Compare QuoteWerks vs JobNimbus vs Sellsy

QuoteWerks

 251 ratings Sales Quoting

JobNimbus

 41 ratings CRM

Sellsy

 7 ratings CRM
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About QuoteWerks

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, 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.

About JobNimbus

Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business.

Everything in JobNimbus is organized into job folders, including notes, emails, tasks, contracts, photos, estimates, and more. The entire pipeline can be viewed and interacted with in a digital whiteboard to see where everything is and what's up next. With a mobile app (iOS, Android), JobNimbus provides tools in the field to capture lead information, take and upload pictures to a job folder, and create estimates on the spot.

The app works in offline mode to provide uninterrupted productivity anywhere. Featuring integrations for canvassing, QuickBooks, and EagleView, JobNimbus is a one-stop solution for managing any solar company from the field or in the office.

About Sellsy

Sellsy is the all-in-one solution to manage every facet of your sales business. It generates leads, manages payments, preserves customers, and much more.

The fact that Sellsy is an all-in-one, coherent solution sets it apart from all others in its market. Sellsy offers complete access to ALL your entered data, wherever you would intuitively need it. With Sellsy there is no need to hassle with multiple, incompatible software.

Sellsy is used to manage all points in the business cycle, and is adaptable to fit exactly to the needs of your business.

· ACQUIRE:
Sellsy includes the best lead generation tools in one convenient package: lead tracking and scoring, marketing automation, landing pages, blog, and website. You name it, we provide it.

· CONVERT:
Engage your leads with the personal touch of Sellsy: send quotes or proposals. Get faster engagement with embedded e-signatures. Stay on top of all tasks and projects with our CRM, project management, and collaborative features.

· SELL:
Easily convert proposals to invoices. Send them with a payment link from your favorite gateway and get paid faster. Streamline accounting with exports- you can even invite your CPA in your account! And don't worry, Sellsy will calculate your expenses, profits, and margins for you.

· NURTURE:
Stay on top of customer success with Sellsy's marketing tools that allow you to send ultra-targeted emails or text message campaigns. Preserve customer loyalty our organized customer service management system.

Join our other 15,000 happy users. Increase your efficiency and boost your sales with Sellsy today.

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Supplier Management
  • Pricing
  • Sales Motivator
  • Order management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

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

  • Capture Job Photos

  • Get Aerial Measurements

  • Prepare Estimates

  • Capture Leads

  • Manage Appointments

  • Track Jobs

  • Create Reports

  • Assign Work Orders

  • Manage Your Team

Summary

  • Sellsy is a cloud computing platform so you can reach your data anytime, anywhere.

  • Sellsy is effective. It is proved to increase efficiency and boost sales.

  • Sellsy is simple and user-friendly; but of course! Our users are at the heart of what we do.

  • Sellsy is comprehensive. It's many solutions packed up in one product.

  • Sellsy is efficient. It practically does the work for you so you can focus on what’s important!

  • Sellsy is intuitive so that you can reach your data wherever you might intuitively need it.

  • Sellsy is assistive. Have questions? It’s easy to call or check our thorough FAQ pages.

  • Sellsy's collaborative tools allows your team to work together on projects with ease. Always see your progress and who's working on what!

  • Selly's automation features saves time for your team exponentially.

Pricing

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)

Pricing

Basic

$25.00
1 user(s) / month
Included in plan:
  • Lead Tracking & Contact Management
  • Calendar & Scheduling
  • Estimating & Invoicing
  • Email Support
  • Basic Reports
  • 100GB Storage

Pro

$35.00
1 user(s) / month
Included in plan:
  • Everything in Basic
  • 5 Integrations
  • QuickBooks Online & Discounted Desktop Sync Setup
  • Phone & Email Support
  • Core Business Reports
  • 10TB Storage

14-Day Free Trial [No Credit Card Required]

Free
Included in plan:
  • All Features

Advanced

$75.00
1 user(s) / month
Included in plan:
  • Everything in Basic & Pro
  • Unlimited Integrations
  • QuickBooks Online & Desktop Sync
  • Priority Support & Customer Success
  • Advanced Reporting & Analytics
  • Unlimited Storage

Pricing

Our Packages start from:

$50.00
(for up to 5 users) per month, per unit
Included in plan:
  • The unit of your choice
  • Marketing Campaigns
  • Electronic Signatures
  • Accounting
  • Time-Tracking

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 guides, tutorials and or customer support?
  • You get full access to a complete video-based Setup Guide & Training Portal, along with documentation and full phone, email, and social media support.

  • What is this service generally used for?
  • CRM and Project Management

    Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business.

  • What are some applications this service is commonly used in tandem with?
  • Google Calendar, Zapier, WePay, Canvassing apps (SalesRabbit, Spotio), Xactimate, naturalForms, DynoForms, QuickBooks, Accurence, EagleView, Beacon Roofing Supply, and more.

  • Who are the main user groups of this service?
  • Contractors, Roofing, Remodeling, Solar, Restoration, Construction, etc.

  • Does this service offer an API?
  • The JobNimbus API is not open at the moment, but services can request access to the API for integration purposes. Any and all integrations are welcome.

  • Does this service offer multi-user capability (e.g. teams)?
  • Add your team members to collaborate, mention them in notes and they'll be notified, assign them work and receive assignments, see your team in terms of Groups and assign group managers, filter your view to just see your team's stuff.

  • What platforms does this service support?
  • Full support for iOS (iPhone, iPad, iPod Touch) and Android along with offline mode for both. The app is fully functional offline including adding and editing contacts, taking and saving photos, creating estimates, getting signatures, and more. Everything gets synced to the server the next time you get reconnected.

  • Does this service integrate with any other apps?
  • WePay, Zapier, QuickBooks (Desktop & Online), EagleView, naturalForms, Accurence, Google Calendar, Sales Rabbit, Spotio, DynoForms, etc.

FAQs

    Who are the main user groups of this service?
  • Sellsy is used by a wide range of businesses. It can be used no matter whether selling products or services, doing rentals or subscriptions, online or in store, B2B or B2C, profit or non-profit, or simply managing projects.

  • What is this service generally used for?
  • Sellsy is generally used to manage any and all points in the business cycle.
    The generation and management of prospects
    The management of business documents and administration
    The preservation of customers
    The collaborative organisation of all tasks and customer requests

  • What platforms does this service support?
  • Sellsy is a cloud computing platform so it can be accessed anywhere from the internet, on computers, tablets, or mobile devices.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, Sellsy offers webinars, customer support, and a thorough FAQ page.

  • Does this service integrate with any other apps?
  • Sellsy connects with many apps including Google and Outlook, and all apps can be connected through our API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. Our multi-user capacity and collaborative tools are one of our strong points, in fact.

  • Does this service offer an API?
  • Yes, Sellsy is an open system that can inter-connect with many external systems through its API.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
1.21k

Vendor Information

Founded:
-
Based in:
American Fork
Employees:
2-10
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
La Rochelle
Employees:
11-50
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 JobNimbus
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Sellsy
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, French
Regional Restrictions:
No restrictions.
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