Proposal, Quoting and E-sign Software

Gleanview is an excellent tool for any business trying to manage and grow customer relationships.

"As a small business, it is so important for us to maintain communication with our current clients and also continually be reaching out to potential new clients. Gleanview allows us to do just that. All of our users can easily go to the dashboard to see an overview of our accounts, sales and opportunities. Our sales team can track communication and appointments with their clients quickly and the management team can view the progression of the account. We can customize reports as needed, which we use in various elements of our business, from tracking where our best leads come from, to ensuring that we keep in contact former clients."

GleanView will save us over $20,000 annually!

"We used Salesforce for over three years for multiple organizations within APC Brands. Switching to GleanView will save us over $20,000 annually! GleanView matches up very well to Salesforce functionality wise and is second to none when it comes to customer service. With this transition, we will not sacrifice any functionality and still realize huge cost savings."

We are seeing double-digit sales growth without sacrificing quality or service

“Over the years, we had developed a process for dealing with customers and leads that was very manual and involved folders of paper documents being handed off from one person to the next. GleanView simplified our workflow and allowed us to spend more time focusing on our core strengths of providing our customers with unsurpassed service and attention to detail. We are seeing double-digit sales growth without sacrificing quality or service.”

GleanView is very customizable and was able match our workflow

“I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow.”

Our Sales & Marketing Team now have an easy-to-use CRM solution that helps us generate, track, and manage our leads and sales pipeline more effectively

Our Sales & Marketing Team now have an easy-to-use CRM solution that helps us generate, track, and manage our leads and sales pipeline more effectively. It helps us take the repetitive, manual work out of the sales process and ensures we stay organized and ahead of our competition.

GleanView's customization, intuitive design and ease-of-use are exactly what we needed.

There is nothing I don't love about GleanView! From the get-go, the support I received was phenomenal. Always ready and willing to hop on a call and help with the initial import and residual questions. The system itself is also perfect for what my company needs. We're a small family-owned business that has been growing tremendously, and with it so has our customer base. Prior to GleanView, we used a Google spreadsheet to maintain all our leads, but recently reached a point when that was no longer efficient. After much research, I discovered GleanView. Its customization, intuitive design and ease-of-use are exactly what we needed. Would highly recommend!

Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline.

GleanView allows everyone in our company, from our Estimating Team, to Marketing, to our independent Sales Team, and everyone in-between, to be on the same page 24/7/365 with where a potential customer is in our sales pipeline. We can work them through the sales funnel by segmenting them into drip marketing campaigns based on their interests. We are just scratching the surface of what GleanView can help us achieve and we are excited for what the future holds!