What users are saying about
77 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 6.9 out of 100
Based on 77 reviews and ratings
Top Rated
56 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 8.7 out of 100
Based on 56 reviews and ratings
Likelihood to Recommend
NetSuite CRM
On an operations level, NetSuite CRM is really good. It is easy to navigate inventory and allocate orders under the appropriate department for revenue or warranty. I feel there are more suited CRM's that are much more user friendly for ticketing systems.
Contact Center Manager
Rush OrderConsumer Electronics, 51-200 employees
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.
Director of IT Services
Stevens Communications Inc.Information Technology and Services, 1-10 employees
Feature Rating Comparison
Sales Force Automation
NetSuite CRM
7.6
QuoteWerks
—
Customer data management / contact management
NetSuite CRM
8.0
QuoteWerks
—
Workflow management
NetSuite CRM
7.5
QuoteWerks
—
Territory management
NetSuite CRM
7.5
QuoteWerks
—
Opportunity management
NetSuite CRM
8.0
QuoteWerks
—
Integration with email client (e.g., Outlook or Gmail)
NetSuite CRM
6.8
QuoteWerks
—
Contract management
NetSuite CRM
7.7
QuoteWerks
—
Quote & order management
NetSuite CRM
8.4
QuoteWerks
—
Interaction tracking
NetSuite CRM
7.1
QuoteWerks
—
Channel / partner relationship management
NetSuite CRM
7.3
QuoteWerks
—
Customer Service & Support
NetSuite CRM
6.0
QuoteWerks
—
Case management
NetSuite CRM
6.0
QuoteWerks
—
Call center management
NetSuite CRM
5.8
QuoteWerks
—
Help desk management
NetSuite CRM
6.0
QuoteWerks
—
Marketing Automation
NetSuite CRM
7.0
QuoteWerks
—
Lead management
NetSuite CRM
8.9
QuoteWerks
—
Email marketing
NetSuite CRM
5.1
QuoteWerks
—
CRM Project Management
NetSuite CRM
7.9
QuoteWerks
—
Task management
NetSuite CRM
6.9
QuoteWerks
—
Billing and invoicing management
NetSuite CRM
7.7
QuoteWerks
—
Reporting
NetSuite CRM
9.0
QuoteWerks
—
CRM Reporting & Analytics
NetSuite CRM
7.0
QuoteWerks
—
Forecasting
NetSuite CRM
7.0
QuoteWerks
—
Pipeline visualization
NetSuite CRM
7.0
QuoteWerks
—
Customizable reports
NetSuite CRM
7.0
QuoteWerks
—
Customization
NetSuite CRM
7.1
QuoteWerks
—
Custom fields
NetSuite CRM
7.1
QuoteWerks
—
Custom objects
NetSuite CRM
8.0
QuoteWerks
—
Scripting environment
NetSuite CRM
6.0
QuoteWerks
—
API for custom integration
NetSuite CRM
7.1
QuoteWerks
—
Security
NetSuite CRM
8.6
QuoteWerks
—
Single sign-on capability
NetSuite CRM
8.5
QuoteWerks
—
Role-based user permissions
NetSuite CRM
8.7
QuoteWerks
—
Social CRM
NetSuite CRM
6.9
QuoteWerks
—
Social data
NetSuite CRM
7.0
QuoteWerks
—
Social engagement
NetSuite CRM
6.7
QuoteWerks
—
Integrations with 3rd-party Software
NetSuite CRM
7.0
QuoteWerks
—
Marketing automation
NetSuite CRM
7.1
QuoteWerks
—
Compensation management
NetSuite CRM
6.9
QuoteWerks
—
Platform
NetSuite CRM
6.8
QuoteWerks
—
Mobile access
NetSuite CRM
6.8
QuoteWerks
—
CPQ
NetSuite CRM
—
QuoteWerks
8.2
Quote sharing/sending
NetSuite CRM
—
QuoteWerks
9.5
Product configuration
NetSuite CRM
—
QuoteWerks
8.5
Configuration options
NetSuite CRM
—
QuoteWerks
8.3
Pricing rules
NetSuite CRM
—
QuoteWerks
8.5
Price adjustment
NetSuite CRM
—
QuoteWerks
8.7
Purchase history and open contracts
NetSuite CRM
—
QuoteWerks
7.3
Guided selling/Sales portal
NetSuite CRM
—
QuoteWerks
7.2
CPQ reporting & analytics
NetSuite CRM
—
QuoteWerks
6.9
CPQ-CRM integration
NetSuite CRM
—
QuoteWerks
6.5
Attachments to quotes
NetSuite CRM
—
QuoteWerks
9.1
Order capturing
NetSuite CRM
—
QuoteWerks
10.0
Pros
NetSuite CRM
- It has a great UI for ERP and provides in-depth reporting and budget planning. NetSuite allows alot of flexibility to build the system out to how your company does business. Our accounting department really likes the Adaptive Planning module as well, as they can provide and quickly turn around presentation-worthy reports.
- Due to the robust features and functionality of NetSuite, it is easy to customize and put workflows and formulas into practice when necessary to create efficiencies.
- NetSuite provides the full solution to a business, by tying all systems together for one source of the truth.
Sales Operations Manager
InEight Inc.Computer Software, 201-500 employees
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.
Account Executive
Sonit Systems Inc.Information Technology and Services, 11-50 employees
Cons
NetSuite CRM
- NetSuite is very good at customization, but sometimes it's hard to make the right customization that we need for particular situations
- NetSuite likes to change the layout without notifying it's users, so you might go home one day, and come back the next day to the office and have to do some searching to find what you're looking for in NetSuite.
- If you have an issue with NetSuite, it's really difficult to understand the technical support staff as they're from India and don't speak clear English.
Data Specialist
GoEngineer IncComputer Software, 201-500 employees
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.
Director of Sales and Marketing
Diazyme LaboratoriesBiotechnology, 51-200 employees
Likelihood to Renew
NetSuite CRM
NetSuite CRM 6.5
Based on 10 answers
Our company is looking for more advanced ecommerce and internet marketing features that are not currently present in NetSuite. We feel there are too many additional costs to NetSuite to make it "our own" and understand at the same time that no software is perfect out of the box. Not having complete control of our customer data worries us, and the slowness or "lag" in the shopping cart is effecting our checkout flow. For the investment, we would not recommend businesses of our size to migrate to NetSuite but rather build in house.

Verified User
Manager in Marketing
Retail Company, 11-50 employeesQuoteWerks
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!
Founder and Senior Partner
Uptime Business SolutionsComputer Software, 1-10 employees
Usability
NetSuite CRM
NetSuite CRM 7.0
Based on 2 answers
I am not involved with a lot of the reports and additional functions NetSuite CRM provides, I am more familiar with the day to day use when placing orders and preforming customer tasks. Day to day functions are amazing and easy to navigate.
Contact Center Manager
Rush OrderConsumer Electronics, 51-200 employees
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.
CEO
Hilltops IT Consultancy Services LtdComputer Software, 1-10 employees
Reliability and Availability
NetSuite CRM
No score
No answers yet
No answers on this topic
QuoteWerks
QuoteWerks 6.0
Based on 5 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.
CEO
Hilltops IT Consultancy Services LtdComputer Software, 1-10 employees
Performance
NetSuite CRM
No score
No answers yet
No answers on this topic
QuoteWerks
QuoteWerks 6.0
Based on 5 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.
CEO
Hilltops IT Consultancy Services LtdComputer Software, 1-10 employees
Support Rating
NetSuite CRM
NetSuite CRM 1.0
Based on 5 answers
For simple issues (that can be answered by reading the documentation) NetSuite support seems to have a good ability to resolve our issues. Unfortunately, anything beyond that ability requires escalation into the black hole of their Tier II / Tier III Support.

Verified User
Analyst in Information Technology
501-1000 employeesQuoteWerks
QuoteWerks 8.8
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.
Linkedin Advisor and Coach
TheBizlinksInformation Technology and Services, 1-10 employees
In-Person Training
NetSuite CRM
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.
Territory Manager
WattcoWholesale, 11-50 employees
Online Training
NetSuite CRM
NetSuite CRM 6.7
Based on 2 answers
Netsuite has comprehensive features, allow full customization plus KPI performance matrix. Over the years we have logged more than 15000 cases.
Lead Consultant
Realization Technologies, Inc.51-200 employees
QuoteWerks
QuoteWerks 6.0
Based on 1 answer
Originally it was weak, but they have really stepped up.
Territory Manager
WattcoWholesale, 11-50 employees
Implementation Rating
NetSuite CRM
NetSuite CRM 5.9
Based on 9 answers
The implementation was very poor and very costly. In the end we had to reconfigure mostly everything over the next year to get it working in a desirable fashion.

Verified User
Manager in Information Technology
11-50 employeesQuoteWerks
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.
Account Executive
Sonit Systems Inc.Information Technology and Services, 11-50 employees
Alternatives Considered
NetSuite CRM
This year 2015 we will be looking for a new product like Magento. We are still exploring the idea also if we are going to be building our own system or have a consultant to work with us

Verified User
Administrator in Information Technology
Retail Company, 51-200 employeesQuoteWerks
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.

Verified User
Manager in Customer Service
Computer Software Company, 11-50 employeesScalability
NetSuite CRM
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.
CEO
Hilltops IT Consultancy Services LtdComputer Software, 1-10 employees
Return on Investment
NetSuite CRM
- Support can see what services is doing and vice versa. Finance can see both too.
- Support can provide leads to sales when a power user leaves a current customer and joins the team at a lead.
- We can see NPS and CSat near time on the account which has increased our ability to mitigate at-risk accounts and increase retention
Manager of Analytics, Customer Operations
CorptaxComputer Software, 201-500 employees
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.

Verified User
Project Manager in Research & Development
Hospital & Health Care Company, 5001-10,000 employeesScreenshots
NetSuite CRM
—QuoteWerks
Pricing Details
NetSuite CRM
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
NetSuite CRM Editions & Modules
—
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 |
- per concurrent User / month