Elevate your customer experience
Bring your brand to life with smooth, personalized sales experiences that delight every customer
Customize interactive sales documents
Create compelling proposals compete with images, videos, and more to match your branding. Offer tailored recommendations with interactive pricing.
Close more deals
Quickly resolve client inquiries with built-in chat & effortlessly close the deal with dynamic forms, digital signatures, payments & more—all in one go.
Flawless customer journeys
Transform every step of the customer journey with a seamless, tailored and brand-consistent experience from the first quote to the final invoice, and beyond.
Â
Automate customer updates
Automatically keep your customers informed and engaged by using Mailchimp to send confirmation emails when invoices are created or payments are made through QuoteMachine.Â
Sell smarter & convert more
Increase conversions by creating tailored email sequences in Mailchimp when quotes are not accepted within your specified timeframe in QuoteMachine
Reconnect with customers
Launch tailored retargeting campaigns in Mailchimp using past purchase data from QuoteMachine to reconnect with and reactivate your customers.Â
Personalized campaigns
Create tag-based automations to deliver highly relevant content that boosts engagement and conversions. Simply tag customers in QuoteMachine based on their interactions and automatically trigger targeted email campaigns in Mailchimp.
Project Management
Organize teams on projects with advanced order management tools with the option to share progress with clients with custom statuses
Easy Purchase Experience
Whether you need customers to fill out forms, upload files, sign, or pay, you can include everything you need to close the sale in a single document
Order forms
Sell more with QuoteMachine’s custom order forms linked directly in your Mailchimp email campaigns for customers to easily place orders.
Integrate Other Tools
Connect your CRM and POS easily for a fully streamlined workflow or choose from thousands of apps with our Zapier integration.
Instant Sync
All contact information, such as client tags or purchases made, instantly sync with Mailchimp, making sure automations run smoothly at all times
