Integrating with almost any CRM system

crm integration

Did you know? Quote Roller currently integrates with most CRM applications to improve the efficiency and improve your sales process. Attach quotes to existing contacts, leads and opportunities within your CRM. Give it a try, it takes less than 5 minutes [we timed it].

Quote Roller can send the links to sales quotes to your CRM if the CRM system you use has email dropbox. All major CRM systems have email dropbox. Email dropbox is a unique address assigned to your account. All the messages BCC-ed to email dropbox are being attached to your CRM account, contacts, opportunities or leads helping you to keep all the conversations organized.

Profile Settings

In order to integrate Quote Roller and your CRM, navigate to your settings and locate the email dropbox settings and enter your credentials in the upper right hand corner of the interface. Here you will find “Bcc outgoing emails to the following address”. Paste your CRM dropbox email here to Bcc all emails to your CRM dropbox account.

Questions? Feel free to get in touch with us

email

About

I am a geek and co-founder of Quote Roller. I love building things from scratch and making work easier. You can ping me via twitter @mikitamikado

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  • Stephen

    I love quote roller. Great to see you guys are in Hawaii too!

    I hope you guys integrate with Zoho CRM.

    Is your API Open? As Zoho has great webooks that could trigger the creation of a proposal with certain information if it was which would be stunning for automation.

  • rayok

    Agreed, the API is long overdue! web hooks back to Zoho too would be great so when a customer accepts or responds to a proposal we can act on it appropriately.

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Quote Roller allows you to take quotes, proposals, and contracts all the way to closed in minutes.

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