Compare Proposeful vs AgentDrive vs QuoteWerks

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Crozscore:

77%
what is this?
90%
25%
interest rising

Crozscore:

62%
what is this?
21%
no significant changes

Crozscore:

86%
what is this?
83%
38%
no significant changes
Proposeful screenshot view 3 more AgentDrive screenshot QuoteWerks screenshot view 4 more

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.

Software Description:

AgentDrive is the data-driven sales, marketing and advertising platform for real estate professionals. Its core product is a real estate CRM that integrates with websites and portals and provides essential sales and marketing features:

  • real estate franchise software
  • property portal feeder
  • email & SMS campaigns
  • ad & flyer maker
  • real estate SEO
  • dynamic retargeting
  • data-driven reporting

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-User
  • Notifications
  • Lead Management
  • Multi-Currency
  • Conversion Tracking

Features:

  • Notifications
  • Conversion Tracking
  • Organization Management
  • Dashboard
  • Scheduling
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Project Management
  • Marketing Automation
  • Email Integration
  • Data Export
  • Data Import
  • Contact Management
  • Batch Permissions & Access
  • 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

Summary:

  • Online business proposals that can be signed by email.

  • 100% customizable proposal templates

Summary:

  • Automatic property matching

  • Two-way full email sync

  • Built-in website & CMS

  • XML generator

  • Email & SMS

  • Dynamic retargeting campaigns

  • Multi-lingual/currency

  • Fully customizable

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

Single Agent

$55.00
1 user(s) / month
Included in plan:
  • CRM/Property Matching
  • Franchise Software
  • Property Portal Feeder
  • SMS & Email Campaigns
  • Ad & Flyer Maker
  • Two-way full email sync
  • 5GB Email & File Storage
  • Setup, Training & Support

Office Package

$280.00
10 user(s) / month
Included in plan:
  • CRM/Property Matching
  • Franchise Software
  • Enterprise Website
  • Property Portal Feeder
  • SMS & Email Campaigns
  • Ad & Flyer Maker
  • Two-way full email sync
  • 10GB Email & File Storage
  • Setup, Training & Support

Marketing Package

$420.00
15 user(s) / month
Included in plan:
  • CRM/Property Matching
  • Franchise Software (3 branches included)
  • Enterprise Website
  • Property Portal Feeder
  • SMS & Email Campaigns
  • Ad & Flyer Maker
  • Two-way full email sync
  • 20GB Email & File Storage
  • Setup, Training & Support
  • Real Estate SEO
  • Data-driven Reporting
  • Google AdWords
  • Dynamic Retargeting

Franchise Package

$560.00
20 user(s) / month
Included in plan:
  • CRM/Property Matching
  • Franchise Software (4 branches included)
  • Enterprise Websites (2 websites included)
  • Property Portal Feeder
  • SMS & Email Campaigns
  • Ad & Flyer Maker
  • Two-way full email sync
  • 30GB Email & File Storage
  • Setup, Training & Support
  • Real Estate SEO
  • Data-driven Reporting
  • Google AdWords
  • Dynamic Retargeting
  • Property Portal Software
  • White Label 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 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.

FAQs:

    Does this service offer an API?
  • N/A

  • What platforms does this service support?
  • AgentDrive CRM is a web-based software.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, AgentDrive is used by teams of all sizes including franchise networks with multiple offices. It supports 100+ languages which makes it easier for companies with overseas branches use one central system instead of many different ones.

  • Does this service offer guides, tutorials and or customer support?
  • AgentDrive offers dedicated support via email, phone and personal training. Customers can also browse an extensive video library available on AgentDrive's YouTube channel.

  • What are some applications this service is commonly used in tandem with?
  • N/A

  • What is this service generally used for?
  • Real estate professionals use AgentDrive's CRM to manage contacts, properties, transactions, referrals, property portal feeds, tasks and emails. They can run marketing campaigns, create unlimited reports and manage their franchise offices under one umbrella.

  • Who are the main user groups of this service?
  • Real estate agents, brokers, developers and franchises.

  • Does this service integrate with any other apps?
  • N/A

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.

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Publisher:

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Publisher:

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Followers:
1.2k

Other:

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

Other:

Who uses AgentDrive
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English, French, Danish, Norwegian, Thai, Arabic, Spanish, Portuguese, Italian, German, Dutch
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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