Quote Roller + Base

It’s a mobile world and you are a mobile girl (or guy.) That’s what makes Base CRM and Quote Roller a perfect pair, ready to mobilize your sales team.

Base is a customer relationship manager (CRM) that Quote Roller’s sales team and hundreds of our clients already use. It works to organize your sales pipeline so that sales directors can easily manage their teams and their teams’ goals. Using Base CRM’s customer cards, all communication with each customer is tracked, including recorded phone calls and email chains, so each member of your sales and support team is on the same page, from a PC, iPad, tablet or smartphone. Even leads from your website pour straight into the CRM.

Base lets you really keep track of your clients, so you can then quickly create and send them a sleek proposal that responds to their needs. Use Quote Roller to create professional business proposals quickly, and then know right away what your client is looking at, signing, and commenting on.

Once you unite these epic apps, you can create and track the real-time status of your Quote Roller business proposals right within Base CRM. Data flows across both apps. It’s all about increasing your sales team’s productivity to move your client toward CLOSE.

Base and Quote Roller both integrate with Google Apps, Google Drive and Google Chrome, as well as mobile solutions Harvest and Xero, keeping you and your sales team on the move.


Beyond its aesthetic, Quote Roller will decrease time spent writing a proposal and increase the amount of proposals approved. What more could anyone want?

ALEXA ROMAN , Digital Project Manager with Kluge Interactive