LeadStream is a dynamic quoting software designed to help businesses create, manage, and optimize quotes and proposals. Whether you’re in sales, insurance, or any other industry that relies on accurate and timely quotes, LeadStream simplifies the process and ensures that your team can provide fast, error-free quotes to clients. The software allows users to create custom templates, insert product or service details, and calculate pricing based on predefined rules. With LeadStream, businesses can generate quotes for a wide range of products or services, factoring in discounts, taxes, and shipping costs. The platform also enables real-time collaboration, allowing sales teams to work together on proposals, track changes, and ensure that clients receive up-to-date information. LeadStream’s integration with CRM and ERP systems ensures that quotes are consistent with client records and inventory levels, reducing the risk of discrepancies. Additionally, LeadStream’s reporting tools help businesses analyze quote-to-sale conversion rates, providing valuable insights to improve sales strategies. With LeadStream, companies can streamline their quoting process, reduce administrative overhead, and accelerate deal closures.
LeadStream
New Zealand
Proprietary
Client Portal
