Sofon Guided Solutions Guided Selling Software ( 4.73/ 5 26 reviews) Alternatives to Sofon Guided Solutions
Explore a recommended list of Sofon Guided Solutions alternatives for your business in 2020. Compare alternatives to Sofon Guided Solutions side by side and find out what other people in your industry are using. Let GetApp help you determine if the competition offer better features or value for money.
CPQ Software for Manufacturers of Complex Products
The World's Most Powerful CPQ Platform
What users mention about Configure One See all reviews I really like the hands-on approach to this program. The ability to actually configure (pardon the pun) and customize all the features is, in my view, important, very important. The ability to customize the interface and the power the software gives to both our users and administrators is amazing. The ability to manipulate the interface to do what you need it to do. The ease of use is fantastic for the end user.
Automated sales quoting and online ordering
Create effective and beautiful price quote
What users mention about ConnectWise Sell See all reviews The interface to distribution is good, real time on hand, pricing works great. Administration capability is strong. Sell is a wonderful addition to our quoting process. Our customers love it too. I like that it's linked to ConnectWise manage, and it automatically created an opportunity and updates it if you update the quote in ConnectWise Sell.
Cloud-based quoting for technology service providers.
What users mention about Quoter See all reviews I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service. We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft. It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do.
Crushing your Competition From Propose to Close
What users mention about PandaDoc See all reviews It's great for creating proposals and then keeping track of them. It can be used alongside various programs and CRMs and the customer support can be of great help ,when needed. Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable. I love PandaDoc and recommend adding to your tool belt...unless your in my space as I like standing out above the competition.
Product configurator, ecommerce and sales enablement
What users mention about Verenia CPQ See all reviews It is so user friendly and helps enter production orders accurately and with ease. I would recommend this product to all in the manufacturing industry. With Verenia CPQ, if we can think it, we can do it. I have had the opportunity to program and use several configurators during my career, and this is hands down the best. The only con's were minor bug fixes, pricing adjustments but these were attended to very quickly by Verenia. The tech support was great and I was very happy with the product.
100% free CRM, collaboration and communication tool suite
What users mention about Bitrix24 See all reviews I am overall not pleased with this CRM but for a small company in it's first few years, it is cheap and good for small projects. Do not use this is you have a prospects list over 1000. Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions. The CRM system is so full of bugs and nasty little details they havent even thought about. Their webmail is the worst ever thing I have seen.
CPQ Software (Configure, Price, Quote). Complexity made easy
Next generation Configure Price Quote (CPQ) apps
What users mention about Salesforce CPQ See all reviews On the implementation end like any other product it has to be done right the first time to avoid costly mistakes and missed deadlines. It's has been a very good experience for the business units that are using it right now inside the company, we are taking efforts to make it useful for all the company. We have been using CPQ for a few months now and have a better overall pipeline for products. The quote templates that CPQ can generate are much cleaner than the traditional salesforce quote tool.
CPQ software to simplify and automate the quoting process
The Powerful Small Business CRM
What users mention about Really Simple Systems See all reviews Its a really easy to use system, a great way to record information which is accessible to the whole team. Easy to track progress with opportunities and tasks. It's great to see everything you need to know about an account or contact at a glance. It's very helpful to have a task list that keeps your focused and on track. In terms of applying for business loans it was great to be able to easily download a list of enquiries and demonstrate how many projects we had won and what was in the pipeline.
Redefine Your Customer Relationships in the Cloud
What users mention about NetSuite CRM+ See all reviews I think we struggle with this software not because it is a bad product, but because we do not know the product well enough. NetSuite Outlook Integration has been frustrating so far, working for a while then just stopping for no apparent reason. The access to the cloud and the flexibility of the work represented a great advantage, as well as the vision of the client and the transparency of the processes.
The Better CRM - Built For Sales, Used By Sales!
What users mention about Pipeliner CRM See all reviews Pipeliner CRM is a fantastic sales-tech built on the principle of simplicity with user friendly dashboard and quick navigation. It is very flexible and adaptive by design which makes it stands out. I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.
CRM built by salespeople, for salespeople
What users mention about Pipedrive See all reviews It also serves me as a too, for monitoring outstanding performers in my sales team because I am able to track individual progress across all stages of the sales process. In all honesty, I didn't come across any benefits with this app and program. I feel that the product can be a benefit, but never had the opportunity to see it come to work for the better. We have recently started using pipedrive for marketing & sales outreach and I am really impressed with this tool. The UI of this tool is great and I can easily get the functions of this tool.
Cloud-based CRM & Sales Automation
What users mention about Salesforce Sales Cloud See all reviews I like the fact that the website its pretty straight forward on what you need to do. But it would be great to see a video on how to do things on the software that most people aren't aware of. Never reloads, no one wants to use it, we lack most of the main functionalities that other companies have, they rolled it out too soon. The program is horrendous. I love how easy it is to store and navigate my files. I used this for business purposes and happy with the cloud. What users mention about Freshsales See all reviews We have been using Freshales for over an year now and our experience has been quite superb. I really appreciate their thoughtful updates on regular intervals. Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful. Freshsales' biggest attractions are ease of use and cloud access. This facilitates the control of the business in progress and its closure, giving us better competitiveness in the market.
An all-in-one CRM, sales and marketing automation software
What users mention about Keap See all reviews I love the support team, they are so helpful, they won't stop until you're completely satisfy. They know their business and they not just helpful but super nice. The access to files and photos and emails is so limited and difficult and time wasting that I scream at it every time I use it. I hate this product and have for a while. We like it to be easy to manage the life cycles of our clients, and improve our relationships with them thanks to its integrated CRM tool. Your E-commerce management system is the best.
Visual Product Configurator Solutions for Manufacturers
The #1 Rated CPQ - Proposals, Quoting & Pricing Software
Quoting & Proposal CPQ Solution Integrating w/ Your Systems
What users mention about QuoteWerks See all reviews It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great. 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. 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.
Draft,review & sign professional documents every single time
Sales proposal automation (CPQ) solution
Online Quoting and Proposal Software
What users mention about Quotient See all reviews Ease of use, Template power and ability to create templates on the fly. Customer acceptance of quotes greater than 60%, far higher than before I used this system. Customer support are amazing and were able to answer any questions with ease, responded very efficiently and were always very friendly. We appreciated the ability quotient has to sync with Quickbooks. Have a quote approved by a client and you can set it to automatically create an invoice or a quote within Quickbooks or Xero.
Full Suite of Integrated Business Apps
What users mention about Odoo See all reviews It has a very large community of users and with the best support for this type of applications. It has the best prices in the market and even has a free version for small businesses. Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP. Support does not answer questions, they stall, they deflect, and when that fails, they fall back on asking for an "Odoo only" version of the software to test the problem.
Data-Driven Retail Execution
What users mention about Repsly See all reviews Matt and the customer service team have been great in helping out and their follow up is strong, so that has made it much easier. Great experience with Repsly, pictures are awesome. Customer service are very helpful solving any issue that may have. We are able to upload pictures and see each others location. This helps inspire us all because we are able to encourage each others and feed off each person productivity.
Predictive lead scoring for sales & marketing
The Sales Execution Platform for Enterprise B2B Sales Teams
All-in-one sales platform for sales teams.
What users mention about Zendesk Sell See all reviews Base CRM has the best mobile apps seamless integrations with phonecalls, emails. Best feautures are Contactclipper, Outlook plugin, gmail support and superb integrations with other webbased apps. Pricing for this product is very affordable for what its got to offer. Overall this product is great and I do highly recommend it to others. Google apps sync is really bad, users all over the world complain about the very poor solution already since 2013 but base doesn't do anything about it.
Take care of your customers and sales opportunities
What users mention about Capsule See all reviews Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it.
CRM & Lead Management Solution
What users mention about LeadMaster See all reviews When we have a question, the answers are provided immediately. It is a great tool and a great service. It's easy to make changes yourself, and there's a lot of help on the backend in learning the product with the videos and instructions. The library is an excellent tool. When I discovered LeadMaster, not only could I customize the interface for each client, it had excellent reporting and the pricing was amazingly affordable.
Sales is a contact sport. Our Auto Dialer connects you 1st!
Digital Marketing Optimization Software
A simple CRM built just for small businesses
What users mention about Less Annoying CRM See all reviews Software is very easy to set up, easy to customize, outstanding customer service and very inexpensive. It's a fantastic program. Customer service is also amazing - they answer questions within a day, tops. I also appreciate that they allow you to import your contacts relatively seamlessly using an excel spreadsheet, because that saved me a lot of time.
Integrated sales & marketing software for growing teams
What users mention about EngageBay See all reviews Automation is simple but powerful and there are great things coming that will make this one of the best tools out there. EngageBay gives me the best experience to run Email Marketing and Sales activities on one platform. Reps help me to achieve what I need with the best support that can't I imagine before. If you are looking for an alternative to Hubspot that offers more capabilities you will want to check this out. Great features, easy to use, great value for money.
Sales Engagement Platform
What users mention about Outreach See all reviews I love the functionality and the ability to save me time when calling in blocks. The workflow is very intuitive and easy to use. I love how Outreach fits seamlessly into my workflow as an Outbound rep. Setting up triggers around email opens / clicks has been a huge value add. The customization is fantastic as well. Overall, solid tool that allows you to reach your sales and marketing goals. It is a great tool for Sales Development teams that keeps them on top of their tasks all in one platform.
The CRM designed for G Suite.
What users mention about Copper See all reviews Good until inability to cancel. Now I feel the product is majorly defective as you cannot refuse to let customers cancel and continue billing them. This is a super intuitive, easy to implement system. It is super customizable and have allowed our remote team to work more efficiently and effectively. They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment.
CPQ and B2B Ecommerce platform for NetSuite
Price quote creation & proposals for sales staff
All-in-one field service management solution
What users mention about FieldPulse See all reviews Good bang for the buck, easy to set up, great customer service that is US based. Very easy to customize to your small business. The Fieldpulse team also has great support that listens to you and actually supports you. They also have a feature called engage that integrates VOIP into their software. It is difficult to see at a glance what the schedule is for multiple techs. The second biggest complaint is how slow it can be.
Quoting, scheduling, & invoicing for home service businesses
What users mention about Jobber See all reviews Ve tried all of the competition, and there's nothing better in my opinion. The price is right, the team is great and they're local to me, and the system is as easy to use as it is powerful. The software is easy to use and is extremely linear, which has been a great fit for my team. Jobber is always updating and improving it's features to fit the needs of it's customers. It is packed with features, easy to use, affordable, and customer care has been great. Awesome software to keep you organized, efficient, and top of the class.
Order and inventory management for eCommerce
Configure, price & quote (CPQ) for buy-side & sell-side
Cloud-Based RFP and Proposal Automation for Enterprises
What users mention about Qvidian See all reviews The 'Google' like search engine is a favored feature and having the ability to setup folders within the library allows for ease of viewing and maintaining content. It's a wonderful product that will push your organization forward if you make the commitment to leveraging it's capabilities. Qvidian Proposal Automation has made itself known to me as an excellent tool time and time again. Following the 10.0 now 10.1 upgrade, I was astonished how much it could improve.
Request for proposal software for RFPs, RFQs and RFIs.
What users mention about RFP360 See all reviews Ease of use; Good functionality. Clean user friendly interface; responsive customer service, willing to make changes to improve platform; Import function is good. The ease of use to answer questions and collaborate is amazing. We are considering it for our organization. Ease and maneuverability of the software. It saved progress easily and I could make edits and changes with a couple of clicks.
Document design and automation tool for sales teams.
What users mention about Qwilr See all reviews How easy it is to produce a really great looking proposal for clients! they are always impressed when we send it to them and it allows us to easily know if their seen our proposal and/or accepted it. Really great for our teams uses, the customizations are great, and it is super quick to setup, create a doc and get it sent off. The tracking features are SUPER helpful. I like the ability to create a professional looking portfolio with ease. It gives me an advantage against my competitors.
Proposal software for modern sales teams.
What users mention about Proposify See all reviews Their templates are also outstanding and the tool is super easy to use. Great design capabilities. The ability to customize and update various documents with an easy-to-use interface is helpful when you need to get documents out quickly. Online signature is fantastic. It doesn't matter if you are writing your first proposal as much as you follow their guidelines, you'll create the type of proposal that helps you win the contract.
Client management for freelancers & SMBs
What users mention about HoneyBook See all reviews I LOVE how user-friendly it is. Customer service is AMAZING, I've had two different representatives reach out to me and make sure I was comfortable using the software (Thanks Mak and Lily!). I love how you put what you need and the vendors reaches out to me with their quotes and availabilities. It makes comparing quotes easy and payment function is also built in so it feels secure. Having a solid on-boarding process is crucial, and having HoneyBook helped me up my game SO much. I love, love, love how confident I feel in my processes, especially my on-boarding process.
Qorus helps create documents like RFPs, Pitches, Proposals
Powerful enablement for your sales and marketing teams
What users mention about Seismic See all reviews Seismic has been a great tool for our organization and it has been a great experience while our company works on transferring our content from an older site on to this one. Great experience with Seismic so far, our teams are really enjoying the additional features when it comes to finding and sending out content to prospects and clients. We love having a single source of truth for all our Marketing materials and we love being able to easily update our LiveDocs with one single data source.
Revenue Intelligence Platform around Sales Activity
Deals, relationship, and firm management software
Email tracking & intelligence for sales professionals
What users mention about Yesware See all reviews I love how it's incorporated into gmail and it's has a strong connection via actions and it's really easy to use. It has many options and sequences which I like and would suggest to anyone. The best features about this software is how it helps you remain on top of your tasks. It's an efficient tool to develop mail marketing and outreach clients that are mostly favorable for your product or are responsive to your mails.
Conversation intelligence technology for sales teams
What users mention about Gong.io See all reviews I love the simplicity of this product, and the sheer amount of data it is able to pull about sales calls. The data it is able to pull speaks volumes and helps tremendously to improve. I love that I can hear other people’s call as it allows me to learn from the best. I love that I get a transcript of my calls so I can see what my action items were. Great transcripts, good quality, love how you can skip to next speaker. Love the stats that are available and how easy it is to import a recording.
The next generation of professional services automation.
What users mention about HarmonyPSA See all reviews The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information. Harmony is a fully featured, and incredibly well supported PSA software. Our platform team had spent countless hours investigating the best possible solution for our unique requirements. I must have spent countless days looking for the "right" PSA tool and I just kept coming back to Harmony, I love it. Happy to share my experience with anybody thinking about a new PSA.
Online CRM for Small to Mid-Size Businesses
What users mention about Commence See all reviews The flexibility to tailor things yourself is well above competitive products. The reliability of the product is outstanding and customer support has been very good, friendly knowledgeable staff. Robust functionality, easy to use and much more affordable. This company and product is very good, we realized value very quickly and they helped us get up to speed quickly. I definitely recommend Commence CRM to those looking for a quality CRM system and great service.
User-friendly customer relationship management software
What users mention about Claritysoft CRM See all reviews The greatest benefits of Claritysoft include: simplicity, intuitive nature, webinars and help functionality and a tech support team that actually performs. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program.
CRM for sales, marketing & support teams
Lead Aggregation Software for Selling Calls and Web Leads
CRM & Marketing for small businesses and marketing agencies.
What users mention about Hatchbuck See all reviews Overall, a cool solution that is well worth its investment at a fraction of the price of competitors, and a friendly team to help navigate the first steps. Lindsey has been so great and patient while we are setting up our systems and processes. Her training is easy to follow and Hatchbuck has been very user friendly and easy to train our staff. Excellent customer service and training - easy to use - great help features and video.
Salesforce B2B marketing automation for marketing & sales
What users mention about Pardot See all reviews Perhaps "simplicity" is one way to put a positive spin on this review. For any Marketing Ops professional who wants to build anything above and beyond Pardot's pre-built functionality -- Good luck. Ability to segment your prospects into silos that can help determine which direction will bring the best return on our investment of time. I also like the ability to add photos of our work. Exact Target is one of the most filtered spam filters no so it's almost impossible to get emails sent through to any customers if they have even a shred of spam filtering set up.
Stand out in Your Customer's Inbox
What users mention about Salesforce Marketing Cloud See all reviews I like how its functionality especially when generating business reviews and reports. It helps in analyzing which areas are successful and which aren't. Was quite easy to understand for novice and navigate around and had easy to use and useful automated marketing features that made reaching a large audience seamlessly easy. The experience has been outstanding. We are able to promote our campaigns reaching the customers at a faster pace and exposing them to various channels easily.
Sales performance management tool
Lead Assignment in Salesforce | Round Robin | Load Balancing
Saleforce-based GeoData platform for managing territories
Start and continue more conversations with your prospects
Platform to manage workflow & automate business processes
What users mention about Fluix See all reviews Perfect for Quality Assurance and Safety Compliance. Ease of use once set up extends to even the most basic of IT knowledge. Our clients love the neat reports and our safety and quality programs run like a dream because of Fluix. We have processed over 8,000 documents through the Fluix system in the last 18 months without any major issues, no lost documents, all documentation remains legible and traceable.
Mobile Order Taking & B2B eCommerce for Brands & Wholesalers
What users mention about Pepperi See all reviews Their support team are amazing too, such a pleasure to work with. Terrible Customer Service/Tech support. You do not get what you paid for. I like the ease with which we are able to integrate external applications.
Sales process automation solution
What users mention about Xactly Incent See all reviews It took a little while to get all our ducks in order so that we had good data to put in. Now that we do have clean data, we have saved countless hours of processing time. The support team has always been very helpful and my customer success rep has been a key player in the success of my system. It doe have its challenges. The end users like the ability to see their progress.
Door to door and field sales tracking & lead management
What users mention about SalesRabbit See all reviews I loved how easy this program was to use. We used it on i-pads while doing summer pest control sales and it was awesome to track all my sales, contacts, and addresses. I use it to track my door to door sales. It is super easy to use and it is great because it integrates with a GPS map so you can actually SEE the neighborhoods you are knocking. I was thrilled when I started with my company and they told me there was an app that kept all my doors organized. I didn't have to depend on my memory or try to remember to write it all down.
Everything you need to sell in one integrated suite
What users mention about HubSpot CRM See all reviews Deal/contact creation and management is user-friendly and easy, and love the ability to push tasks to myself. I especially love the integration with gmail. The Training That Is Provided With The Free CRM Solution - Great Quality Of. The Number Of Things That CRM is Able to Offer within the Free Solution. So far happy with this choice - a great thumbs up for the fact that you can use HubSpot for the benefit of your business no matter of budget.
Easy. Powerful. Mobile. Field service management software.
What users mention about Service Fusion See all reviews Client and scheduling management is a dream. The ease and simplicity of creating and managing schedules both recurring clients and single cleanings is so wonderfully well designed. The ease of use, the depth of details, the new front dashboard is amazing. After 7 different softwares in the past 3 years, Service Fusion is much more user friendly. The job lay out on the calendar IS AMAZING and everything we wanted it to be.
Flat rate pricing & agreement management for contractors
What users mention about Coolfront See all reviews Overall the software is pretty good and makes it easier when the time comes to collect from a customer. If a few issues could be resolved with this software it would be great. They have an unusual and creative opportunity to draw you in to use their product. It seems too good to be true - they are offering a lot for very little. Coolfront was not my favorite office tool when we first change over. Now I love Coolfront and especially love the time and money it has saved our small company.
Sales and estimating solution for service contractors
Cloud-based takeoff & electrical estimating software
What users mention about Esticom See all reviews There are a few functions missing that would make it easier for us to use. One is the lack of a linear with drop only at the ends of the run. Esticom has been great, there is some room for improvement and i would love to help collaborate with them. My overall experience with Esticom has been wonderful. Having a tool that is so easy to use has let us focus more on how to improve our estimating rather than on how to use our software.
Estimating, purchase automation, and job management solution
Field Service Management App
What users mention about Housecall Pro See all reviews Great for organizing our technicians with scheduling and invoicing in the field. When we have an issue they try to help us as fast as they can with solutions. Housecall Pro makes the communication between company and customer seamless and easy. The best part of Housecall Pro is the ability to speak with your customer within the app. Housecall pro has excellent customer service everyone I have come in contact with has been nothing but supportive. The web team did a great job on our web page.
#1 Management Software for Service Contractors.
What users mention about ServiceTitan See all reviews Service Titan is so user friendly and simplistic to use, dispute all of the amazing information it provides, it is perfect for anyone no matter what their ability is with technology. Their support system is amazing, you can always reach someone, customer notifications is a HUGE plus and their customer record design is great. It has improved so much of our business and we can't believe we ever worked without it. The pace of innovation at ST is quick which makes us excited for even more improved features.
Construction takeoff & estimating software
What users mention about STACK See all reviews Cloud storage and collaboration with other members of the team is great. Easy and simple to use with great customer service that will walk you through how to use the software. It helps me determine if my painters are using too much in materials and gives me a good idea if I have material theft on the project. It also helps me budget better. The best thing about this software is the ease of use and the customization of takeoffs you can do. Other takeoff programs don't allow you to just take off the simple items like this does.
Order entry solution for wholesalers
Web-based Order Management system integrated with QuickBooks
What users mention about Now Commerce See all reviews The software is very user friendly and the customer support is outstanding. Every small business should be using Now Commerce. Everything about this product is amazing, it's like the developers were in my head and designed this software just for us. The online ordering tool we have been desperate to find for years.
Multi-channel eCommerce software
Multichannel shipping & inventory management software
end to end e-commerce growth platform
What users mention about SellerCloud See all reviews Sellercloud is a great program to synchronize all of your inventory and orders. We have a medium size business less than 20 workers, and we are growing so this program was great for us. SAAS is great since we don't have to maintain a mission-critical network. Very good connection with all the markets. If you have a reorder business and need help figuring out how much inventory to order, have on-hand, etc, Seller Cloud does an amazing job with this.
B2B catalog-based sales order entry
100% Cloud-based ERP for small & mid-sized businesses.
What users mention about Ecount ERP See all reviews This software is very good, it is very customizable, and has the ability of being on the go. It can be a little robust while setting up but after all the information is ready in the system. Actually, is not the program but the CUSTOMER SERVICE that they have. They are super polite, nice and willing to help. Overall, I find it is a great deal. The technical support is very good.
POS & inventory management for retail businesses
What users mention about Square for Retail See all reviews Otherwise, you'll be charged more. I know that's just how POS systems are... but it's too bad we are charged a percentage of every purchase to simply use their product, given it's not their money. Overall Square for Retail is a quality option to have at your disposal. I think it represents the best product of its kind; plus the company sends a Square reader to you for free. I started my business last year and square has been fantastic to use for pop up's. Processing payments is a breeze and I have had very small issues that were resolved quickly and with ease.
Visual 3D product configurator for eCommerce websites
eCommerce management software for print service businesses
Document management solution with BPM tools
Document automation & collaboration solution
#1 Construction CRM in USA.
What users mention about Cosential See all reviews My favorite feature is the resume generation tool. The ability to produce multiple resumes tailored for specific pursuit types automatically updated each time they are created is beyond wonderful. A good system for integration- user interface/user experience could be more solid. A more intuitive interface can help users navigate, update, and understand the CRM with ease. Our company had never used a CRM before but it has been a great starting point that I know we can expand upon when the time is right. Fantastic business development tool.
RFP library management and RFP tracker
Web-based sales proposal software to win business faster.
What users mention about Better Proposals See all reviews User of Nusii and InvoicingYou, I like Better propasals for its ability to track, design and deliver. Very easy to use and make our small team look like a million bucks. But Better Proposals gives you high quality designs, and lets you insert amazing widgets into your proposals, like interactive pricing tables, payments, live chat, and signatures. Also, all the proposals are beautiful and easy to navigate by the clients. Clients are always impressed when they view a proposal from Better Proposals.
Secure document collaboration & project management
What users mention about Huddle See all reviews I am SWOTing Huddle as we are trialing the software for enterprise use. Some major flaws that are hard to ignore with a couple I consider "critical points of failure. It is very simple and easy to manage the leads and collorabate information. Comforting to know that all the information is safe and secure as well. Once we got it up and running the improvements we saw in our teamwork was clear. I would definitely recommend looking into it if you are on the market for something like this.
Real-time cash flow forecasting for Xero, FreeAgent and QBO
What users mention about Float Cash Flow See all reviews I love using Float and everyone at Float is super helpful and friendly. On top of that, the Float team is very responsive, friendly, and helpful. It's very sleek, fast, and user-friendly. The interface is great, the syncing is flawless.