Compare Funnel vs Wufoo vs QuoteWerks

Funnel

CRM
 (1)
More Information More Information More Information

Crozscore:

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

Crozscore:

89%
what is this?
86%
69%
interest falling

Crozscore:

86%
what is this?
83%
38%
no significant changes
Funnel screenshot view 1 more Wufoo screenshot view 5 more QuoteWerks 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:

Wufoo is an easy way to create and manage HTML forms.
When users design a form with Wufoo, it automatically builds the database, backend and scripts needed to make collecting and understanding their data easy, fast and fun.
It offers design templates to match brand identity and allows incorporating collection of payments. Users can create forms by dragging and dropping a selection from a group of predefined field types. Field types can include text, numbers, drop downs, selection boxes and more.

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:

Features:

  • Analytics
  • Multi-User
  • Notifications

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 and basic sales funnel tools

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

Summary:

  • Intuitive Drag 'n Drop: Wufoo's Form Builder provides the tools for anyone to easily drag and drop to make a form in just a few short minutes.

  • Look Customization: Their Theme Designer can help create themes to match every organization's identity and apply them to their payment forms, reports and invoices.

  • Easy to Embed: It provides a number of copy-and-paste code snippets to help embed any form into user's web site, blog post, email newsletter or Facebook page.

  • Logic & Branching: Their Rule Builder was designed to make adding and understanding the logic users want to apply to the forms as easy as creating sentences.

  • Instant Notifications: They can be sent to emails, text messages or even a secure RSS feed to keep users updated on the money rolling in the door.

  • Keeping Data Clean: Wufoo automatically builds the database and validation scripts needed to make sure the data being collected will be nice and tidy.

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

Pricing:

  • Credit card required: No
  • Gratis: Free, 3 Forms, 100 Entries.
    Ad Hoc: $14.95/month, 10 Forms, 500 Entries.
    Bona Fide: $29.95/month, Unlimited Forms, 3,000 Entries.
    Carpe Diem: $69.95/month, Unlimited Forms, 15,000 Entries.
    Ad Infinitum: $199.95/month, Unlimited Forms, 100,000 Entries.

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:

    No FAQs associated with this application.

FAQs:

    Who are the main user groups of this service?
  • Users of Wufoo are individuals and organizations that need to create various online forms.

  • What is this service generally used for?
  • Wufoo is used as online form builder.

  • What platforms does this service support?
  • Wufoo is a forms designer in the cloud. Currently, they support all the major browsers, Firefox, Chrome, Safari and Internet Explorer 7 and above.

  • Does this service integrate with any other apps?
  • It integrates with various CMS apps; Blogging apps; Website Builders; Social Network
    Media sharing sites etc.

  • Does this service offer an API?
  • There is Wufoo REST API V3 available.

  • Does this service offer guides, tutorials and or customer support?
  • Wufoo offers help center, documentation, FAQs, and video tour.

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:
2006
Based in:
Tampa
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
1.2k

Other:

Regional Restrictions:
No restrictions.

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.
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