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QuoteWerks vs Salesmachine 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...

Score your customers'health in realtime to detect when you should interact with them to convert at least +25% trials or reduce...

  • 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
$

75

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

User reviews

4.4

5

4

3

2

1

42

29

5

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

4.5

5

4

3

2

1

8

2

0

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
80%
would recommend this app

Pros

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

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.

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.

Pros

Besides the easy to use and astonish beautiful UI, salesmachine.io helped us to get better support to our customers and trial users.

JM

Jan M.

I like the deep Intercom integration, if you use Intercom, its no dev needed set up, also the good Gmail integration is a plus.

AR

Anonymous Reviewer

If you are bigger and have more budget it may be lacking some features, but it's great for setting up a working CSM tool quickly.

AR

Anonymous Reviewer

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

Sometimes the screens are slow while searching. And I dislike the tasks feature: no notifications, slow, not ok really.

AR

Anonymous Reviewer

They exaggerate features and offer terrible support.

Christian S.

A lot of the time they just forget about your ticket.

Christian S.

  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features67
  • 360 Degree Feedback
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Behavior Tracking
  • Behavioral Targeting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Cataloging/Categorization
  • Click Tracking
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customer Profiles
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Feedback Management
  • Forecasting
  • Health Score
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Knowledge Management
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Currency
  • Negative Feedback Management
  • Onboarding
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Sentiment Analysis
  • Survey/Poll Management
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Usage Tracking/Analytics
  • Version Control
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Win / Loss Analysis
  • Workflow Management
  • eCommerce Management
  • Total features55
  • 360 Degree Feedback
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Behavior Tracking
  • Behavioral Targeting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Cataloging/Categorization
  • Click Tracking
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customer Profiles
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Feedback Management
  • Forecasting
  • Health Score
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Knowledge Management
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Currency
  • Negative Feedback Management
  • Onboarding
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Sentiment Analysis
  • Survey/Poll Management
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Usage Tracking/Analytics
  • Version Control
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Win / Loss Analysis
  • 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 integrations24
  • 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