Who Uses This Software?

WeSuite is the leading provider of sales process management software to the electronic security, alarm and fire dealer industries.


Average Ratings

20 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $69.95/month/user
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • WeSuite
  • wesuite.com/
  • Founded 2008
  • United States

About WeSuite

Leading Sales Software for Security Integrators created to help our clients build strong & permanent operational methodologies throughout their company. WeSuite provides lead management, quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support ensuring the highest level of satisfaction.


WeSuite Features

  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

WeSuite Reviews Recently Reviewed!

WeSuite Utilization

Feb 24, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: easy of use
great support team

Overall: We have been working with WeSuite for several years now and I have nothing but positive things to say. The product is easy to navigate and utilize. The WeSuite team is also always very helpful and responsive when questions arise.

Vendor Response

by WeSuite on February 24, 2017

Thank you, Kally for taking the time to share your review! It is through our relationships with our Users and alliances that we are able to continuously enhance our sales solution and provide the most cohesive product possible. It is our ultimate goal to deliver quality every single day. Many thanks, Katie Curtin, WeSuite

easy to use

Aug 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Wesuite estimator software is very easy to use and can quickly generate quotes. The biggest pro, is that the software allows you to build customized documentation to included with every quote that is generated. an example; quote A you want to show the terms and conditions but with no manufacturing part numbers and on quote B you can remove the terms and conditions with a single click and to show part numbers among many other customized documentation to include in each quote.

Vendor Response

by WeSuite on August 26, 2015

Eric, Thank you so much for your review. Building quotes is one of our favorite activities because it is quick, easy and accurate. We're so happy to hear how much you like the functionality. Many Thanks, Katie Boyd WeSuite

Feedback

Aug 24, 2015
4/5
Overall
3 / 5
Ease of Use
2 / 5
Customer Support

Comments: Support has dropped off since we went live and it feels like we have to chase people down to get updates and answers. Software appears to be stable, but there are functionality gaps that need to be addressed. WeOpportunity has the most room to "grow."

Vendor Response

by WeSuite on August 27, 2015

Taylor, Thank you for taking the time to write a review on our behalf. You and your satisfaction with our team is very important to us. I'm sorry to hear of your experience regarding Support, we will be reaching out to you to see what we can do to get back on track. Many thanks, Katie Boyd WeSuite

Have work extensively with product for 4 years

Aug 10, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: Best quoting program for us, with our affiliation with PSA Network, have used it on various projects with clean and accurate results

Vendor Response

by WeSuite on August 26, 2015

Tom, Thank you for taking the time to share your experience with WeSuite. PSA members certainly do get the added benefit to our Integration! Best, Katie Boyd WeSuite

Amazing!

Aug 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our sales process has gone from entering information onto an excel spread sheet, then entering the same information about 7 more times into different data bases. WeSuite has stream lined our sales process, we are now only entering the client and information once into WeEstimate, with all of the documents and details of the job at our finger tips. It is a very easy system to use and the Customer Service from WeSuite is fabulous!

Vendor Response

by WeSuite on August 26, 2015

Mattie, We are so glad we are able to help save time and improve accuracy with a more streamlined process. We love knowing we have helped customers find a better way. You are a valued customer and we appreciate your support! Sincerely, Katie Boyd WeSuite

Wonderful solution

Aug 04, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The WeSuite team is very responsive to the ever changing needs in this industry. The staff is all professional and wonderful to work with.

Vendor Response

by WeSuite on August 04, 2015

Lisa, Thanks so much for your kind WeSuite review. Our Success is due to the dedication and energy of each WeSuite team member. We love our staff! Sincerely, Katie Boyd WeSuite

Helped us standardize our estimating

Aug 03, 2015
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: In the past we had problems with needed items being left out of the old Excel style estimate. With the Packages feature we have been able to standardize what we offer for each solution including the time it will take making our estimating much more accurate. Synchronizing our parts databases has made our pricing more accurate also. Whenever we need customized changes WeSuite is very accommodating. One area that could be improved is the training and documentation. Overall we are pleased we moved to WeEstimate and are expanding the use of it from Security Estimating to other areas of our business.

Vendor Response

by WeSuite on August 03, 2015

Russell, Thank you so much for taking the time to write a review on our behalf. It is wonderful to see which aspects of business WeSuite has helped to improve and automate. We are happy to help tailor your application to your specific needs so that you are able to get the most out of the software. Thank you for your comment regarding training and documentation. Training and webinars have become more of a top priority to ensure are users are getting their questions answered and feel comfortable as users overall. Please check with our website and be on the lookout for our monthly newsletter which provide upcoming webinar training sessions. Many thanks, Katie Boyd WeSuite

WeSuite has really helped us to improve our business practices!

Jul 31, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We began using We Suite in 2013. Prior to that we did not have a true check and balance to our sales process. We also had a very manual process in place from start to finish of the process.

Since the implementation of We Suite, we have made many strides in improving the sales process, not only at the business level, but at the field/sales rep level.

At the sales rep level, the reps are now able to find their customer, create a quotation, generate that quotation via email to a client, generate the contract and process the order via one tool, which has significantly streamlined how they operated previously.

At the business level, We Suite/We Opportunity gives us very clear insight into their funnel and appointment activity. It also allows us to manage the pricing that they are able dictate to the market and force approvals with certain thresholds, something that was an extremely manual process previously. This is extremely helpful to me to be able to manage the funnel and the sales prices of items with a keystroke and require approvals where deals don't pass the "smell" test, improving our profitability and insight into the day to day of our sales reps.

Working closely with the We Suite team has been very beneficial on creating reports and utilizing the system to its full functionality. Funnel management, cost control and automation were a wish for many years at the business level. They are now a daily reality and great help to us in improving the business.

Vendor Response

by WeSuite on July 31, 2015

Brian, Thanks so much for your candid feedback. It is an amazing feeling when automation becomes the new normal. We are so glad to help turn your company's vision into reality. It makes us so happy to see our customers succeed. Your success is our success! Sincerely, Katie Boyd WeSuite

Great product

Jul 30, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Overall it's a great product. It works with our business software and gives us great contracts and information. It is easy to use. For routine sales everything moves quickly and we produce a very nice contract. There is room for all the information we need.

What could improve is the flexibility. We need to have something other than Crystal Reports to be able to create those special contracts that just need to be different. Also, after using it for several years, we need to be able to inactivate customers and/or sites that get in the way of our lists for large customers. Because we have the capability, I'd love to be able to do some reports without having to have everything written for us. I would NEVER ask to change the database - just to access it a little easier. :-)

Everyone at weSuite is the best! Always very friendly. Obviously very busy.

Vendor Response

by WeSuite on July 31, 2015

Karen, Thank you so much for your kind review. Many of our Customers love that Contracts are automatically stored, any revisions are kept, templates are easy to set and have in place, company branding is consistent, and best of all Customers love how much time our Contracts have saved them as compared to their old manual process. We certainly understand the need for flexibility when it comes to Special Contracts. Actually, our Development Team is currently looking into improving functionality and usability. I will be sure to pass along your comments as they work towards improvement. Many thanks, Katie Boyd WeSuite

Contact to Contract: WeSuites is the perfect fit.

Jul 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: From the beginning there were important items we considered when looking at sales oriented software, such as prospecting data captured, ease of estimating, and integration with Sedona, paperless and overall consistency with our sales presentations and product pricing and delivery. WeSuites seem to be the perfect fit.
The staff of WeSuites has been wonderful from the beginning. The conversion has been stressful and time-consuming as with any major software integration, but the patience of their staff has been exceptional and is making the process enjoyable. The only real frustration I feel is in hindsight, looking at the how inefficient and lacking our process was before WeSuites.
We are looking forward to the next phase of our conversion, particularly the evolution of our sales process with the Quote Anywhere product and e-signing documentation.

Vendor Response

by WeSuite on July 30, 2015

Hi Paul, Thank you so much for taking the time to share your experience thus far. It was very important for us to offer all of these aspects with our Software. As experienced Security Industry professionals, our Partners and Developers took a lot of time and effort to develop this Software that sells itself as the Perfect Fit for your organization. We appreciate your patience as we work with you to perfect this Sales solution and mold it to your groups' needs. We understand how sometimes trying implementing such a powerful product can be, so we really aim to make the process as smooth and enjoyable as possible. You are not alone when you share your frustration with seeing how inefficient and lacking your process was before WeSuite, but we are so happy you have taken the steps towards serious improvement and efficiency! We very much look forward to your continued Success. Your Success is our Success. Thanks again for your time and candidness. Sincerely, Katie Boyd WeSuite

Friendly, Helpful Staff Supporting A Wonderful Product!

Jul 30, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Do NOT let the implementation process discourage or intimidate you! It does take some time to configure your packages, users, documents, etc., but the WeSuite staff is very supportive and is there assisting you through every step of the process. It is all worth it in the end!

Our entire staff- from management, to billing, to sales, to customer service - loves the features and capabilities of the software. The contact and lead management software allows us to monitoring and maintain complete transparency of our remote/field sales representatives and the integration with our accounting software streamlines processes and creates efficiencies that we only dreamed of prior to our implementation of WeSuite!

WeSuite is so much more than just a software to us, it is a partnership -- one that we are excited to grow, expand, and prosper with!

Vendor Response

by WeSuite on July 30, 2015

Angie, Thank you so much for your glowing and thorough WeSuite review. You are absolutely correct when noting the Deployment and Implementation process that is involved. Our Software is so powerful and no two business are the same, hence the time needed to custom fit the software to your business' specific needs. We absolutely love to hear how our Software positively affects not only Sales, but each department within your company! In the end, this is the ultimate advantage. Our founding partners are Industry Veterans who saw a great need for Software this powerful that could improve the entire Sales process from Contact to Contract. We are overjoyed when our Customers are able to reap the benefits from our product. We live by the credo that Our Customers Success is our Success. We very much look forward to working together to continually grow your business for years to come! Sincerest thanks, Katie Boyd

Proud partner of WeSuite !

Jul 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: As a proud partner of WeSuite, we at eOriginal, Inc. can't say enough good things about the WeSuite software and how easily it integrated with our eSign software. The WeSuite team that we have been working with have been quick to respond, attentive and very easy to work with ! We look forward to conducting business with WeSuite for many years to come !

Vendor Response

by WeSuite on July 30, 2015

Kelly, Thank you so much for your kind review. The feeling is mutual! Our customers love how seamless the Integration is between WeSuite and eOriginal. eSignature gets the job won and done more efficiently and securely than ever before. We too, look forward to working together for many years to come. Best, Katie Boyd

Advanced

Jul 29, 2015
4/5
Overall
2 / 5
Ease of Use
3 / 5
Customer Support

Comments: Pros:
Great tool for evaluating margins, planning items by folder
Integration with Sedona, while not full, provides nice value added features
Michael Fazio has been a real beenfit to our organization and meeting specific needs

Cons:
Difficult to learn
Cumbersome at times, not user friendly in spots
Customer Service not always responsive

Vendor Response

by WeSuite on July 30, 2015

Michael, thank you so much for your feedback. I am happy to hear of your experience as Michael worked to tailor items specific to your group. I will be sure to pass along your compliments. I¿m sorry to hear that your customer service experience fell short of your expectations. Our customers truly are our biggest focus. I made note of your experience and we will work toward improvement. Thank you for your feedback regarding usability. While WeSuite is a seriously powerful tool with many layers, it is our goal to ensure Users are comfortable. We constantly make updates that are focused on improved usability. I will surely pass along your comments to Development. Also, we offer continued training for our customers. This comes in handy for those with questions and certainly new employees. If it's okay, I would love to speak with you directly and discuss these areas for improvement in greater detail which will provide the most beneficial feedback for our team. Many thanks, Katie Boyd

Very satisfied!

Jul 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: WeSuite are experts at what they do and really care about each and every one of their customers. They are industry leaders in Sales Management for the Security Industry and there is no limit to what this software can do. Their entire staff takes personal investment in providing the best, most customized tools for every one of their customers. They¿re staff is helpful and always available to help.

Vendor Response

by WeSuite on July 30, 2015

Jan, Thank you so much for your positive review. Our company is led by Industry Veterans who are passionate about our Software and its capabilities. Our success is due to the dedication and energy of each WeSuite Team Member. Thanks again for your kind words, I will be sure to pass it along to our Team Members! Sincerely, Katie Boyd

WeSuites has completely transformed our Sales Team!

Jul 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Getting started with WeSuites required a lot of brainstorming for us. We were a little slow to get started, but now we see the possibilities are endless! Because of that we were able to dive deeper and really see what has been hidden 'behind the scenes' of a typical sale. Members of Management as well as our Sales Team are beyond excited and very eager to learn more about the products and their capabilities.
Through the entire process, the WeSuites Team has been unbelievable! From phone calls, emails, web meetings & site visits. Every experience has been extremely courteous and professional.

Vendor Response

by WeSuite on July 30, 2015

Lori, Thank you so much for taking the time to review WeSuite. We are so happy to hear that you are able to reap the benefits from our Software. We understand it can be a slow start and sometimes it can be difficult to see the light at the end of the tunnel, but you persevered and we are so excited for you and your team! It has been our pleasure to work alongside your group to ensure a positive and prosperous experience. We look forward to your continued growth and success! Sincerely, Katie Boyd WeSuite

Excellent CRM

Jul 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: WeSuite allows me to track how my lead sources result in sales. As a marketer, this information is extremely important when making budgetary decisions for advertising. I'm thankful to WeSuite's support team for always making sure that I am a happy customer - which I am!

Vendor Response

by WeSuite on July 30, 2015

Crystal, Thank you so much for your kind feedback regarding your lead sources. We too, love and live by this tool. It is super helpful when deciding how to divide your budget. I will be sure to pass along your complimentary comments to our Support Team. We are happy to help, your success is our success! Many thanks, Katie Boyd WeSuite

WeSuite's has a great staff of professional's which are available, responsive and positive.

Jul 29, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: this software allows us to quickly run a report to keep track our goals vs. sales on both an individual and sales team basis. The historical data allows us to create closing ratios, accurate sales quotas, trend analysis by quarter and market. We use their reports to evaluate each sales representative¿s current performance and track our sales team year-to-date goals vs installation and RMR sales.

Cons: the current process to create closing ratios per sales rep. is extensive. We have needs for additional reports which will allow us to track "key performance indicators" (KPI) for each sales rep. This is currently a manual calculation via each sales reps. URG. We also need to improve our data collection of our top 50 accounts. We need away to track all communication (phone calls, proposal sent, site visits, etc.) within WeEstimates and not on a seperate WeOpprotunity,

Vendor Response

by WeSuite on August 27, 2015

Thanks for your feedback Lee. Happy to know you are able to quickly and accurately track sales goals and performance of the sales team and individuals. I'm sure this is critical to your organization. As a User, you know WeSuite enables tracking of a ton of sales data. Often that leads to our Clients wanting even more! With that in mind, I understand you've shared some of your ideas for KPI reports with our team, and WeSuite has shared insight into current development projects that will get you closer to your reporting goals. Wishing you continued sales success! Many thanks, Katie Boyd WeSuite

Our most Competitive Advantage

Jul 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: WeSuite has given us the ability to consistently deliver quality client proposals that integrate seamlessly into our financial software. WeSuite has made our sales process extremely efficient and has allowed us to not only increase our profitability, but more importantly, improve our levels of client service. WeSuite has certainly become one of RSS¿s most important competitive advantages.

Vendor Response

by WeSuite on July 30, 2015

Steve, Thank you for your kind review. We are so happy to hear how efficient WeSuite has made your sales process. It is wonderful to see how your company has been positively affected by our Software, but even more incredible to see how it has improved your levels of Client Service. That is what we like to call a Home Run! Many thanks, Katie Boyd WeSuite

WeSuite Integration

Jul 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The software is easy to use and highly recommended. The team at WeSuite are a pleasure to work with as well! The integration between WeSuite and eOriginal is fantastic and truly creates the most complete solution for clients today.

Vendor Response

by WeSuite on July 30, 2015

Ryan, Thank you for taking a time to share your experience! Many of our customers agree that the Integration between WeSuite and eOriginal is most beneficial for their A-Z Sales Process. We have the best staff that are truly passionate about providing the best Sales solution to our valued customers, I will be sure to pass along your kind comments. Thanks again, Katie Boyd

Awesome Software!

Jul 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The software is easy to use, and really helps accelerate the sales process!

Vendor Response

by WeSuite on July 30, 2015

Allison, Thank you for your kind review. We love Sales and want our Customers to love it too! Sincerely, Katie Boyd