Best Quote-to-Cash Software for Freelancers

HubSpot CRM

HubSpot

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

23,936 Ratings

Starting Price: Free

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OneBill

OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open APIs. The platform covers all aspects of a business from CPQ, automated order provisioning & activation, billing & invoicing, all the way to revenue reporting, customer subscription management, and channel partner commission management. OneBill has been helping SMBs, SMEs, and large enterprises to reduce billing errors, compliance risk and drive greater efficiency with an end-to-end billing and revenue management solution fully integrated with some of the world’s leading solutions.

10 Ratings

Starting Price: $1500.00

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Zoho CRM

Zoho

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

125 Ratings

Starting Price: $14.00/month/user

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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.

21 Ratings

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HubSpot Sales Hub

HubSpot

Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.

7 Ratings

Starting Price: $50 per user per month

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Keap

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

11 Ratings

Starting Price: $40 per month

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BlueSnap

BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: BlueSnap provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: BlueSnap is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.

3 Ratings

Starting Price: $35/user/month

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Planview Changepoint

Planview

Planview Changepoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability. Changepoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, Changepoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth. Groups all key customer lifecycle information in a way where everything makes sense. Never lose sight of who your key customer contacts are, so you can reach them when needed. Know your customer lifecycle health, immediately, based on the most important KPIs. Discover every aspect of the customer lifecycle and capitalize on every financial opportunity.

1 Rating

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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

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Expedite Commerce

Expedite Commerce is a cloud-based Agile Revenue Platform that provides a suite of digital solutions to optimize the quote-to-cash lifecycle. This includes a B2B eCommerce platform, CPQ software, contract lifecycle management software, digital sales room (product discovery), guided selling, recurring billing Software, revenue management software, and subscription management software. These solutions offer a range of features and analytics to empower marketing, sales, and finance professionals to take their businesses to the next level. Our platform and its solutions have been built to serve the following industries: • SaaS (Software as a Service) • Manufacturing • IoT • XaaS (Anything as a Service) • B2B Subscriptions • Communications

Starting Price: $50.00/month/user

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SalesStreamliner

SalesStreamliner makes doing business easier for channel sales operations and partners, by automating manual sales tasks and connecting cross-channel partners independently all-in-one system. Grow your sales team with ease and confidence. Easily manage direct sales reps and channel sales in one unified system without conflict. Expand your business with ease. Manage multiple product lines & multiple sales channels all-in-one system without conflict. Franchise business operations in a box. Provide your franchisees with sales automation and watch them take off and thrive! Successful small business owners are master multi-taskers. SalesStreamliner makes multi-tasking easier, so you can focus on selling and servicing your customers. Get started with your SalesStreamliner turn-key solution in five easy steps.

Starting Price: $49 per user per month

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Viirtue

With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.

Starting Price: $5/month per user

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Salesforce CPQ

Salesforce

Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.

Starting Price: $75.00/month/user

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ASC Pricing and Quoting

ASC Networks

ASC Pricing and Quoting is a web-based platform designed for configure, price and quote (CPQ) management with a focus on RFPs, RFIs, RFQs, sourcing and procurement activities, and collaborative negotiation. On the sales and pricing side, ASC Pricing and Quoting automates and manages sales configurator requirements and pricing and promotion calculations such as customer, channel, volume and product-specific promotions and discounts. This entails the complete buy-side and sell-side contract management lifecycle such as quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). Automate, simplify and improve your pricing and tendering management, sales configuration and product configuration processes with ASC Pricing and Quoting solutions.

Starting Price: $25 per user per month

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VOGSY

The only Professional Services Automation (PSA) software created for Google Workspace, VOGSY runs your services business from Quote to Cash with the Google Workspace tools you use every day. Gmail, Docs, Sheets and Drive natively integrate with VOGSY workflows, giving your teams real-time collaboration capabilities unmatched in any other PSA out there. All from a beautiful, easy-to-use Google interface they're already familiar with. Trusted by B2B services companies globally, VOGSY’s Quote-to-Cash ERP system ensures your business runs smarter, more profitably and predictably. Plan, execute, track and improve your services lifecycle, including: - Opportunity management - Project planning & management - Resource planning & management - Task management - Time & expense tracking - Billing & invoicing - Revenue & resource forecasting - Real-time reporting & analytics

Starting Price: $9.00 per user, per month

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Tradecloud One

Automate operational processes like sending purchase orders and processing order confirmations. Only focus on the exceptions. Communicate real time and ‘in context’ with your suppliers or customers about deliveries or possible deviations. Stop using email or Excel to manage orders and shipments. Get real time insights into your supply chain so that you can react more quickly to changes and potential risks. Realize shorter lead times, lower costs and less errors. Tradecloud is the leading supply chain platform for the industry and trade. Customers rely on Tradecloud to make their global supply chain more predictable, automate operational processes and focus on exceptions. The fast growing network connects thousands of B2B buyers and sellers who collaborate real time on forecasts, orders and shipments to increase speed, reduce costs and increase flexibility.

Starting Price: $450.00/month

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Mosspaper

Quotes and contracts just got easier. Electronically sign and accept payments instantly. Create a professional quote or contract using one simple click. Send a quote or contract to be electronically signed. Accept payments from your customers instantly. Track, manage, and get insights into your business. We offer productivity tools to help you track and manage your work. A simple glance will tell you if a customer has viewed, signed, approved or rejected it. We provide a quick snapshot of your daily activities so you can focus on making your customers happy. With seamless integration from Stripe, you can collect payments from anywhere in the world for your freelance and small business. We offer a way for you to request payments from your customers though our app. Know your outstanding balances, send out requests and collect payments all in one centralized area.

Starting Price: $29 per month

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StartProto

StartProto seamlessly integrates with your existing workflows. From quote to cash, modernize all your manufacturing processes and optimize your operations with our lightweight but powerful software. Accurately calculating the cost of producing parts or services is crucial for job shops in order to stay competitive and profitable. With traditional quoting methods, it can be difficult to take into account all the necessary factors, such as run time, setup time, and material cost, leading to inaccuracies and potential financial losses. Our software allows job shops to take into account all these factors in the quoting process. By incorporating run time, setup time, and material cost into the calculation, manufacturers can produce more accurate quotes and avoid underbidding or overcharging for their products and services. This helps to stay competitive in the market, by providing transparent and fair prices to customers.

Starting Price: $99 per month

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Salesbricks

Close more deals faster with the most powerful quote-to-cash solution for SaaS startups. Let buyers close, sign, and pay in one seamless motion and track all your vital metrics in one place. Ditch your spreadsheets and outdated sales processes so you can spend more time selling and driving revenue growth. Provide a B2C-like customer checkout experience and become the easiest software for your customers to buy. Track all your most important revenue data in one place and make smarter business decisions that'll move the needle.

Starting Price: $500 per month

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LogiSense

LogiSense is built for usage-based billing, but we also accommodate any combination of subscriptions, usage, multiple currencies, or complex rating scenarios. Price in real-time, automate, or schedule your billing process in any configuration. You can’t grow your business without a technological infrastructure that lets you do it. LogiSense Billing is built for scale, flexibility, diversity, and ease of use anchored on AWS. It's the kind of technology that says, “Yes, you can.” LogiSense Billing is designed for versatility, proficiency, and the easy addition of products and services. Go ahead: innovate, expand, experiment. It can take it. Customers want to pay for what they use. Companies that give them this flexibility build trust and win loyalty. Conventional subscription solutions limit pricing models. Join the usage economy with LogiSense. No matter what you offer, we can rate, measure it, and monetize it.

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Scope

The Virtu Group

Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.

Starting Price: $258 per month

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CloudSense

Since 2009 CloudSense has been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. A 350+ expert team of CloudSense solutions consultants, business professionals and engineers support our growing global community of customers across four continents. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance. To learn more about how CloudSense’s CPQ and Order Management solutions can help your business deliver sales transformation, speak to one of our experts today, or visit cloudsense.com

Starting Price: $85/user/month

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Netiquette Accounting Management System

Netiquette

Netiquette Accounting Management System is an online accounting software to accelerate your financial close through streamlined auditable revenue management and complete real-time visibility of your business’s financial performance. Netiquette Accounting Software is an IRAS Approved Accounting Software, which is compliant to Singapore's regulatory requirements and is customized for Singapore SMEs for the filling of GST Form 5 and IRAS Audit File (IAF). Netiquette Accounting Software provides real time data reporting on your business health by analysing data on the cash flow, cash to loan gearing data, return on capital and many more. Netiquette Accounting Software seamlessly integrates with Netiquette Inventory System to streamline critical business processes, such as quote-to-cash, enabling everyone to work from a single source of finance, sales and customer data for bookkeeping.

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Salesforce Revenue Cloud

Salesforce

Speed up your growth with Salesforce Revenue Cloud. Connect everything. From anywhere. On a single platform. Get complete visibility on the entire purchasing process. It's easy with the world's most powerful revenue management tool. Go beyond quote-to-cash. Integrate invoicing in minutes. Get everything you need to grow with the world's #1 CRM. Make your customers' buying experience faster, easier, and more intelligent. Take your new innovations to market faster. Use subscription and consumption pricing. Scale fast. Integrate ERP. Use real-time analytics. All with automation.

Starting Price: $75 per user per month

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RevOps

Leave chaotic closing processes behind with templated quotes, approval workflows, and pricing guardrails to empower your teams and help sales reps win. Build pre-approved, fully customized agreement templates for your sales teams. Make changes instantly and adjust to your business needs right away. Forget the long implementation process. With RevOps, get your team up and running in hours and days instead of weeks and months. Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals. Create approval workflows, promote alignment, while saving precious time for your team. Send documents to anyone in the world and smoothly scale your sales operations for the global, remote, and digital economy.

Starting Price: $50 per user per month

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Zendo

Zendo is a platform that lets businesses deliver services to their customers from one place. Zendo helps sell bespoke services online; saves time by reducing context switching, manual and repetitive tasks, or managing customer communications. With Zendo, you can get rid of project management, email, accounting, proposal, and CRM tools, reducing the context switching. You can handle the entire sales & delivery process from A to Z, where A is when a customer sends an inquiry to you, and Z is when the service is delivered with an invoice. Customers may pay by the link directly in the chat right after you send them an estimate for maximum convenience. Zendo offers a simple to use Customer Profile and chat-like Communication tab, where you can easily manage the entire communication process between your team members and the customer. You can access all the customer's requests in the past and find all the shared files between you.

Starting Price: $12 per user per month

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Sequence

The only hypergrowth fin-stack designed to support your entire team in end-to-end billing and collections, and beyond. Charge each customer on your terms. One-off, recurring, consumption-based, or hybrid. Tiered, volume-based, or flat. Easily view and manage all of your plans, payments, and accounts in one location. With a spreadsheet-like interface. Build any plan, of any complexity, with a spreadsheet-like interface. As you scale, let payments work with you rather than against you. Get paid via invoice or direct debits fast. Billing and payments can be up and running on your Sequence dashboard in minutes, not months. Stop conducting manual billing. Sequence integrates with your CRM, Xero, and ERP to scale your payments faster. Simplify bank transfers and direct debits. Programmatically initiate payments collections, and embed pay-ins and payouts with Sequence's easy API and wallets. Provide a simple customer portal for access to product usage data, invoices, and payments.

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HubSpot Customer Platform

HubSpot

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Starting Price: Free

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BrightPrice Suite

Sposea

Simplify price data maintenance and drive profitability in every stage of your company’s pricing cycle with Sposea! Combining science, algorithms, machine learning, and the best industry practices, Sposea delivers true enterprise-wide control of your pricing process. Whether its maintaining pricing data or improving profits based on GEO targets, Sposea's world-class pricing optimization engine enables customers to optimize their pricing models with full transparency and governance. Customer configuration, quotation management and simulation tooling with direct access in SAP to SD agreements and contracts. Can be configured according to the sales process and governance structure. SAP embedded Price Management and simulation tooling to provide easier, more efflcient and governable changes to price lists and conditions in SAP without an expensive and complex data layer.

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Conga CPQ

Conga

Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection.

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Compare the Top Quote-to-Cash Software for Freelancers as of April 2025

What is Quote-to-Cash Software for Freelancers?

HubSpot CRM

OneBill

Zoho CRM

ConnectWise CPQ

HubSpot Sales Hub

Keap

BlueSnap

Planview Changepoint

QuoteWerks

Expedite Commerce

SalesStreamliner

Viirtue

Salesforce CPQ

ASC Pricing and Quoting

VOGSY

Tradecloud One

Mosspaper

StartProto

Salesbricks

LogiSense

Scope

CloudSense

Netiquette Accounting Management System

Salesforce Revenue Cloud

RevOps

Zendo

Sequence

HubSpot Customer Platform

BrightPrice Suite

Conga CPQ