Best Quote-to-Cash Software with a Free Trial of 2025

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

BluLogix is a leading SaaS-based recurring revenue monetization platform, offering B2B enterprises a powerful platform to catalyze growth through streamlined subscription and usage billing. Designed for companies with complex billing challenges, the BluIQ platform offers flexible, scalable solutions to streamline operations and boost innovation. BluLogix provides end-to-end automation and seamless integration across the revenue process, tailored for businesses with complex billing needs. It is built to adapt rapidly to evolving business requirements, ensuring customers can capitalize on the subscription economy with efficiency, accuracy, and speed. With BluLogix, businesses can enjoy increased revenue, enhanced profitability, and higher customer satisfaction thanks to comprehensive automation and seamless system integrations. Tailored to adapt to your dynamic needs, our platform ensures you efficiently leverage the subscription economy. As a recognized leader in managing recurring revenue, BluLogix optimizes our customers’ quote-to-cash processes, fostering sustainable growth, and delivering exceptional customer experiences.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Expedite Commerce is a cloud-based Agile Revenue Platform that provides a suite of digital solutions to optimize the quote-to-cash lifecycle. This includes a B2B eCommerce platform, CPQ software, contract lifecycle management software, digital sales room (product discovery), guided selling, recurring billing Software, revenue management software, and subscription management software. These solutions offer a range of features and analytics to empower marketing, sales, and finance professionals to take their businesses to the next level.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Salesforce CPQ makes it easier to get quotes, manage pricing, and close deals faster with Salesforce CPQ. Salesforce CPQ is a CPQ solution for the world's top CRM platform. It gives companies the tools to manage the sales process from quote to cash. Salesforce CPQ comes in three versions, including full Quote to-Cash which supports billing and collection.

VOGSY is the only Professional Services Automation (PSA), software designed for Google Workspace. VOGSY manages your services business from Quote through Cash using the Google Workspace tools that you use every day. Gmail, Docs, Sheets, and Drive all seamlessly integrate with VOGSY workflows, giving you and your team real-time collaboration capabilities that are unmatched by any other PSA. All this from the beautiful, intuitive Google interface they already know. Global B2B service companies trust VOGSY's quote-to-cash ERP system to ensure that their business runs more efficiently, profitably, and predictably. Plan, execute, track, and improve your service lifecycle. - Management of opportunities - Project planning and management - Resource planning and management - Task management Time and expense tracking - Invoicing & Billing - Revenue and resource forecasting - Real-time reporting and analytics

Automate operational processes such as sending purchase orders or processing order confirmations. Focus only on the exceptions. Communicate in real time with customers and suppliers about possible deviations or deliveries. For orders and shipping, you can no longer rely on Excel or email. Real-time insights into your supply chain allow you to react faster to potential risks and changes. Reduce lead times, costs, and errors. Tradecloud is the most trusted platform for supply chain management in the industry and trade. Tradecloud is trusted by thousands of customers to automate their supply chain processes, improve predictability and allow them to focus on exceptions. Tradecloud is a rapidly growing network that connects thousands of B2B sellers and buyers. They collaborate in real-time on forecasts, orders, and shipments to improve speed, reduce costs, and increase flexibility.

SalesStreamliner automates manual sales tasks and connects cross-channel partners in one system. This makes channel sales operations and partners' lives easier. You can easily grow your sales team with confidence. You can easily manage your channel sales reps and direct sales reps in one unified system. You can easily expand your business. You can manage multiple product lines and multiple sales channels in one system. All franchise business operations are in one box. Your franchisees will thrive if you provide them with sales automation. Multitasking is a key skill for small business owners. SalesStreamliner makes multitasking easy so you can concentrate on servicing customers and selling. In five easy steps, you can get started with your SalesStreamliner solution.

LogiSense is built for usage-based billing, but we also accommodate any combination of subscriptions, usage, multiple currencies, or complex rating scenarios. Price in real-time, automate, or schedule your billing process in any configuration. LogiSense's API-first microservices platform exposes its billing functions via RESTful APIs, facilitating the integration, communication, and data required to automate billing processes. Customers want to pay for what they use. Companies that give them this flexibility build trust and win loyalty. Conventional subscription solutions limit pricing models. Join the usage economy with LogiSense. No matter what you offer, we can rate, measure it, and monetize it.

ASC Pricing and Quote is a web-based platform that allows you to manage configure, price, and quote (CPQ) with a focus in RFPs, RFIs and RFQs. It also facilitates collaborative negotiation and sourcing. The software provides automated notification and alerts for tendering milestones, pricing, discount management, templates to create quote, proposal, pricing documents, and many other features.

SCOPE is being used by some of the most prominent agencies and advertisers in the world to manage, price and track their budgets and scopes of work. Teams can access all their scopes of work from one place. They can collaborate, approve and approve deliverables, budgets, and tactics from anywhere. One source of truth is all you need. Scope management in one tool allows everyone to have a shared view of work being done and the progress being made. SCOPE is the only platform that connects agencies and advertisers across all markets. Only tool that allows real-time collaboration between disciplines, teams, markets, and agencies. Collaboration is key to success. SCOPE provides a single point of view and a place where scopes can be tracked, collaborated and analyzed. It is available to all groups, from one office to a global network that includes advertisers and agencies. Smart decisions are made when everyone speaks the same language. Transparency builds trust and opens up the door for analysis.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

Zendo allows businesses to deliver services to customers from one location. Zendo makes it easy to sell custom services online. It also saves time by reducing context switching and manual repetitive tasks. Zendo can eliminate email, project management, accounting, proposal, CRM tools, and other context switching. You can manage the entire sales and delivery process from A through Z. A is when a customer contacts you with an inquiry, while Z is when the service has been delivered. For maximum convenience, customers can pay via the chat link right after you have sent them an estimate. Zendo has a simple-to-use Customer Profile and chat-like Communications tab. This allows you to manage all communication between your team members and customers. You can view all customer's past requests and search all shared files between them.

StartProto seamlessly integrates into your existing workflows. Modernize your manufacturing processes from quote to cash and optimize your operations using our lightweight, yet powerful software. To remain competitive and profitable, job shops must accurately calculate the cost of producing products or services. Traditional quoting methods can make it difficult to account for all the factors that are important, such as setup time, run time and material costs. This can lead to errors and financial losses. Our software allows jobshops to include all these factors into the quoting process. By incorporating setup time, run time and material costs into the calculation, manufacturers are able to produce more accurate quotes, avoiding underbidding and overcharging their products and services. This allows manufacturers to remain competitive by offering fair and transparent prices to their customers.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Sposea makes it easy to maintain price data and drives profitability at every stage of your company’s pricing cycle. Sposea combines science, algorithms, machine-learning, and industry best practices to give you true enterprise-wide control over your pricing process. Sposea's world-class pricing engine allows customers to optimize pricing models with full transparency.

Configure smart, accurate deals faster. No matter how complex your business is, empower your sellers to accurately quote and spend less time selling. Conga CPQ makes it easier for sellers to close more deals and achieve a higher win rate. Construct complex products and services, provide accurate quotes and make smarter deals by using the most current pricing and product information. The process is smooth and error-free, which will be appreciated by your customers. 82% of B2B decision makers believe sales reps lack preparation. Conga CPQ allows you to scale the actions your top sales reps across the entire organization by providing pricing guidance, guided selling, and margin protection.

We simplify Sales, Quotation and Service by moving away from scattered spreadsheets to a single, centralized application. We help you save time and keep you informed. All information about the sales process is available in one place. Customers, Opportunities, Quotations and Orders, Invoices, Service Tasks and any other information you may need. We can help you improve your communication vertically and horizontally. We offer a platform for sales managers, service reps, estimators and finance to communicate about the sales process. CRM software for sales reps offers complete information and seamless transitions. Consolidating information in one tool can increase employee productivity and communication. All customer information can be tracked in one place without any compromise on data security or ease of use. You don't have to stop improving your sales process by using a traditional enterprise CRM.

iasset.com, the SaaS platform that allows you to execute customer retention strategies in a smart and cost-effective manner. No matter what channel you are in, you can automate complex processes within your sales or service functions. iasset.com, the platform that is unrivaled for IT, IIoT and MedTech vendors, distributors and resellers, is unique. Our team has decades of industry experience and we know the nuances of working in a channel environment. iasset.com is the best platform to address your objectives and challenges. You can say goodbye to inefficient tools that are unable to handle a dynamic channel environment and an installed base. We have been improving iasset.com since 2008 to make it the best-in class SaaS platform for customer retention, expansion, aftermarket sales, and customer retention.

We help B2B companies like yours optimize their pricing and sales to achieve predictable, profitable results - and maximize your commercial potential. How do we do it? Our world-class people, processes and technology will help you do it. Our best-in-class solutions are proven to unlock the commercial potential of your products and services. Vendavo Pricepoint, a cloud-based dynamic pricing management software solution, allows organizations to consolidate all relevant pricing information across their business in one place. Pricing teams can create and manage pricing strategies using user-configurable rules. This flexible pricing logic allows them to scale across their product catalogs, regions, countries and channels, as well as customers, to ensure that the price is always correct, regardless of the context.

Our customers can rethink how they address B2B sales and pricing challenges. We offer smarter pricing software and better data analysis, built on the only cloud-native platform in the industry. We have decades of experience in building customized solutions for a wide range of B2B industries. Cost volatility. Complex pricing structures. It is cumbersome. Rethink your pricing approach. You have thousands of customers, products, and commercial decisions. Reimagine sales and pricing. Complex pricing processes. Rate inconsistency. Revenue leakage. Reimagine rate attainment. Our SaaS pricing and pricing software and cloud native Platform enable businesses to quickly respond to changing business dynamics, address major revenue leakage and execute pricing and sales strategies more effectively.