Compare Funnel vs QuoteWerks vs Batchbook

Funnel

CRM
 (1)

Batchbook

CRM
 (11)
More Information More Information More Information

Crozscore:

63%
what is this?
80%
32%
interest falling

Crozscore:

85%
what is this?
81%
38%
interest rising

Crozscore:

84%
what is this?
95%
46%
interest rising
Funnel screenshot view 1 more QuoteWerks screenshot view 4 more Batchbook screenshot view 4 more

Software Description:

Users can create a contact form using the form builder, and install the form on their website (simple copy/paste).

Each time someone submits that contact form, a 'case' is created in their sales funnel and they can start a conversation about a project..

In addition to standard email messages users can create and send proposals to their customers, and add notes to cases, or their customer profiles.

Funnel also captures information from the people that submit the forms, and maintains a light weight version of a traditional CRM.

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:

BatchBook offers a great deal of information to help its users develop social strategies in order to improve customer relations. From a single application, the entire team can be connected to all of their social media profiles.
Batchbook takes the guesswork out of setting up the CRM by making it as easy as drag-and-drop. Users can drag-and-drop a vCard or spreadsheet into any Batchbook screen to add it to their database.
It'll analyze the fields and try to automatically match them with the fields that are already in use.
It is also possible to select fields for the other data that it doesn't recognize automatically, or make a new custom field.

Features:

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:

  • Dashboard

Summary:

  • Contact form creation and editing without technical knowledge

  • Deal tracking and basic sales funnel tools

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

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:

  • Contacts Organization: Using tags, custom fields, and activities.

  • Instant Setup: Adding contacts to Batchbook immediately by dragging a vCard or CSV file onto any Batchbook page, or importing from other apps.

  • To-Dos & Lists: To-dos are wildly flexible and can be set up to work wherever you need them most – in e-mail, sms, a calendar or on mobile.

  • Mobile: Users have access to their contacts wherever and whenever they need them, using the mobile version of Batchbook.

  • Unlimited Users: Batchbook enables collaboration across teams

  • Deals: Users can track new leads coming in from webforms, e-mail marketing or social posts.

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)

Pricing:

  • Credit card required: N/A
  • $46/month up to 10,000 contacts.
    $63/month for up to 15,000 contacts.
    $80/month for up to 20,000 contacts.
    $96/month for up to 25,000 contacts.
    $113/month for up to 30,000 contacts.
    Free trial available for all pricing plans.

FAQs:

    No FAQs associated with this application.

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:

    Who are the main user groups of this service?
  • BatchBook is the CRM for small business.

  • What is this service generally used for?
  • It is generally used as a cloud based customer relationship management tool.

  • What platforms does this service support?
  • Web-based, Android, Windows Phone, iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with ActiveCampaign; Xero; and Freshdesk.

  • Does this service integrate with any other apps?
  • BatchBook integrates with: MailChimp, FreshBooks, QuickBooks, Xero, ActiveCampaign, Mad Mimi, Yesware, HappyFox, HootSuite, Direct Mail Manager, Eventbrite, Formstack, Google Apps for Work, RightSignature.

  • Does this service offer an API?
  • It offers a RESTful API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Batchbook enables collaboration across teams.

  • Does this service offer guides, tutorials and or customer support?
  • They offer video tutorials, online support, knowledge base, and webinars.

Publisher:

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

Publisher:

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

Publisher:

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

Other:

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:

Regional Restrictions:
No restrictions.
Back to top