Compare Funnel vs QuoteWerks vs Proposeful

Funnel

CRM
 (5)
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Crozscore:

72%
what is this?
96%
22%
interest falling

Crozscore:

84%
what is this?
81%
39%
interest falling

Crozscore:

77%
what is this?
25%
interest falling
Funnel screenshot view 2 more QuoteWerks screenshot view 4 more Proposeful screenshot view 3 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:

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.

Software Description:

Proposeful is the most versatile online proposal creation tool in the world.

Our intuitive editor lets users customize our proposal templates or create their own. Content is 100% customizable, from the colors and fonts to adding images, videos and even HTML sections and embedded content. Proposals can be saved as .PDF exactly as they are seen, or accessed online for better follow-up options.

Proposeful also lets companies easily manage their open negotiations and measure how effective their teams are with a clear overview of proposal success.

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:

  • 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

Features:

  • Multi-User
  • Notifications
  • Lead Management
  • Multi-Currency
  • 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:

  • 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

Summary:

  • Online business proposals that can be signed by email.

  • 100% customizable proposal templates

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:

    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.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Most of Proposeful plans allow for unlimited users and private folders per user.

  • What are some applications this service is commonly used in tandem with?
  • Proposeful works very well when paired with a good CRM, allowing companies to have a solid control of both their pipelines and proposal efficiency. Digital contract softwares are also useful when included in a Proposeful document, allowing customers to close deals quickly.

  • What is this service generally used for?
  • For increasing sales and proposal conversion. Most clients report an increase in proposal close rate after switching to Proposeful.

  • Does this service offer guides, tutorials and or customer support?
  • Proposeful offers great support both by online chat and email to all customers.

  • Who are the main user groups of this service?
  • Proposeful is used by service companies of all sizes, from solopreneurs and freelancers to large digital agencies and service providers.

  • Does this service integrate with any other apps?
  • Proposeful integrates with some CRMs, digital contract services, messaging apps and other tools.

  • Does this service offer an API?
  • Not yet.

  • What platforms does this service support?
  • Proposeful is available on all devices as a web application. Proposals can be downloaded for offline access.

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Other:

Who uses Funnel
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • 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.

Other:

Who uses Proposeful
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English, Portuguese
Regional Restrictions:
No restrictions.
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