What users are saying about
81 Ratings
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Score 8 out of 100
59 Ratings
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Score 7.7 out of 100

Likelihood to Recommend

Freshworks CRM (formerly Freshsales)

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.
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.
Nathaniel Bannister | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Freshworks CRM (formerly Freshsales)
8.3
QuoteWerks
Customer data management / contact management
Freshworks CRM (formerly Freshsales)
8.8
QuoteWerks
Workflow management
Freshworks CRM (formerly Freshsales)
8.6
QuoteWerks
Territory management
Freshworks CRM (formerly Freshsales)
9.1
QuoteWerks
Opportunity management
Freshworks CRM (formerly Freshsales)
8.4
QuoteWerks
Integration with email client (e.g., Outlook or Gmail)
Freshworks CRM (formerly Freshsales)
8.2
QuoteWerks
Interaction tracking
Freshworks CRM (formerly Freshsales)
8.4
QuoteWerks
Channel / partner relationship management
Freshworks CRM (formerly Freshsales)
6.9
QuoteWerks

Marketing Automation

Freshworks CRM (formerly Freshsales)
8.9
QuoteWerks
Lead management
Freshworks CRM (formerly Freshsales)
9.1
QuoteWerks
Email marketing
Freshworks CRM (formerly Freshsales)
8.7
QuoteWerks

CRM Project Management

Freshworks CRM (formerly Freshsales)
8.6
QuoteWerks
Task management
Freshworks CRM (formerly Freshsales)
8.6
QuoteWerks
Reporting
Freshworks CRM (formerly Freshsales)
8.6
QuoteWerks

CRM Reporting & Analytics

Freshworks CRM (formerly Freshsales)
8.6
QuoteWerks
Forecasting
Freshworks CRM (formerly Freshsales)
8.4
QuoteWerks
Pipeline visualization
Freshworks CRM (formerly Freshsales)
8.9
QuoteWerks
Customizable reports
Freshworks CRM (formerly Freshsales)
8.5
QuoteWerks

Customization

Freshworks CRM (formerly Freshsales)
8.5
QuoteWerks
Custom fields
Freshworks CRM (formerly Freshsales)
8.6
QuoteWerks
Custom objects
Freshworks CRM (formerly Freshsales)
8.7
QuoteWerks
API for custom integration
Freshworks CRM (formerly Freshsales)
8.2
QuoteWerks

Security

Freshworks CRM (formerly Freshsales)
8.7
QuoteWerks
Single sign-on capability
Freshworks CRM (formerly Freshsales)
8.7
QuoteWerks
Role-based user permissions
Freshworks CRM (formerly Freshsales)
8.7
QuoteWerks

Platform

Freshworks CRM (formerly Freshsales)
9.1
QuoteWerks
Mobile access
Freshworks CRM (formerly Freshsales)
9.1
QuoteWerks

CPQ

Freshworks CRM (formerly Freshsales)
QuoteWerks
8.4
Quote sharing/sending
Freshworks CRM (formerly Freshsales)
QuoteWerks
9.7
Product configuration
Freshworks CRM (formerly Freshsales)
QuoteWerks
8.7
Configuration options
Freshworks CRM (formerly Freshsales)
QuoteWerks
8.6
Pricing rules
Freshworks CRM (formerly Freshsales)
QuoteWerks
8.7
Price adjustment
Freshworks CRM (formerly Freshsales)
QuoteWerks
8.8
Purchase history and open contracts
Freshworks CRM (formerly Freshsales)
QuoteWerks
6.7
Guided selling/Sales portal
Freshworks CRM (formerly Freshsales)
QuoteWerks
7.6
CPQ reporting & analytics
Freshworks CRM (formerly Freshsales)
QuoteWerks
7.0
CPQ-CRM integration
Freshworks CRM (formerly Freshsales)
QuoteWerks
6.7
Attachments to quotes
Freshworks CRM (formerly Freshsales)
QuoteWerks
9.5
Order capturing
Freshworks CRM (formerly Freshsales)
QuoteWerks
10.0

Pros

Freshworks CRM (formerly Freshsales)

  • 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.
Brandon Howard | TrustRadius Reviewer

QuoteWerks

  • QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
  • QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
  • QuoteWerks provides professional looking quotes that we can submit to our customers.
Sue Scott | TrustRadius Reviewer

Cons

Freshworks CRM (formerly Freshsales)

  • 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
Anonymous | TrustRadius Reviewer

QuoteWerks

  • There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
  • The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
  • The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.
Douglas Borses | TrustRadius Reviewer

Likelihood to Renew

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 8.0
Based on 20 answers
Although I have been using QuoteWerks for 15 years, there are still many features in the current version I have not fully explored. It's just *that* feature-rich! Still, there are other features and online delivery methods currently awaiting, plus new features I am very excited to engage. The price of QuoteWerks is also quite reasonable, keeping our data exactly as we want it - on premise and affordable!
Paul Marentette | TrustRadius Reviewer

Usability

Freshworks CRM (formerly Freshsales)

Freshworks CRM (formerly Freshsales) 8.8
Based on 6 answers
It has all a Tech sales company would need. I did run into some issues with the setup and importing initially but the response time and help from the support team were unbelievable and accurate. I was able to solve most of the issues that made me switch from basic Excel and Zoho CRM.
Immanuel Chiplin Sam S | TrustRadius Reviewer

QuoteWerks

QuoteWerks 9.0
Based on 9 answers
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.
Stephen Siggs | TrustRadius Reviewer

Reliability and Availability

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 6 answers
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.
Stephen Siggs | TrustRadius Reviewer

Performance

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 6 answers
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.
Stephen Siggs | TrustRadius Reviewer

Support Rating

Freshworks CRM (formerly Freshsales)

Freshworks CRM (formerly Freshsales) 7.2
Based on 5 answers
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...
Immanuel Chiplin Sam S | TrustRadius Reviewer

QuoteWerks

QuoteWerks 8.9
Based on 9 answers
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.
Gary Perkins | TrustRadius Reviewer

In-Person Training

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 5.0
Based on 1 answer
There is in-person training offered in Orlando, but our company did not want to spend the money.
David C. Noe | TrustRadius Reviewer

Online Training

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 1 answer
Originally it was weak, but they have really stepped up.
David C. Noe | TrustRadius Reviewer

Implementation Rating

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 9.0
Based on 6 answers
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.
Sue Scott | TrustRadius Reviewer

Alternatives Considered

Freshworks CRM (formerly Freshsales)

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.
Anonymous | TrustRadius Reviewer

QuoteWerks

At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.
Anonymous | TrustRadius Reviewer

Scalability

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 9.0
Based on 3 answers
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.
Stephen Siggs | TrustRadius Reviewer

Return on Investment

Freshworks CRM (formerly Freshsales)

  • 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.
Dan Styklunas | TrustRadius Reviewer

QuoteWerks

  • Positive: organized, consistent quotes
  • Positive: reduced time to generate/modify quotes
  • Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Freshworks CRM (formerly Freshsales)

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Freshworks CRM (formerly Freshsales) Editions & Modules

Edition
Customer-for-Life Cloud - Growth$29.001
Customer-for-Life Cloud - Pro$69.001
Customer-for-Life Cloud - Enterprise$125.001
Sales Cloud - Growth$29.001
Sales Cloud - Pro$59.001
Sales Cloud - Enterprise$99.001
Marketing Cloud - Growth$19.001
Marketing Cloud - Pro$59.001
Marketing Cloud - Enterprise$99.001
  1. per user per month, billed annually
Additional Pricing Details

QuoteWerks

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

QuoteWerks Editions & Modules

Edition
QuoteWerks Standard Edition$151
QuoteWerks Professional Edition$201
QuoteWerks Corporate Edition$291
  1. per user/per month
Additional Pricing Details
The 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.

Rating Summary

Likelihood to Recommend

Freshworks CRM (formerly Freshsales)
8.5
QuoteWerks
7.1

Likelihood to Renew

Freshworks CRM (formerly Freshsales)
QuoteWerks
8.0

Usability

Freshworks CRM (formerly Freshsales)
8.8
QuoteWerks
9.0

Reliability and Availability

Freshworks CRM (formerly Freshsales)
QuoteWerks
6.0

Performance

Freshworks CRM (formerly Freshsales)
QuoteWerks
6.0

Support Rating

Freshworks CRM (formerly Freshsales)
7.2
QuoteWerks
8.9

In-Person Training

Freshworks CRM (formerly Freshsales)
QuoteWerks
5.0

Online Training

Freshworks CRM (formerly Freshsales)
QuoteWerks
6.0

Implementation Rating

Freshworks CRM (formerly Freshsales)
QuoteWerks
9.0

Scalability

Freshworks CRM (formerly Freshsales)
QuoteWerks
9.0

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