WeSuite
WeSuite is a vertical SaaS company that provides cloud-based sales management software — led by QuoteAnywhere, WeEstimate, WeOpportunity, and Selena AI — purpose-built for security systems integrators and adjacent technology service providers, sold on per-seat subscriptions with deployment, training, and channel partners serving SMB through enterprise accounts in North America.
- Company typePrivate
- Founded2008
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What WeSuite does
WeSuite is a privately held vertical software company, founded in 2008 by former systems integration operators Tracy Larson and Michael Fazio, that builds sales management software purpose-built for security systems integrators and adjacent technology service providers. Its product portfolio centers on QuoteAnywhere, a cloud-based, mobile-first lead-to-quote-to-close platform, supported by WeEstimate (estimating software), WeOpportunity (CRM+ for pipeline and lead management), the WeSuite Go! mobile CRM app, and Selena AI, an embedded AI virtual sales assistant launched in March 2026. The platform is built on SOC 2 Type 2 compliant infrastructure hosted on AWS, with a modular architecture of more than 12 à la carte add-on modules covering chargeable items, automated approvals, recurring revenue, contract documents, finance/lease, fixed-price GSA contracts, advanced tax, commission management, site survey, and test & inspection billing. WeSuite generates revenue primarily through named-user subscription licenses billed annually (with a 5% discount for upfront payment), supplemented by one-time professional services for deployment (typically 45–90 days), Selena AI licensing, and paid training add-ons. The go-to-market combines direct enterprise field sales, inside sales for mid-market, a $495 30-day self-serve trial for SMBs, event-driven demand generation at industry conferences such as ISC West and ESX, and channel relationships with PSA Security Network, AiN Group, and Bold Group. The company was acquired by Canadian vertical-market software rollup Valsoft Corporation in April 2024 and is headquartered in White Plains, NY, with a leadership team of roughly four named executives and a broader headcount of 11–50. Its installed base includes enterprise anchors Pye-Barker Fire & Security (800+ users) and Allied Universal (400+ users), and the company reports nearly 40% penetration of SDM 100 dealers.
WeSuite firmographics
Firmographics- Name
- WeSuite
- Legal name
- WeSuite LLC
- Website
- http://wesuite.com/
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- WeSuite is a vertical SaaS company that provides cloud-based sales management software — led by QuoteAnywhere, WeEstimate, WeOpportunity, and Selena AI — purpose-built for security systems integrators and adjacent technology service providers, sold on per-seat subscriptions with deployment, training, and channel partners serving SMB through enterprise accounts in North America.
- Ownership category
- akta.pro rank
WeSuite industry classification
Industry- Product category
- Security Sales Management Software
- NAICS
- Software Publishers (51321), Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Technology, AdTech & MarTech Services (BPAFAAAN)
Keywords
Where WeSuite is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
WeSuite business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscriptions: Named-user subscription-based licensing for QuoteAnywhere, WeEstimate, and WeOpportunity platforms. Users include Sales Assistants, Sales Administrators, Salespeople, Sales Management, and Executive Management. Licenses can be added or reduced monthly. Annual upfront payment provides 5% discount.
- Professional Services & Implementation: One-time professional service charges for initial software deployment, including configuration, implementation, use of integrations, and training. Deployment typically averages 45-90 days.
- Selena AI Licenses: Separate licensing for Selena AI, purchased per user. Associated with specific users who need AI capabilities. May require incremental fees for new features.
- Training & Education: Free WeSuite Academy with self-paced video courses. Paid live webinar training sessions available as add-on services in deployment packages.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | One-time | 30-Day Trial Program |
| Per seat | Annual | Named-User Subscription |
| Subscription | Annual | QuoteAnywhere Foundations Package |
| Subscription | Annual | QuoteAnywhere Essential Package |
| Subscription | Annual | QuoteAnywhere Professional Package |
| Subscription | Annual | QuoteAnywhere Elite Package |
| Subscription | Annual | QuoteAnywhere Ultimate Package |
| Subscription | Annual | QuoteAnywhere Sales Essentials |
| Subscription | Annual | QuoteAnywhere Sales Accelerator |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels9 records
WeSuite product offering
Product offeringCore offering
WeSuite develops and sells cloud-based sales management software purpose-built for security technology sales organizations. Its core products — QuoteAnywhere (mobile lead-to-quote-to-close platform), WeEstimate (estimating software), and WeOpportunity (CRM+) — help security systems integrators build accurate quotes, manage approvals, track recurring monthly revenue, generate branded proposals and contracts, and integrate with accounting and e-signature systems. The platform serves sales teams ranging from 3 to 3,000+ users across North America.
Product overview
WeSuite is a manufacturer of sales management software purpose-built for technology systems integrators and service providers in the security, IT, electrical, and AV industries. The product portfolio consists of three core products — QuoteAnywhere (cloud-based, mobile-first lead-to-close platform), WeEstimate (estimating software), and WeOpportunity (CRM+ for lead and pipeline management) — supplemented by a virtual AI assistant, Selena AI, embedded within QuoteAnywhere. The architecture follows a platform-plus-modules approach: QuoteAnywhere serves as the unified web-based platform consolidating the capabilities of WeOpportunity and WeEstimate, while both WeEstimate and QuoteAnywhere support a library of 12+ à la carte add-on modules including Chargeable Items, Automated Approvals, Contract Documents, Finance/Lease, Fixed Price Contracts, Recurring Revenue, Sales Forms, Test & Inspection, Advanced Tax, Commission Management System, Quote to Contractor, and Site Survey. Customers range from small teams of 3 users to enterprise organizations with 3000+ users across dozens of locations.
Differentiator
Problem solved
Functional benefit
Brands
- QuoteAnywhere: Cloud-based mobile lead-to-close sales platform with collaborative selling capabilities, proposals, contracts, and Selena AI integration.
- WeEstimate
- WeOpportunity
- Selena AI
- WeSuite Go!
Products and services
- QuoteAnywhere Cloud-based, mobile-first lead-to-quote-to-close sales platform designed for security technology sales teams. Supports collaborative quoting with customers, automated approvals, branded proposal and contract generation, e-signature integration, and real-time pricing from integrated parts databases; consolidates lead creation, assignment, management, estimating, proposal generation, and contract automation in a single platform for sales teams of 3 to 3,000+ users.
- WeEstimate
Quantifiable outcome
- 30-40% increase in average sales size and 75%+ close ratio within six months
- +4 more outcomes
Companies that use WeSuite
Customer profileNamed customers18 records
Segments5 records
Ideal customer profiles3 records
WeSuite technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability6 records
Feature10 records
WeSuite partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered strategic, core and minor.
- System SurveyorstrategicIntegration allows users to seamlessly link System Surveyor surveys directly to estimates within WeSuite platform. Automatically incorporates System Surveyor layouts in proposal documents showcasing system designs alongside estimates.
- FieldHubcoreIntegration provides complete continuity between WeSuite's CRM, sales management, and quote-to-booking capabilities and FieldHub's project delivery, accounting, and support-related workflows.
- Blackleaf SolutionscoreSearch and select from centrally maintained database of multiple distributor's parts and pricing from within WeSuite's sales estimating tools for seamless addition to estimates.
- ADI (ADT Global)coreDynamic integration allowing integrators to quote from ADI's current catalog using company account ID. Parts and pricing updated automatically within WeSuite for easy inclusion on estimates, proposals, and contracts.
- DocuSigncoreElectronic signature integration enabling customers to sign from anywhere, on any device. WeSuite initiates finalized proposal and contract documents for electronic signature with just a click.
- QuickBooks (Intuit)coreIntegration with QuickBooks desktop enables search and selection of existing Customers, Site/Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services. Automates export of winning sales data for automated estimate creation in QuickBooks.
- eOriginalcoreFinancing integration offering residential customers turn-key low-interest financing of security, smart home automation, and technology purchases from within QuoteAnywhere. Increases sales and offers greater value while eliminating cash-flow concerns.
- PSA Security NetworkcoreIntegration with PSA parts database enables automated search and selection of up-to-date parts and pricing at PSA Member cost directly from within WeEstimate and QuoteAnywhere and the Site Survey.
- SAP Business by DesignstrategicIntegration enables lead and estimate creation with direct search and selection of existing Customers, Site/Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services. Includes export of winning sales data for automated job creation in SAP.
- Bold Group (Managely, SedonaOffice)coreReal-time read of existing Customers, Site/Billing and contact info, Equipment, Recurring Services, and invoice items for lead and estimate creation. Automatic Job/Work Order creation imported into Managely or SedonaOffice from estimates.
- AiN GroupcoreComprised of over 300 best-in-class dealers in over 330 locations. Private buying family commanding best volume pricing on top product lines. Provides dealer-to-dealer support and multiplatform marketing solutions.
- PSA Security NetworkcoreDedicated to providing system integrators with necessary training for business service, system design, installation, and deployment success.
- Audrey Pierson Consulting / Security Sales AcademyminorLeading sales skills training program developing security sales superstars through virtual and live training. Team and one-on-one consulting services for executive leadership coaching.
- Braveheart Sales PerformanceminorSales optimization firm guaranteeing improvement in profitable sales for middle-market and security-alarm industry clients. Data-driven assessment tools identify underlying problems holding sales teams back.
- Vector FirmminorPremier sales management consulting firm focused on security industry. Trusted advisors helping clients take sales organizations to next level.
- Blackleaf SolutionscorePlatform-to-platform software integration and electronic data interchange (EDI) services to electronic security industry. Technical and operational knowledge for growth through smart data management, analytics, and managed IT services.
Scale indicators9 records
Recent moves7 records
Expansion highlights6 records
WeSuite competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
WeSuite social profiles
Digital presenceWeSuite compliance and trust
Trust signalCompliance1 record
WeSuite financial estimates
Financial estimateRevenue estimate
Valuation estimate
WeSuite leadership team
Management profileNumber of profiles
Profiles4 records
WeSuite funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WeSuite M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WeSuite
What does WeSuite do?
WeSuite develops and sells cloud-based sales management software purpose-built for security technology sales organizations. Its core products — QuoteAnywhere (mobile lead-to-quote-to-close platform), WeEstimate (estimating software), and WeOpportunity (CRM+) — help security systems integrators build accurate quotes, manage approvals, track recurring monthly revenue, generate branded proposals and contracts, and integrate with accounting and e-signature systems. The platform serves sales teams ranging from 3 to 3,000+ users across North America.
Is WeSuite a public or private company?
WeSuite is a private company. It is classified as corporate owned and is currently operating.
When was WeSuite founded?
WeSuite was founded in 2008. It employs 11 to 50 people.
Where is WeSuite based?
WeSuite is headquartered in New York, United States, in the North America region.
How does WeSuite make money?
Four revenue lines are on record. Software Subscriptions are the primary driver. The others are professional Services & Implementation, selena AI Licenses and training & Education.
Does WeSuite have an API?
No public API is recorded for WeSuite.
What industry is WeSuite in?
WeSuite's product category is Security Sales Management Software. Its primary akta.pro industry code is BPAFAAAN, Marketing Technology, AdTech & MarTech Services. Its NAICS code is 51321 and its SIC code is 7372.