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Keap vs QuoteWerks

Keap vs QuoteWerks

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Overall Rating
4.1 (1292)
4.6 (191)
Ease-of-Use
3.5 / 5
4.5 / 5
Value for Money
3.8 / 5
4.6 / 5
Customer Support
4 / 5
4.6 / 5
Functionality
4.1 / 5
4.6 / 5
Last Review Written
January 4, 2025
January 26, 2025
Pros/Cons
  • Pros

  • It offers one of the best CRM as well as it provides an automation of marketing. Its reporting is also superb along with Drip Marketing and Landing Pages which are also just great.
  • CRM capabilities are amazing being able to organize all of your customers, warm leads, and cold list is a single dashboard is super powerful.
  • I love the tracking of our opportunities with the access to forecast our high and low potential month by month. It's also wonderful to understand where the weakest points are for conversion.
  • Cons

  • The only bad thing is that it has no documentation in Spanish and that it is a bit expensive.
  • When linkedin changed their url format I was stuck with over 3000 records with bad url's.
  • I requested a cancellation of our acccount which, to this day, has not been actioned. I have had to go to my bank to block further charges of my account.
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  • Pros

  • I have not used Quotewerks for very long time but so far so good. It's one of the best and reliable software for quote management.
  • Quotewerks is the best option for quote management. It is one of the kind application that provides all the best tools which are easy and simple to understand.
  • Its ease of use, integration capabilities, and flexibility make it a solid choice for businesses that want to save time and increase efficiency.
  • Cons

  • Lots of areas to get lost, many sub menus. Might take some time to get up to speed if you haven't used it before.
  • Thought QuoteWerks was very unstable and lacked many features that a quoting program should include.
  • Dashboard notification options are very limited to just two integration programs and not for overall quoted work. No Service Operations Automation or Order management.
Read all user reviews
Pricing Range
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$
$
$
$
$
$
$
$
$
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos