Quotivity
When HubSpot quoting isn't enoughFor companies with complex products, quoting can become a free-for-all: reps going rogue with discounts, price books living across multiple spreadsheets on somebody's desktop, and more.Quotivity is a HubSpot-native CPQ built specifically to handle complex product configuration and quoting.In addition to an easy, no-code quote template designer that will have your quotes looking clean and professional every time, Quotivity has streamlined approval workflows, advanced pricing logic, product configuration, and discount governance.It's built natively on HubSpot, which means your data, workflows, and reporting stay connected without integration work.Quotivity customers have cut quote creation time by 50-80% and shrunk deal timelines by 70%.Feature DescriptionsFlexible ApprovalsRoute quotes to the right approver based on deal size, discount depth, or product type. Standard quotes move without interruption. Exceptions route automatically. No manual follow-up, no chasing. Multi-stage and parallel workflows supported.Rapid Quote BuilderBuild quotes inside the deal record without leaving HubSpot. Pricing updates in real time as reps configure. No external tools, no version confusion, no cleanup after the quote goes out.Quote Rules EngineSet conditions that trigger discounts, approvals, required line items, or product recommendations based on your pricing logic. Rules run automatically so every quote is built to policy. No manual calculations, no rep judgment calls, no exceptions that slip through without a paper trail.Price BooksMaintain separate pricing for different customer types, regions, product lines, or contract tiers — all inside HubSpot. The right price book applies automatically when a rep builds a quote. One place to update pricing, and it's live everywhere.Manage Any Pricing ModelTiered pricing, volume discounts, formula-based calculations, edge cases. Whatever your pricing model, Quotivity handles it inside HubSpot. The spreadsheet that only one person fully understands can finally be retired.Product Configuration and BundlingBuild configurable products, bundles, and add-on paths without creating hundreds of near-duplicate SKUs. Reps select what applies; only valid configurations are available to quote.Discount Controls and Margin TrackingSet discount thresholds. Block quotes that violate pricing policy. See margin at the line-item level. Approvals route automatically to the right person based on deal size or discount depth.Who Quotivity is best forQuotivity is built for companies whose quoting complexity has outgrown native HubSpot tools — most often manufacturers, industrial equipment companies, and professional services businesses with configurable products, regulated pricing, or multi-stakeholder approvals.If your reps are still pricing in Excel, if discounts happen without visibility, or if your pricing knowledge lives in one person's head, Quotivity handles the complexity HubSpot wasn't designed for.Faster quotes. Higher accuracy. Protected margins. Get a demo today.
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Warmly, - AI Sales Agents for Inbound, Outbound, & TAM
Your website visitors are researching, comparing, and deciding... right now! Most leave without ever talking to sales. Warmly changes that.Warmly connects three AI agents to your HubSpot CRM to turn anonymous website traffic into booked meetings and qualified pipeline.The Inbound Agent lives on your website and engages visitors in real-time. It knows who they are before the conversation starts (pulling their name, title, company, and deal stage directly from HubSpot). When a prospect tied to an open deal visits your pricing page, the agent greets them by name, answers product questions using your knowledge base, and books a meeting on the deal owner's calendar. Every conversation, qualification signal, and booked meeting writes back to HubSpot automatically. 100+ different languages supportedMultiple agents allowed for Sales, Marketing, Partnerships, etcTrack decision traces and watch our Agent Harness triple conversion rate with your inputIncludes routing, pop-ups, & moreThe Signal Agent watches for buying intent across your website traffic (repeat visits, pricing page views, case study downloads) and surfaces those signals as activities on HubSpot deals and contacts. Your reps see exactly who is engaged and when to act.The TAM Agent finds net-new companies and contacts that match your ICP, enriches them with verified emails, direct phones, firmographics, and intent data, then pushes them into HubSpot ready for outreach.Together, the three agents create a closed loop: the TAM Agent fills your pipeline, the Signal Agent tells you who is heating up, and the Inbound Agent converts them when they arrive on your site. Every interaction, signal, and contact flows into HubSpot — no manual data entry, no missed opportunities. 500+ companies use Warmly to build more pipeline, faster.It's easy to Install Warmly to HubSpot too:Add 1-line of code to your website to launch the Inbound AgentTrain your Inbound Agent with your website, knowledge base and sales collateral so it becomes your smartest repGet warm leads: Select topics your buyers care about (eg "Cybersecurity" or "Marketing"). Watch the leads flow in!
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