WeSuite is a comprehensive sales management platform designed to streamline the entire process from leads to signed contracts. It offers robust tools for lead management, flexible quoting, proposal generation, in-field surveys, and real-time reporting. With over 10 customizable modules, it enhances business efficiency, ensures ROI, and provides excellent training and ongoing support. Trusted across industries, WeSuite integrates seamlessly with other systems for a fully connected workflow.
Package | Features |
---|---|
Essential |
– Chargeable Items – Contract Documents – QuoteAnywhere & Site Survey – Recurring Revenue – No Automated Approvals – No Commission Management – No Sales Forms |
Professional |
– Includes all Essential features – Automated Approvals – No Commission Management – No Sales Forms |
Elite |
– Includes all Professional features – Commission Management – Sales Forms |
Ultimate |
– Includes all Elite features – Advanced Tax – Finance / Lease – Fixed Price Contracts – Quote to Contractor – Test & Inspection |
QuoteAnywhere Packages |
Essentials – Chargeable Items – Contract Documents – Recurring Revenue – Site Survey – No WeOpportunity CRM Accelerator – WeOpportunity CRM – Chargeable Items – Contract Documents – Recurring Revenue – Site Survey |
Deployment Options |
I Got This! – Access to training video library – Customized proposal document – 0 Live webinar training sessions – No Customized contract document Would Love Some Help – Access to training video library – Customized proposal document – 2 Live webinar training sessions – No Customized contract document I Need a Little More – Access to training video library – Customized proposal document – 4 Live webinar training sessions – No Customized contract document The Works, Please! – Access to training video library – Customized proposal document – 6 Live webinar training sessions – Customized contract document |
Pricing varies based on the software chosen and the complexity of business processes. One-time upfront fees for QuoteAnywhere configuration, deployment, and training start as low as $1,595. WeSuite Enterprise deployments can run closer to $10,000.