About Experlogix CPQ

Experlogix is a cloud-based configure, price and quote (CPQ) management solution designed to help businesses manage orders and quotation process. It serves both B2B and B2C marketing and sales teams across a range of industries including technology, manufacturing, service, heavy equipment and transportation.

Experlogix verifies the accuracy of different sections in a quotation and alerts users if there is any disparency in the quotation form. The solution even can handle complex pricing and discounting rules to cater to different customer segments. It integrates with third-party ERP solutions, including MS Dynamics, NetSuite and Salesforce, to access parts and product information and leverage existing bills of materials.

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Supported Operating System(s):

Mac OS, Linux, Web browser (OS agnostic), Windows 10

4 Reviews of Experlogix CPQ

Overall rating

4.75 / 5 stars

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February 2018

Brian from Southern Casearts

Company Size: 201-500 employees

Industry: Supermarkets

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

February 2018

Easy to learn

Organization and flexibility.

Pros

Assists on CRM to a great degree and is very user friendly. I like how I can create same rules to apply to majority or minority of options.

Cons

That we have to publish for everything just to see if a formula or rule works. That causes time wasted for me on somedays.

December 2017

Craig from Southern CaseArts

Company Size: 201-500 employees

Industry: Supermarkets

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2017

Experlogix make building and customizing your configurator very easy

We are able to lock down options that we do not want to offer on our products and also program by customer to insure we always meet their expectations.

Pros

Experlogix is very user friendly and Experlogix staff if very helpful. Usually if i make a request for a change it is in the next months build.

January 2018

Dustin from Cross Trailers, inc.

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

Just went live and so far we love it, really expanded our capabilities in more than just order entry

Streamlined quote configuration and order entry process. Also using it to figure costs, and margins per order. Reduced mistakes from order entry where a user would select the wrong options for a configuration of our production units.

Pros

Ease of setup and configuration, it's not perfect but easiest I've ever used. Rules and formulas are very robust giving you more than one way to solve a problem. User interface is easy to stream line. Integrations with Dynamics 365 are excellent, even with custom fields. Customer service from Experlogix has been top notch.

Cons

As with any software there are always little things that can be a hassle. That said they have worked with me whenever possible to try and enhance the software for some of the things we have wanted to do but the software wasn't quite capable out of the box. Those problems have been few though.

April 2018

Henry from App factory

Company Size: 11-50 employees

Industry: Architecture & Planning

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

Highly recommended!!

This app had for sure helped me get better organized with work

Pros

I have used Experlogix CPQ for about 18 months and I love the simplicity of it. It integrates with my Gmail email and calendar really well but the best feature for me that I haven't been able to find with other Sales software CRM's is the rotten deals feature where you can set for deals to be marked red after a set time. This means I can quickly look at my sales Experlogix CPQ and easily see which deals I need to follow up without having to click in to read the details.

Cons

There are also useful reports which could still be improved but to offer handy stats.