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Quoting Software with Client Management (2026) - Page 2

Last updated: April 2026

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50 software options

Axonaut logo

All-in-one business management for small teams.

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Quickly create, customize, and send quotes. Track approvals and convert quotes to invoices in one click for a seamless sales process.

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Zigaflow logo

Make running & growing your business easier

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Zigaflow simplifies business management, offering automation, customization, and integration. Designed for diverse needs, it enhances efficiency, security, and growth across all operations.

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Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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Quipu logo

The invoicing and treasury software for freelancers and SMEs

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Quipu is the all-in-one solution that allows you to control invoicing, treasury, taxes and customers in a simple and intuitive way.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Indy logo

All in one application for freelancers !

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Online application that helps self-employed automate accounting, from expense tracking to tax filling and bank reconciliation.

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Plannit logo

Job management & scheduling solution

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The only FREE home services app designed to serve Pros AND customers, by bringing job requests, quotes, billing and payments online, all organized in a single place.

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VistaQuote logo

Inbound RFQ Mgmt. with Auto-Quoting & Online Quote Approval

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Transform how you manage inbound RFQs & send customer quotes. With a single click, quotes are sent to customers & seamlessly entered into your software without manual entry. It even interprets plain-text emails using AI, enabling automatic quoting, enhancing efficiency, and saving valuable time.

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Vista-Suite logo

Cloud-based Aviation ERP and MRO Software with Mobile Apps

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Vista-Suite Enterprise is a cloud ERP and MRO software with inventory management, RFQ and quote automation, order processing, logistics, and invoicing.

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Gripp logo

Business software for agencies and services providers.

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Gripp is a softwarecompany that aims on agencies and business service providers. With over 2000+ customers and about 14.000 daily users we help our customers everyday with the optimzation of business processes by providing quality all-in-one software.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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PriceTable logo

Cloud-based landscaping and scheduling software

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PriceTable is a cloud-based landscaping and scheduling software that helps businesses monitor customer loyalty and revenue programs on a unified platform.

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netLex logo

Simple and secure agreements

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netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

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FREEBE logo

All-in-one freelance management and billing solution

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FREEBE is a freelance management and invoicing software that helps self-employed professionals manage micro-enterprises and payments.

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MyHealthily logo

A simple platform to quote, enroll, & manage group benefits

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MyHealthily launched the ridiculously simple all-in-one workflow solution for small group benefits. Ensuring a profitable business line for agents and brokers. The platform enables managers to quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently.

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AGENCYMATE logo

Agency management solution for insurance agencies

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AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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Benelinx logo

Cloud-based agency management software

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Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.

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QuotePro logo

Pricing software for cleaning businesses

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QuotePro is a web-based platform designed specifically for residential and commercial cleaning businesses to manage pricing and proposal generation. The software includes over two hundred pricing calculators for various cleaning services, including residential, commercial, move-out, Airbnb, and specialty cleaning jobs. It features AI-powered quote analysis, automated follow-up sequences, and a customer relationship management system to track leads and quotes.

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Sole logo

Australian accounting software

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Sole is a cloud-based Australian accounting and business management solution.

Stay in control by lifting your financial game today. Look like an expert, make tax time a breeze and make sure you stay in control. Everything under one roof for any Australian sole trader and small business.

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Robaws logo

Cloud-ERP software for construction businesses, with App

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Robaws is a cloud-based ERP software for construction, fields services, and installation companies. It enables teams to manage quotes, jobs, time tracking, invoicing, stock, and scheduling - all in one unified platform, accessible via browser and mobile app.

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WorkGuru logo

Job Costing Done Right

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WorkGuru is an all-in-one job management and costing platform for the fabrication, construction, and engineering industry.

WorkGuru brings together every element of job management and costing into a simple, yet powerful platform to keep your projects on track, and profit in your pocked.

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Project 2 Payment logo

Simplified Invoicing, Payments, and Scheduling for Pros.

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Project 2 Payment makes quoting easy for home service pros. Create and send detailed, professional quotes in minutes, whether on-site or in the office. Once approved, convert quotes into scheduled work or invoices. With real-time updates and digital approvals, you close jobs faster and stress-free.

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Dailybiz logo

The management software for VSEs & SMEs

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Dailybiz is a SaaS software that optimizes business management thanks to complete functional coverage: sales, purchases, CRM, accounting, business management and taxation. Flexible & customizable solutions according to the problems of each company.

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Expodite logo

Empower Exports with Expodite's Cloud Solution.

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Expodite is a robust cloud-based order management platform tailored for exporters in India. It simplifies inventory, streamlines documentation, optimizes shipping, and enhances communication.

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Silvasoft logo

Online booking and invoicing solution

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Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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