Compare Quote Roller vs SalezShark vs QuoteWerks

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:

SalezShark CRM is a platform that allows sales professionals to effectively interact with their customers and drive engagement . SalezShark’s Relationship Cloud helps you connect with future prospects, gathers your customers’ personal traits to help you know them better, leading to further deepening your professional relationships for better business. It is a self-recommending system which also enables collaboration of employees across teams, resulting in positive outcomes and increased sales.

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:

• Data Import
• Data Export
• Email Integration
• Lead Management
• Expense Tracking
• Forecasting
• Calendar Management
• Contact Management
• Contact Sharing
• Customer Management
• Dashboard
• Notifications
• Multi-User
• Multi-Currency
• Marketing Automation
• Third-Party Plugins/Add-Ons
• Scheduling

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:

• Built in workflow management

• Discount and margin calculations

• Automatic tags

• Centralized product catalog

Summary:

• Free trial account for CRM, database and marketing tool

• Dynamic platform designed to manage and organize data for your sales professionals

• Give insights to your clients’ personal traits

• Helps them build business relationships and deliver effective messaging

• The self-recommending system enables collaboration of employees across teams, resulting in positive outcomes and increased sales

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:

• Starting from: $20.00/month
• Credit card required: No

• Basic Plan: $20/user/month

  • Lead Management
  • Activities & Tasks
  • Account & Contact Management
  • Opportunity Tracking
  • Forecasting
  • Reporting & Dashboard
  • Social Intelligence
  • Email Integration
  • Campaign 360°
  • Administration

  Professional Plan: $45/user/month

  • Basic features
  • Web2Lead Capture
  • Assignment & Tracking
  • Standard Reports + 5 Custom Reports
  • Relationship Cloud
  • Chat Feature

  Premium Plan: $65/user/month

  • All Professional features
  • Standard Reports + 10 Custom Reports
  • Email & Telephony Integration
  • Notification Management
  • Customization

FAQs:

No FAQs associated with this application.

FAQs:

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:

Publisher:

Publisher:

Other:

Other:

• Startups
• SMEs
• Agencies
• Enterprises

• Web App

• iOS
• Android

Other:

• Freelance
• Startups
• SMEs
• Agencies
• Enterprises

• Web App
• Windows