Generating accurate quotes quickly is a critical component of successful equipment businesses. The complexity of configurations and pricing accuracy demands a solution that can seamlessly integrate these processes. Our equipment quoting software steps in as the ultimate tool to address these challenges and streamline your sales quoting process.
Seamlessly manage your quoting process to enhance your sales, increase velocity, improve profitability, and deliver exceptional customer experiences.
Modules Included:
Streamline quote generation with a solution that shortens the quoting process from days or weeks to minutes or hours.
Capture the configuration of quotes and ensure accuracy and reliability by pulling data from your various pricing and inventory sources.
Leverage a connected quoting solution that streamlines your sales process and gives confidence to your sales team and customers.
Digitize your sales process with Equipment Quoting to give your sales team and customers confidence in every transaction.
Capture, access, and manage equipment quoting documents accurately within your sales systems, providing your team with up-to-date information for precise quoting.
Ensure full visibility across your entire business by centralizing all your data and documents, stored within and accessed through your ERP of choice.
Enable your team to rapidly build and send accurate quotes by leveraging a deep integration with your CRM to speed up the sales process.
“The biggest reward is seeing the team use [Equipment CRM] effectively. We’re on the right path.”
Ready to transform your business?
Book time with one of our software experts
Yes, our equipment dealer CRM solution offers extensive integration capabilities (including Microsoft AX and CDK), enabling access to a wide range of tools and resources that enhance your business operations through efficient customer data management.
In addition to Equipment CRM, Texada’s suite of Equipment Business Management solutions includes Texada’s modern rental management solution. It is our mission to equip your business with equipment dealer software that empowers you to effectively manage your sales, service, and rental operations within a unified platform.
Yes, Equipment CRM is highly configurable to meet the unique requirements of your dealership.
Equipment CRM provides out-of-the-box reporting capabilities, creating valuable insights into performance and customer interactions. Additionally, integrating Equipment CRM with other Texada products further expands the available analytics tools available.
Texada’s Equipment CRM is compatible with many industry leading ERPs.
