Quotient + Projekly – Project Management, CRM, HR & Invo Integration

If your business uses Quotient to create quote, you'll want to make sure that your Projekly account is up-to-date with the latest client information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a client in Projekly each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new client in Projekly.

With this Projekly and Quotient integration, it is easier than ever to create quote. Now, when you create a quote in Quotient, a corresponding task will be created in Projekly.

This makes it easy for you to keep track of your quote and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!