Integrations
WESUITE Integrations
Enhance the power of your WeSuite security sales software by using our custom integrations with great solution providers. Unite your sales process with the rest of your business workflow to bridge gaps that will save time and money.
We’re no stranger to developing custom integrations. Ask us about our experience working with enterprise clients to make WeSuite function seamlessly as part of their broader business management operations.
WeSuite Integrations
ADI
https://www.adiglobal.com
ADI
It’s never been easier to quote from ADI’s current catalog using your company account ID courtesy of this dynamic integration. Parts and pricing are updated automatically within WeSuite, for easy inclusion on estimates, proposals, and contracts.
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Blackleaf Connect
https://blackleafsolutions.com/
Blackleaf Connect
Search and select from a centrally maintained database of multiple distributor’s parts and pricing from within WeSuite’s sales estimating tools for seamless addition to estimates.
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DealerAlly
https://dealerallyprogram.com/
DealerAlly
Offer residential customers turn-key low-interest financing of security, smart home automation, and other technology purchases from within QuoteAnywhere and the Site Survey. Increase sales and offer greater value, while eliminating cash-flow concerns and minimizing financial risk.
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FieldHub
https://www.fieldhub.com/
FieldHub
Experience complete continuity between WeSuite’s best-in-class CRM, sales management, and quote-to-booking capabilities and the project delivery, accounting, and support-related workflows best managed by FieldHub’s robust platform.
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DocuSign
https://www.docusign.com/
DocuSign
Customers can sign from anywhere, on any device, via DocuSign’s secure electronic signature of sales documents. WeSuite initiates finalized proposal and contract documents for electronic signature with just a click within QuoteAnywhere and WeEstimate.
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eOriginal
https://www.eoriginal.com
eOriginal
Offer residential customers turn-key low-interest financing of security, smart home automation, and other technology purchases from within QuoteAnywhere and the Site Survey. Increase sales and offer greater value, while eliminating cash-flow concerns and minimizing financial risk.
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Google Calendar & Contact Sync
https://www.google.com/
Google Calendar & Contact Sync
Keep calendars and contacts synchronized between use of Google’s Gmail and WeSuite’s WeOpportunity. With bi-directional viewing and scheduling of appointments for one or multiple people, and search and addition of contacts in either application, salespeople save tons of time.
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HubSpot
https://www.hubspot.com
HubSpot
Integrate completed call-to-action webforms created using HubSpot Marketing with WeOpportunity for automated lead creation. Align sales and marketing so you can manage your pipeline without breaking a sweat.
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Microsoft Outlook
https://outlook.live.com/
Microsoft Outlook
Keep calendars and contacts synchronized between Microsoft Outlook and WeSuite’s WeOpportunity. With bi-directional viewing and scheduling of appointments for one or multiple people, and search and addition of contacts in either application, salespeople save tons of time.
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PSA Security Network
https://psasecurity.com/
PSA Security Network
WeSuite’s integration with the PSA parts database enables automated search and selection of up-to-date parts and pricing at PSA Member cost directly from within WeEstimate and QuoteAnywhere and the Site Survey, for inclusion on any estimate, proposal or contract.
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Quickbooks
https://quickbooks.intuit.com/
Quickbooks
WeSuite’s integration with QuickBooks desktop enables search and selection of existing Customers, Site and Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services. WeSuite automates winning sales data to export from WeEstimate and QuoteAnywhere and the Site Survey, for automated estimate creation in QuickBooks.
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SAP Business by Design
https://www.sap.com/
SAP Business by Design
WeSuite’s integration with SAP Business by Design enables lead and estimate creation with direct search and selection of existing Customers, Site and Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services. The integration includes export of winning sales data from WeSuite for automated job creation in SAP Business
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SedonaOffice
https://sedonaoffice.perennialsoftware.com
SedonaOffice
WeSuite offers real-time read of existing Customers, Site and Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services from SedonaOffice for lead and estimate creation.
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