Freshsales vs. QuoteWerks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Freshsales
Score 8.2 out of 10
N/A
Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales gives sales teams more time for selling by automating the sales process. It includes Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict…
$9
per month per user
QuoteWerks
Score 9.1 out of 10
N/A
QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders…
$15
per user/per month
Pricing
FreshsalesQuoteWerks
Editions & Modules
Growth
$9
per month per user
Pro
$39
per month per user
Enterprise
$59
per month per user
QuoteWerks Standard Edition
$15
per user/per month
QuoteWerks Professional Edition
$20
per user/per month
QuoteWerks Corporate Edition
$29
per user/per month
Offerings
Pricing Offerings
FreshsalesQuoteWerks
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsThe QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.
More Pricing Information
Community Pulse
FreshsalesQuoteWerks
Top Pros
Top Cons
Features
FreshsalesQuoteWerks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Freshsales
6.6
52 Ratings
15% below category average
QuoteWerks
-
Ratings
Customer data management / contact management7.352 Ratings00 Ratings
Workflow management8.150 Ratings00 Ratings
Territory management8.040 Ratings00 Ratings
Opportunity management5.844 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)5.551 Ratings00 Ratings
Interaction tracking5.451 Ratings00 Ratings
Channel / partner relationship management6.438 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Freshsales
5.6
49 Ratings
30% below category average
QuoteWerks
-
Ratings
Lead management5.747 Ratings00 Ratings
Email marketing5.548 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Freshsales
8.9
50 Ratings
16% above category average
QuoteWerks
-
Ratings
Task management8.947 Ratings00 Ratings
Reporting8.949 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Freshsales
7.4
51 Ratings
3% below category average
QuoteWerks
-
Ratings
Forecasting5.443 Ratings00 Ratings
Pipeline visualization9.751 Ratings00 Ratings
Customizable reports7.245 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Freshsales
4.9
49 Ratings
43% below category average
QuoteWerks
-
Ratings
Custom fields3.949 Ratings00 Ratings
Custom objects8.039 Ratings00 Ratings
API for custom integration2.937 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Freshsales
7.1
45 Ratings
16% below category average
QuoteWerks
-
Ratings
Single sign-on capability7.239 Ratings00 Ratings
Role-based user permissions7.045 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Freshsales
9.9
46 Ratings
28% above category average
QuoteWerks
-
Ratings
Mobile access9.946 Ratings00 Ratings
CPQ
Comparison of CPQ features of Product A and Product B
Freshsales
-
Ratings
QuoteWerks
9.2
32 Ratings
7% above category average
Quote sharing/sending00 Ratings9.132 Ratings
Product configuration00 Ratings9.732 Ratings
Configuration options00 Ratings9.332 Ratings
Pricing rules00 Ratings8.926 Ratings
Price adjustment00 Ratings9.332 Ratings
Purchase history and open contracts00 Ratings9.727 Ratings
Guided selling/Sales portal00 Ratings8.921 Ratings
CPQ reporting & analytics00 Ratings8.421 Ratings
CPQ-CRM integration00 Ratings8.827 Ratings
Attachments to quotes00 Ratings9.430 Ratings
Order capturing00 Ratings9.812 Ratings
Best Alternatives
FreshsalesQuoteWerks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
PandaDoc
PandaDoc
Score 8.9 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
PandaDoc
PandaDoc
Score 8.9 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
SAP Sales Cloud
SAP Sales Cloud
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
FreshsalesQuoteWerks
Likelihood to Recommend
7.2
(52 ratings)
9.4
(48 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(21 ratings)
Usability
7.3
(7 ratings)
9.0
(9 ratings)
Availability
-
(0 ratings)
6.0
(5 ratings)
Performance
-
(0 ratings)
6.0
(5 ratings)
Support Rating
7.0
(6 ratings)
8.9
(9 ratings)
In-Person Training
-
(0 ratings)
5.0
(1 ratings)
Online Training
-
(0 ratings)
6.0
(1 ratings)
Implementation Rating
-
(0 ratings)
9.0
(6 ratings)
Configurability
-
(0 ratings)
9.7
(2 ratings)
Ease of integration
-
(0 ratings)
9.8
(2 ratings)
Product Scalability
-
(0 ratings)
9.0
(3 ratings)
Vendor post-sale
-
(0 ratings)
9.9
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.9
(2 ratings)
User Testimonials
FreshsalesQuoteWerks
Likelihood to Recommend
Freshworks Inc
If you are a smaller organization you are probably ok to use [Freshworks CRM (formerly Freshsales)] vs Salesforce - you will save money and still get some great features. I would not recommend for a very large enterprise. It is also challenging to have the support come from another region although they do try to be very responsive.
Read full review
Aspire Technologies, Inc.
The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.
Read full review
Pros
Freshworks Inc
  • It helps you automate your onboarding process for new leads.
  • It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
  • It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.
Read full review
Aspire Technologies, Inc.
  • It offers a robust API Integration with Connectwise Manage as well as several other CRM and accounting packages.
  • It offers a robust templating system that has allowed us to remove large amounts of manual labor from our quoting system.
  • It allows you to integrate rate sheets from your leasing partners for easy leasing options.
Read full review
Cons
Freshworks Inc
  • Persistent and pervasive down time
  • Lack of scalable integrations with data source (e.g., their Segment integration is barely functional and they won't improve it)
  • Slow and unhelpful customer service
  • Account management doesn't understand our business or what we're trying to accomplish
  • Email campaign feature is barely functional and only allows you to have 10 campaigns, even with the most expensive plan
  • Lead and contact records have gone missing and FreshSales is unable to recover data
Read full review
Aspire Technologies, Inc.
  • QuoteWerks can be a little clunky at times, but overall is easy to use.
  • QuoteWerks could be a little more visibly attractive, but it gets the job completed.
  • QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times.
Read full review
Likelihood to Renew
Freshworks Inc
No answers on this topic
Aspire Technologies, Inc.
We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features
Read full review
Usability
Freshworks Inc
I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve
Read full review
Aspire Technologies, Inc.
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
Read full review
Reliability and Availability
Freshworks Inc
No answers on this topic
Aspire Technologies, Inc.
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
Read full review
Performance
Freshworks Inc
No answers on this topic
Aspire Technologies, Inc.
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
Read full review
Support Rating
Freshworks Inc
When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...
Read full review
Aspire Technologies, Inc.
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
Read full review
In-Person Training
Freshworks Inc
No answers on this topic
Aspire Technologies, Inc.
There is in-person training offered in Orlando, but our company did not want to spend the money.
Read full review
Online Training
Freshworks Inc
No answers on this topic
Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
Read full review
Implementation Rating
Freshworks Inc
No answers on this topic
Aspire Technologies, Inc.
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
Read full review
Alternatives Considered
Freshworks Inc
Close.io has less features, costs more, and equally has an inside sales team focus, rather than being just as suitable for both inside and outside sales. Having said this, Close.io has important features and smart automations, a cleaner interface (easier for non-techs to use), and has very strong integrations using Zapier, plus SMS-based support. Where Freshsales won for us is that it ended up being nearly half the cost of Close.io, as well as included telephony support for our local country (Australia), whereas Close.io comes with USA/Canada numbers and requires the top pricing tier to include calls to other countries. We needed a telephony system that worked well for making and receiving from Australia. Freshsales won for us because their pricing is at a good point, had the telephony requirements we needed, and all the features that we required were good enough, or we found a workaround.
Read full review
Aspire Technologies, Inc.
Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.
Read full review
Scalability
Freshworks Inc
No answers on this topic
Aspire Technologies, Inc.
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
Read full review
Return on Investment
Freshworks Inc
  • It is too soon to make a determination on ROI, but I do think it will help me be more efficient.
  • The reporting functions help me stay on track of sales opportunities.
  • The task reminders help me accelerate how quickly deals come together.
Read full review
Aspire Technologies, Inc.
  • QuoteWerks definitely allows us to be more responsive to our clients purchasing and planning requirements.
  • QuoteWerks ease of use and more structured sales quoting process makes it easier to bring new staff on-board and maintain better consistency to our sales quoting approach.
Read full review
ScreenShots

Freshsales Screenshots

Screenshot of Contact viewScreenshot of DashboardsScreenshot of WorkflowsScreenshot of Lead Sc

QuoteWerks Screenshots

Screenshot of An example of a QuoteWerks Proposal