LeadGenius vs. QuoteWerks vs. SalesRabbit

LeadGenius is great for any company that has very specific, niche leads they need to generate (like we do). If you have a broader audience, I would recommend using a simpler, cheaper platform that simply scrapes LInkedIn for some keywords you've entered. For us, we need specific titles from specific types of companies (i.e. software companies that could use an email API).

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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.

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SalesRabbit is generally a good sales tool for field sales reps, the UI is simplistic enough and the actions needed to log activity are straightforward. Creating new dispositions or custom fields is simple. We as an organization have moved away from SalesRabbit as of May 2022 to one of their competitors mainly for two reasons. The first being it took them a few years to get an analytics/dashboard platform integrated into Sales Rabbit, they have one now that is in beta that appears promising. The second reason was too many inconsistencies with reps' data not syncing timely back to SalesRabbit or not at all. Reps are always looking for immediate satisfaction meaning if they mark a home as a sale they want to see it show up on the leaderboard within minutes not hours.

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• LeadGenius has gone out of their way to help us find leads for fairly obscure markets. LeadGenius combines AI with personal vetting to find hundreds and thousands of leads for us that other automated lead gen platforms that simply scrape LinkedIn or the web cannot find.
• If you need any custom work done for you outside of the platform, LeadGenius is willing to help with that where other platforms are not (with other lead gen platforms, either you use the system as-is despite it's shortcomings, or not at all).

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• 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.

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• Follow-up Notification
• User Friendly Interface
• Sales Automation
• Reporting

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• The platform loads a little slowly and has little quirks. If you create a ton of segments, it can be hard to organize them. If you archive old ones you can't view them anymore (but Leadgenius has access on the backend and can send your data to you).

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• 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.

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• Multi language / region support

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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

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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.

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.

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

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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.

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Growlabs used too many generic search parameters and had too many system bugs - but they're early and I'm confident their product will get stronger.

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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.

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We considered HubSpot CRM but since we are already using HubSpot Marketing Hub and the cost is too high for this so we purchased SalesRabbit. Got more features in the same cost.

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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.

• LeadGenius has been one of the main sources of leads for us over the past 6 months. There's a longer lead nurture cycle (since they're cold, outbound leads as opposed to inbound), but they do convert to customers for us.

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• 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.

• Data sync issues.

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