Best Quote-to-Cash Software

Epicor Prophet 21 is a leading ERP solution for wholesale distributors that combines proven distribution expertise with a web-enabled infrastructure and modern technology stack. Cloud and on-premises deployment options are available. From inventory to logistics, Prophet 21 keeps everything in balance within your organization and unlocks the potential of your supply chain to help grow sales, boost productivity, and drive profits. • Data-driven, with industry-specific functionality, to help you make smart decisions • Cloud-based applications to modernize and mobilize operations • Connected ecosystems to ensure visibility across your business • AI-infused solutions to drive efficiencies

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.

BluLogix is a leading provider of extensible cloud-based monetization solutions, empowering B2B businesses to optimize their subscription, recurring revenue and usage-based billing processes. The BluLogix platform delivers flexible, scalable, and feature-rich solutions across industries, helping increase revenue, profitability, innovation and customer satisfaction. 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. Recognized by industry analysts as a leader in recurring revenue, BluLogix specializes in complex and consumption-based billing solutions, and is a trusted partner for businesses seeking to optimize their quote to cash processes, drive revenue growth, increase profitability and enhance customer satisfaction.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

VOGSY is an All–in-one CRM and ERP system for global project teams. Multiple countries, multiple currencies, one resource pool - VOGSY makes it easy to set up new countries, track international projects, and connect multiple concurrent local finance packages. Create your Global multi-currency Single Source of Truth with unparalleled speed and ease and enjoy the benefits of having everything in one platform: - Report revenue, cost and margins for local offices, regions and consolidated worldwide - Hook up as many local accounting tools as you need for one global - yet localized - AR and AP proces - Don't miss out on cash with integrated billing schedules - Keep track of documents with our Drive integrations - Show revenue opportunities and their capacity impact without manual rework - Forecast revenue based on resource planning, not on guesswork

SalesStreamliner makes doing business easier for channel sales operations and partners, by automating manual sales tasks and connecting cross-channel partners independently all-in-one system. Grow your sales team with ease and confidence. Easily manage direct sales reps and channel sales in one unified system without conflict. Expand your business with ease. Manage multiple product lines & multiple sales channels all-in-one system without conflict. Franchise business operations in a box. Provide your franchisees with sales automation and watch them take off and thrive! Successful small business owners are master multi-taskers. SalesStreamliner makes multi-tasking easier, so you can focus on selling and servicing your customers. Get started with your SalesStreamliner turn-key solution in five easy steps.

With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.

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. You can’t grow your business without a technological infrastructure that lets you do it. LogiSense Billing is built for scale, flexibility, diversity, and ease of use anchored on AWS. It's the kind of technology that says, “Yes, you can.” LogiSense Billing is designed for versatility, proficiency, and the easy addition of products and services. Go ahead: innovate, expand, experiment. It can take it. 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.

Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations

Leave chaotic closing processes behind with templated quotes, approval workflows, and pricing guardrails to empower your teams and help sales reps win. Build pre-approved, fully customized agreement templates for your sales teams. Make changes instantly and adjust to your business needs right away. Forget the long implementation process. With RevOps, get your team up and running in hours and days instead of weeks and months. Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals. Create approval workflows, promote alignment, while saving precious time for your team. Send documents to anyone in the world and smoothly scale your sales operations for the global, remote, and digital economy.

The only hypergrowth fin-stack designed to support your entire team in end-to-end billing and collections, and beyond. Charge each customer on your terms. One-off, recurring, consumption-based, or hybrid. Tiered, volume-based, or flat. Easily view and manage all of your plans, payments, and accounts in one location. With a spreadsheet-like interface. Build any plan, of any complexity, with a spreadsheet-like interface. As you scale, let payments work with you rather than against you. Get paid via invoice or direct debits fast. Billing and payments can be up and running on your Sequence dashboard in minutes, not months. Stop conducting manual billing. Sequence integrates with your CRM, Xero, and ERP to scale your payments faster. Simplify bank transfers and direct debits. Programmatically initiate payments collections, and embed pay-ins and payouts with Sequence's easy API and wallets. Provide a simple customer portal for access to product usage data, invoices, and payments.

Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.

XaitCPQ (Configure, price, quote) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. We help organizations win more deals at better margins, by making it really quick and easy to correctly build and price combinations of products and services, and do so at scale. Shorten the sales cycle, and remove bottlenecks, enabling sales teams to present exactly the right solution at the right time and cost to the right customer. As a cloud-based solution XaitCPQ enables sales reps to work from any location and on any device. Management can see exactly where in the process a purchase is, it’s status and who’s working on it. Less dead time equals more opportunities to sell and adds value in ways previously thought unimaginable.