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Everything you need
under one platform is a best-in-class platform used by IT, IoT, and MedTech businesses for driving revenue retention and growth in an automated, proactive, efficient and cost-effective way.

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Configure price quote

iasset speeds up quoting by automatically generating and populating quotes using parameters such as price lists, margins, and/or pricing logic. It also allows bulk configurations, pricing updates and creation of quote versions.

Distributors, resellers and MSPs get the added functionality of combining products from multiple vendors into the same quote.

  • Create large, complex quotes in minutes.
  • Improve quoting accuracy.
  • Reduce cost of sale.
  • Accelerate time to revenue.


End customers can effortlessly order, sign, and pay via a secure online platform, streamlining your sales process like never before. is the only platform that can execute the configure-quote-order-fulfill-payment process without the need for human intervention - across all levels of the channel (vendors, distributors, resellers and MSPs).

  • Click-to Order: A dynamic alternative to excel sheets or PDFs. Customers can choose options and complete the order process via a secure online quote.
  • Click-to Sign: Integration with DocuSign™️ accelerates the compliance and approval processes while simultaneously triggering billing/fulfillment.
  • Click-to Pay: Connects to your bank or payment gateway for instant payments via credit card or purchase order.

Expansion revenue

iasset makes it easy for you to find revenue opportunities within your existing customer base, such as upsell, cross-sell, refresh, upgrades, end of life and end of service. Then, rather than sending a simple marketing email, iasset goes one step further. It can send auto-generated, accurately priced quotes, straight to your customer or partner, making sales conversions much more likely.

  • Proactively grow revenue.
  • Extend customer lifetime value.
  • Eliminate time-consuming data mining. 
  • Demonstrate value to customers.

Renewal automation

iasset automates the renewals process to minimize missed renewals. It identifies expiring contract items such as warranties, licenses, subscriptions, maintenance, support (like for like or alternate offerings). It will auto-generate and send the renewal quote ready for your sales team, partners, or customers to approve/action. This is particularly useful for managing all of your high volume, low value renewals.

  • Reduce revenue leakage and churn.
  • Protect recurring revenue streams.
  • Eliminate administrative burden and cost.
  • Reallocate resources where it matters.

Installed base data

You need data-driven insights to help inform your retention and expansion efforts. Which is why iasset creates a consolidated, accurate, real-time view of your installed base data. It captures every detail, from assets sold and contract item term dates, to SKUs, serial numbers, license keys and more. And, by integrating with your existing systems like CRM, ERP and ITSM, you’ll no longer need to manipulate spreadsheets or deal with data silos ever again.

  • Create a centralized, single source of truth.
  • Drive informed decisions.
  • Do away with spreadsheets and ineffective tools.
  • Streamline data management.
Other platform features:
API Integrations
Breakdown data silos with integration into Oracle, SAP, Salesforce, Boomi, Microsoft Dynamics, NetSuite, MYOB, Hubspot, ServiceNow, MuleSoft, Autotask, Xero ConnectWise and WorkflowMax.
Incorporate master product and price lists to ensure accurate quoting. Specialized configurations can also be built and deployed at integration.
Role-based access
Allocate access to anyone selling your products/services, from internal staff to channel members. They will only see what is relevant to them.
Languages + currencies
Localize the user experience across your global channel or business, with over 24 languages and any currency supported within
Track the exact location and status of install sites via geolocation mapping. See specific details on each asset or device using the map view.
Alert notifications
Alert internal or channel team members of upcoming expiries with notifications scheduled when desired, for example, 60, 30, 15, 7 days prior.
We hold the ISO/IEC 27001:2013 certification for Information Security Management Systems as part of our ongoing commitment to data security.
Business continuity
Our solutions are hosted in Microsoft Azure, with the ability to deploy applications into their global data centers, ensuring minimal downtime.
Distributors and resellers can easily add their own margins within their own instance. These margins auto-populate into quotes.

We’d love to give you a demo

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Drive informed decisions offers a powerful suite of reports that provide deep
insights into your business in real-time. Our business intelligence
dashboards and reports include operational, performance
and adoption metrics such as:

  • Bookings Forecast
  • Pipeline analysis
  • On-time attainment rates
  • Renewal rates including history
  • Cancelled/Lost Renewals
  • Partner performance
  • Sales representative performance
  • Bookings vs Opportunity
Find out more

Watch our product videos

Execute LIPS Strategy with

Watch a practical overview on how to implement our methodology for the protection and growth of recurring revenue.

How to automate sales campaigns for tech vendors

Our Product Delivery Manager demonstrates how channel vendors, distributors, and resellers can automate their sales campaigns.

Effective aftermarket sales for IoT suppliers

Watch a high-level explanation on how easy it is to uncover product and service sales opportunities using


Want to see in action?

Talk to our team today and see how can work for your business.

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