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CRM Software with Quotes/Estimates (2025)
Last updated: April 2025
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Why are quotes/estimates important for CRM software users?
Based on GetApp's analysis of verified user reviews collected between July, 2021 and August, 2024
Quotes and estimates streamline sales processes by enabling quick, accurate quote generation, tracking client interactions, forecasting sales, and managing margins. They support clear client communication and efficient proposal management. Of the 179 reviewers who rated quotes/estimates, 73% rated this feature as important or highly important.
Key features of CRM software based on insights from 10831 verified reviews
- Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
- Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
- Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
- Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
- Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
- Task Management: Users emphasize the ability to organize, assign, and track tasks, enhancing collaboration, productivity, and timely follow-ups, ensuring efficient project management. 85% of reviewers rated this feature as important or highly important.
533 software options
Sponsored
Bitrix24 CRM has everything you need to acquire leads, turn them into deals, receive payments, manage inventory, e-sign documents, run marketing campaigns, increase customer engagement, grow customer retention, and track sales metrics. Try our free plan with unlimited users today!
Users also considered
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.
Users also considered
TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.
Users also considered
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.
Users also considered
Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation to automate the entire customer journey with maximin degree of freedom.
Users also considered
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
Users also considered
Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.
Users also considered
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
Users also considered
Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.
Users also considered
The Magazine Manager is a digital magazine software. This web-based CRM is designed to manage sales, production, and marketing in a centralized platform that includes email marketing, customer relationship management, invoice processing, live notifications, and custom statements and proposals.
Users also considered
Daylite is a customizable CRM for teams of 1-100 employees that use Macs. Keep track of all communication with clients, leads, and vendors in one place. Share with your team. and control permissions. Integrate with Apple Mail. Share with Apple Contacts & iCal.
Users also considered
98% of customers rate VipeCloud's Value For Money at 4 stars and above!
The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email, And More. Easy Human Access.
The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email, And More. Easy Human Access.
Users also considered
Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs.
Users also considered
Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.
Users also considered
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Users also considered
Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.
Get started with a 7 day free trial today.
Get started with a 7 day free trial today.
Users also considered
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently
Users also considered
HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.
Users also considered
JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!
Users also considered
The #1 QuickBooks CRM—Method CRM: extend the power of QuickBooks Online and Desktop by managing leads, tracking sales, improving customer service, and automating tasks with ease. Say goodbye to double data entry and hello to all that extra time you just saved for growing your business.
Users also considered
Odoo CRM: Cloud, mobile, social and gamified. The leading Open Source CRM software helps you track leads, close opportunities and get accurate forecasts.
Users also considered
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.
Users also considered
SutiCRM is a SaaS CRM for businesses of all sizes, designed to automate sales, marketing & support processes, with a 360 degree view of customer data
Users also considered
Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!
Users also considered
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.
Users also considered