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Insightly VS Quoter

Compare Insightly VS Quoter and see what are their differences

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Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

Quoter logo Quoter

Save time, eliminate mistakes, and get paid faster with Quoter, the quote-to-cash solution for IT Service Providers.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Quoter Landing page
    Landing page //
    2023-06-15

Quoter is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs (ConnectWise, Autotask, and Kaseya), CRMs (e.g. Salesforce, Hubspot, etc.), Distributors (e.g. Ingram Micro, Tech Data, and others), and Accounting Tools (e.g. Xero, Quickbooks Online, and more).

Insightly

Website
insightly.com
Pricing URL
Official Insightly Pricing
$ Details
-
Platforms
-
Release Date
-
Edit details

Quoter

Website
quoter.com
Pricing URL
Official Quoter Pricing
$ Details
paid Free Trial $129.0 / Monthly (UNLIMITED USERS)
Platforms
Web Browser
Release Date
2018 January
Edit details

Insightly features and specs

No features have been listed yet.

Quoter features and specs

  • Quote Bundles : Yes
  • Product Configurator: Yes
  • Smart Templates: Yes
  • E-Signatures: Yes
  • Product Cloud: Yes
  • Optional Items: Yes
  • Integrated Payments: Yes
  • Distributor Integrations : Yes
  • Quote Sections: Yes
  • Discount: Yes
  • Branded Custom Proposals: Yes
  • Manager Approvals: Yes
  • Reporting & Analytics : Yes
  • Email Tracking: Yes
  • Sales Tax Automation: Yes
  • Cost & Margin Tracking: Yes
  • Multi-Currency Support: Yes

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Quoter videos

+ Add

Product Configurator | Quoter

More videos:

  • Demo - Quoter Product Overview | Sales Quoting & Proposal Software
  • Tutorial - Quoter + QuickBooks Online (QBO) Integration
  • Tutorial - Quote Revisions | Making changes to a quote or proposal with Quoter

Category Popularity

0-100% (relative to Insightly and Quoter)

Insightly

Quoter

CRM
100 100%
CRM
0% 0
Configure Price Quote (CPQ) Software
0 0%
Configure Price Quote (CPQ) Software
100% 100
Sales
100 100%
Sales
0% 0
Document Automation
0 0%
Document Automation
100% 100

User comments

Share your experience with using Insightly and Quoter. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Insightly and Quoter

Insightly Reviews

  1. Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

Quoter Reviews

We have no reviews of Quoter yet.
Be the first one to post

Social recommendations and mentions

Based on our record, Quoter seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Insightly mentions (0)

We have not tracked any mentions of Insightly yet. Tracking of Insightly recommendations started around Mar 2021.

Quoter mentions (2)

  • Quoting Tools & Software
    Off the top of my head, before I go to bed.. More CRM integrations (the client mentioned Dynamics, I'm not seeing a mention of that on quoter.com, maybe I'm missing it). Deeper PSA integrations. More shipping integrations. More payment integrations. More distributor integrations. Online Ordering integrations. Leasing Integrations. Raise RFQs Custom Scripting Ability to have it totally on-prem Formula... Source: 11 months ago
  • Quoter vs CW Sell?
    Do you have anything specifically on Quoter? (quoter.com). Source: over 1 year ago

What are some alternatives?

When comparing Insightly and Quoter, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

QuoteWerks - Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

ConnectWise Sell - Connectwise Sell is a Quote and Proposal Software with high quality, accurate quotes and attractive proposals.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

KBMax - KBMax 3D CPQ solutions is the next generation to configure, visualize, price, quote with interactive 3D visualization and engineering automation. Learn more.

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