenue generating activities that require shipping. Track on-time performance of carriers to improve service levels and provide real-time visibility to shipment locations to customers. Identify, evaluate, on-board, book and pay carriers quickly. Automatically monitor compliance with Federal motor carrier regulations and internal performance standards. Deploy branded web communities for real-time carrier interaction.

ViiBE is Viirtue's all-in-one reseller platform designed to expedite your company's sales process and improve your customer experience. Become a white label partner today, and start selling your clients a new service to expand your offering. Automate your workflows and simplify all aspects of being a VoIP reseller. We are committed to reducing your operating costs while providing an innovative, industry-leading product. Get charged only for seats that are used instead of multiple times for users with multiple devices. Viirtue now offers included data migrations from select platforms. Viirtue’s cloud-based PBX and VoIP phone solutions have already changed the way thousands of end-users communicate, both for themselves and their customers. As a White Label Partner, you can offer these solutions to other organizations in your network, while we continue to build industry-leading tools for your clients.

Quickly ramp up, learn and use SnapLogic to create, multi-point, enterprise- wide app and data integrations. Easily expose and manage pipeline APIs that extend your world. Eliminate slower, manual, error-prone methods and deliver faster results for business processes such as customer onboarding, employee onboarding and off-boarding, quote to cash, ERP SKU forecasting, support ticket creation, and more. Monitor, manage, secure, and govern your data pipelines, application integrations, and API calls––all from a single pane of glass. Launch automated workflows for any department, across your enterprise, in minutes – not days. To deliver superior employee experiences, the SnapLogic platform can bring together employee data across all your enterprise HR apps and data stores. Learn how SnapLogic can help you quickly set up seamless experiences powered by automated processes.

Easily send quotes on demand with SplashQ2C customizable quote templates, from anywhere. Empower customers with our proprietary “Buy Now” button to accept and make payments directly from their quote. Empower customers with our proprietary "Buy Now" button to automatically process payments and send orders immediately to suppliers for fulfillment. Allow resellers to maintain their brand identity with reseller and co-branding quote template options. Users may create and maintain their own custom and modified quote templates by quote type or for quick creation of most commonly placed orders. However your customers like to pay, SplashQ2C can manage it. Process credit cards, accept and approve purchase orders, even manage credit lines directly through SplaceQ2C. Process credit card payments or upload purchase orders for easy payment processing. Easily reconcile payments when received. Invoices and receipts are sent to the customer automatically.