Quoter + Agile CRM
Quoter’s quoting software integrates seamlessly with Agile CRM
- When creating a Quote in Quoter, you can search for an existing Agile CRM Contact or create a new one automatically.
- When a Quote is created or updated in Quoter, the Agile CRM Deal will be updated with the value of the Quote.
- When a Quoter Quote is won or lost, Quoter will update the status of the Agile CRM Deal according to the mapping settings you configure.