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At a Glance
Market Segments
Small-Business (75.1% of reviews)
Small-Business (61.8% of reviews)
Entry-Level Pricing
$50.00 1 Concurrent User Per Month
Free
QuoteWerks
Star Rating
(194)4.4 out of 5
Market Segments
Small-Business (75.1% of reviews)
Pros & Cons
Entry-Level Pricing
$50.00 1 Concurrent User Per Month
Free Trial is available
Browse all 3 pricing plansZoho CRM
Star Rating
(2,852)4.1 out of 5
Market Segments
Small-Business (61.8% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM is particularly appealing for small businesses due to its affordable pricing and powerful automation features. Users appreciate its integration with other Zoho apps, making it a flexible choice for growing companies.
- Users say QuoteWerks excels in streamlining the quoting process, with many highlighting its ability to manage product and service catalogs effectively. This feature helps reduce errors and enhances the professionalism of client presentations.
- According to verified reviews, both platforms offer similar ease of setup, but QuoteWerks stands out with its structured approach to quote generation, allowing users to quickly build comprehensive project quotes without repetitive data entry.
- Reviewers mention that while Zoho CRM provides a solid overall experience, it sometimes struggles with specific workflow needs, leading to configuration challenges. In contrast, QuoteWerks is praised for its efficient workflow management from quote to cash.
- G2 reviewers highlight the quality of support for QuoteWerks, which scores significantly higher than Zoho CRM. Users appreciate the responsive assistance that helps them navigate the software effectively, enhancing their overall experience.
- Users report that both platforms have strong quoting capabilities, but QuoteWerks receives higher marks for its dynamic pricing and discounting features, which are crucial for businesses that need to adapt quickly to market changes.
Pricing
Entry-Level Pricing
QuoteWerks
ESSENTIAL
$50.00
1 Concurrent User Per Month
For Teams & Startups
Ideal for businesses that need a powerful, fundamental quoting solution to streamline their sales process.
- Unlimited Quotes
- Unlimited Named Users
- Bundles and Configurator
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
QuoteWerks
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
8.8
170
8.4
2,427
Ease of Use
8.3
169
8.3
2,440
Ease of Setup
8.0
84
8.0
1,209
Ease of Admin
8.3
78
8.0
1,011
Quality of Support
8.6
160
7.6
2,221
Has the product been a good partner in doing business?
9.1
77
8.0
987
Product Direction (% positive)
8.4
169
8.0
2,362
Features by Category
Sales Force Automation
Not enough data
8.5
1624
|
Verified
Not enough data
8.3
872
|
Verified
Not enough data
8.2
1546
|
Verified
Not enough data
8.2
1622
|
Verified
Not enough data
7.8
1185
|
Verified
Not enough data
8.4
666
|
Verified
Not enough data
7.9
1215
|
Verified
Not enough data
8.0
1205
|
Verified
Not enough data
8.2
1317
|
Verified
Marketing Automation
Not enough data
8.0
1334
|
Verified
Not enough data
7.9
1298
|
Verified
Not enough data
8.4
1521
|
Verified
Not enough data
7.9
1123
|
Verified
Customer Support
Not enough data
8.0
1198
|
Verified
Not enough data
7.9
1199
|
Verified
Not enough data
7.9
1233
|
Verified
Not enough data
7.8
1066
|
Verified
Not enough data
8.0
1109
|
Verified
Reporting & Analytics
Not enough data
8.2
1496
|
Verified
Not enough data
8.2
1551
|
Verified
Not enough data
8.1
1051
|
Verified
Mobile & Social
Not enough data
8.1
1079
|
Verified
Not enough data
8.0
1090
|
Verified
Not enough data
8.0
1195
|
Verified
Platform
Not enough data
8.1
855
|
Verified
Not enough data
8.1
828
|
Verified
Not enough data
8.4
858
|
Verified
Not enough data
8.1
648
|
Verified
Not enough data
7.8
548
|
Verified
Not enough data
8.1
718
|
Verified
Not enough data
8.4
839
|
Verified
Not enough data
8.1
662
|
Verified
Integration
Not enough data
8.3
649
|
Verified
Not enough data
8.1
633
|
Verified
Not enough data
8.0
598
|
Verified
Generative AI
Not enough data
8.2
178
Agentic AI - CRM
Not enough data
8.1
64
Not enough data
8.3
62
Not enough data
8.0
63
Not enough data
8.0
63
Not enough data
8.2
63
Not enough data
8.2
63
Not enough data
8.2
63
Configuration - cpq
8.5
91
|
Verified
Feature Not Available
8.1
63
|
Verified
Feature Not Available
8.2
76
|
Verified
8.3
60
8.5
84
|
Verified
8.3
56
8.3
76
|
Verified
8.4
61
Pricing
8.8
90
|
Verified
8.1
63
8.8
94
|
Verified
7.5
58
8.7
70
8.1
57
8.7
80
8.4
59
8.6
68
|
Verified
8.6
59
8.6
67
|
Verified
8.5
57
Quoting
8.8
89
|
Verified
8.4
59
8.6
81
|
Verified
8.3
53
8.9
92
|
Verified
8.4
54
8.8
73
|
Verified
8.4
56
8.7
63
|
Verified
8.6
53
Admin
8.4
50
|
Verified
8.2
90
8.5
47
|
Verified
7.7
84
8.4
38
|
Verified
8.3
87
8.6
43
|
Verified
8.3
84
Channels
7.4
51
|
Verified
8.1
58
8.4
63
|
Verified
7.7
53
8.5
52
|
Verified
8.0
50
Platform
9.1
47
|
Verified
8.4
90
9.0
32
|
Verified
8.2
86
8.7
23
|
Verified
8.0
78
9.0
47
|
Verified
8.5
89
8.8
39
|
Verified
8.4
91
10.0
5
8.6
20
Generative AI - cpq
9.8
7
7.4
15
9.8
7
7.5
16
9.5
7
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Document Creation
8.6
118
|
Verified
Not enough data
8.4
119
|
Verified
Not enough data
8.0
99
|
Verified
Not enough data
8.8
90
|
Verified
Not enough data
9.3
116
|
Verified
Not enough data
9.1
113
|
Verified
Not enough data
Workflow
8.1
102
|
Verified
Not enough data
8.2
81
|
Verified
Not enough data
8.3
82
|
Verified
Not enough data
Analytics
8.7
78
|
Verified
Not enough data
8.6
76
|
Verified
Not enough data
8.3
88
|
Verified
Not enough data
Administration and Platform
8.6
104
|
Verified
Not enough data
8.5
91
|
Verified
Not enough data
8.8
98
|
Verified
Not enough data
8.9
74
|
Verified
Not enough data
8.7
72
|
Verified
Not enough data
8.8
83
|
Verified
Not enough data
Generative AI
8.6
6
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.4
72
Not enough data
8.8
73
Not enough data
8.8
73
Not enough data
8.8
73
Organization
Not enough data
8.6
74
Not enough data
8.4
73
Not enough data
8.6
73
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
75
Sales Analysis
Not enough data
8.4
69
Not enough data
8.4
73
Generative AI
Not enough data
8.1
27
Not enough data
8.0
27
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
160
Not enough data
8.8
156
Not enough data
8.3
146
Not enough data
8.2
141
Not enough data
8.9
154
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.5
143
Not enough data
8.2
138
Not enough data
7.9
121
AI and Automation
Not enough data
8.2
147
Not enough data
8.4
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.4
69
Agentic AI - Sales Engagement
Not enough data
7.8
27
Not enough data
7.7
25
Not enough data
7.9
26
Not enough data
7.8
25
Not enough data
7.6
26
Not enough data
7.9
26
Not enough data
8.0
25
Customer Requirements
9.7
10
8.5
52
9.7
10
8.5
51
9.5
10
8.5
53
Contracts
9.3
10
8.5
51
9.0
10
8.2
48
9.1
9
8.4
51
Revenue
9.5
10
8.5
53
9.8
10
8.5
51
9.7
10
8.4
48
Platform Basics
Not enough data
8.4
97
Not enough data
8.6
92
Not enough data
8.5
96
Not enough data
8.3
88
Not enough data
8.8
55
Agentic AI - Customer Journey Mapping
Not enough data
6.7
10
Content
Not enough data
8.9
78
Not enough data
8.6
75
Not enough data
8.5
75
Not enough data
8.7
76
Not enough data
8.6
74
Collaboration
Not enough data
8.7
75
Not enough data
8.5
77
Not enough data
8.9
79
Not enough data
8.9
82
Not enough data
8.7
76
Not enough data
8.6
74
Lead Monitoring
Not enough data
9.0
41
Not enough data
8.9
41
Not enough data
8.7
41
Agentic AI - Lead Capture
Not enough data
7.1
26
Not enough data
7.1
26
Data Capture
Not enough data
8.3
41
Not enough data
8.5
41
Not enough data
8.1
41
Not enough data
8.3
41
Analytics
Not enough data
9.1
41
Not enough data
8.8
41
Customization
Not enough data
8.7
40
Not enough data
8.5
40
Not enough data
8.8
41
Not enough data
8.7
41
Agentic AI - Lead Scoring
Not enough data
6.1
11
Not enough data
6.4
12
Not enough data
6.4
11
Not enough data
6.5
11
Attribution
Not enough data
8.4
20
Not enough data
8.5
21
Not enough data
7.9
20
Discovery
Not enough data
8.6
21
Not enough data
8.3
20
Not enough data
8.2
21
Management
Not enough data
8.3
21
Not enough data
8.3
21
Platform
Not enough data
8.3
21
Not enough data
8.3
20
Agentic AI - Sales Performance Management
Not enough data
7.9
20
Not enough data
8.2
19
Not enough data
7.8
20
Incentives
Not enough data
8.2
153
|
Verified
Not enough data
8.3
160
|
Verified
Not enough data
8.0
152
|
Verified
Not enough data
8.4
161
|
Verified
Personalization
Not enough data
8.5
177
|
Verified
Not enough data
8.6
178
|
Verified
Not enough data
8.6
184
|
Verified
Not enough data
8.4
171
|
Verified
Administrative
Not enough data
8.5
169
|
Verified
Not enough data
8.5
173
|
Verified
Not enough data
8.3
161
Agentic AI - Email Tracking
Not enough data
7.6
29
Not enough data
7.4
28
Not enough data
7.5
29
Not enough data
6.9
28
Not enough data
6.9
29
Not enough data
7.4
29
Not enough data
7.5
28
Analytics
Not enough data
8.3
138
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.7
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.4
28
Not enough data
7.5
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.4
28
Data Sourcing
Not enough data
8.3
144
Not enough data
8.4
148
Not enough data
8.3
141
Not enough data
8.6
153
Not enough data
8.5
145
Predictive Analytics
Not enough data
8.5
145
Not enough data
8.3
137
Not enough data
8.0
123
Not enough data
8.2
129
Sales Management
Not enough data
8.5
152
Not enough data
8.3
130
Not enough data
8.5
143
Not enough data
8.8
150
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
QuoteWerks and Zoho CRM are categorized as CPQ and Quote-to-Cash
Unique Categories
QuoteWerks is categorized as Proposal
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CRM, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
QuoteWerks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
37.9%
Computer Networking
6.8%
Retail
4.5%
Computer Software
4.5%
Telecommunications
4.0%
Other
42.4%
Information Technology and Services
16.1%
Computer Software
9.9%
Marketing and Advertising
8.9%
Real Estate
3.5%
Financial Services
3.5%
Other
58.1%
Alternatives
Discussions
Does QuoteWerks offer support?
1 Comment
Official Response from QuoteWerks
Customers love us because the accessibility of our staff.
Many quoting/proposal tools don't even list a phone number on their website to contact them for...Read more
I'm overwhelmed with all of the CPQ and Proposal solutions. Where do I start?
1 Comment
Official Response from QuoteWerks
We're here to make that decision easier.
QuoteWerks has been developed and refined for over 25 years and is used by over 83,000 users worldwide....Read more
QuoteWerks has no more discussions with answers
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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