“We’ve been using WP for over five years, and I’ve got full adoption from my sales team and internal staff. “We use the opportunity pipeline to move more sales quickly from the initial prospecting stages to acceptance by the customer and beyond that to the onboarding stages.”
"WPCRM Quoting makes my job so much more efficient. I was able to send the quote to my customer while still sitting in her office! Just today, I quoted another customer in the parking lot walking into a meeting. I love it. Thank you for investing in efficiency and productivity."

Affinaquest, the leading data management and analytics company in institutional advancement and collegiate athletics, enables purpose-driven organizations to succeed by fostering audience affinity. Their comprehensive suite of integrated services unlocks the potential of crucial relationships with alumni, fans, students, and donors with a combination of richly accurate data, intuitive relationship management, donation amplification and game-changing predictive analytics. With them, they empower their clients to prioritize whom and how they engage, personalize every interaction to drive conversions, and maximize the yield of every dollar donated, ticket purchased, and email opened.
ClientTether is a client engagement platform that automates lead conversion, sales, marketing, client retention, online review management, quoting, and other services for small to medium businesses. Their platform was designed by multi-location home service and franchisor teams to streamline the otherwise complex aspects of standardizing and automating client engagement across many diverse business locations.
Kizen founders have been providing marketing, sales, and operational consulting since 2003 to some of the biggest and fastest growing companies in the world. In 2018, after using 200 legacy providers for over 15 years, Kizen's founders decided the status quo sales and marketing technology simply wasn’t good enough. Kizen is the first platform to seamlessly integrate and coordinate the essential sales and marketing technologies so companies can grow smarter, save time, and deliver personalized experiences customers love. With this technology, businesses can easily reduce the cost of acquiring new customers and build deeper relationships with existing customers - ultimately increasing the ROI of marketing and sales investments by 2-5X.









