WeSuite Core
Together, WeOpportunity and WeEstimate handles sales workflow from contact to contract.
WeSuite Core.
Strong Alone. Unstoppable Together.
Discover WeOpportunity + WeEstimate key features that will enhance your sales process
- Centralized Database
- Personalized Prospecting Plans
- Manage Accounts, Leads & Opportunities
- Qualify Pipeline
- Simple to complex quoting Mobile or Desktop
- Automate Approvals, RMR, Commissions, Test & Inspection & more
- Automate Proposals & Contracts
- Real-time Intelligence & Reporting
- Financial ERP Integration
Accountability
Goodbye, excuses!
Visibility
Make better business decisions!
Profitabilty
Solid business growth!
An Investment As Low As
Per User / Per Month
WeOpportunity
Lead Management- Centralized Sales Data
- Sales Lead Creation & Management
- Outlook Calendar & Contact Sync
- Prospecting Plan Management
- Track Marketing Efforts
- Pipeline Tracking
- Mobile App
- Simple to Complex Quote Creation
- Manage Parts, Labor & Services
- Customized Proposal Document
- Real-time Forecasting
- Sales Quota
- Change Order Creation
- Job Management
- Automated Approvals*
- Autogenerate Contracts*
- Commission Management*
- eSignature**
- Financial ERP Integration**
WeSuite Core
Best Value- Centralized Sales Data
- Sales Lead Creation & Management
- Outlook Calendar & Contact Sync
- Prospecting Plan Management
- Track Marketing Efforts
- Pipeline Tracking
- Mobile App
- Simple to Complex Quote Creation
- Manage Parts, Labor & Services
- Customized Proposal Document
- Real-time Forecasting
- Sales Quota
- Change Order Creation
- Job Management
- Automated Approvals*
- Autogenerate Contracts*
- Commission Management*
- eSignature**
- Financial ERP Integration**
WeEstimate
Sales Estimating- Centralized Sales Data
- Sales Lead Creation & Management
- Outlook Calendar & Contact Sync
- Prospecting Plan Management
- Track Marketing Efforts
- Pipeline Tracking
- Mobile App
- Simple to Complex Quote Creation
- Manage Parts, Labor & Services
- Customized Proposal Document
- Real-time Forecasting
- Sales Quota
- Change Order Creation
- Job Management
- Automated Approvals*
- Autogenerate Contracts*
- Commission Management*
- eSignature**
- Financial ERP Integration**
* Requires Add-on Module
** Requires Partner Integration
“Use of WeSuite has reduced our rate creation by 11 months! This is a significant boost to profitability and cash flow, enabling more business for Guardian.”
Matt Smith“There were important items we considered when looking at sales software such as prospect data captured, ease of estimating, accounting integration, and overall consistency with our sales presentations, pricing and delivery. WeSuite is the perfect fit.”
Paul Courts“WeSuite has helped our organization standardize the lead tracking and sales process. It captures sales data in usable means that helps us define sales metrics for greater efficiency, productivity and predictability. Our Sales staff appreciates that all proposals are easily generated and can be sent from WeEstimate.”
Aaron AllenFrequently Asked Questions
Which type of sales does WeSuite software handle best?
WeSuite is highly scalable, accomodating 2 or 3 to hundreds of sales people. It can handle any size jobs where you’re selling 1 piece of equipment to million dollar integrated projects.
Is WeSuite Cloud based?
Yes, if you choose WeSuite can host your system, or you may host in house.
Will someone help set up our system according to our sales process?
Absolutely! You will be assigned an awesome Project Manager and Project Assistant decicated to deploying your company’s WeSuite configuration.
How long does WeSuite software take to deploy?
That depends on you! A typical deployment averages 45-90 days.
What type of training is provided for me and my team?
You want training? We got training. Aside from the WeSuite Knowledgebase via our Support site, WeSuite has a free Academy that is perfect for Onboarding new Users. The Academy consists of short, subject focused instructional videos. Users have individual log ins which tracks User progress throughout the Academy. WeSuite also provides free monthly webinar training for both Sales Users and System Admins. This is a great opportunity to receive live instruction, get answers from WeSuite experts and hear other User questions.
How do I know how many Users I will have?
WeSuite Users will typically be employees involved in the sales process, including but not limited to Sales Assistants, Sales Administrators, Sales People, Sales Management and Executive Management.
Is there 24/7 support?
Users have the ability to submit support tickets 24/7. Live Support is available over the phone or email from 8:00AM EST until 6:00PM EST from our headquarters in White Plains, NY.
Can I upgrade after signing up?
Of course! Your configuration is not set in stone. In fact, WeSuite is highly scalable and is here for you as your workflow changes and business grows.
How is WeSuite billed?
Give us your credit card, we’ll take care of the rest. WeSuite is a monthly named User subscription license. There is no money down for the software. Deployment of WeSuite will be a one time investment of professional services time, configuration, on-site visits and training.
Is there a free trial?
Nope! WeSuite is an enterprise solution for sales teams of all sizes. Your configuration is special and unique to you. We’re happy to help you discover what that looks like. Contact us here.
More Questions You Should Be Asking…
Is my business too small for software?
WeSuite is built to accomodate sales teams of 2 to hundreds, selling jobs of any size from 1 piece of equipment to million dollar integrated projects. Your business is never too small to become more efficient, productive and successful in growing your sales.
What's my return on investment?
Yes, if you choose WeSuite can host your system, or you may host in house.
How will this help my team?
Sheesh, where to begin? To say it simply, WeSuite will increase Accountability, Visibility and of course Profitability. All of your company sales data in one centralized place, personalized plans for each sales person to achieve company and individual goals, real-time one-click data, electronic documents, signing on the spot with customer. WeSuite offers a scalable, consistent and efficient workflow from contact to contract. Provider of prospecting and opportunity management, estimating and auto-generated commissions, proposal and contract automation and much more! WeSuite integrates with financial ERP systems for a complete lead to cash process. Empower your sales team today!
How long does WeSuite software take to deploy?
The length of Deployment depends on the software configuration opted by your company. A typical deployment averages 45-90 days.
How do I know how many Users I will have?
WeSuite Users will typically be employees involved in the sales process, including but not limited to Sales Assistants, Sales Administrators, Sales People, Sales Management and Executive Management.