Contact Management

Customer information is securely stored within iQuote Xpress contact management tool. You can save an unlimited number of contacts which include billing and shipping addresses, names, titles, phone numbers, assigned discounts, terms and other relevant data. Additional prospects may easily be added by sales representatives, management and administration in just a few seconds.

Our software automatically creates a link of all current and past proposals to a specific customer, creating a historical record of all transactions with that client. Since iQuote Xpress is fully featured, it can be your complete SaaS sales system or integrate with your existing CRM or contact database.

  • Billing and Shipping information
  • Multiple contacts
  • Customer Identification numbers
  • Predefined terms and conditions
  • Historical data
  • Discount management
  • Notes

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