QuoteTrack connects to your ERP and surfaces at-risk quotes before they go cold, so your team acts on the right opportunities at the right time.
Quotes aren't easily visible, no one has a system to follow up with, and nowhere drives action.
Relationships are crucial but when price is a factor, follow-up and rigour become vital. Consistency wins.
No ERP flags what's at risk or going cold. ERPs give you reactive data, by the time you see it, it's too late.
Pulls quote data directly from your ERP. Intact, Kerridge, Epicor and more. No disruption. Your data stays where it is.
Flags quotes by value, age, customer tier and behaviour automatically, across every branch.
Sales reps see a prioritised follow-up list. Managers see pipeline health. Everyone knows what to do next.
Win/loss is tracked against the actions taken. Over time, QuoteTrack gets smarter about what works for your business.
Managers see the same queue across every branch — sorted by value and urgency.
Full pipeline visibility.
Know exactly who to call next.
Group-level commercial intelligence.
A clean, focused interface that turns your ERP's quote data into a daily list of what needs attention, and a clear view of pipeline health across every branch.