Quoter integration
Highrise
Quoter + Highrise CRM
Quoter integrates seamlessly with Highrise CRM. When creating a quote you can search for an existing Highrise Contact or create a new one automatically.
Our quoting software integrates seamlessly with Highrise CRM. Save your team hours spent creating and tracking quotes. Close deals faster and bring team visibility into sales performance.
Highrise CRM is a simple, cloud-based customer relationship management tool designed for small businesses and individuals. It focuses on contact management, tracking communication, and managing tasks and follow-ups.
Legacy integration content
What is Highrise CRM?
Highrise CRM is a simple, cloud-based customer relationship management tool designed for small businesses and individuals. It focuses on contact management, tracking communication, and managing tasks and follow-ups.
Quoter integrates with Highrise CRM.
Why Quoter + Highrise?
Integrating Quoter with HubSpot enables a more seamless, automated, and error-free quoting process, leading to improved productivity, more accurate pricing, and better overall service delivery.
Create or Select an Existing Contact or Company When creating a Quote in Quoter, you can search for an existing Highrise Contact or create a new one automatically.
Push Quotes and Quote Updates When a Quote is created, the Highrise Deal will be added to the Highrise Contact with the value of the Quote.
Automatic Status Updates When a Quoter Quote is won or lost, and Create Deals is enabled, Quoter will update the status of the Highrise Deal.
All your quotes in one place Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.
How to integrate Highrise + Quoter?
When signed in to your Quoter Account, navigate to Settings > Integrations to select Highrise CRM under CRM integrations.
Follow the step-by-step guide below: