QuoteIQ Reviews & Product Details

I love that QuoteIQ is always being updated with new features that are added and optimized. The instant quote feature is fantastic because it allows customers to shop our prices and quote themselves instantly. I also appreciate the AI features that really help increase our workflow and efficiency. It makes us more efficient and thorough in our operations. Having so many features available, even though it's overwhelming, contributes to a comprehensive CRM solution for all our day-to-day needs. Review collected by and hosted on G2.com.

I feel like the call agents could be improved. When I try to test ours after setting it up, it skips when I try to test it in the app. Also, with so many features and tools available, it can be almost overwhelming. I wish I had an account-specific specialist to help ensure everything is set up properly so I can make the most out of my CRM. Even though overall it's awesome, some things are harder to set up and configure just right. Additionally, with the constant addition and updates of features, I feel that we haven't fully set up and understood all the features from the beginning, and I would like more help in learning and setting everything up. Review collected by and hosted on G2.com.

Estimate on the roof, and it's booked and paid before I'm down the ladder

One app runs the whole ticket, from first quote to final payment

Templates that keep every quote priced the same, with no guessing

Guests approve, sign and pay from their phone, so no chasing checks

Every job, photo and invoice saved under the guest, ready for next time Review collected by and hosted on G2.com.

A lot of the useful pieces sit behind higher plans. Lead capture forms and inventory/materials items both need an upgrade. There's only one tax rate per estimate, so I can't tax parts and leave labor untaxed. Files attach to tickets but not to the customer profile. I can't add a $0 line to show a free item on an estimate. Review collected by and hosted on G2.com.

I’ve been using QuoteIQ for 2 years and it has been a game changer for my business. It is SO user friendly! I can generate quotes and invoices with extreme efficiency, while tracking costs and time management all from my phone. The customer interaction using this CRM has been all positive. QuoteIQ has a solid product but they haven’t stayed idle with it. They often have cutting edge updates and improvements that simply make my life easier. Review collected by and hosted on G2.com.

There was a glitch with one of my quotes early in the first year I had this CRM. It was frustrating as I was just getting familiar with using it. I contacted customer service and response was immediate! Followed up with a teams call the next day with tech support and issue was resolved, then a few days later a call from Mike. That impressed me. Review collected by and hosted on G2.com.

I really value the excellent customer service I've received over the last 8 months. If I have an issue, I can get a hold of someone within a day or two, and they respond. I also appreciate that the team is constantly working to improve the platform and actually listens to feedback. It's a very powerful platform with a lot of features included at a fair price. The automation in QuoteIQ is incredibly useful, particularly in sending out invoices and scheduling Google reviews, which helps with local SEO and growing our brand. I find it works really well for small businesses. The platform is robust for the price, handling invoicing, customer management, estimates, and AI features efficiently. Additionally, the integration with QuickBooks benefits my company by providing real-time data on income, profit, and expenses thanks to seamless data transfer. Finally, the QuoteIQ team was very helpful during the onboarding process, making the initial setup smoother after initially taking a bit of time. Review collected by and hosted on G2.com.

I've had issues with the inspections and pictures; sometimes it works and sometimes it gets stuck, causing disruptions. We've notified the developers, but it's crucial for us to have a platform that can run without the internet and upload images and videos, which is something QuoteIQ struggles with. This has led us to use a parallel program for these functions. It's frustrating when not all images load or when the system freezes, requiring a restart and wasting time. Review collected by and hosted on G2.com.

I really appreciate QuoteIQ's great support and communication, and I've been using it since it was a young CRM. I feel like I've grown alongside them, and they continue to grow, always making updates with service industry businesses in mind. It all runs smoothly, and if something doesn't, they fix bugs quickly. I find their system for intake of clients and contacts very easy. The options part for estimates is really good, as it lets clients choose services that fit their budget or needs. Setting up payments is easy, and you even get a local QuoteIQ phone number. The AI bot integrated into the system works well too. I also found the initial setup to be very easy. Review collected by and hosted on G2.com.

I do wish I could get legacy pricing since I'm a legacy member and have been with them for a long time since they were young. I wish I could upgrade my plan and still have my legacy pricing discounting. Review collected by and hosted on G2.com.

I like that QuoteIQ allows me to handle everything in one place, including emails, estimates, quotes, and even linking my bank to receive payments. The estimates feature stands out to me, and I appreciate the direct payment options as they provide an easy way for customers to make payments. Additionally, the initial setup of QuoteIQ was pretty easy, which was a nice bonus. Review collected by and hosted on G2.com.

Sometimes the system resets and goes blank, and then I have to call customer service to get it back up. It can be a little scary after you've put so much information in. Review collected by and hosted on G2.com.

I like QuoteIQ for keeping track of my jobs, revenue, and eventually employees. It helps me stay organized, and I really like the way the custom invoicing is set up. I also think it's great that they make changes based on what their customers need, and if I have any issues, they're quick to resolve them. I find it to be more reasonable for my business, allowing me to scale without breaking the bank. The initial setup was very easy and straightforward. Review collected by and hosted on G2.com.

As a carpet cleaner, I noticed there were other CRMs that might be more tailored specifically for my business. Review collected by and hosted on G2.com.

I like how easy it is to edit and send estimates. I normally just copy the link and I text it to my clients. I can also email it but the type of clients I work with are normally not checking their emails that often and they might think it's spam. Review collected by and hosted on G2.com.

I have been using quote IQ for about a year now. They raised the price for the plan that we use and we were grandfathered in. Only problem now is that when a client sends an estimate request form, it has a bunch of tabs that I need to go through to find the request. It's a pain. Review collected by and hosted on G2.com.

Ease of use, very competitive pricing, lots of tools and execution of estimates and invoicez. Review collected by and hosted on G2.com.

I can’t download the Price Book (services) for backup or other records management. This feels unfair, especially given how important the Price Book is and how much time and effort it takes to create, maintain, and manage it. Review collected by and hosted on G2.com.

I love how precise and helpful Quote IQ's map measure pro is. Mike and Justin are always adjusting and improving Quote IQ, I definitely recommend to anyone!!! Review collected by and hosted on G2.com.

The only thing that can be annoying is when they are making improvements things get moved around I have to reajust to where things are at. Review collected by and hosted on G2.com.