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
Visibility
Make better business decisions!
Profitabilty
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.”
“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.”
“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.”
Frequently Asked Questions
Which type of sales does WeSuite software handle best?
Is WeSuite Cloud based?
Will someone help set up our system according to our sales process?
How long does WeSuite software take to deploy?
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.