What users are saying about
113 Ratings
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Top Rated
78 Ratings
113 Ratings
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Score 8.1 out of 100

QuoteWerks

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Top Rated
78 Ratings
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Score 8.8 out of 100

Feature Set Ratings

    Sales Force Automation

    7.5

    Freshworks CRM

    75%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Freshworks CRM ranks higher in 7/7 features

    Customer data management / contact management

    8.2
    82%
    52 Ratings
    N/A
    0 Ratings

    Workflow management

    8.3
    83%
    50 Ratings
    N/A
    0 Ratings

    Territory management

    8.7
    87%
    40 Ratings
    N/A
    0 Ratings

    Opportunity management

    7.3
    73%
    44 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    7.2
    72%
    51 Ratings
    N/A
    0 Ratings

    Interaction tracking

    7.1
    71%
    51 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    5.8
    58%
    38 Ratings
    N/A
    0 Ratings

    Marketing Automation

    7.8

    Freshworks CRM

    78%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Freshworks CRM ranks higher in 2/2 features

    Lead management

    7.9
    79%
    47 Ratings
    N/A
    0 Ratings

    Email marketing

    7.6
    76%
    48 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.5

    Freshworks CRM

    85%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Freshworks CRM ranks higher in 2/2 features

    Task management

    8.6
    86%
    47 Ratings
    N/A
    0 Ratings

    Reporting

    8.5
    85%
    49 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    7.9

    Freshworks CRM

    79%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Freshworks CRM ranks higher in 3/3 features

    Forecasting

    7.1
    71%
    43 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    8.9
    89%
    51 Ratings
    N/A
    0 Ratings

    Customizable reports

    7.7
    77%
    45 Ratings
    N/A
    0 Ratings

    Customization

    6.9

    Freshworks CRM

    69%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Freshworks CRM ranks higher in 3/3 features

    Custom fields

    6.8
    68%
    49 Ratings
    N/A
    0 Ratings

    Custom objects

    8.1
    81%
    39 Ratings
    N/A
    0 Ratings

    API for custom integration

    5.9
    59%
    37 Ratings
    N/A
    0 Ratings

    Security

    7.9

    Freshworks CRM

    79%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Freshworks CRM ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    39 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    7.7
    77%
    45 Ratings
    N/A
    0 Ratings

    Platform

    9.7

    Freshworks CRM

    97%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Freshworks CRM ranks higher in 1/1 features

    Mobile access

    9.7
    97%
    46 Ratings
    N/A
    0 Ratings

    CPQ

    Freshworks CRM

    Feature Set Not Supported
    N/A
    8.7

    QuoteWerks

    87%
    QuoteWerks ranks higher in 11/11 features

    Quote sharing/sending

    N/A
    0 Ratings
    9.1
    91%
    31 Ratings

    Product configuration

    N/A
    0 Ratings
    8.7
    87%
    31 Ratings

    Configuration options

    N/A
    0 Ratings
    8.5
    85%
    30 Ratings

    Pricing rules

    N/A
    0 Ratings
    8.5
    85%
    25 Ratings

    Price adjustment

    N/A
    0 Ratings
    8.5
    85%
    31 Ratings

    Purchase history and open contracts

    N/A
    0 Ratings
    8.6
    86%
    26 Ratings

    Guided selling/Sales portal

    N/A
    0 Ratings
    8.4
    84%
    20 Ratings

    CPQ reporting & analytics

    N/A
    0 Ratings
    8.3
    83%
    20 Ratings

    CPQ-CRM integration

    N/A
    0 Ratings
    9.3
    93%
    26 Ratings

    Attachments to quotes

    N/A
    0 Ratings
    8.9
    89%
    28 Ratings

    Order capturing

    N/A
    0 Ratings
    9.2
    92%
    11 Ratings

    Attribute Ratings

    • QuoteWerks is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    7.9

    Freshworks CRM

    79%
    55 Ratings
    9.0

    QuoteWerks

    90%
    47 Ratings

    Likelihood to Renew

    Freshworks CRM

    N/A
    0 Ratings
    8.0

    QuoteWerks

    80%
    20 Ratings

    Usability

    8.4

    Freshworks CRM

    84%
    7 Ratings
    9.0

    QuoteWerks

    90%
    9 Ratings

    Availability

    Freshworks CRM

    N/A
    0 Ratings
    6.0

    QuoteWerks

    60%
    10 Ratings

    Performance

    Freshworks CRM

    N/A
    0 Ratings
    6.0

    QuoteWerks

    60%
    10 Ratings

    Support Rating

    7.1

    Freshworks CRM

    71%
    6 Ratings
    8.9

    QuoteWerks

    89%
    18 Ratings

    In-Person Training

    Freshworks CRM

    N/A
    0 Ratings
    5.0

    QuoteWerks

    50%
    1 Rating

    Online Training

    Freshworks CRM

    N/A
    0 Ratings
    6.0

    QuoteWerks

    60%
    1 Rating

    Implementation Rating

    Freshworks CRM

    N/A
    0 Ratings
    9.0

    QuoteWerks

    90%
    12 Ratings

    Configurability

    Freshworks CRM

    N/A
    0 Ratings
    9.7

    QuoteWerks

    97%
    2 Ratings

    Ease of integration

    Freshworks CRM

    N/A
    0 Ratings
    9.8

    QuoteWerks

    98%
    2 Ratings

    Product Scalability

    Freshworks CRM

    N/A
    0 Ratings
    9.0

    QuoteWerks

    90%
    3 Ratings

    Vendor post-sale

    Freshworks CRM

    N/A
    0 Ratings
    9.9

    QuoteWerks

    99%
    2 Ratings

    Vendor pre-sale

    Freshworks CRM

    N/A
    0 Ratings
    9.9

    QuoteWerks

    99%
    2 Ratings

    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.

    If you are always handling a lot of quotes and different proposals then you will find the perfect solution in the features offered by QuoteWerks. It is great for automating most of the sales process. If you are looking to collaborate with your team members using this software then unfortunately you won't be able to.
    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

    Pricing Details

    Freshworks CRM

    Starting Price

    $19 per user per month, billed annually

    Editions & Modules

    Freshworks CRM editions and modules pricing
    EditionModules
    Customer-for-Life Cloud - Growth$29.001
    Customer-for-Life Cloud - Pro$69.002
    Customer-for-Life Cloud - Enterprise$125.003
    Sales Cloud - Growth$29.004
    Sales Cloud - Pro$59.005
    Sales Cloud - Enterprise$99.006
    Marketing Cloud - Growth$19.007
    Marketing Cloud - Pro$59.008
    Marketing Cloud - Enterprise$99.009

    Footnotes

    1. per user per month, billed annually
    2. per user per month, billed annually
    3. per user per month, billed annually
    4. per user per month, billed annually
    5. per user per month, billed annually
    6. per user per month, billed annually
    7. per user per month, billed annually
    8. per user per month, billed annually
    9. per user per month, billed annually

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    QuoteWerks

    Starting Price

    $15 per user/per month

    Editions & Modules

    QuoteWerks editions and modules pricing
    EditionModules
    QuoteWerks Standard Edition151
    QuoteWerks Professional Edition202
    QuoteWerks Corporate Edition293

    Footnotes

    1. per user/per month
    2. per user/per month
    3. per user/per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional 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.

    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

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