Compare ProsperWorks vs Quote Roller vs AddressTwo CRM

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Crozscore:

89%
what is this?
95%
44%
interest falling

Crozscore:

75%
what is this?
45%
no significant changes

Crozscore:

53%
what is this?
90%
39%
interest falling
ProsperWorks screenshot view 2 more Quote Roller screenshot view 1 more AddressTwo CRM screenshot view 2 more

Software Description:

ProsperWorks’ customer relationship management system gives you everything you need from sales lead to close.

ProsperWorks helps users to create a repeatable sales process with a wide-range of features including: sales reports & analytics, visual pipeline management, multiple device usability, integration with most existing systems across accounting, HR, marketing etc.

Software Description:

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

Software Description:

Small business is about relationships. And not only customers...you have prospects, leads, partners, and more.

AddressTwo is a simple CRM that helps your business to generate new relationships, build existing relationships, and track your key relationships that matter most!

The key to success lives within your contacts. AddressTwo provides you with the tools to keep your prospects and clients organized and your communication history up-to-date. Bcc Addy on all outgoing emails, and let her auto populate your CRM with your email history for you. Use our Webforms, or integrate with your existing web or social media forms, to push all inquiries directly into the CRM.

Ever lost out on a deal or sale because you forgot to follow up? Our Task feature helps you remember important follow-ups so you are always on top of your game. Set a Task for calls, emails, administrative work and more, and have your to-do list ready and waiting for you every day. Complete a Task, and schedule a new Task within the same window, so you never forget again.

AddressTwo provides you with Simple CRM and Email Marketing in one solution! Simplify your Email Marketing with our drag and drop Templates and Automated Campaigns. Target each campaign with Lists and Queries, ensuring only relevant content is received by your audience. See which campaigns are successful by tracking your open and click rates for further benefits.

Easily customize your Pipeline with the desired fields relevant to your business processes. With the ability to see open opportunities at a glance, quickly review your proposals and quotes to make sure you are on track for your goals. Generate reports for company-wide and individual forecasting to better understand your successes…and not so successes.

Improve sales efficiency with our Lead Scoring feature within our Customer Relationship Accelerator plan. Anytime a prospect reacts to your email marketing, AddressTwo measures their level of engagement within the email, and on your website, updating their score in your CRM. Every time they return to your site outside an email, the scoring continues. Spend less time cold calling and more time contacting hot and warm leads!

Access free Video Tutorials online
View a list of Professional Training and Development Services
Wednesday Webinars!
Small Business blogs

Features:

  • Contact Management
  • Contact Sharing
  • Lead Management
  • Project Management
  • Social-Media Integration
  • Email Integration
  • Forecasting

Features:

Features:

  • Data Visualization
  • Brand Management
  • Audience Targeting
  • Conversion Tracking
  • Dashboard
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Marketing Automation
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • Contact Management
  • External Integrations

Summary:

  • Detailed sales reports and analytics.

  • Stay on top of leads across multiple devices.

  • Visualize your pipeline to predict what’s going to close and when.

  • Works across entire Google Apps portfolio.

  • Integrates with all your existing systems.

Summary:

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary:

  • Simple CRM and Email Marketing for Small Business

Customer Relationship Management

$34.95
unlimited user(s) / month
Included in plan:
  • Unlimited Contact Storage
  • Record History & Schedule Tasks
  • Sales Pipeline

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Video Tutorials, Blogs, Weekly Classes

  • Does this service integrate with any other apps?
  • Quickbooks, Facebook Ads, Shopify, AttachTwo, CallRail, ShipStation

  • Does this service offer an API?
  • Yes

  • What are some applications this service is commonly used in tandem with?
  • Outlook, Google

  • What is this service generally used for?
  • Web App, Windows, Macintosh

  • Does this service offer multi-user capability? (e.g. teams)
  • Yes

  • What platforms does this service support? (e.g. native mobile apps)
  • iOS, Android

Publisher:

Founded:
2011
Based in:
San Francisco
Employees:
11-50
Likes:
2.27k
Followers:
1.46k

Publisher:

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
1.01k
Followers:
3.4k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
659
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses AddressTwo CRM
  • Personal
  • Freelance
  • Startups
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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