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QuoteWerks vs Inside Sales Box Comparison

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Overview

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit...

InsideSalesBox is an all-in-one inside sales software to help business of any size accelerate their sales processes and consistently...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

$

15

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.4

5

4

3

2

1

44

29

5

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.5

5

4

3

2

1

8

3

2

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP. Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.

JL

Jory L.

A great tool for up selling and cross selling to clients. This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).

BR

Balraj R.

The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.

AR

Anonymous Reviewer

Pros

Inside Sales Box is one of the best Software to save data and dialing the best part is that it keeps all the data saved and secure.

SM

Shane M.

I know of the person in Customer Service Namely "Amitoj" he is always very helpful and caring for Client this is the only reason i love to use this Software.

SM

Shane M.

I like theirs customer service like the way they resolves the issues and help Clients.

SM

Shane M.

Cons

I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.

TR

Tushar R.

Knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.

AR

Anonymous Reviewer

The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

AR

Anonymous Reviewer

Cons

Very spotty and often disconnects or won't connect at all. Also not all numbers in sales force are able to be used in the dialer which is frustrating when a contact has multiple numbers.

AR

Anonymous Reviewer

The software is integrated with SF and sometime lags with data. It doesn't always record the accurate details.

RG

Roger G.

  • Vendor responds to reviews
  • Last review24 days ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Automated Quoting
  • Automatic Call Distribution
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Call List Management
  • Call Logging
  • Call Recording
  • Campaign Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Email Tracking
  • Estimating
  • Forecasting
  • IVR / Voice Recognition
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Lead Capture
  • Lead Distribution
  • Lead Qualification
  • Learning Paths/Tracks
  • Multi-Currency
  • Order Management
  • Performance Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Prioritization
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features20
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Automated Quoting
  • Automatic Call Distribution
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Call List Management
  • Call Logging
  • Call Recording
  • Campaign Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Email Tracking
  • Estimating
  • Forecasting
  • IVR / Voice Recognition
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Lead Capture
  • Lead Distribution
  • Lead Qualification
  • Learning Paths/Tracks
  • Multi-Currency
  • Order Management
  • Performance Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Prioritization
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations29
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations3
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM