Integrations

WESUITE Integrations

Enhance the power of your WeSuite software by using our custom integrations with great solutions providers!

Bridge the gap between sales, marketing, accounting, and business operations by leveraging WeSuite’s seamless connectivity with other software platforms. We offer many ready-to-use integrations with all sorts of leading business solutions.

In addition, we’re no stranger to developing custom integrations. Ask us about our experience working with enterprise clients to make WeSuite function seamlessly as part of their broader business management operations.

WeSuite Integrations

WeSuite has a number of integrations, available to you, to further enhance and automate your sales process.  We are also adept at custom integration with ERP platforms such as: Microsoft Dynamics, SAP Business By Design, and Infor ISM, uniting the sales process with the rest of the business workflow to bridge gaps, saving tons of time and money. We can do the same for you!

ADI

https://www.adiglobal.com

ADI

It’s never been easier to quote from ADI’s current catalog using your company account ID courtesy of this dynamic integration. Parts and pricing are updated automatically within WeSuite, for easy inclusion on estimates, proposals, and contracts.
Website

Blackleaf Connect

https://blackleafsolutions.com/

Blackleaf Connect

Search and select from a centrally maintained database of multiple distributor’s parts and pricing from within WeSuite’s sales estimating tools for seamless addition to estimates.
Website

DealerAlly

https://dealerallyprogram.com/

DealerAlly

Offer residential customers turn-key low-interest financing of security, smart home automation, and other technology purchases from within QuoteAnywhere and the Site Survey. Increase sales and offer greater value, while eliminating cash-flow concerns and minimizing financial risk.
Website

FieldHub

https://www.fieldhub.com/

FieldHub

Experience complete continuity between WeSuite’s best-in-class CRM, sales management, and quote-to-booking capabilities and the project delivery, accounting, and support-related workflows best managed by FieldHub’s robust platform.
Website

DocuSign

https://www.docusign.com/

DocuSign

Customers can sign from anywhere, on any device, via DocuSign’s secure electronic signature of sales documents. WeSuite initiates finalized proposal and contract documents for electronic signature with just a click within QuoteAnywhere and WeEstimate.
Website

eOriginal

https://www.eoriginal.com

eOriginal

Offer residential customers turn-key low-interest financing of security, smart home automation, and other technology purchases from within QuoteAnywhere and the Site Survey. Increase sales and offer greater value, while eliminating cash-flow concerns and minimizing financial risk.
Website

Google Calendar & Contact Sync

https://www.google.com/

Google Calendar & Contact Sync

Keep calendars and contacts synchronized between use of Google’s Gmail and WeSuite’s WeOpportunity. With bi-directional viewing and scheduling of appointments for one or multiple people, and search and addition of contacts in either application, salespeople save tons of time.
Website

HubSpot

https://www.hubspot.com

HubSpot

Integrate completed call-to-action webforms created using HubSpot Marketing with WeOpportunity for automated lead creation. Align sales and marketing so you can manage your pipeline without breaking a sweat.
Website

Microsoft Outlook

https://outlook.live.com/

Microsoft Outlook

Keep calendars and contacts synchronized between Microsoft Outlook and WeSuite’s WeOpportunity. With bi-directional viewing and scheduling of appointments for one or multiple people, and search and addition of contacts in either application, salespeople save tons of time.
Website

PSA Security Network

https://psasecurity.com/

PSA Security Network

WeSuite’s integration with the PSA parts database enables automated search and selection of up-to-date parts and pricing at PSA Member cost directly from within WeEstimate and QuoteAnywhere and the Site Survey, for inclusion on any estimate, proposal or contract.
Website

Quickbooks

https://quickbooks.intuit.com/

Quickbooks

WeSuite’s integration with QuickBooks desktop enables search and selection of existing Customers, Site and Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services. WeSuite automates winning sales data to export from WeEstimate and QuoteAnywhere and the Site Survey, for automated estimate creation in QuickBooks.
Website

SAP Business by Design

https://www.sap.com/

SAP Business by Design

WeSuite’s integration with SAP Business by Design enables lead and estimate creation with direct search and selection of existing Customers, Site and Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services. The integration includes export of winning sales data from WeSuite for automated job creation in SAP Business
Website

SedonaOffice

https://sedonaoffice.perennialsoftware.com

SedonaOffice

WeSuite offers real-time read of existing Customers, Site and Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services from SedonaOffice for lead and estimate creation.
Website

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