HubSpot CRM vs. QuoteWerks

I have used HubSpot CRM to help grow and scale companies which range in size from SMB businesses owned by one person up through enterprise companies doing hundreds of millions in revenue. There are not any use cases where HubSpot CRM has not been able to suit the needs for what we've needed from it.

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.

Incentivized

• Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
• Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
• Automation for follow-up : With its feature called "sequences", follow-up emails made easy.

Incentivized

• 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.

Incentivized

• A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated
• Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it
• I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off)

Incentivized

• 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.

Incentivized

To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.

Incentivized

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

Incentivized

I give it this rating because when I first joined the team here I had never used HubSpot before. Within a week I was up to speed on the CRM and knew pretty much how to use it based on its user friendliness. The different tabs on the side and organization of the site did not make me anxious when I first started which is hard to say for most CRM platforms because their can be A LOT going on on but, HubSpot has been my favorite CRM thus far and being in marketing the last 7, going on 8 years now I have worked with PLENTY of CRM's

Incentivized

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.

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.

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.

Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.

Incentivized

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.

There is in-person training offered in Orlando, but our company did not want to spend the money.

Incentivized

Originally it was weak, but they have really stepped up.

Incentivized

If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate

Incentivized

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.

Incentivized

I have used two other CRM systems; they were in-house at my company, so I can't search for them in the list. Previous CRM systems ran very sluggishly, lacking many features such as transactions. Very often, they did not add sent emails or added them incorrectly. Adding contacts was unintuitive and had a lot of mandatory fields that had to be filled in manually, as this system did not download data online. There was no option to search if a lead existed; there was a function that theoretically should have notified of a duplicate, but only after the entire long list was filled out.

Incentivized

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.

Incentivized

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.

• We can raise the tickets easily from HubSpot only. There is no confusion about that.
• There is difficulty raising tickets from Hubspot as once it is resolved, we will not be able to check again on the deal overview that needs to be solved.
• HubSpot is very good compared to Salesforce and Zoho, as I have worked on all 3 till now.

Incentivized

• 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.