Alternatives to Routzy
Compare Routzy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Routzy in 2026. Compare features, ratings, user reviews, pricing, and more from Routzy competitors and alternatives in order to make an informed decision for your business.
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ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
2
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
3
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
4
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
5
EQUP
EQUP
EQUP is an advanced all-in-one software solution that helps business owners streamline their business processes. From marketing to sales, billing to communication, EQUP provides industry-specific solutions for businesses in the Service, SaaS, and E-commerce industries, ensuring that they never have to settle for generic solutions. One of the unique features of EQUP is that it allows business owners to manage multiple companies with a single account and a single subscription. This means that you do not need to purchase a new plan to manage your other businesses. With EQUP's inventory pooling feature, you can easily pool your Emails, Users, Deals, Tags, Tasks, Appointments, and other features between your companies. This ensures that no feature is left unused, and you have complete control over all aspects of your business. Moreover, EQUP provides you with a dedicated account manager who will help you with onboarding and will be available to assist you with all your software needs.Starting Price: $7/month -
6
Repfabric
Repfabric
Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business. -
7
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
8
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
9
Tall Emu CRM
Tall Emu
At Tall Emu we understand how business owners & managers find it difficult to stay organised, be across all that’s happening with customers, following-up leads, knowing the status of projects and what staff have been doing…that’s why we created Tall Emu CRM software which is a REAL alternative to an expensive ERP. Best in class Inventory management features of an expensive ERP system that also empower your sales team to real-time quote at lightning speed to close more sales. Managing your sales pipeline is critical if you want to stay on top of leads and actively nurture them into customers. Easy to use, and powerful. Create professional quotes with our simple online quote builder. Add groups, images, links, videos and subtotals – send to customers by SMS or email so they can view online. View customers, leads opportunities and projects on a map. Visualize your sales territory to find your best opportunities instantly. Filter opportunities based on location and your schedule.Starting Price: $65 AUD per user per month -
10
ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
11
Onsight
Maxxor Business Solutions
Onsight is a comprehensive suite of mobile sales applications specifically created for manufacturers, wholesalers, and distributors. Flexible and easy to use, Maxxor Business Solutions helps improve sales performance by hastening the ordering process. Available on the iPad, Windows tablet, and Android, Onsight allows sales reps to use their mobile devices to manage client information, show new products to customers, and quickly create quotes and orders even when they are offline or on the road.Starting Price: $25.00/month/user -
12
TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
13
iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
14
Legalesign
Legalesign
Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.Starting Price: £6.00 ($9.00) -
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Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
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Qwilr
Qwilr
Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.Starting Price: $49.00/month -
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trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
18
Inzant Sales
Inzant Australia Pty Ltd
Inzant Sales is a mobile sales platform that enables wholesalers. From sales reps being able to present stock, place orders, manage their CRM, map out clients geographically (and more) all within an iPad app, through to comprehensive online ecommerce options, Inzant Sales has got you covered. Headquartered in NSW (Australia), the Inzant team work closely with their clients when implementing the platform to ensure an easy setup & smooth rollout. The platform can be integrated with all major accounting and ERP software, which streamlines their users’ entire sales process. Reps can present your entire product range at the touch of a button, while the integration between the platform and your back-office programs saves management time and minimises paperwork. Automating the tedious aspects of the wholesale sales process enables you to focus on what's going to drive your business forward, rather than being mired in reporting and paperwork.Starting Price: $75/month/user -
19
Mapview
Mapview
The most comprehensive mobility sales tool for the iPad and iPhone! Mapview provides a geospatial view of your customers, prospects and daily sales schedule. Sales Navigator is a iOS planning and mapping tool that enables you to visualize your contacts geographically and plan daily sales routes. You spend your day on the road going from one appointment to another: figuring out if you have enough time to get to the next meeting from the one that just ran late, or wondering how to make the best use of large gaps in time between appointments once you're out on the road. With Mapview, the first iPad and iPhone app that lets users see their day’s appointments as a route using Apple Maps, road warriors and sales professionals are now able to calculate route mileage and time needed to get to the next appointment, see the best route to get there, and identify clients or prospects in the vicinity that may be scheduled in along the way.Starting Price: $7.99 per month -
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Crescendo
Sependa, Inc
Crescendo is a mobile sales enablement and presentation tool tailored for marketing, sales field teams and everyone else who require reliable access to updated content on their mobile device, online and offline. Crescendo directly accesses content on Sharepoint, Google Drive, Salesforce.com, Box.com or OneDrive, so you never migrate documents outside of these proven security-approved platforms. Stunning visual customization can easily be done by anyone without a tech background. Crescendo turns files and folders into a branded, elegant presentation resource for iPad, iPhone or any Web device. Your teams of 10 to 500 can get started within minutes.Starting Price: $12.00/month/user -
21
WeSuite
WeSuite
For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.Starting Price: $69.95 per month -
22
In Mind Cloud
In Mind Cloud
Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher resultsStarting Price: $125 USD -
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QuoteWerks
Aspire Technologies, Inc
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.Starting Price: $199.00/one-time/user -
24
SAP CPQ
SAP
SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins. -
25
Bit2win
Bit2win
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.Starting Price: $50 per user per month -
26
Telenotes
Telenotes
✔ The CRM your reps will actually use ✔ The sales reports YOU need ✔ The sales growth EVERYONE wants The sales rep’s brain is wired to talk, not type. That’s why they’re in sales, NOT at a desk. Studies show it takes 1.5 hours per day to manually enter CRM data. Given the choice, reps would rather sell. They want to know “What’s In It For Me?” and how it’ll simplify their life and make them more money. There’s a way to get the data you need, improve sales productivity, and increase sales. You can leverage their natural inclination to TALK and not TYPE. You can give them a way to update their CRM in 47 seconds. You can give them a proven method to generate more sales with less effort.Starting Price: $135/mo -
27
Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
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seProposals
salesElement
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.Starting Price: $85 per user per month -
29
CanvasLogic
CanvasLogic
Help your customers visualize custom products while you close deals faster with CanvasLogic's cloud-based product configurator software. This powerful software allows users to configure complex products in real-time with photorealistic 3D visualization. The Augmented Reality (AR) feature enhances your customers' experience and lets them dream about possibilities. Calculate pricing automatically with no errors while configuring the solution, and create a seamless sales process by integrating the CanvasLogic configurator with other sales enablement platforms including CRM, eCommerce, PLM, PIM, and ERP. For more than 15 years, CanvasLogic has been empowering customers and their partners with configuration-driven visualization solutions to digitize their sales, improve customer experience and grow their business faster. Founded in 2001, the company has won multiple design and innovation awards for modular 3D configuration software. The mission of CanvasLogic is to enable the -
30
Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
31
DealHub
DealHub.io
DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations. -
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Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
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Ignition
Ignition
Founded in 2013, Ignition is the leading revenue and billing automation platform for firms and agencies to transform their sales, billing and payment processes. Ignition automates proposals, invoicing, payments and workflows in a single AI-powered platform, empowering 8,500+ businesses to sell, bill and get paid for their services with ease. To date, Ignition customers have managed relationships with over 2.4 million clients and earned $13b in revenue via the platform. With 91% of payments collected automatically, Ignition customers get predictable cash flow and revenue at scale. Ignition’s global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.Starting Price: $39 per month -
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UPWARD
UPWARD
By providing an intuitive mobile app for sales people working in the field, we can turn every customer contact point into a corporate asset and realize DX in the sales field. Turn customer contact into analyzable data and turn it into corporate assets. Find a winning pattern and create a reproducible sales organization. By linking location information and customer information and eliminating the hassle of clerical work, we maximize the time to face customers. By connecting in a cloud environment with perfect security, we will realize a direct bounce and a work style that can be used anywhere. Many companies, mainly major companies, are realizing digital transformation of their sales organizations, from manufacturing / wholesale, finance, information services, construction / real estate, and local governments. We believe that "easy operation" is the most important for a system that is truly utilized at the sales floor.Starting Price: $21.68 per user per month -
35
Ascend
Mindbox Studios
Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.Starting Price: $25 per month per user -
36
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
37
Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
38
Followup CRM
Followup CRM
Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.Starting Price: $55/user/month -
39
Sofon Guided Solutions
Sofon
Software for quick and easy Proposal generation, Product Configuration, Pricing, Quotation and Order creation. For more than 20 years we help companies with our standard CPQ Software to grow whilst reducing costs and improving quality. We make complex sales processes of companies repeatable and scalable. This ensures standardization, guaranteed, consistent quality and the ability to do much more with the same capacity. Sofon aims to ensure that its customers make the broadest and deepest possible use of its solutions in their organization, so that they get the maximum return from Sofon.Starting Price: $30000.00/one-time -
40
ScalePad Quoter
ScalePad
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.Starting Price: $149 per month -
41
nVision Mobile
nSales
Increase your sales by streamlining the order process and accelerating product presentation. Our online platform enables you to manage customers, products, and orders. Information can be filtered to suit the individual sales rep. Our iPad app nVision Mobile can be used anywhere and anytime regardless of Internet connection. We support XLS, CSV, XML files, and integrate with partners like Microsoft and QuickBooks.Managing data is easy on our open platform. Import and export customers, products, and orders. Product details such as stock level, prices, and pictures are always updated and new products can be added daily. Products can be presented in a quick and convincing way. Products can be grouped in sections according to color, size, and model number. For each customer, there is a complete order and visit history. This way you get a quick overview before meeting with the customer. With the camera, you can upload pictures of shop decorations or defective products.Starting Price: Free -
42
Vendavo
Vendavo
We help B2B organizations like yours optimize pricing and sales and achieve predictable, profitable outcomes – and realize your unlimited commercial potential. How? By putting our world-class people, processes, and technology to work. Explore our best-in-class solutions for unlocking the unlimited commercial potential of your products or services, proven in practice by market leaders the world over. Vendavo Pricepoint is a cloud-based dynamic price management software solution that enables organizations to bring together all the relevant pricing-related information across their business in one secure place. Pricing teams set and manage pricing strategies in the form of user-configurable rules and calculations. This flexible pricing logic can then scale across their catalogs of products, regions, countries, channels, and customers to ensure that the price is always right, no matter the context. -
43
EliteDealers
Elite Dynamics
Complete management of your customer service department from engineer service tickets to customer portal management. Support your sales function from initial lead through to appointment, and beyond. Easily transform your customer relationships and significantly reduce your administration time. Easily access the data and information you need, whenever you need it to achieve objectives & goals and support business growth. Easily fully manage the quote, order & invoice process within your holiday home dealership. Allocate your engineers’ workloads and have full visibility whilst empowering your team to complete jobs, re-allocate or upload photos where required from any device, even whilst offline. -
44
WorkRails
WorkRails
Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation. -
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Quote Manager
CRM Dynamics
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptionsStarting Price: $17 per month per user -
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CrmOne
CrmOne
CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.Starting Price: $59/month/5 Users -
47
Salesbuzz
BI-Technologies
Sales Buzz is a 360° Mobile Sales Force Automation System, via Mobiles and Handheld Devices, you will be able to monitor and empower your sales force, merchandizers and distribution channels to Increase revenue, improve data insights and Enhance customer service. Provides the ability to determine your current sales commission scheme based on salesman predefined target or other factors that the salesmen are evaluated on also you can add commission based on route target. Provides the ability to manage and control advanced merchandising activities such as surveys, products visualization by planogram also you can check stock per shelf space location according to shelf dimensions. Manage the whole dispatching and delivery cycle considering vehicles’ multiple trips and utilization to achieve the maximum benefits of available delivery resources. Measure sales performance with interactive charts, create analysis and sales breakdown with dynamic analytical tool. -
48
Pobuca Sales
Pobuca
Pobuca sales is a mobile field-sales automation solution for sales representatives and merchandising auditors that enables you to achieve more sales per day, automate merchandising tasks and be more productive. It synchronizes all your orders and sales’ data with your ERP & accounting system, saving you paperwork and ordering costs. In this way, you gain a 360° view of your customers anywhere, anytime and with real time insights. Pobuca Sales helps sales representatives perform their daily tasks efficiently, improve their performance and increase sales (available on mobile devices-phones or tablets). Place the optimal order in the minimum possible time, pick the goods the customer wants, showcase new products and expand your customer base. Monitor KPIs through reports and dashboards that track your daily schedule, help you define your strategy and provide a 360o picture of the customer.Starting Price: $30 per user per month -
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WISO MeinBüro
Buhl Data Service
The flexible online office software for sustainable business success. Write convincing offers, tax office-compliant invoices and legally secure reminders right away. Easily do your accounting at the same time. Plan, manage and control all business activities and make your day-to-day work easier. Companies that create more time for the execution of services and the sale of products and thus want to make everyday work easier should use WISO MeinBüro. With the comprehensive functionalities of our intelligent office software, we support companies in the planning, management and control of all company activities. WISO MeinBüro has a large range of functions that facilitate the typical office tasks of companies through intelligent and innovative automatisms and interlocking. This saves time on the one hand and costs on the other. Simplify the handling of every order. Whether Shopify or Shopware connection, with WISO MeinBüro Web you always have an overview of all e-commerce activities.Starting Price: €6 per month -
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ProSel
Ai2
ProSel is a fully customizable, iPad sales app for high velocity order management. The app is built native to the iOS platform for fast, reliable, available anytime and fully flexible features to work the way you do. Deploying an order-taking app that automates the order process improves operations and overall customer satisfaction. Increase the life of your ERP by streamlining your internal processes and automating the order entry process with modern mobile technology. By deploying ProSel mobile order-taking app to the field that is always on and available, even if there is no internet connection. Your reps and customers can get specific real-time data including contract pricing, proprietary items and many other distribution industry-specific needs to place orders right into your backend system no matter what your infrastructure is. We have over 100 versions of this app in use and believe that software should bend to meet the way your business works “it is not one size fits all.”
