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Quoting Software with Pipeline Management (2026) - Page 2

Last updated: April 2026

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36 software options

EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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Cincom CPQ logo

CPQ solution for manufacturers of complex products

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Cincom CPQ provides secure, role-based access to quoting capabilities for authorized dealers, distributors or independent reps.

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Parrot CRM logo

CRM solution for sales assistants and marketers

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Parrot CRM is a CRM solution that includes features suck as task management, customer database, sales pipeline, and advanced sales reporting. This platform creates conversational sales experiences to answer questions, personalize business proposals, and humanize the relationship with customers to differentiate a business from competitors.

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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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Vistex logo

Software for managing business operations

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Vistex is a cloud-based software that helps automate trade and channel programs, facilitates master data management, and provides visibility into vendor performance and program profitability. The platform allows you to manage various operations, including trade partner management, supplier data management, contract management, and more.

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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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Blue Note Systems logo

CRM software to manage leads, sales, quotes & campaigns

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Blue note systems, based on SugarCRM, is a cloud-based customer relationship management (CRM) software designed to help businesses handle the entire sales cycle, from prospecting to providing customer service. Features include multi-channel marketing, lead nurturing, real-time analytics, and more.

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Black ICE CRM logo

Your customers, in detail

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Black ICE CRM lets you build quotes for clients and send them in PDF or email format. You can also set up overdue reminders and link quotes to accounts.

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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Silvasoft logo
(0)

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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Geo Rep logo
(0)

Field Sales Representative Management

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The Geo Rep app enables sales reps to quote customers out in the field via the app and share those quotes with the customer instantly. Quote using up-to-date price lists, include custom discounts and enable the customers to confirm and sign in the field via the app.

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