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A quote-to-cash distribution platform for payroll/HR firms.Request a demo of PayrollCRM now.
Finally: Software designed to sell Payroll and HCM Services
Quote faster with guided selling
- Familiar shopping cart interface makes quotes a breeze.
- No more messy spreadsheets and back-and-forth email chains.
- Create and send finished quotes in minutes.
Collect signatures and approvals online
- Send HTML or PDF quotes to prospects for approval. Powered by Adobe EchoSign.
- Next, send pre-filled implementation documents and get E-signatures fast.
- No more printing, hand-signing and scanning. No more hand-written forms.
Onboard faster and more accurately
- Zoom your new clients through the implementation process with PayrollCRM.
- Make a clean handoff from sales to operations.
- Start billing faster and flatten the speedbump of implementation expenses.
Customizable for your business -- no coding required.
Streamline sales for any type of prospect
- Quote payroll, time tracking, HRIS, benefits, hardware and more.
- Easily manage complex or basic opportunities.
- Simplify sales to multi-entity (EIN) companies.
- Adjust pricing case-by-case for greatest profitability.
- SSL Secure with 128-bit encryption.
Flexible for any sales environment:
- Set floor pricing for your sales team.
- Offer a mix of services and products: recurring, annual, one-time setups, hardware, consulting hours and more.
- Create a single pricing database for referral sources (benefits brokers, CPAs, 401(k) advisors, etc.)
- Offer standard or negotiated pricing, or a mix of both.
- Integrate with your CRM system (APIs and imports available for SalesForce, Sugar, InfusionSoft, etc.)
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