iQuote™

iQuote gives iCRM® users a quick and easy way to generate on-line quotes for both customers and prospects. The iQuote utilizes the Account and Contact information from within the iCRM® database to minimize data entry and eliminate typographical errors. Once created, the quote may be printed, faxed, or emailed, all from the iCRM® application. This means that you can turn around your quotes to customers and prospects very quickly, without added administrative time and redundant data entry.

iQuote enables you to develop company standards for generating quotes to ensure that all quotes are consistent in appearance. Company wide discounting standards may be configured, too.

iQuote uses a product price database containing parts, kits, pricing and discounting information. It has the full capability of maintenance and updating.

The iCRM® open architecture enables an easy interface with other business systems to keep this product price database continuously updated.

Complete Quote Tracking and History: iQuote keeps track of your quotes from quote entry to close of the sale. Quotes that are lost or expired can be tracked as well. iQuote makes it easy for a rep or a manager to follow up on quote activity. Complete quote activity analysis is available by rep, product, contact, or account.

Users and Features

Sales Team- Office, and field

Telemarketing Team

Sales management Team

Marketing and Management Team

Customer Service Management team

Business Process Modeling


Tariva, Inc.
256 Great Road, Suite 1, Littleton, MA 01460, USA
Tel: (978) 392-5988
Email: info@tariva.com