Compare QuoteWerks vs RFPIO vs CompanyHub CRM

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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:

RFPIO delivers revolutionary proposal management software that enhances collaboration and fosters a truly efficient response process. Bi-directional integrations with many popular solutions, along with an open API, allow teams to connect their favorite technologies while providing instant access to content. Built by a team that knows RFP response, RFPIO allows teams to thrive.

Software Description:

CompanyHub is a Fully Customizable CRM: Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table/field.

Email Automation

Salespeople spend a lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC/copy paste. The team can see all conversation at one place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.

Follow-up Suggestions

CompanyHub tracks your conversations with your leads. You can mark them as very hot/hot/cold/warm in 1 click using hotness meter. Accordingly, whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.

Visual Sales Pipeline

You can see all your inquiries/potential deal in one view and track them from start to end. As the deal progresses, just drag it to the next stage. You can also filter deals by the sales person and do reporting on deals.

Powerful Reporting

Let’s say you want to compare sales of 2 salespersons in New York area in last 3 months. You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables.

Features:

  • Fully Customizable
  • Email Sync, Bulk Mail
  • Email Tracking
  • Follow-up Suggestions
  • Visual Sales Pipeline
  • Products & Pricelists
  • Quotes & Sales Orders
  • Reports & Dashboards
  • Field & Record Level Access Control
  • Territory Management

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:

  • Calendar Management
  • Scheduling
  • Customer Management
  • API
  • Data Export
  • Multi-User
  • Data Import
  • Notifications
  • External Integrations
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • Project Management

Features:

  • API
  • Supplier Management
  • Referral Tracking
  • Email Integration
  • External Integrations
  • Batch Permissions & Access
  • File Sharing
  • Inventory Tracking
  • Third-Party Plugins/Add-Ons
  • File Transfer
  • Data Export
  • Notifications
  • Dashboard
  • Scheduling
  • Customer Management
  • Lead Management
  • Data Import
  • Task Scheduling/Tracking
  • Data Visualization
  • Multi-User
  • Contact Sharing
  • Contact Management

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:

  • CRM integration with Salesforce

  • Collaboration integration with Slack

  • Cloud storage integration with Google Drive, Dropbox, and Box

  • Proprietary import and export technology

  • Intelligent and adaptive knowledge base

  • Workflow management

  • Custom integrations and customization available

Summary:

  • Fully Customizable CRM Software

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)

Productivity

$12.00
1 user(s) / month
Included in plan:
  • Import & Export: Capture leads from website Integrate with 100’s of apps using Zappier, Import wizard, Export, API.
  • Email Automation: 2-Way Email Sync, Bulk Mail, Unlimited Email Tracking - even from Gmail, Email Templates, Email Scheduling, Remind if no reply.
  • Organize: Lead & Contact Management, Deal Pipeline, Custom Fields, Group/Segment Data, Saved Filters, Customize Columns, Control who can see which fields.

Insights

$16.00
1 user(s) / month
Included in plan:
  • Productivity + Reporting; Dashboards & 20+ Standard Reports; Custom Reports - even on custom fields; Various Types of Charts; Export Reports.

Automation

$24.00
1 user(s) / month
Included in plan:
  • Insights + Customize for any Industry; Track things like Payments, Courses, Properties, etc; Using Custom Tables; Custom Apps; Create Custom Apps like Expense Manager, Education Management etc. with just drag-drop; Reporting on Custom Tables/Apps; Quotation & Inventory; Create Professional Looking Quotes in 1 Click; Inventory Products & Pricelists; Automate your processes (Coming soon..); Scheduled Alerts/Actions; Bulk Changes/Actions; Create Custom Logic (without any code!) to automate any business process; Automated Mails/Alerts; Automatically Create Tasks/Other Records; Rules Based Data Access Control.

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:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes. RFPIO strongly encourages team collaboration and is built to streamline the RFP response process.

  • Does this service integrate with any other apps?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • Does this service offer guides, tutorials and or customer support?
  • RFPIO offers onboarding, tutorials, and customer support. The RFPIO platform also integrates with a comprehensive feedback form that all users can access. The submitted feedback is public to the entire RFPIO user community.

  • What are some applications this service is commonly used in tandem with?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • What is this service generally used for?
  • RFPIO delivers ROI to organizations of all sizes and industries that respond to RFPs. See instant ROI through a no-nonsense setup, simple and intuitive user interface, and robust integrations.

  • Who are the main user groups of this service?
  • RFPIO serves organizations of all sizes and industries that have more than one person responsible for any portion of RFP response. RFPIO's SaaS solution streamlines the entire RFP response process.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
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Employees:
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Likes:
1.52k
Followers:
1.19k

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses QuoteWerks
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses RFPIO
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Spanish, Chinese, Japanese, Korean, Portuguese, English, French, German
Regional Restrictions:
No restrictions.

Other:

Who uses CompanyHub CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.
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