Quick Overview
- 1#1: Salesforce - Enterprise CRM platform with advanced CPQ module for automated configure-price-quote processes and sales acceleration.
- 2#2: Microsoft Dynamics 365 - Integrated CRM and ERP solution featuring robust quoting, pricing, and sales automation capabilities.
- 3#3: HubSpot CRM - All-in-one CRM with built-in quoting, proposals, and deal tracking for inbound sales teams.
- 4#4: Zoho CRM - Affordable CRM with native quoting, invoicing, and workflow automation for small to mid-sized businesses.
- 5#5: Pipedrive - Visual pipeline CRM with integrated quoting, e-signatures, and sales forecasting tools.
- 6#6: Freshsales - AI-driven CRM offering quoting, deal management, and Freddy AI insights for sales efficiency.
- 7#7: PandaDoc - Document automation platform specializing in quotes, proposals, and e-signatures with deep CRM integrations.
- 8#8: Proposify - Proposal and quoting software that syncs with CRMs to create interactive sales documents.
- 9#9: Conga CPQ - CPQ solution for complex quoting, configuration, and contract generation integrated with major CRMs.
- 10#10: DealHub - CPQ platform with guided selling, dynamic quoting, and buyer experience optimization for revenue teams.
Tools were ranked based on a blend of key features (including automated quoting, CRM integration, and sales automation), user-friendliness, technical reliability, and value for money, ensuring they meet diverse business needs.
Comparison Table
This comparison table examines leading CRM and quoting software tools, including Salesforce, Microsoft Dynamics 365, HubSpot CRM, Zoho CRM, Pipedrive, and more, to help readers understand their unique features and how they bridge customer relationship management and quoting needs. It breaks down key functionalities, integration capabilities, and suitability for different business sizes, enabling informed decisions about tools that align with operational goals.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce Enterprise CRM platform with advanced CPQ module for automated configure-price-quote processes and sales acceleration. | enterprise | 9.4/10 | 9.8/10 | 7.9/10 | 8.2/10 |
| 2 | Microsoft Dynamics 365 Integrated CRM and ERP solution featuring robust quoting, pricing, and sales automation capabilities. | enterprise | 9.2/10 | 9.6/10 | 7.4/10 | 8.1/10 |
| 3 | HubSpot CRM All-in-one CRM with built-in quoting, proposals, and deal tracking for inbound sales teams. | enterprise | 9.1/10 | 9.0/10 | 9.4/10 | 9.2/10 |
| 4 | Zoho CRM Affordable CRM with native quoting, invoicing, and workflow automation for small to mid-sized businesses. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 9.3/10 |
| 5 | Pipedrive Visual pipeline CRM with integrated quoting, e-signatures, and sales forecasting tools. | enterprise | 8.5/10 | 8.0/10 | 9.2/10 | 8.1/10 |
| 6 | Freshsales AI-driven CRM offering quoting, deal management, and Freddy AI insights for sales efficiency. | enterprise | 8.6/10 | 8.4/10 | 9.1/10 | 8.8/10 |
| 7 | PandaDoc Document automation platform specializing in quotes, proposals, and e-signatures with deep CRM integrations. | specialized | 8.2/10 | 8.8/10 | 8.4/10 | 7.9/10 |
| 8 | Proposify Proposal and quoting software that syncs with CRMs to create interactive sales documents. | specialized | 8.4/10 | 9.1/10 | 8.3/10 | 7.9/10 |
| 9 | Conga CPQ CPQ solution for complex quoting, configuration, and contract generation integrated with major CRMs. | specialized | 8.6/10 | 9.3/10 | 7.7/10 | 8.1/10 |
| 10 | DealHub CPQ platform with guided selling, dynamic quoting, and buyer experience optimization for revenue teams. | specialized | 8.1/10 | 8.7/10 | 7.8/10 | 7.6/10 |
Enterprise CRM platform with advanced CPQ module for automated configure-price-quote processes and sales acceleration.
Integrated CRM and ERP solution featuring robust quoting, pricing, and sales automation capabilities.
All-in-one CRM with built-in quoting, proposals, and deal tracking for inbound sales teams.
Affordable CRM with native quoting, invoicing, and workflow automation for small to mid-sized businesses.
Visual pipeline CRM with integrated quoting, e-signatures, and sales forecasting tools.
AI-driven CRM offering quoting, deal management, and Freddy AI insights for sales efficiency.
Document automation platform specializing in quotes, proposals, and e-signatures with deep CRM integrations.
Proposal and quoting software that syncs with CRMs to create interactive sales documents.
CPQ solution for complex quoting, configuration, and contract generation integrated with major CRMs.
CPQ platform with guided selling, dynamic quoting, and buyer experience optimization for revenue teams.
Salesforce
enterpriseEnterprise CRM platform with advanced CPQ module for automated configure-price-quote processes and sales acceleration.
Salesforce CPQ: Automates complex product configuration, dynamic pricing, and quote generation with guided selling.
Salesforce is the premier CRM platform, providing end-to-end customer relationship management, sales automation, and advanced quoting capabilities through its CPQ (Configure, Price, Quote) module. It enables businesses to manage leads, track deals, automate workflows, and generate accurate, customized quotes with dynamic pricing and product configurations. With AI-powered insights via Einstein and seamless integrations via AppExchange, it scales from mid-sized teams to global enterprises.
Pros
- Unmatched customization and scalability
- Powerful CPQ for complex quoting and pricing
- Extensive integrations and AI-driven insights
Cons
- Steep learning curve and setup complexity
- High pricing with add-on costs
- Overkill for very small businesses
Best For
Enterprise-level sales teams needing robust CRM with sophisticated quoting automation.
Pricing
Starts at $25/user/month (Essentials); Sales Cloud Enterprise $150-$330/user/month; CPQ add-on ~$75+/user/month.
Microsoft Dynamics 365
enterpriseIntegrated CRM and ERP solution featuring robust quoting, pricing, and sales automation capabilities.
AI-powered Copilot for real-time sales guidance, predictive quoting, and automated insights within the CRM workflow
Microsoft Dynamics 365 is a comprehensive cloud-based CRM platform that integrates sales, customer service, marketing, and operations into a unified system. For CRM and Quoting Software, it excels in managing customer relationships through lead scoring, pipeline management, and advanced CPQ (Configure, Price, Quote) tools for accurate quoting and deal acceleration. Powered by AI via Copilot, it provides predictive insights, automation, and seamless integration with Microsoft 365, Power BI, and other enterprise tools.
Pros
- Deep integration with Microsoft ecosystem for enhanced productivity
- Advanced CPQ and AI-driven quoting for complex sales processes
- Highly scalable and customizable via Power Platform
Cons
- Steep learning curve and lengthy implementation for non-experts
- High cost unsuitable for small businesses
- Overly complex interface for basic CRM needs
Best For
Mid-to-large enterprises needing a robust, scalable CRM with enterprise-grade quoting, AI insights, and full Microsoft stack integration.
Pricing
Starts at $65/user/month for Sales Professional; $95+ for Enterprise with CPQ; custom pricing for full suites, billed annually.
HubSpot CRM
enterpriseAll-in-one CRM with built-in quoting, proposals, and deal tracking for inbound sales teams.
Seamless inbound methodology integrating free CRM with premium CPQ quoting, e-signatures, and payment collections in one unified platform
HubSpot CRM is a comprehensive, all-in-one platform for managing customer relationships, sales pipelines, marketing automation, and service interactions. It excels in CRM functionalities like contact tracking, deal management, and email integration, while offering quoting tools such as customizable quote templates, e-signatures, and CPQ capabilities in paid tiers. Businesses can start with its free core CRM and scale up to advanced features for streamlined sales processes from lead generation to close.
Pros
- Free core CRM with unlimited users and robust contact/deal management
- Intuitive drag-and-drop interface and seamless mobile app
- Extensive integrations and unified data across marketing, sales, and service
Cons
- Advanced quoting/CPQ features locked behind paid plans (Starter and above)
- Pricing escalates quickly for teams needing Professional or Enterprise tiers
- Can feel bloated for users only needing basic CRM and quoting
Best For
Growing small to mid-sized businesses wanting an scalable all-in-one CRM with integrated quoting and marketing tools.
Pricing
Free CRM forever; Sales Hub Starter at $20/user/month; Professional at $90/user/month (min 5 users); Enterprise custom pricing.
Zoho CRM
enterpriseAffordable CRM with native quoting, invoicing, and workflow automation for small to mid-sized businesses.
Zia AI assistant for predictive lead scoring, automated quoting suggestions, and sales forecasting
Zoho CRM is a comprehensive cloud-based customer relationship management platform designed to streamline sales, marketing, and customer service processes for businesses of all sizes. It excels in lead management, pipeline tracking, and automation, with built-in quoting tools via Zoho Quotes for creating professional quotes, approvals, e-signatures, and seamless conversion to invoices. Highly customizable and integrated with the Zoho ecosystem, it provides analytics and AI-driven insights to optimize sales performance.
Pros
- Affordable pricing with a robust free tier for small teams
- Extensive customization and automation for CRM workflows and quoting
- Seamless integrations with Zoho apps and third-party tools like Google Workspace
Cons
- Steep learning curve due to high customizability
- Advanced features locked behind higher-tier plans
- Reporting interface can feel cluttered for complex setups
Best For
Small to mid-sized businesses seeking a cost-effective, all-in-one CRM with strong quoting and automation capabilities.
Pricing
Free for up to 3 users; paid plans start at $14/user/month (Standard), $23 (Professional), $40 (Enterprise), and $52 (Ultimate), billed annually.
Pipedrive
enterpriseVisual pipeline CRM with integrated quoting, e-signatures, and sales forecasting tools.
Drag-and-drop visual sales pipeline that uniquely simplifies deal progression and forecasting
Pipedrive is a sales-oriented CRM platform that emphasizes visual pipeline management, deal tracking, and activity scheduling to help sales teams close deals faster. It includes built-in quoting capabilities with product catalogs, customizable quote templates, and PDF generation for quick proposals. While strong in core CRM functions, it integrates with external tools for advanced quoting needs, making it suitable for small to mid-sized sales teams.
Pros
- Intuitive visual sales pipeline for easy deal management
- User-friendly interface with quick setup and mobile app
- Built-in quoting tools with product catalogs and email integration
Cons
- Limited advanced reporting without add-ons
- Quoting lacks deep customization compared to dedicated CPQ tools
- Full features require higher pricing tiers
Best For
Sales teams in small to medium businesses seeking a straightforward CRM with solid quoting for pipeline-driven selling.
Pricing
Starts at $14.90/user/month (Essential, billed annually) up to $99/user/month (Enterprise); 14-day free trial available.
Freshsales
enterpriseAI-driven CRM offering quoting, deal management, and Freddy AI insights for sales efficiency.
Freddy AI, which delivers predictive insights, automated workflows, and deal recommendations uniquely tied to the quoting process
Freshsales is a user-friendly sales CRM from Freshworks that enables teams to manage leads, track deals through visual pipelines, and nurture customer relationships with AI-driven insights. It includes integrated quoting tools for generating customizable quotes, proposals, and contracts directly from deals, complete with e-signatures and approval workflows. The platform also features built-in telephony, email automation, and Freddy AI for lead scoring and sales recommendations, making it a solid all-in-one solution for sales processes.
Pros
- Intuitive drag-and-drop pipelines and clean interface
- Freddy AI for intelligent lead scoring and insights
- Seamless quoting with templates, discounts, and e-signatures
Cons
- Advanced reporting and analytics locked behind higher tiers
- Quoting lacks deep CPQ complexity for large enterprises
- Limited native integrations in the free plan
Best For
Small to mid-sized sales teams seeking an affordable, easy-to-use CRM with straightforward quoting and AI enhancements.
Pricing
Free plan available; Growth starts at $15/user/month, Pro at $39/user/month, Enterprise at $59/user/month (billed annually).
PandaDoc
specializedDocument automation platform specializing in quotes, proposals, and e-signatures with deep CRM integrations.
Live document previews and real-time collaboration for instant feedback during quoting
PandaDoc is a document automation platform specializing in creating, sending, tracking, and e-signing quotes, proposals, and contracts. It includes light CRM capabilities like contact management, deal pipelines, and integrations with full CRMs such as Salesforce and HubSpot. While strong in quoting and sales document workflows, its native CRM features are more supplementary than comprehensive.
Pros
- Robust quoting and proposal templates with dynamic pricing and conditional logic
- Integrated e-signatures and payment collection to accelerate deals
- Detailed analytics on document views, engagement, and performance
Cons
- Limited depth in native CRM functionality compared to dedicated tools
- Higher pricing tiers required for advanced features and unlimited users
- Steep learning curve for complex automations and custom integrations
Best For
Sales and marketing teams focused on streamlining quote-to-cash processes with integrated document management.
Pricing
Starts at $19/user/month (Essentials), $49/user/month (Business), $59/user/month (Enterprise); custom pricing for larger teams.
Proposify
specializedProposal and quoting software that syncs with CRMs to create interactive sales documents.
Real-time proposal analytics with hotspots and notifications to see exactly what prospects view and engage with
Proposify is a proposal automation platform designed to help sales teams create, customize, send, and track professional proposals efficiently. It excels in quoting with dynamic pricing tables, e-signatures, and payment integrations, while offering light CRM capabilities through contact management and CRM integrations like Salesforce and HubSpot. Primarily focused on streamlining the sales closing process, it provides analytics to monitor proposal engagement and performance.
Pros
- Stunning, interactive proposal builder with templates and multimedia support
- Robust tracking and analytics for proposal views and engagement
- Seamless e-signatures, payments, and CRM integrations
Cons
- Limited native CRM depth, relying heavily on integrations
- Pricing scales quickly for larger teams or advanced features
- Occasional learning curve for complex customizations
Best For
Sales teams in agencies, consulting firms, or service-based businesses needing polished, trackable quotes to accelerate deal closures.
Pricing
Starts at $19/user/month (Essentials, billed annually) up to $99/user/month (Premium), with Enterprise custom pricing; free trial available.
Conga CPQ
specializedCPQ solution for complex quoting, configuration, and contract generation integrated with major CRMs.
Native Salesforce integration with guided selling and real-time pricing optimization powered by Conga's Revenue Lifecycle platform
Conga CPQ is a robust Configure, Price, Quote (CPQ) solution that integrates deeply with Salesforce CRM to automate complex product configuration, dynamic pricing, and professional quote generation. It empowers sales teams to handle intricate bundles, discounts, and approvals while reducing errors and accelerating sales cycles. As part of the Conga suite, it extends into document automation, e-signatures, and contract management for a seamless quote-to-cash process.
Pros
- Seamless native integration with Salesforce CRM
- Advanced configuration logic and pricing rules for complex products
- Built-in document generation and e-signature capabilities
Cons
- Steep learning curve and complex initial setup
- Primarily optimized for Salesforce users, limited multi-CRM flexibility
- High cost for smaller teams or enterprises
Best For
Enterprise sales teams using Salesforce that require sophisticated CPQ for complex, configurable products.
Pricing
Quote-based enterprise pricing; typically starts at $75+ per user per month, scaling with features and volume.
DealHub
specializedCPQ platform with guided selling, dynamic quoting, and buyer experience optimization for revenue teams.
DealRooms: Secure, interactive portals where buyers and sellers co-edit proposals, negotiate terms, and e-sign in real-time.
DealHub is a revenue lifecycle management platform specializing in CPQ (Configure, Price, Quote) capabilities integrated with leading CRMs like Salesforce and HubSpot. It enables sales teams to create accurate quotes, manage negotiations through interactive DealRooms, and accelerate deal closures with e-signatures and analytics. The software streamlines the entire sales process from opportunity to revenue recognition, reducing manual errors and sales cycle times.
Pros
- Powerful CPQ engine with guided selling and dynamic pricing
- Interactive DealRooms for buyer-seller collaboration and faster closes
- Seamless CRM integrations and robust analytics for revenue insights
Cons
- Complex setup for advanced configurations requires expertise
- Pricing is custom and can be steep for smaller teams
- Limited standalone CRM features; best as an add-on
Best For
Mid-market B2B sales teams seeking advanced quoting, negotiation tools, and CRM extensions to shorten sales cycles.
Pricing
Custom pricing with tiers starting around $75/user/month for Essentials, scaling to Enterprise plans; contact sales for quotes.
Conclusion
The top tools reviewed highlight the best in blending CRM functionality with seamless quoting and sales automation. Salesforce leads as the top choice, offering advanced CPQ capabilities to streamline price-quote processes and accelerate sales. Microsoft Dynamics 365 and HubSpot CRM stand as strong alternatives, with Dynamics excelling in integrated ERP systems and HubSpot catering to inbound sales teams. Each solution, however, elevates sales efficiency in distinct ways, ensuring there’s a fit for various needs.
Explore the top-ranked Salesforce to experience its robust CRM and quoting tools firsthand, and discover how it can transform your sales operations.
Tools Reviewed
All tools were independently evaluated for this comparison