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QuoteWerks vs Redtail CRM 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...

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which...

  • 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

$

99

/momonth
  • 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

4.1

5

4

3

2

1

32

17

12

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
82%
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

Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs.

PD

Pressilla D.

I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. And my favorite feature of all is the Reminder.

PD

Pressilla D.

Quicklist feature at the top is super helpful for people you regularly need to contact. Templated notes makes note taking for things like tax season really easy.

OG

Olivia G.

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

They deny that they have a problem and do not understand financial planning.

WM

William M.

The reporting area is the most-complex, time-consuming, difficult, complicated, horrific, stressful thing I've ever witnessed in my 30+ years in the workforce.

BM

Barbara M.

I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review18 days ago
  • Vendor responds to reviews
  • Last review10 days ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Estimating
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Order Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • 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
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features28
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Estimating
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Order Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • 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
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Tagging
  • Task Management
  • Task Scheduling
  • 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 integrations11
  • 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