CRM Interfaces

In most businesses, the ability to manage an account falls on several individuals, including sales, customer service, finance
and order fulfillment. An integrated quoting and CRM solution allows employees in various capacities to easily share information and successfully collaborate to provide end-to- end service to the customer.

ProQuote is fully functional as a standalone solution that helps businesses generate accurate and convincing quotes, with the goal to drive sales growth. A CRM solution manages all aspects of the customer relationship designed to improve how businesses interact and retain customers. The integration of ProQuote with CRM applications can accelerate an organization’s efficiencies and bring customer service to the next level.

Different clients have different needs and different CRM systems have diverse ways of integrating. Here are a few widely-used CRMs which ProQuote’s add-on tools connect with.

Diverse ways of integrating 


Afordable and easy to use, ACT is a CRM program designed for individuals, small businesses and sales teams to organize and maintain a complete view of prospects and customers including history, notes, opportunities and much more. ProQuote’s optional interface, lets you read contacts directly from ACT! and write activities, notes and opportunities back to the ACT!, providing a 360 degree view of the customer’s history, requirements and opportunities.

A complete view 

Microsoft Dynamics CRM

Dynamics CRM 2016 provides end-to- end customer relationship solutions so that companies can deliver personalized client experiences and service at the right time and place. ProQuote’s Dynamics CRM interface offers capability to find accounts and contacts as needed and return sales quoting information, notes and activity’s to standard as well as custom dynamics tables and fields.

End to end customer relationships


With over 25 years of experience, Goldmine is the simple, affordable and proven CRM solutions supporting all your sales, marketing and customer service business needs through powerful customer relationship management features. ProQuote’s two-way interface with Goldmine, reads and writes contact information, notes and opportunities.

Supporting your whole business

Microsoft Outlook

Outlook is a personal information manager from Microsoft, mainly used as an email application, but also includes a contact manager, calendar, task manager and other functionality. ProQuote’s Outlook interface increases workflow and efficiency in the office by accessing contact data and adding timely follow-up activities.

Purpose-Built interfaces have also been implemented to enterprise-wide solutions including; SysPro, Great Plains Dynamics, Infor SX, Bluelink and other ERP solutions. For information about these links or integrating ProQuote to other software, please call us at 905-403- 1198 or email us at

Purpose built interfaces