An interpreter, not a cable
A connector translates between Quoterly and one outside system. It knows that a "Person" in your CRM is a contact in Quoterly, so neither system has to change.
Connectors
Quote with the information you already have.
Your customers and contacts live in your CRM. Your products, prices and stock live in your ERP. Connectors let Quoterly use both, so your team stops copying between systems.
Your CRM
SuperOffice, Dynamics 365
CompaniesContacts
Not connected
Quotes are built and stored here, with prices and terms recorded as they were offered.
Your ERP
Microsoft Dynamics 365 Business Central
ProductsPricesStockVAT
Not connected
The usual setup: companies and contacts from your CRM, products and prices from your ERP, and the quote itself in Quoterly.
How connectors work
Designed to fit in, not take over.
Your data stays where it belongs
If another system owns a field, it is read-only in Quoterly and says so. Fields only Quoterly cares about stay fully editable on the same screen.
Works without connectors too
Quoterly is a complete product on its own. Connecting a CRM or ERP adds to it; it is never required.
Who owns what
Each piece of information has one owner.
Ownership is decided field by field, not screen by screen. The table follows the setup you picked in the diagram above.
Showing: CRM + ERP
| Information | Owned by |
|---|---|
Companies and contacts Names, addresses, people | Your CRM |
Products Codes, descriptions, units | Your ERP |
Prices, discounts and VAT For each customer and quantity | Your ERP |
Stock How many, and in which warehouse | Your ERP |
Quotes Everything on the quote itself | Quoterly |
Quotes remember
A quote records what was offered.
When a line is added, Quoterly records the price, discount, VAT rate and description as they were at that moment. If your ERP changes a price next week, last month's quote does not change underneath you.
ERP list price today
£120.00
Changes whenever your ERP changes
On quote QUO-000100
£120.00
Recorded when the line was added
Systems
Where we are starting.
The first connectors are being built for the systems our early customers use most. If yours is not listed, we would like to hear about it.
- In development
CRM
SuperOffice
- In development
ERP
Microsoft Dynamics 365 Business Central
- Talk to us
Planned
Other CRM and ERP systems
Using a CRM or ERP we have not listed?
Tell us what you use today. It helps us decide which connectors to build next, and we can show you how Quoterly would fit in.