---
title: Questy CRM Reviews
meta_title: 'Questy CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Questy CRM works for a business like yours.
date_modified: '2026-06-22'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Questy CRM Reviews
**Vendor:** Questy Software  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About Questy CRM
Questy CRM is a ready-to-use CRM solution for teams that want to manage the full B2B sales cycle in one configurable platform. It brings pipeline management, quoting, orders, invoices, projects, and field sales together in a single system, with ERP-aware reporting and two-way synchronization for customer, product, pricing, stock, order, and invoice data. Built for commercial teams that need structure, visibility, and coordination across sales and operations, the system includes two-way calendar sync, IMAP email integration, mobile apps for iOS and Android, automation rules, and role-based access control. Teams can work from pipelines, tasks, activities, proposals, orders, and projects without switching between separate tools. Key capabilities include Kanban pipelines with custom stages and conversion reporting, account and contact history, quoting and proposal templates, order management, invoicing and payment tracking, and project boards with Agile Kanban and Gantt views. Questy CRM is ERP-aware and designed to extend the reach of your ERP rather than replace it. Bidirectional data flows for inventory, customer history, sales orders, service logs, and financial records can be configured through a custom integration quote. The solution is used by B2B organizations in distribution, manufacturing, services, and field sales that need a CRM tightly connected to ERP-based operations. A 30-day free trial is available.






- [View Questy CRM pricing details and edition comparison](https://www.g2.com/products/questy-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-25+20%3A51%3A27+-0500&secure%5Bsession_id%5D=6f69f114-fa0a-4533-902c-98323e7d90cb&secure%5Btoken%5D=29054a3b4724d2b88d74e47e95eb1f48725f861131dd747047817126b796512f&format=llm_user)

## Questy CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Questy CRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,693 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,247 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,313 reviews)