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QuoteWerks vs Salesmate 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...

Category Leaders

Salesmate is an integrated CRM for sales teams of all sizes, offering features for sales pipeline management, automation,...

  • 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

$

12

/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

4.7

5

4

3

2

1

50

19

1

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

Google integration is very good, template ability is excellent and there are workflow capabilities. Forecasting is also included.

Dan B.

I love that there is excellent customer support. I like that it is easy to use, and that you can send and track emails through the system.

KN

Kristy N.

It’s very mobile friendly on the app and easy to make calls, texts, emails and manage your CRM on your mobile device which is great for mobile and remote work. I love that flexibility aspect.

TA

Tyler A.

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

The only thing missing is a voicemail drop option.

AR

Anonymous Reviewer

At this time i dont believe theres anything either my team or myself are dissatisfied with.

AC

Amatista C.

Keep it simple - have ONE BOARD that has the quote, email, etc. I stopped using the Deals section as it is just all too time consuming.

KN

Kristy N.

  • Vendor responds to reviews
  • Last review14 days ago
  • Vendor responds to reviews
  • Last review13 days ago

Key features

  • Total features67
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Auto-Responders
  • Automated Quoting
  • Automatic Call Distribution
  • Batch Processing
  • Billing & Invoicing
  • Bills of Material
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Chat/Messaging
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Payments
  • Electronic Signature
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Field Sales Management
  • For Startups
  • For iPad Devices
  • Forecasting
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multivariate Testing
  • Opportunity Management
  • Order Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Price and Cost Calculations
  • Pricing Management
  • Prioritization
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Source Tracking
  • Spam Blocker
  • Subscription Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Visual Analytics
  • Web Forms
  • Website Visitor Tracking
  • Workflow Management
  • eCommerce Management
  • Total features122
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Auto-Responders
  • Automated Quoting
  • Automatic Call Distribution
  • Batch Processing
  • Billing & Invoicing
  • Bills of Material
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Chat/Messaging
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Payments
  • Electronic Signature
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Field Sales Management
  • For Startups
  • For iPad Devices
  • Forecasting
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multivariate Testing
  • Opportunity Management
  • Order Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Price and Cost Calculations
  • Pricing Management
  • Prioritization
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Source Tracking
  • Spam Blocker
  • Subscription Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Visual Analytics
  • Web Forms
  • Website Visitor Tracking
  • 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 integrations44
  • 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