Compare QuoteWerks vs Socket vs Optymyze

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Crozscore:

84%
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81%
39%
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Crozscore:

78%
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80%
35%
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Crozscore:

80%
what is this?
38%
no significant changes
QuoteWerks screenshot view 4 more Socket screenshot view 1 more Optymyze screenshot view 4 more

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:

Socket is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, Distributors, and Accounting Tools.

Software Description:

Optymyze provides businesses with a comprehensive platform that improves sales results and channel performance. The suite provides the following solutions: sales and channel strategies execution; encouraging desired selling behaviors, better sales results achievement, and performance analysis.

Optymyze makes it easier for sales professionals to manage commissions and compensations to enhance their sales figures and to manage sales quota. For organizations, it means easier and more efficient meeting their business objectives. This platform solves a broad array of incentive compensation and sales performance needs with this complete suite of fully-integrated applications.

The way Optymyze enhances the sales teams performance is primarily its reliance on data science, process automation, and advanced analytics. It also offers solutions to motivate people to accomplish sales goals, as well as to induce clients to accept and quickly adapt to all changes.

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:

  • Sales Motivator
  • Conversion Tracking
  • Notifications
  • Multi-User
  • Customer Management
  • External Integrations
  • Order management
  • Pricing
  • Contact Management
  • Data Import
  • Multi-Currency

Features:

  • Lead Management
  • Order management
  • Pricing
  • Sales Motivator
  • Notifications
  • Data Import
  • CRM Integration
  • External Integrations
  • Scheduling
  • Dashboard

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:

  • Online Quoting Software for Sales Teams

Summary:

  • Channel Analysis

  • Sales Performance Management

  • Incentive Compensation Management

  • Sales & Channel Management

  • Territory & Channel Management

  • Sales Operations Management

  • Workflow Process Management

  • Quota & Target Management

  • Data Integration & Transformation

  • Sales & Channel Intelligence

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)

Basic

$99.00
/month Billed annually, or $129/month billed monthly
Included in plan:
  • Unlimited Users
  • 50 Quotes/Month
  • Cost & Margin Tracking
  • Online Acceptance
  • Online Payments
  • PSA & CRM Integration
  • Distributor Integrations

Standard

$199.00
/month Billed annually, or $259/month billed monthly
Included in plan:
  • Unlimited Users
  • Unlimited Quotes
  • Cost & Margin Tracking
  • Online Acceptance
  • Online Payments
  • PSA & CRM Integration
  • Distributor Integrations

Pro

$299.00
/month Billed annually, or $389/month billed monthly
Included in plan:
  • Unlimited Users
  • Unlimited Quotes
  • Cost & Margin Tracking
  • Online Acceptance
  • Online Payments
  • PSA & CRM Integration
  • Distributor Integrations
  • Reporting
  • Manager Approvals (Coming Soon)

Enterprise

$79.00
/user/month Billed annually
Included in plan:
  • 5 User Minimum
  • Unlimited Quotes
  • Cost & Margin Tracking
  • Online Acceptance
  • Online Payments
  • PSA & CRM Integration
  • Distributor Integrations
  • Reporting
  • Manager Approvals (Coming Soon)
  • Multi-Tenant Support
  • Salesforce Integration
  • HubSpot Integration

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 integrate with any other apps?
  • PSA:
    Autotask
    ConnectWise
    Kaseya BMS

    Distributors:
    Ingram Micro
    TechData
    Synnex
    D&H

    CRM:
    Salesforce
    HubSpot CRM
    Agile CRM
    Base CRM
    Highrise CRM
    Infusionsoft Classic
    Infusionsoft New
    Insidesales.com
    Nutshell CRM
    OnePage CRM
    Pipedrive
    Zoho CRM

    Account & Invoicing:
    QuickBooks Online
    Xero
    Freshbooks Classic

    Email Marketing:
    MailChimp
    Constant Contact

    WebHooks:
    Custom Webhooks
    Zapier

  • Does this service offer guides, tutorials and or customer support?
  • We have an extensive Online Knowledge Base in addition to offering phone and email support.

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

  • Who are the main user groups of this service?
  • Small to Medium Business, Large Enterprises, and Freelancers

FAQs:

    What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, SFA, HRIS, and Payroll applications.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Videos, Webinars, Email Support, Knowledge Base.

  • Does this service integrate with any other apps?
  • Integrations: SAP, Oracle, Salesforce Sales Cloud, Microsoft Dynamics.

  • Does this service offer an API?
  • No.

  • What platforms does this service support?
  • This is a web-based software with Android and iOS native apps offered.

  • What is this service generally used for?
  • Optymyze is generally used for sales performance management.

  • Who are the main user groups of this service?
  • This service is ideal for enterprise business.

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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Likes:
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Publisher:

Founded:
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Based in:
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Employees:
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Likes:
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Other:

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

Other:

Who uses Socket
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Optymyze
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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