CRM
Pipeforge
8.7/10
“The best pipeline view under $40 a seat — as long as you never need custom reporting.”
From $29/user/mo
Best for growing smb
21-day trial
Proposals & CPQ
Quotely review
8.4/10
“Removes a genuinely annoying handoff between quoting and signing. Check your accounting integration first — that's where this one runs out of road.”
Research-based assessment — built from the vendor’s documentation and pricing page and from themes in customer reviews, not from a hands-on lab test. How we work.
- Starting price
- From $35/user/mo
- Best for
- Growing SMB
- Free trial
- 14-day trial
- Based on
- Vendor docs + customer reviews
Scores
What works
- Quote to signature in one flow, with e-signature included rather than sold separately
- Discount approval rules are documented and hard for a rep to bypass
- Template formatting holding up under rep edits is a recurring positive in reviews
What doesn’t
- Integrations outside sales tools are thin — no accounting sync worth relying on
- Product catalogue import is CSV-only and particular about column names
- Analytics stop at sent, viewed and signed
Who should skip it
Businesses that need the quote to flow into invoicing automatically.
Same category
Other tools worth comparing
Lightweight CRM
Dealbase
8.1/10
“The right CRM for a one-person pipeline — you will outgrow it somewhere around the fifth hire.”
From $14/user/mo
Best for solo
Free plan
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