Compare Funnel vs Catalyst vs QuoteWerks

Funnel

CRM
 (1)
More Information Get a Demo More Information

Crozscore:

63%
what is this?
80%
20%
interest falling

Crozscore:

65%
what is this?
100%
14%
interest falling

Crozscore:

84%
what is this?
81%
39%
no significant changes
Funnel screenshot view 2 more Catalyst screenshot view 3 more QuoteWerks screenshot view 4 more

Software Description:

We had an ongoing problem with handling work inquiries coming mostly from our own website. We would either lose track of them because they would just drift down into the depths of our inboxes, and we would often forget to follow up on deals we didn’t receive a reply on.

We figured all this trouble can be solved — at least to a point — with an app that would have the following basic feature set:

  • a simple form for capturing leads, similar to a contact form many sites have,
  • a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other email,
  • a way to communicate with our customers through the app, as well as through standard email,
  • ability to put together and send professional proposals as we couldn't be bothered to create PDFs each and every time someone wanted an estimate,
  • an address book that consisted of profiles of people that contacted us, but one that we could add to manually as well.
  • See who has viewed your emails, proposal and quotations.

Software Description:

Believe your Sales Team could be doing more ?

We try to address one of the biggest and oldest challenges in Sales processes across the globe. How to keep your sales team motivated and performing to their peak potential every single day. It's something we all attempt to do in one way or another using excel files, sales contests and lots of email reports. However there's still a lot to be desired.

Catalyst is a Sales Management System that makes it easy for Sales Leaders to build engaged, data-driven, high-performance teams. Think of it as the Fitbit for sales people.

Transform your Sales Culture and get the most out of your sales teams by creating visibility, building accountability and driving motivation every day of the year.

Software Description:

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.

Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce.com, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.

Features:

  • Multi-Site
  • Multi-User
  • Pricing
  • Notifications
  • Data Import
  • Multi-Currency
  • Data Export
  • Call Tracking
  • Dashboard
  • Email Integration
  • Customer Management
  • Lead Management
  • Contact Management
  • Google Apps Integration
  • File Sharing

Features:

  • File Transfer
  • Batch Permissions & Access
  • Multi-User
  • Sales Motivator
  • CRM Integration
  • API
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Notifications
  • Third-Party Plugins/Add-Ons

Features:

  • Electronic Signature
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • Forecasting
  • Supplier Management
  • Multi-User
  • Notifications
  • Google Apps Integration
  • External Integrations
  • Multi-Currency
  • Contact Sharing
  • API
  • Data Import
  • Email Integration
  • Contact Management
  • Data Export
  • Conversion Tracking

Summary:

  • Contact form creation and editing without technical knowledge

  • Deal Tracking

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

  • See who viewed your Emails, Proposal and Quotations

Summary:

  • Catalyst is a realtime Sales Performance Tracker

  • Crush your sales targets! Create an engaged, high performance, data-driven sales culture ​that gets the most out of your Sales Team every day​

  • Catalyst makes it easy to create visibility, build accountability and drive motivation across your sales team

  • Define clear criteria for valuable behaviors that lead to high performance with metrics.​

  • Take sales visibility to a whole new level with channels. Showcase key highlights of the day in real-time on the sales floor and keep your sales team focused.

  • ​​Keep your reps accountable and motivated to stay on track to hit their targets. Sales​​ reps can know their performance during the day by checking their scorecard.

  • Analyze sales performance metrics from many systems in one place. Combine metric data from call routing, billing, CRM and excel to gain unique insights.

  • Turbo charge your sales cycle with Competitions. Competitions are an effective mechanism to get your reps out of their comfort zones. Combine competitions with Channels for some spectacular sales results.

  • Set your floor on fire with real time data syncing. Catalyst can pull data from almost any data source in real time.

  • ​We designed Catalyst to deploy in the Enterprise from day one. We have deployed Catalyst for organizations with thousands of users across several geographies. All while maintaining consistent system performance and stability.

Summary:

  • Create professional sales quotes and proposals in minutes

  • Integrate with current systems to ensure accurate forecasts

  • Streamline your sales process

  • Track customer interactions on each sales document

  • Review progress through dashboard

  • Order directly through IT Distributors

  • Affordable solution for any size business in any industry

Standard

$10.00
1 user(s) / month
Included in plan:
  • 15 deals a month
  • Unlimited number of Contacts
  • One User
  • Free 14 days Trial (with no commitments)
  • Email Templates
  • One Form

Pro Plan

$39.00
5 user(s) / month
Included in plan:
  • Free 14 days Trial (with no commitments)
  • Premium Support
  • Email Templates
  • Unlimited number of Contacts
  • Unlimited number of Deals
  • 5 Users
  • Unlimited Forms

Additional User

$2.00
1 user(s) / month
Included in plan:
  • Add another user in your Funnel CRM

Standard Edition

$20.00
1 user(s) / month
Included in plan:
  • Base package
  • Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month
Included in plan:
  • Includes features of Standard Edition and also Accounting Integrations
  • Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month
Included in plan:
  • Includes all features of Standard and Professional
  • Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes
    * Updated Helpdesk with FAQs, guides and videos
    * Friendly Chat Support
    * Facebook Group for better Feature Request
    * Email Support
    * Phone Support

  • What are some applications this service is commonly used in tandem with?
    • Fully Integrated with Gmail and G suite.
    • You can easily embed code on your website within minutes
  • Does this service offer multi-user capability (e.g. teams)?
  • Yes
    * Multi User
    * Multi Company
    * Multi Pipelines

  • Does this service integrate with any other apps?
    • Fully Integrated with Gmail and G suite.
  • What platforms does this service support?
  • Funnel is a Web based product with a fully responsive design so you can manage it on the go.

    Dedicated Apps are coming soon for:
    * Apple Devices (iPhone, iPads and Macbooks)
    * Android Devices
    * Chrome Extensions
    * Gmail Extensions
    and more

  • Who are the main user groups of this service?
  • Business Owners and Sales Teams including:
    * Freelancers
    * Small businesses
    * Mid Sized businesses
    * Startups
    * Agencies
    * Anyone who uses internet/emails to communicate with their customers

    Funnel can be used for any type of Industry like:
    - Digital Agencies
    - Freelancers of any service
    - Software Houses
    - Designers
    - Photographers
    - Personal Trainers
    - Online Stores
    - Bloggers
    and much more

FAQs:

    What is this service generally used for?
  • Catalyst is used by sales leaders who believe in building an engaged, high performance, data driven sales culture.

    It helps them do this by addressing 3 core operational challenges:

    1. Visibility - Create real time visibility into Sales KPIs on the sales floor using our TV Leaderboards and Triggers.
    2. Accountability - Use scorecards to keep agents updated on their daily performance and targets.
    3. Motivation - Easily set up Sales Competitions to motivate your agents to perform up to their peak potential.
  • Does this service offer guides, tutorials and or customer support?
  • We have extensive documentation, video tutorials and a customer support desk to ensure our users get the most out of Catalyst

  • Does this service integrate with any other apps?
  • Catalyst can integrates with Salesforce and Pipedrive out of the box.
    It can also integrate with any other system through our API or SFTP.

  • Who are the main user groups of this service?
  • Sales Teams which engage in high velocity sales, which are numbers driven(eg: lnside sales to SMBs) rather than knowledge driven (eg: Enterprise focused sales with long cycles)

  • What are some applications this service is commonly used in tandem with?
  • CRMs like Salesforce, Pipedrive, Oracle, SAP, Microsoft Dynamics and Zoho

  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
  • Web app and Mobile responsive site.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the app offers the ability for multiple users to be grouped together in any hierarchy like teams, regions, offices, etc. These can also be used to create competitions, performance insights and reports on these hierarchies.

FAQs:

    Does this service integrate with any other apps?
  • Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, QuoteWerks is available for single or multiple users.

  • Does this service offer an API?
  • Yes, the API is offered free of charge.

  • Who are the main user groups of this service?
  • Any company or individual looking to create line-item based professional quotes or proposals.

  • What are some applications this service is commonly used in tandem with?
  • QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.

  • What is this service generally used for?
  • QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.

  • What platforms does this service support?
  • This program operates on a Windows platform.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Bangalore
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Funnel
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Catalyst
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses QuoteWerks
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.
Back to top