# Best Quote-to-Cash Software - Page 2 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Quote-to-cash (Q2C) software manages the entire sales process, from quoting to sales orders and revenue management. Companies use Q2C solutions to streamline sales processes, improve the productivity of their sales teams, and provide better customer experience. Q2C software is used by sales departments but can also be leveraged by other departments such as engineering or design to create customized offerings based on specific customer requirements. Accountants may also use Q2C tools to track and manage revenue generated by sales. This type of software can be delivered as a standalone product or as a mix between [CPQ software](https://www.g2.com/categories/cpq), [sales software](https://www.g2.com/categories/sales), and [revenue management software](https://www.g2.com/categories/revenue-management). To qualify for inclusion in the Quote-to-Cash category, a product must: - Support the sales cycle from quoting to sales order management - Monitor customer interactions at all stages of the sales process - Manage customer requirements and legal agreements - Track pricing changes such as discounts and promotions - Provide functionality for product configuration and CPQ - Integrate with CRM software for bidirectional data exchange - Track revenue and manage revenue recognition ## Top Quote-to-Cash Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) | 4.2/5.0 (1,408 reviews) | Salesforce-native configure-price-quote-to-billing | "[Efficient and Reliable Tool for Complex Pricing and Billing](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)" | | 2 | [ServiceNow CPQ](https://www.g2.com/products/servicenow-cpq/reviews) | 4.3/5.0 (61 reviews) | ServiceNow-native configure-price-quote automation | "[Streamlined Pricing with Some Integration Challenges](https://www.g2.com/survey_responses/servicenow-cpq-review-12597903)" | | 3 | [Conga CPQ](https://www.g2.com/products/conga-cpq/reviews) | 4.2/5.0 (228 reviews) | Complex configure-price-quote inside Salesforce | "[Conga CPQ Makes Quoting Straightforward and Consistent Inside Salesforce](https://www.g2.com/survey_responses/conga-cpq-review-12250570)" | | 4 | [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews) | 4.6/5.0 (91 reviews) | Quote-to-cash inside HubSpot CRM | "[Integrated, intuitive, and efficient sales and payment management in the HubSpot Commerce Hub](https://www.g2.com/survey_responses/revenue-hub-review-12223832)" | | 5 | [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews) | 4.9/5.0 (67 reviews) | Complex contract quote-to-cash automation | "[We redesigned our whole CPQ and Quote to Cash process around Sequence](https://www.g2.com/survey_responses/sequence-review-12930009)" | | 6 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (834 reviews) | Configurable CPQ with Salesforce-native quote-to-cash | "[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)" | | 7 | [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) | 4.4/5.0 (191 reviews) | Distributor-integrated quoting with electronic approval | "[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)" | | 8 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,831 reviews) | End-to-end quote-to-cash with Zoho-native automation | "[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)" | | 9 | [Experlogix CPQ](https://www.g2.com/products/experlogix-cpq/reviews) | 4.6/5.0 (101 reviews) | Complex product configuration with CRM/ERP-native quoting | "[Reliable Quoting Tool with Flexible Pricing Structures and Easy Tracking of Client Approvals](https://www.g2.com/survey_responses/experlogix-cpq-review-12942928)" | | 10 | [ViiBE](https://www.g2.com/products/viibe/reviews) | 4.8/5.0 (29 reviews) | — | "[Easy-to-Follow Menus Make Ordering Numbers and Setting Up Ports Simple](https://www.g2.com/survey_responses/viibe-review-13060458)" | ## G2 Grid® for Quote-to-Cash Software ![G2 Grid® for Quote-to-Cash Software plotting products by satisfaction and market presence](https://www.g2.com/categories/quote-to-cash/grids.png?focus%5B%5D=536&focus%5B%5D=1179313&focus%5B%5D=1339312&focus%5B%5D=276&focus%5B%5D=1318087&focus%5B%5D=19019&focus%5B%5D=2330&focus%5B%5D=576) Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), ServiceNow CPQ, Revenue Hub, Conga CPQ, Sequence, DealHub, QuoteWerks, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/quote-to-cash/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=servicenow-cpq&focus%5B%5D=revenue-hub&focus%5B%5D=conga-cpq&focus%5B%5D=sequence-hq-sequence&focus%5B%5D=dealhub&focus%5B%5D=quotewerks&focus%5B%5D=zoho-crm) ## How Many Quote-to-Cash Software Products Does G2 Track? **Total Products under this Category:** 74 ### Category Stats (Jul 2026) - **Average Rating**: 4.44/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: ViiBE (+1.27%) - Among all products in this category, ViiBE recorded the largest rating increase compared to last month *Last updated: July 08, 2026* ## How Does G2 Rank Quote-to-Cash Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,500+ Authentic Reviews - 74+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Quote-to-Cash Software Is Best for Your Use Case? - **Leader:** [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - **Highest Performer:** [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews) - **Easiest to Use:** [Expedite Commerce](https://www.g2.com/products/expedite-commerce/reviews) - **Top Trending:** [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - **Best Free Software:** [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) --- **Sponsored** ### Conga CPQ Conga CPQ integrates pricing, quoting, contracting, billing, and renewals into a single, connected revenue flow, enabling organizations to gain full visibility into both risk and opportunity across the business. This unified approach eliminates data silos and manual analysis, giving finance, sales, legal, and operations teams access to consistent, reliable information. With every step managed clearly and cohesively, sales teams can respond faster with accurate quotes and optimized pricing, improving close rates and customer satisfaction. Conga CPQ is the only solution that seamlessly connects every step of revenue capture, from pricing and quoting to contract renewal to billing, through a single, fully extensible data model tailored to meet specific business needs. This cohesive framework ensures consistency, streamlines workflows, and enhances efficiency, enabling a seamless Quote-to-Cash experience. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1751&secure%5Bchosen_at%5D=2026-07-09T05%3A42%3A43Z&secure%5Bdisplayable_resource_id%5D=1751&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1751&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=276&secure%5Bresource_id%5D=1751&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fquote-to-cash%3Fpage%3D4&secure%5Btoken%5D=344456f4842867d0dbf19cd65ff8f4977ac369add57fe773c501f6e6fbc969b4&secure%5Burl%5D=https%3A%2F%2Fttps%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-cpq-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Quote-to-Cash Software Products in 2026? ### 1. [servicePath CPQ +](https://www.g2.com/products/servicepath-cpq/reviews) servicePath™ CPQ+ is the AI-native enterprise CPQ and revenue lifecycle platform built specifically for mid-to-large technology service providers, including MSPs, SaaS, Field Services, Financial Services, and XaaS organizations. Unlike traditional product-centric CPQ tools, servicePath™ CPQ+ is designed for complexity. We help enterprises manage multi-region catalogs, hybrid pricing models, dynamic service bundles, and margin-sensitive deals—all in one codeless, AI-ready architecture. Who We Serve: We power the revenue operations of the world’s most complex tech-enabled service providers, helping them: Managed Service Providers (MSPs): Automate quoting for multi-site, multi-currency, and hybrid service agreements. SaaS & XaaS: Manage subscription lifecycles, renewals, and usage-based billing logic. Field Services & Telecom: Handle complex labor, equipment, and SLA-based pricing structures. Financial Services: Enforce strict governance, compliance, and margin controls at the quote stage. **Average Rating:** 4.6/5.0 **Total Reviews:** 50 **How Do G2 Users Rate servicePath CPQ +?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Configuration:** 8.8/10 (Category avg: 9.0/10) - **Creation:** 8.8/10 (Category avg: 8.8/10) - **Quoting:** 8.8/10 (Category avg: 9.2/10) **Who Is the Company Behind servicePath CPQ +?** - **Seller:** [servicePath](https://www.g2.com/sellers/servicepath) - **Year Founded:** 2011 - **HQ Location:** Toronto, Canada - **Twitter:** @Service_Path (198 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2161184/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Telecommunications - **Company Size:** 49% Mid-Market, 43% Enterprise #### What Are servicePath CPQ +'s Pros and Cons? **Pros:** - Efficiency Improvement (4 reviews) - Efficiency (3 reviews) - Customer Support (2 reviews) - Ease of Use (2 reviews) - Pricing Optimization (2 reviews) **Cons:** - Slow Performance (2 reviews) - Access Limitations (1 reviews) - Complex Features (1 reviews) - Complexity (1 reviews) - Complex Setup (1 reviews) ### What Do G2 Reviewers Say About servicePath CPQ +? *AI-generated summary from verified user reviews* **Pros:** - Users experience **exceptional efficiency** with servicePath CPQ+, streamlining pricing and quoting tasks effectively and quickly. - Users find **servicePath CPQ's efficiency** remarkable, streamlining complex pricing and generating quotes quickly and accurately. - Users praise the **knowledgeable customer support** of ServicePath, making complex discussions and implementations smoothly manageable. - Users value the **ease of use** of servicePath CPQ, enabling efficient handling of complex pricing and quoting tasks. - Users value the **efficiency of pricing optimization** in servicePath CPQ +, enhancing speed and consistency in discount application. **Cons:** - Users experience **slow performance** in CPQ +, particularly during data editing and integration processes, impacting overall efficiency. - Users find the **access limitations** of the knowledge base frustrating, hindering their workflow and documentation clarity. - Users note that **complex features** necessitate experienced programmers, making the service less accessible for beginners. - Users note that the **complexity of API calls** requires hiring experienced programmers for effective use of the service. - Users find the **complex setup** of servicePath CPQ + slow and confusing, making it hard to reach working standards. #### What Are Recent G2 Reviews of servicePath CPQ +? **"[Major Efficiency Gains!](https://www.g2.com/survey_responses/servicepath-cpq-review-11732683)"** **Rating:** 5.0/5.0 stars *— Connaire E.* [Read full review](https://www.g2.com/survey_responses/servicepath-cpq-review-11732683) --- **"[Servicepath Review — User Perspective](https://www.g2.com/survey_responses/servicepath-cpq-review-11491435)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Services* [Read full review](https://www.g2.com/survey_responses/servicepath-cpq-review-11491435) --- ### 2. [SCOPE Better](https://www.g2.com/products/scope-better/reviews) Is pricing a problem for your business? It can often be a complex, time consuming and inefficient task. Quoting often relies on inconsistent, scattered data filled with blind spots - there is no single point of truth. At SCOPE Better we call this The Pricing Problem and it's EXACTLY what we solve. We help professional services businesses turn pricing into a superpower by giving them the control and visibility needed to ensure their teams give the right price every single time. **Average Rating:** 3.5/5.0 **Total Reviews:** 16 **How Do G2 Users Rate SCOPE Better?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) **Who Is the Company Behind SCOPE Better?** - **Seller:** [The Virtu Group](https://www.g2.com/sellers/the-virtu-group) - **Year Founded:** 2017 - **HQ Location:** London, GB - **Twitter:** @ScopeBetter (143 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/scope-better (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 63% Mid-Market, 25% Small-Business #### What Are SCOPE Better's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Customer Support (7 reviews) - Document Management (4 reviews) - Easy Setup (4 reviews) - Efficiency Improvement (4 reviews) **Cons:** - Missing Features (5 reviews) - Lack of Customization (4 reviews) - Bug Issues (3 reviews) - Data Management Issues (3 reviews) - Limited Customization (3 reviews) ### What Do G2 Reviewers Say About SCOPE Better? *AI-generated summary from verified user reviews* **Pros:** - Users find SCOPE Better's **ease of use** exceptional, simplifying professional services scoping with seamless integrations and intuitive features. - Users praise the **exceptional customer support** of SCOPE Better, highlighting attentive and responsive assistance throughout their experience. - Users appreciate the **efficient document management** capabilities of SCOPE Better, enhancing consistency and retrieval of important documents. - Users value the **easy setup** of SCOPE Better, enjoying a straightforward implementation and excellent customer support. - Users value the **efficiency improvements** in drafting consistent SOWs and estimates, streamlining the entire process. **Cons:** - Users report **missing features** in SCOPE Better, such as inadequate exporting options and outdated functionalities impacting usability. - Users struggle with the **lack of customization** , finding it hard to adapt the product to diverse client needs. - Users report frequent **bug issues** , including incorrect outputs and system glitches that disrupt the workflow. - Users struggle with **data management issues** , particularly with deliverables, version history, and exporting capabilities. - Users desire more **customization options** in SCOPE Better to better fit unique client needs and project requirements. #### What Are Recent G2 Reviews of SCOPE Better? **"[Scope Better and why we use it at Solvit](https://www.g2.com/survey_responses/scope-better-review-9801139)"** **Rating:** 4.5/5.0 stars *— Ingo R.* [Read full review](https://www.g2.com/survey_responses/scope-better-review-9801139) --- **"[Finally a tool that helps me productize our service offerings](https://www.g2.com/survey_responses/scope-better-review-9566791)"** **Rating:** 5.0/5.0 stars *— Michael C.* [Read full review](https://www.g2.com/survey_responses/scope-better-review-9566791) --- ### 3. [Zuora](https://www.g2.com/products/zuora-zuora/reviews) Zuora Billing is enabling companies to monetize new innovations fast, while scaling and automating billing processes. Companies leveraging Zuora Billing are able to unlock new growth strategies with 50+ out of the box pricing models, configurable discounting, and billing triggers. Pricing is sychronized with Zuora CPQ to support direct sales, APIs to support consumer channels, and the abiltiy to enable self serve and partner portals to nurture customers across any sales channel. Last, Zuora Billing allows companies to automate their billing operations at scale by automating prorations, orchestrating provisioning, general ledger interation, connecters to tax engines, and support for 40+ payment gateways. **Average Rating:** 3.9/5.0 **Total Reviews:** 293 **How Do G2 Users Rate Zuora?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.1/10) - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Creation:** 10.0/10 (Category avg: 8.8/10) - **Quoting:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Zuora?** - **Seller:** [Zuora](https://www.g2.com/sellers/zuora) - **Year Founded:** 2007 - **HQ Location:** Redwood City, California - **Twitter:** @Zuora (18,994 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/229978/ (1,641 employees on LinkedIn®) - **Ownership:** NYSE: ZUO **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 52% Mid-Market, 39% Enterprise #### What Are Zuora's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Billing Management (10 reviews) - Subscription Management (7 reviews) - Automation (6 reviews) - Efficiency (6 reviews) **Cons:** - Difficult Learning (7 reviews) - Learning Difficulty (6 reviews) - Learning Curve (5 reviews) - Complex Features (4 reviews) - Complexity (4 reviews) ### What Do G2 Reviewers Say About Zuora? *AI-generated summary from verified user reviews* **Pros:** - Users find Zuora to be **exceptionally user-friendly** , appreciating its clear UI and easy customization for invoices. - Users appreciate the **flexibility and automation** of Zuora, making subscription billing efficient and scalable for their needs. - Users value the **flexible subscription management** offered by Zuora, enabling seamless customization and automation of billing processes. - Users value the **automation features** of Zuora, enhancing efficiency and simplifying complex pricing and billing processes. - Users appreciate the **enhanced efficiency** of Zuora, benefiting from automated processes and flexible pricing models. **Cons:** - Users find Zuora's **difficult learning curve** and complex interface to be overwhelming, especially without technical expertise. - Users find the **learning difficulty** of Zuora overwhelming, especially for those unfamiliar with complex SaaS systems. - Users find the **steep learning curve** of Zuora challenging, particularly for those new to complex SaaS systems. - Users find Zuora's **complex features** overwhelming, resulting in a steep learning curve and time-consuming setup. - Users find the **complexity** of Zuora challenging at first, often requiring time to learn and adapt effectively. #### What Are Recent G2 Reviews of Zuora? **"[Easy Product Setup, Billing, and Reporting](https://www.g2.com/survey_responses/zuora-review-12726274)"** **Rating:** 5.0/5.0 stars *— shanmuka k.* [Read full review](https://www.g2.com/survey_responses/zuora-review-12726274) --- **"[Zuora made our billing life so much easier](https://www.g2.com/survey_responses/zuora-review-11610398)"** **Rating:** 4.5/5.0 stars *— Kevin H.* [Read full review](https://www.g2.com/survey_responses/zuora-review-11610398) --- #### What Are G2 Users Discussing About Zuora? - [What is Zuora Revenue (formerly RevPro) used for?](https://www.g2.com/discussions/what-is-zuora-revenue-formerly-revpro-used-for) - [Who are zuora customers?](https://www.g2.com/discussions/who-are-zuora-customers) - [What is zuora software?](https://www.g2.com/discussions/what-is-zuora-software) ### 4. [Aptean Discrete Manufacturing ERP](https://www.g2.com/products/aptean-discrete-manufacturing-erp/reviews) Aptean Discrete Manufacturing ERP Made2Manage Edition is a powerful ERP (enterprise resource planning) solution designed for industrial and discrete manufacturers. From smaller job shops to larger multi-site manufacturers, Made2Manage ERP offers flexible configurations that adapt to your business size and needs. Whether your business is focused on make-to-order, assemble-to-order, or engineer-to-order processes, this ERP system provides the tools you need to streamline workflows, enhance visibility, and drive profitability. Made2Manage integrates production management, inventory control, financial oversight, and advanced scheduling into one user-friendly platform. A sample of its features at a glance: • Real-time planning and scheduling: Optimize workflows with advanced tools to prioritize operations, manage capacity constraints, and ensure on-time delivery. • Enhanced profitability insights: Use the Margin Analyzer to gain a clear understanding of job profitability by consolidating costs for materials, labor, and production. • Integrated supply chain management: Automate inventory and materials management for accurate stock levels and efficient resource utilization. • Multi-constraint scheduling: Balance machinery, labor, and tooling availability to boost throughput and production efficiency. What makes Aptean Discrete Manufacturing Made2Manage Edition stand out? • Cloud-enabled security: Hosted on Microsoft Azure, Made2Manage offers a secure, always-available environment with a minimum 99.9% uptime and data backups for peace of mind. • Expertly designed for industrial and discrete manufacturers in industries like metal fabrication, industrial machinery, and electronics. • Extremely flexible and scalable: Whether you're a small job shop or a multi-site operation, the system grows with your business and ensures reliability with cloud capabilities. • Optimized for "To-Order" processes: Made2Manage supports make-to-order, assemble-to-order, and engineer-to-order manufacturing with tools that prioritize flexibility and responsiveness. • Streamlines your operations: Made2Manage centralizes quoting, order management, production tracking, and financial oversight in one platform for improved efficiency. • Delivers practical, clear, actionable insights: Get real-time data on job costs, material usage, and production efficiency helps drive informed decision-making. If you want to streamline your operations, reduce costs and improve your supply chain visibility, Made2Manage is the right ERP for your business. Reach out to us today for a free demo. **Average Rating:** 3.6/5.0 **Total Reviews:** 72 **How Do G2 Users Rate Aptean Discrete Manufacturing ERP?** - **Has the product been a good partner in doing business?:** 7.3/10 (Category avg: 9.1/10) - **Configuration:** 7.5/10 (Category avg: 9.0/10) - **Creation:** 5.6/10 (Category avg: 8.8/10) - **Quoting:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Aptean Discrete Manufacturing ERP?** - **Seller:** [Aptean](https://www.g2.com/sellers/aptean) - **Year Founded:** 2012 - **HQ Location:** Alpharetta, Georgia - **Twitter:** @Aptean (1,620 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2681769/ (3,045 employees on LinkedIn®) - **Phone:** +1-770-351-9600 **Who Uses This Product?** - **Who Uses This:** Controller - **Top Industries:** Manufacturing - **Company Size:** 61% Mid-Market, 36% Small-Business #### What Are Aptean Discrete Manufacturing ERP's Pros and Cons? **Pros:** - Ease of Use (31 reviews) - Customer Service (13 reviews) - Cloud-Based (12 reviews) - Navigation Ease (12 reviews) - Customer Support (11 reviews) **Cons:** - Technical Glitches (13 reviews) - Slow Performance (12 reviews) - Limitations (11 reviews) - Slow Loading (11 reviews) - Software Bugs (11 reviews) ### What Do G2 Reviewers Say About Aptean Discrete Manufacturing ERP? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Aptean Discrete Manufacturing ERP, enabling seamless workflows and navigation for all team members. - Users appreciate the **excellent customer service** provided by Aptean, ensuring quick resolutions and professional support. - Users appreciate the **cloud accessibility** of Aptean Discrete Manufacturing ERP, enabling seamless remote work and multitasking. - Users appreciate the **intuitive navigation** of Aptean Discrete Manufacturing ERP, enabling quick task completion and smooth transitions. - Users commend the **excellent customer support** of Aptean Discrete Manufacturing ERP for seamless ticket resolution and assistance. **Cons:** - Users experience **technical glitches** like delays, incorrect auto-corrections, and tedious report modifications in the ERP system. - Users experience **slow performance** with Aptean Discrete Manufacturing ERP, leading to frustrating delays and cumbersome workflows. - Users experience **difficulties with functionality** , including issues with regeneration, saving, and lack of comprehensive support. - Users experience **slow loading** issues that hinder efficiency and complicate order processing in Aptean Discrete Manufacturing ERP. - Users report ongoing **software bugs** causing delays and incorrect data, significantly impacting trust and functionality. #### What Are Recent G2 Reviews of Aptean Discrete Manufacturing ERP? **"[Powerful Manufacturing Planning and Inventory Visibility with Flexible Customization](https://www.g2.com/survey_responses/aptean-discrete-manufacturing-erp-review-12881532)"** **Rating:** 5.0/5.0 stars *— DIP NILESH S.* [Read full review](https://www.g2.com/survey_responses/aptean-discrete-manufacturing-erp-review-12881532) --- **"[Powerful Integration, Needs UI Improvements](https://www.g2.com/survey_responses/aptean-discrete-manufacturing-erp-review-12923791)"** **Rating:** 4.0/5.0 stars *— Erik M.* [Read full review](https://www.g2.com/survey_responses/aptean-discrete-manufacturing-erp-review-12923791) --- #### What Are G2 Users Discussing About Aptean Discrete Manufacturing ERP? - [What is Aptean Industrial Manufacturing ERP Made2Manage Edition used for?](https://www.g2.com/discussions/what-is-aptean-industrial-manufacturing-erp-made2manage-edition-used-for) ### 5. [SAASTEPS Revenue Lifecycle Management](https://www.g2.com/products/saasteps-revenue-lifecycle-management/reviews) Revenue Lifecycle Management for Salesforce CRM Customers Reimagine the way you think of your Salesforce CRM, Salesforce CPQ, or if you are considering Salesforce Revenue Cloud. SAASTEPS offer a 12+ Year in development All-in-One Revenue Lifecycle Management solution suite. We extend your Sales Cloud License and activate an entire Revenue Lifecycle that eliminates siloed revenue processes. Not only is this technology robust, but it is also 100% declarative to admin. This means your current Salesforce Admin can be taught to complement implement SAASTEPS. You are not required to use an outside consultant but if you need one SAASTEPS has certified consultants that understand Salesforce/SAASTEPS. Are you like us looking for an affordable, robust, standardized Revenue Lifecycle Managment suite that bring together your marketing, sales, operations, customer success, finance, and renewals all in one easy-to-use app? Then please stop by we offer 3-Month Trials. **Average Rating:** 4.7/5.0 **Total Reviews:** 11 **How Do G2 Users Rate SAASTEPS Revenue Lifecycle Management?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Configuration:** 7.5/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.8/10) - **Quoting:** 9.2/10 (Category avg: 9.2/10) **Who Is the Company Behind SAASTEPS Revenue Lifecycle Management?** - **Seller:** [SAASTEPS](https://www.g2.com/sellers/saasteps-c32fdd9c-81fc-4ba0-b0c6-0bc5308f1e78) - **Year Founded:** 2017 - **HQ Location:** Broomfield, Colorado - **Twitter:** @saasteps (13 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/saasteps-lead-to-revenue (12 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 73% Mid-Market, 18% Small-Business #### What Are Recent G2 Reviews of SAASTEPS Revenue Lifecycle Management? **"[Powerful CRM software to improve subscription sales reporting and efficiency](https://www.g2.com/survey_responses/saasteps-revenue-lifecycle-management-review-6591918)"** **Rating:** 4.5/5.0 stars *— Meagan S.* [Read full review](https://www.g2.com/survey_responses/saasteps-revenue-lifecycle-management-review-6591918) --- **"[Better than Salesforce CPQ by a mile](https://www.g2.com/survey_responses/saasteps-revenue-lifecycle-management-review-8865437)"** **Rating:** 4.5/5.0 stars *— Beto C.* [Read full review](https://www.g2.com/survey_responses/saasteps-revenue-lifecycle-management-review-8865437) --- #### What Are G2 Users Discussing About SAASTEPS Revenue Lifecycle Management? - [What is SAASTEPS CPQ + Revenue Management used for?](https://www.g2.com/discussions/what-is-saasteps-cpq-revenue-management-used-for) ### 6. [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe. **Average Rating:** 4.3/5.0 **Total Reviews:** 66 **How Do G2 Users Rate Vendavo?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.8/10) - **Quoting:** 7.5/10 (Category avg: 9.2/10) **Who Is the Company Behind Vendavo?** - **Seller:** [Vendavo](https://www.g2.com/sellers/vendavo) - **Company Website:** https://www.vendavo.com - **Year Founded:** 1998 - **HQ Location:** Denver, Colorado - **Twitter:** @Vendavo (6,204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/14613/ (440 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Machinery, Computer Software - **Company Size:** 38% Mid-Market, 38% Enterprise #### What Are Vendavo's Pros and Cons? **Pros:** - Pricing Optimization (3 reviews) - Customer Satisfaction (2 reviews) - Ease of Use (2 reviews) - Easy Integrations (2 reviews) - Integrations (2 reviews) **Cons:** - Complexity (2 reviews) - Difficult Customization (2 reviews) - Difficult Learning Process (2 reviews) - Expensive (2 reviews) - Lagging Performance (2 reviews) ### What Do G2 Reviewers Say About Vendavo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **solid framework for managing complex B2B pricing** with excellent analytics for performance optimization. - Users value the **excellent analytics capabilities** of Vendavo, enhancing their understanding of pricing performance and margin management. - Users find Vendavo to have a **solid framework for pricing management** that enhances overall usability after initial adjustment. - Users value the **easy integrations** with SAP, making data flow smooth and efficient for pricing management. - Users find **integrations with SAP** to be surprisingly painless, enhancing data flow and overall system functionality. **Cons:** - Users struggle with the **complexity of implementation** , finding the tool challenging and slow with large datasets. - Users find **difficult customization** to be costly and complex, often requiring extensive consultancy and training. - Users struggle with the **difficult learning process** , requiring multiple trainings and facing a steep learning curve with Vendavo. - Users find that **customization can be quite expensive** due to high consultancy fees and implementation complexity. - Users experience **lagging performance** with large datasets, leading to frustrating slowdowns and occasional crashes during critical tasks. #### What Are Recent G2 Reviews of Vendavo? **"[Excellent for Pricing Insights and Margin Optimization](https://www.g2.com/survey_responses/vendavo-review-11968271)"** **Rating:** 4.0/5.0 stars *— charlotte s.* [Read full review](https://www.g2.com/survey_responses/vendavo-review-11968271) --- **"[Vendavo PA](https://www.g2.com/survey_responses/vendavo-review-4576703)"** **Rating:** 4.5/5.0 stars *— Vladimir B.* [Read full review](https://www.g2.com/survey_responses/vendavo-review-4576703) --- ### 7. [Provus](https://www.g2.com/products/provus/reviews) Provus provides AI-powered Services Quoting solutions that maximizes revenue, optimizes margins, automates quoting processes and streamlines sales cycle. Built on the Salesforce platform, Provus offers a comprehensive suite of quoting capabilities, including guided quoting, advanced pricing, scenario modeling, collaboration, approvals, document generation and AI led analytics and recommendations. **Average Rating:** 4.4/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Provus?** - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Creation:** 9.3/10 (Category avg: 8.8/10) - **Quoting:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Provus?** - **Seller:** [Provus](https://www.g2.com/sellers/provus) - **Year Founded:** 2021 - **HQ Location:** San Jose, US - **Twitter:** @ProvusInc (28 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/provusinc (47 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 67% Enterprise, 33% Mid-Market #### What Are Provus's Pros and Cons? **Pros:** - Quoting Process (6 reviews) - Ease of Use (5 reviews) - Salesforce Integration (4 reviews) - Customization (3 reviews) - Easy Integrations (3 reviews) **Cons:** - Integration Issues (4 reviews) - Insufficient Documentation (2 reviews) - Poor Integration (2 reviews) - Complex Setup (1 reviews) - Connectivity Issues (1 reviews) ### What Do G2 Reviewers Say About Provus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **simplified and customizable quoting process** in Provus, enjoying seamless Salesforce integration and flexibility. - Users appreciate the **ease of use** of Provus, simplifying quoting with customizable options and Salesforce integration. - Users love the **Seamless Salesforce integration** of Provus, enhancing quoting efficiency and reducing data entry time. - Users appreciate the **customization options** of Provus for simplifying complex quoting and enhancing Salesforce integration. - Users appreciate the **easy integrations** of Provus with Salesforce, streamlining processes and saving significant time. **Cons:** - Users find **integration issues** with Provus challenging when connecting to systems beyond Salesforce. - Users find the **insufficient documentation** for Provus to be a significant challenge in using the product effectively. - Users find **poor integration** with platforms other than Salesforce challenging and frustrating for their workflows. - Users find the **complex setup** of Provus overwhelming due to unclear documentation for advanced features. - Users find it challenging to connect Provus with other platforms, especially citing **connectivity issues** beyond Salesforce. #### What Are Recent G2 Reviews of Provus? **"[Provus Impact on Revenue Optimization](https://www.g2.com/survey_responses/provus-review-10755476)"** **Rating:** 4.5/5.0 stars *— Thooti V.* [Read full review](https://www.g2.com/survey_responses/provus-review-10755476) --- **"[Revolutionizing Services Quoting](https://www.g2.com/survey_responses/provus-review-10737851)"** **Rating:** 4.5/5.0 stars *— Satish K.* [Read full review](https://www.g2.com/survey_responses/provus-review-10737851) --- ### 8. [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. **Average Rating:** 4.0/5.0 **Total Reviews:** 122 **How Do G2 Users Rate ConnectWise CPQ?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.1/10) - **Configuration:** 9.2/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.8/10) - **Quoting:** 9.2/10 (Category avg: 9.2/10) **Who Is the Company Behind ConnectWise CPQ?** - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise (14,926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/48576/ (3,388 employees on LinkedIn®) - **Phone:** 800-671-6898 **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 51% Small-Business, 46% Mid-Market #### What Are ConnectWise CPQ's Pros and Cons? **Pros:** - Customization (3 reviews) - Customer Support (2 reviews) - Customizability (2 reviews) - Customization Options (2 reviews) - Easy Integration (2 reviews) **Cons:** - Difficult Editing (2 reviews) - Bug Issues (1 reviews) - Complex Features (1 reviews) - Complex Setup (1 reviews) - Deletion Problems (1 reviews) ### What Do G2 Reviewers Say About ConnectWise CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **flexible customization** options of ConnectWise CPQ, enhancing their quoting process and user experience. - Users value the **quick customer support** of ConnectWise CPQ, enhancing their overall experience and efficiency. - Users value the **high customizability** of ConnectWise CPQ, enhancing their quoting process with flexibility and automation. - Users value the **flexible customization options** of ConnectWise CPQ, enhancing their quoting process with many great features. - Users find **easy integration** with CW PSA highly beneficial, enhancing their overall experience with ConnectWise CPQ. **Cons:** - Users struggle with **difficult editing** in ConnectWise CPQ, finding formatting and feature requests frustrating and time-consuming. - Users experience **bug issues** that hinder functionality and complicate tasks within ConnectWise CPQ, causing frustration. - Users find the **complex setup** of ConnectWise CPQ overwhelming, often recommending a knowledgeable consultant for assistance. - Users find the **setup process complex and overwhelming** , recommending hiring a knowledgeable consultant for assistance. - Users struggle with **deletion problems** in ConnectWise CPQ, finding it outdated and slow to implement changes. #### What Are Recent G2 Reviews of ConnectWise CPQ? **"[Highly Customizable and Easy to Use After Proper Setup](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)"** **Rating:** 5.0/5.0 stars *— Eileen W.* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168) --- **"[A must have if you use CW environment.](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770) --- #### What Are G2 Users Discussing About ConnectWise CPQ? - [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp) - [What is quosal?](https://www.g2.com/discussions/what-is-quosal) - [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for) ### 9. [KEBS](https://www.g2.com/products/kebs/reviews) KEBS is an AI native Quote-to-Cash platform that unifies and automates the end to end revenue lifecycle for professional services organizations. Built for IT/ITeS, GCCs, BPOs, Product Engineering, and Consulting firms, KEBS connects Sales, Delivery, HR, and Finance in one integrated system so leaders do not have to rely on scattered spreadsheets or disconnected tools. An embedded AI agent continuously monitors pipeline, projects, people, and cash flow to surface what matters most, whether it is a deal at risk, a margin slipping project, or underutilized talent. Grounded in a modern, intelligence first approach, KEBS is designed to let software handle the complexity while teams focus on high impact work and client outcomes. The platform improves operational excellence by reducing manual effort, tightening revenue controls, and enabling real time visibility across the organization. With enterprise grade security and governance built in, KEBS helps businesses reduce leakage, optimize utilization, improve forecasting, and build a scalable, data driven execution culture. **Average Rating:** 4.5/5.0 **Total Reviews:** 17 **How Do G2 Users Rate KEBS?** - **Has the product been a good partner in doing business?:** 7.3/10 (Category avg: 9.1/10) **Who Is the Company Behind KEBS?** - **Seller:** [KEBS](https://www.g2.com/sellers/kebs) - **Year Founded:** 2018 - **HQ Location:** Dallas, Texas - **LinkedIn® Page:** https://www.linkedin.com/company/kebs/ (256 employees on LinkedIn®) - **Ownership:** Abisekh V **Who Uses This Product?** - **Who Uses This:** Associate Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 75% Enterprise, 18% Mid-Market #### What Are KEBS's Pros and Cons? **Pros:** - Invoicing (2 reviews) - Accounting Efficiency (1 reviews) - Budget Management (1 reviews) - Customer Service (1 reviews) - Customer Support (1 reviews) **Cons:** - Beginner Difficulty (1 reviews) - Bug Issues (1 reviews) - Difficult Start (1 reviews) - Poor Customer Support (1 reviews) - Poor Support (1 reviews) ### What Do G2 Reviewers Say About KEBS? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient invoicing and revenue comparison** in KEBS, complemented by prompt support for any issues. - Users appreciate the **accounting efficiency** of KEBS, benefiting from quick invoice preparation and responsive support. - Users value the **efficient budget management** in KEBS, appreciating quick resolution of issues by the support team. - Users praise KEBS for its **responsive customer service** , quickly resolving issues and enhancing the overall experience. - Users commend the **prompt customer support** of KEBS, swiftly resolving issues and enhancing user experience. **Cons:** - Users feel the **beginner difficulty** of KEBS affects their onboarding experience, requiring support to get started. - Users report encountering **repeated bug issues** with KEBS, leading to frustration and a disrupted experience. - Users experience a **difficult start** with KEBS, requiring assistance from the team for seamless onboarding. - Users experience **poor customer support** during onboarding, finding it challenging to initiate their use of KEBS. - Users experience **poor support** during onboarding, often needing to reach out to the KEBS team for assistance. #### What Are Recent G2 Reviews of KEBS? **"[Excellent Deal Management and Proposal Builder with Seamless Sales-to-Delivery Handoff](https://www.g2.com/survey_responses/kebs-review-12752941)"** **Rating:** 4.5/5.0 stars *— Kirupakar N.* [Read full review](https://www.g2.com/survey_responses/kebs-review-12752941) --- **"[KEBS - A Game-Changer in Business Efficiency and Resource Management](https://www.g2.com/survey_responses/kebs-review-8179968)"** **Rating:** 5.0/5.0 stars *— Mugeshbabu A.* [Read full review](https://www.g2.com/survey_responses/kebs-review-8179968) --- ### 10. [Zendo](https://www.g2.com/products/zendo/reviews) Zendo is an all-in-one software for streamlining selling services, from custom, and productized to subscriptions. It helps entrepreneurs and agencies speed up their internal processes with the help of automation. Create your own workflows, automatically generate invoices, and boast a professional-looking Service Catalog, where your clients can easily make a purchase. It's a simple and elegant solution that instead of a dashboard, proposes a chat as a center of operations, where each new client's request creates a conversation thread. It's where you send quotes, invoices, payments, and messages. Forget about switching between tabs or apps entirely and do everything in one place. Zendo can be made your own with a variety of white-label options, from custom domain to branded colors and even your own, personalized chatbot! Gather your team and make your business thrive in this easy-to-use, intuitive software. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Zendo?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Creation:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Zendo?** - **Seller:** [MPC](https://www.g2.com/sellers/mpc) - **Year Founded:** 2012 - **HQ Location:** Katowice, PL - **LinkedIn® Page:** https://www.linkedin.com/company/massivepixelcreation/ (32 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Zendo's Pros and Cons? **Pros:** - Communication (3 reviews) - Ease of Use (3 reviews) - Affordable (2 reviews) - Centralization (2 reviews) - Client Communication (2 reviews) **Cons:** - Difficult Customization (2 reviews) - Limited Design Capabilities (2 reviews) - Complexity (1 reviews) - Complex Setup (1 reviews) - Difficult Setup (1 reviews) ### What Do G2 Reviewers Say About Zendo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive communication tools** in Zendo, enhancing client interaction and management efficiency. - Users find Zendo to have a **user-friendly interface** , making it easy to navigate and customize for their needs. - Users highlight Zendo's **affordable pricing** , making it accessible for businesses of all sizes and freelancers. - Users appreciate the **centralized communication** of Zendo, making it ideal for managing client interactions efficiently. - Users appreciate the **centralized client communication** features of Zendo, streamlining lead management and interactions effectively. **Cons:** - Users note the **difficult customization** of Zendo, wishing for more design options to enhance their experience. - Users find the **limited design capabilities** of Zendo restrictive, wishing for more customization options. - Users find Zendo's **implementation complex** and time-consuming, which can hinder initial experience and usability. - Users find Zendo's **complex setup** time-consuming, making the implementation process challenging and tedious. - Users find the **difficult setup** of Zendo to be time-consuming and complex, impacting initial user experience. #### What Are Recent G2 Reviews of Zendo? **"[Powerful Productised Services Management Tool](https://www.g2.com/survey_responses/zendo-review-8875439)"** **Rating:** 5.0/5.0 stars *— Xavier D.* [Read full review](https://www.g2.com/survey_responses/zendo-review-8875439) --- **"[Intuitive, Feature-Rich Client Portal Perfect for Freelancers](https://www.g2.com/survey_responses/zendo-review-12129008)"** **Rating:** 4.5/5.0 stars *— Scot R.* [Read full review](https://www.g2.com/survey_responses/zendo-review-12129008) --- #### What Are G2 Users Discussing About Zendo? - [What is Zendo used for?](https://www.g2.com/discussions/what-is-zendo-used-for) - 1 comment ### 11. [Accelo](https://www.g2.com/products/accelo/reviews) Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins. **Average Rating:** 4.3/5.0 **Total Reviews:** 661 **How Do G2 Users Rate Accelo?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10) - **Configuration:** 6.7/10 (Category avg: 9.0/10) - **Creation:** 6.7/10 (Category avg: 8.8/10) - **Quoting:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Accelo?** - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** https://www.accelo.com/ - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo (2,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (73 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 72% Small-Business, 25% Mid-Market #### What Are Accelo's Pros and Cons? **Pros:** - Ease of Use (35 reviews) - Project Management (29 reviews) - Efficiency (26 reviews) - Client Management (25 reviews) - Task Management (25 reviews) **Cons:** - Missing Features (20 reviews) - Learning Curve (19 reviews) - Limited Features (16 reviews) - Limited Customization (13 reviews) - Complexity (12 reviews) ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Accelo, seamlessly integrating various business functions into one platform. - Users love the **integrated project management** features of Accelo, enabling seamless handling of projects and timesheets. - Users value the **efficiency** of Accelo's integrated system, streamlining crucial business operations for better productivity. - Users value the **integration of CRM and project management** in Accelo, enhancing efficiency and simplifying business growth. - Users value the **automation and versatility** of Accelo's task management, enhancing project planning and communication efficiency. **Cons:** - Users report **missing features** in Accelo, like inadequate reporting and limitations in syncing capabilities with Quickbooks. - Users find the **learning curve steep** due to extensive configuration needs and affecting usability for small enterprises. - Users find the **limited features** of Accelo restricting for multiple businesses and insightful reporting. - Users express concerns over **limited customization** in Accelo, which hinders usability for small enterprises and specific tasks. - Users find the **complexity** of Accelo challenging, citing a steep learning curve and difficulty in navigation. #### What Are Recent G2 Reviews of Accelo? **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- **"[Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses](https://www.g2.com/survey_responses/accelo-review-11856029)"** **Rating:** 4.5/5.0 stars *— Ifeoma E.* [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 12. [Infor CPQ (Configure Price Quote)](https://www.g2.com/products/infor-cpq-configure-price-quote/reviews) Whether you’re creating complex products or bundling existing products and services, your sales team, partners, and distributors must have the right tools to provide the ideal buying experience to customers—one that’s fast, accurate, visual, and collaborative. With Infor® Configure Price Quote (CPQ), you can sell complex products more quickly from opportunity to cash, eliminating costly errors and speeding up the sales cycle. Because the solution makes CPQ capabilities central to your sales process, you can give your sales reps an enormous competitive advantage and a quicker path from engagement to conversion in your customer’s journey. In today's market, both customers and distributors expect highly customized products to be delivered quickly, accurately, and cost-effectively. This robust solution is tailor-made for the business of tailor-made products, and can give your extended team members the power of visual, accurate, and fast ordering—at their fingertips. **Average Rating:** 4.4/5.0 **Total Reviews:** 9 **How Do G2 Users Rate Infor CPQ (Configure Price Quote)?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Creation:** 10.0/10 (Category avg: 8.8/10) - **Quoting:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Infor CPQ (Configure Price Quote)?** - **Seller:** [Infor](https://www.g2.com/sellers/infor) - **Year Founded:** 2002 - **HQ Location:** New York - **Twitter:** @Infor (18,472 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1711/ (22,257 employees on LinkedIn®) - **Phone:** 800-260-2640 **Who Uses This Product?** - **Company Size:** 55% Mid-Market, 36% Enterprise #### What Are Recent G2 Reviews of Infor CPQ (Configure Price Quote)? **"[Infor cloudsuite review](https://www.g2.com/survey_responses/infor-cpq-configure-price-quote-review-7256048)"** **Rating:** 5.0/5.0 stars *— Praveen S.* [Read full review](https://www.g2.com/survey_responses/infor-cpq-configure-price-quote-review-7256048) --- **"[Really good for Retail organizations](https://www.g2.com/survey_responses/infor-cpq-configure-price-quote-review-7269228)"** **Rating:** 4.5/5.0 stars *— Rohith R.* [Read full review](https://www.g2.com/survey_responses/infor-cpq-configure-price-quote-review-7269228) --- #### What Are G2 Users Discussing About Infor CPQ (Configure Price Quote)? - [What is Infor CloudSuite Configure Price Quote used for?](https://www.g2.com/discussions/what-is-infor-cloudsuite-configure-price-quote-used-for) ### 13. [LogiSense](https://www.g2.com/products/logisense/reviews) LogiSense is a cloud-based billing platform, specifically designed for today’s usage-based economy. Its built-in flexibility allows businesses to offer customers a wide variety of usage and subscription options; no configuration scenario is too complex. This ground-breaking subscription-based billing and real-time usage rating solution allows companies to diversify products and services, increase operational efficiency, exercise control over changes in the industry and, of course, enjoy a growing and satisfied customer base. LogiSense is an API-first platform based on a microservices architecture at scale, exposed via a transactional RESTful API interface. Features include advanced sharing and pooling and geographic zone-based pricing with deal-specific overrides, as well as automated contract enforcement which negates the manual review of each billing cycle. Learn how LogiSense can enrich your business. **Average Rating:** 4.6/5.0 **Total Reviews:** 38 **How Do G2 Users Rate LogiSense?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) **Who Is the Company Behind LogiSense?** - **Seller:** [LogiSense](https://www.g2.com/sellers/logisense) - **Year Founded:** 1998 - **HQ Location:** Cambridge, Ontario - **LinkedIn® Page:** https://www.linkedin.com/company/56039/ (64 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications - **Company Size:** 42% Mid-Market, 32% Small-Business #### What Are Recent G2 Reviews of LogiSense? **"[Partnership in Billing - for when it just needs to work.](https://www.g2.com/survey_responses/logisense-review-5132359)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/logisense-review-5132359) --- **"[Very versatile tool.](https://www.g2.com/survey_responses/logisense-review-4572533)"** **Rating:** 4.5/5.0 stars *— Paula M.* [Read full review](https://www.g2.com/survey_responses/logisense-review-4572533) --- #### What Are G2 Users Discussing About LogiSense? - [What is LogiSense used for?](https://www.g2.com/discussions/what-is-logisense-used-for) ### 14. [Oroox Quote](https://www.g2.com/products/oroox-quote/reviews) Oroox Quote is an advanced eCommerce solution for streamlining instant quoting, order processing, shipping, packing, nesting, and lead time estimation. The platform generates real-time, accurate quotes for handling custom models from Sheet Metal, CNC Machining, and Tube Laser Cutting. While seamlessly integrating with ERP, CRM, and Processing software. It supports multiple markets, pricing structures, margin configurations, and handles various currencies, all while offering multilingual support. Oroox also features a highly customizable, white-labeled front store design, allowing businesses to tailor the customer-facing experience to align with their brand identity. Automated workflows enable instant 24/7 quoting, ensuring continuous operation without delays, accelerating sales and revenue growth, and significantly reducing administrative costs. **Average Rating:** 3.8/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Oroox Quote?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.1/10) - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Creation:** 6.7/10 (Category avg: 8.8/10) - **Quoting:** 6.7/10 (Category avg: 9.2/10) **Who Is the Company Behind Oroox Quote?** - **Seller:** [Oroox](https://www.g2.com/sellers/oroox) - **Year Founded:** 2014 - **HQ Location:** Ruggell, LI - **Twitter:** @orooxnews (11 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/oroox (19 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Mid-Market #### What Are Recent G2 Reviews of Oroox Quote? **"[CnC maching by ox-quote](https://www.g2.com/survey_responses/oroox-quote-review-5459845)"** **Rating:** 4.0/5.0 stars *— Himanshu k.* [Read full review](https://www.g2.com/survey_responses/oroox-quote-review-5459845) --- **"[Great quote to cash tool!](https://www.g2.com/survey_responses/oroox-quote-review-5236268)"** **Rating:** 4.0/5.0 stars *— Verified User in Business Supplies and Equipment* [Read full review](https://www.g2.com/survey_responses/oroox-quote-review-5236268) --- #### What Are G2 Users Discussing About Oroox Quote? - [What is OX-Quote CNC Machining used for?](https://www.g2.com/discussions/what-is-ox-quote-cnc-machining-used-for) - [What is OX Quote Profiles and Tubes used for?](https://www.g2.com/discussions/what-is-ox-quote-profiles-and-tubes-used-for) ### 15. [SalesStreamliner](https://www.g2.com/products/salesstreamliner/reviews) Sales productivity software that automates the lead, quote, payment, order process all-in-one streamlined system for channel sales operations and channel sellers. Make sales and access real-time reports from any PC, iPad or mobile device. Simple, stand-alone, quick to deploy, and affordable. **Average Rating:** 4.6/5.0 **Total Reviews:** 7 **How Do G2 Users Rate SalesStreamliner?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.8/10) - **Quoting:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind SalesStreamliner?** - **Seller:** [SalesStreamliner Software](https://www.g2.com/sellers/salesstreamliner-software) - **Year Founded:** 2016 - **HQ Location:** Cleveland, US - **Twitter:** @SStreamliner (2 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesstreamliner/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 43% Enterprise, 43% Mid-Market #### What Are SalesStreamliner's Pros and Cons? **Pros:** - Automation (1 reviews) - Easy Implementation (1 reviews) - Efficiency (1 reviews) - Efficiency Improvement (1 reviews) - Implementation Ease (1 reviews) **Cons:** - Expensive (1 reviews) - Integration Issues (1 reviews) - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About SalesStreamliner? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation of repetitive sales tasks** , enhancing efficiency and productivity in their sales processes. - Users enjoy the **easy implementation** of SalesStreamliner, enhancing productivity by automating repetitive sales tasks effortlessly. - Users value the **efficiency** of SalesStreamliner for automating repetitive tasks, enhancing productivity and ease of use. - Users value the **efficiency improvement** with SalesStreamliner, as it automates tasks and boosts productivity seamlessly. - Users find the **implementation easy** , appreciating how it streamlines repetitive sales tasks effectively. **Cons:** - Users find SalesStreamliner to be **expensive** , which impacts their overall satisfaction with the product. - Users find **integration issues** with SalesStreamliner cumbersome, impacting user experience and workflow efficiency. - Users note the need for **improved customer support** with SalesStreamliner, finding it lacking when issues arise. #### What Are Recent G2 Reviews of SalesStreamliner? **"[Easy to use and a wholesome tool for your sales department and get sales through the roof!](https://www.g2.com/survey_responses/salesstreamliner-review-5444339)"** **Rating:** 4.5/5.0 stars *— Peter .* [Read full review](https://www.g2.com/survey_responses/salesstreamliner-review-5444339) --- **"[Best portal for sales](https://www.g2.com/survey_responses/salesstreamliner-review-10733091)"** **Rating:** 4.5/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/salesstreamliner-review-10733091) --- #### What Are G2 Users Discussing About SalesStreamliner? - [What is SalesStreamliner used for?](https://www.g2.com/discussions/what-is-salesstreamliner-used-for) ### 16. [Agentforce Communications (formerly Salesforce Communications Cloud)](https://www.g2.com/products/agentforce-communications-formerly-salesforce-communications-cloud/reviews) Salesforce Communications Cloud provides integrated sales and service solutions on a single, flexible platform to transform the B2C, B2B and wholesale customer and employee experience. Communications Cloud enables CSPs (Communications Service Providers) to reduce system complexity, create seamless digital experiences, rapidly launch offers and services, and automate business processes. **Average Rating:** 4.5/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Agentforce Communications (formerly Salesforce Communications Cloud)?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) **Who Is the Company Behind Agentforce Communications (formerly Salesforce Communications Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) - **Ownership:** NYSE:CRM **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Telecommunications - **Company Size:** 59% Enterprise, 22% Mid-Market #### What Are Agentforce Communications (formerly Salesforce Communications Cloud)'s Pros and Cons? **Pros:** - Automation (1 reviews) - Capabilities (1 reviews) - Communication (1 reviews) - Integrations (1 reviews) - Time-saving (1 reviews) **Cons:** - Complexity (1 reviews) - Complex Setup (1 reviews) - Difficult Customization (1 reviews) - Learning Curve (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Agentforce Communications (formerly Salesforce Communications Cloud)? *AI-generated summary from verified user reviews* **Pros:** - User benefits from the **time-saving automation** features that enhance consistent and seamless communication experiences. - Users praise the **centralized communication** of Agentforce Communications, enhancing interaction and streamlining workflows effectively. - Users appreciate the **centralization of customer interactions** , enhancing smooth and consistent communication across platforms. - Users value the **seamless integration** of Agentforce Communications, enhancing efficiency and consistency in customer interactions. - Users value the **time-saving automation tools** of Agentforce Communications, enhancing communication efficiency and consistency. **Cons:** - Users find the **setup complex** and requiring significant time and support, with a steep learning curve. - Users find the **complex setup** challenging, often needing technical support to navigate its steep learning curve. - Users find the **difficult customization** process time-consuming and often require additional support, complicating their experience. - Users find the **steep learning curve** of Agentforce Communications challenging, often needing extra time and support for setup. - Users experience **slow performance** when managing large datasets, which hampers efficiency and overall functionality. #### What Are Recent G2 Reviews of Agentforce Communications (formerly Salesforce Communications Cloud)? **"[Seamless Customer Communication and Time-Saving Automation](https://www.g2.com/survey_responses/agentforce-communications-formerly-salesforce-communications-cloud-review-11948239)"** **Rating:** 4.5/5.0 stars *— Anish T.* [Read full review](https://www.g2.com/survey_responses/agentforce-communications-formerly-salesforce-communications-cloud-review-11948239) --- **"[Salesforce cloud real time experiance.](https://www.g2.com/survey_responses/agentforce-communications-formerly-salesforce-communications-cloud-review-5409630)"** **Rating:** 5.0/5.0 stars *— Ankit J.* [Read full review](https://www.g2.com/survey_responses/agentforce-communications-formerly-salesforce-communications-cloud-review-5409630) --- #### What Are G2 Users Discussing About Agentforce Communications (formerly Salesforce Communications Cloud)? - [What are the components of sales cloud?](https://www.g2.com/discussions/salesforce-communications-cloud-what-are-the-components-of-sales-cloud-1c20211d-ea63-4c1b-8627-46404ed80ab4) - [What are the components of sales cloud?](https://www.g2.com/discussions/salesforce-communications-cloud-what-are-the-components-of-sales-cloud) - [What are the features of a salesforce community cloud?](https://www.g2.com/discussions/what-are-the-features-of-a-salesforce-community-cloud) - [What are the main features of Salesforce?](https://www.g2.com/discussions/salesforce-communications-cloud-what-are-the-main-features-of-salesforce) - [What is communication cloud salesforce?](https://www.g2.com/discussions/what-is-communication-cloud-salesforce) - 1 comment ### 17. [Continuous](https://www.g2.com/products/continuous-continuous/reviews) Continuous helps B2B companies modernize and future-proof their quote-to-cash process directly inside Salesforce and NetSuite. By embedding pricing, usage, and credit models into the platforms teams already use, Continuous eliminates the need for another system, portal, or integration layer. With Continuous, Sales can quote and close faster, Finance gains confidence in forecasts and compliance, and Product can launch new pricing and packaging strategies without bottlenecks. Founded in 2021 and built by veterans of Salesforce, Zuora, and Conga, Continuous makes modern pricing models simple to operationalize. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Continuous?** - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Quoting:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Continuous?** - **Seller:** [Continuous](https://www.g2.com/sellers/continuous) - **Company Website:** https://continuoustech.com/ - **Year Founded:** 2021 - **HQ Location:** Mountain View, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/continuoustech/ (23 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Continuous? **"[Extremely Knowledgeable Team That Strengthened Our Salesforce Org](https://www.g2.com/survey_responses/continuous-review-12583640)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/continuous-review-12583640) --- **"[Continuous Helped Us Modernize Quote-to-Cash Without Ripping Out What We'd Builtht Inside Salesforce](https://www.g2.com/survey_responses/continuous-review-12686861)"** **Rating:** 5.0/5.0 stars *— Morgan V.* [Read full review](https://www.g2.com/survey_responses/continuous-review-12686861) --- ### 18. [DGIT Systems](https://www.g2.com/products/dgit-systems-dgit-systems/reviews) DGIT Systems, founded in Melbourne in 2005, is a product and services provider company specialising in the telecommunications industry, offering complete telecommunications solutions. DGIT Systems has extensive expertise in BSS/OSS architecture, business process modelling and software. Using only the latest technologies, DGIT has designed a state-of-the art telecommunications software solution called Telflow, a dynamic service delivery platform engineered for telco and cloud providers. Telflow is catalog-driven and highly configurable, allowing users to design products and visually build processes, dramatically reducing time to market. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate DGIT Systems?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Configuration:** 8.3/10 (Category avg: 9.0/10) - **Creation:** 10.0/10 (Category avg: 8.8/10) - **Quoting:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind DGIT Systems?** - **Seller:** [DGIT Systems](https://www.g2.com/sellers/dgit-systems) - **Year Founded:** 1994 - **HQ Location:** Englewood, US - **LinkedIn® Page:** https://www.linkedin.com/company/csg-/ (7,521 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Mid-Market #### What Are Recent G2 Reviews of DGIT Systems? **"[Easy to configure DGIT quote to order system](https://www.g2.com/survey_responses/dgit-systems-review-5385251)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/dgit-systems-review-5385251) --- **"[Problem Solver](https://www.g2.com/survey_responses/dgit-systems-review-5285347)"** **Rating:** 4.0/5.0 stars *— Tarun J.* [Read full review](https://www.g2.com/survey_responses/dgit-systems-review-5285347) --- ### 19. [Dune Dev CPQ & Service Center](https://www.g2.com/products/dune-dev-cpq-service-center/reviews) DuneDev CPQ & Service Center is an all-in-one CPQ SaaS solution with a dedicated service center to turn complex offers into sales opportunities. Designed to optimize and simplify sales processes, our software is the best solution for turning complex offers into tangible sales opportunities—anytime, anywhere—with full accessibility from any device with an Internet connection. Why Choose DuneDev CPQ&ServiceCenter? • Sales Process Efficiency: Automate complex configurations and generate accurate quotes with just a few clicks. • Zero IT Infrastructure Costs: No installation required—ready to use, with automatic updates and guaranteed security management. • Total Scalability and Flexibility: Grow alongside your business by adding modules without complications. • Sales-Based Cost Model: Pay per signed contract, with optional maintenance fees for custom updates. Key Features • Dedicated Service Center: Real-time sales support via phone and chat, sales support ticket management, business configurations, and service activations. Available Monday to Saturday (9 AM - 8 PM). • Smart Service Configurator: Features advanced OCR technology to generate customer profiles in seconds and provide real-time cost visualization. • Intuitive Contract Generator: Quickly create personalized, error-free contracts, reducing time and resource consumption. • Incentive Compensation Management: Automatic incentive calculation with flexible rules for precise alignment with sales processes. • Order Management System (OMS): Complete order management with API integration for real-time tracking and advanced e-commerce capabilities. • AI-Powered HUB: Multilingual chatbot, avatar presentations, and RPA automation for fast, error-free processes. • Partner Management & CMS: Fast partner onboarding, centralized content management, and automated distribution. • Reliability and Guaranteed Security: A redundant server environment in Europe, with two dedicated servers in distinct locations, ensures business continuity and high performance. • Continuous Development and Support: Annual releases with new features and a specialized IT team to ensure a customer-driven software evolution. Simplify sales. Empower service. Choose DuneCustomCPQ. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Dune Dev CPQ & Service Center?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Configuration:** 9.2/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.8/10) - **Quoting:** 9.2/10 (Category avg: 9.2/10) **Who Is the Company Behind Dune Dev CPQ & Service Center?** - **Seller:** [Dune](https://www.g2.com/sellers/dune) - **Year Founded:** 2016 - **HQ Location:** Milan, IT - **LinkedIn® Page:** https://www.linkedin.com/company/dune-srl (120 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Dune Dev CPQ & Service Center's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Access (1 reviews) - Filtering Options (1 reviews) - Intuitive (1 reviews) ### What Do G2 Reviewers Say About Dune Dev CPQ & Service Center? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive design** of Dune Dev CPQ & Service Center, making it easy to work efficiently. - Users value the **easy access** provided by Dune Dev CPQ & Service Center, making their workflow more efficient. - Users value the **intuitive filtering options** of Dune Dev CPQ & Service Center, enhancing their workflow efficiency. - Users value the **intuitive design** of Dune Dev CPQ & Service Center, enhancing productivity and simplifying tasks. #### What Are Recent G2 Reviews of Dune Dev CPQ & Service Center? **"[A real gamechanger — SaaS CPQ, powered by the Service Center](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-10974888)"** **Rating:** 5.0/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-10974888) --- **"[CPQ & Service Center](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-11061085)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-11061085) --- ### 20. [iasset.com](https://www.g2.com/products/iasset-com/reviews) iasset.com® is a revenue automation platform designed specifically for IT vendors, distributors, resellers, and Managed Service Providers (MSPs) operating in complex IT channel environments. The platform automates and streamlines critical sales and revenue lifecycle processes, from real-time installed base insights and channel-friendly configure-price-quote (CPQ) through to full quote-to-cash execution, renewal automation and proactive expansion campaigns, eliminating manual workflows and revenue leakage. Unlike standard CPQ and revenue operations tools that are typically built for direct sales models, iasset is designed to support the structural complexity of channel sales. This includes multi-tier partner relationships, multi-vendor quoting, distributor workflows, and varying pricing rules, margins, and approval processes across different partners and regions. By addressing these complexities, the platform enables organizations to manage channel transactions more consistently while reducing manual effort. A key foundation of the platform is its installed base intelligence, which connects and structures customer, product, and contract data from multiple systems into a unified, data-driven view. This enables organizations to better understand what customers own, when contracts are due, and where revenue opportunities or risks exist across the lifecycle. One of iasset’s core capabilities is its CPQ functionality, which automates quote generation using predefined pricing rules including buy discounts, margins, multipliers, currency conversions, co-terms and rebates,. Users can create bulk configurations, manage pricing updates, and generate multiple versions of quotes. In channel environments, distributors and MSPs/VARs can combine products and services from multiple vendors into a single quote. iasset also supports expansion and lifecycle revenue management by analyzing installed base and contract data to identify opportunities such as upsell, cross-sell, refresh, end-of-life (EOL) and end-of-support (EOS) events. These opportunities can be converted into accurately priced quotes and delivered automatically to partners or customers. In addition, renewals management is automated through the identification of expiring contracts, including subscriptions, licenses, warranties, maintenance, and support agreements. Automated renewal quote generation helps reduce the risk of missed renewals, customer churn, and revenue leakage. **Average Rating:** 4.5/5.0 **Total Reviews:** 5 **How Do G2 Users Rate iasset.com?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) **Who Is the Company Behind iasset.com?** - **Seller:** [Iasset](https://www.g2.com/sellers/iasset) - **Company Website:** https://iasset.com - **Year Founded:** 2008 - **HQ Location:** Denver, US - **LinkedIn® Page:** https://www.linkedin.com/company/iasset-com/ (32 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Mid-Market, 20% Enterprise #### What Are Recent G2 Reviews of iasset.com? **"[A Powerful CPQ Platform for Complex Technology Quoting](https://www.g2.com/survey_responses/iasset-com-review-12482711)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/iasset-com-review-12482711) --- **"[Fast, Flexible, and Easy Quoting](https://www.g2.com/survey_responses/iasset-com-review-12602397)"** **Rating:** 4.0/5.0 stars *— Vito T.* [Read full review](https://www.g2.com/survey_responses/iasset-com-review-12602397) --- ### 21. [NetSymm](https://www.g2.com/products/netsymm/reviews) NetSymms service oriented architecture provides answers to customer pain points. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate NetSymm?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.1/10) **Who Is the Company Behind NetSymm?** - **Seller:** [Netsymm](https://www.g2.com/sellers/netsymm) - **Year Founded:** 2013 - **HQ Location:** San Jose, US - **LinkedIn® Page:** https://www.linkedin.com/company/3189357 (7 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of NetSymm? **"[One of the best B2B solution](https://www.g2.com/survey_responses/netsymm-review-5293922)"** **Rating:** 4.0/5.0 stars *— Kamlesh R.* [Read full review](https://www.g2.com/survey_responses/netsymm-review-5293922) --- **"[Best Platform for B2B E-Commerce.](https://www.g2.com/survey_responses/netsymm-review-6694408)"** **Rating:** 4.5/5.0 stars *— Verified User in Education Management* [Read full review](https://www.g2.com/survey_responses/netsymm-review-6694408) --- #### What Are G2 Users Discussing About NetSymm? - [What is NetSymm used for?](https://www.g2.com/discussions/what-is-netsymm-used-for) ### 22. [Quotable AI](https://www.g2.com/products/quotable-ai/reviews) What We Do Quotable AI is a global B2B payments and trade operations company. We help small and mid-market businesses doing international trade pay vendors faster, receive customer payments without losing money to FX margins, and run the surrounding operational workflows (quoting, procurement, invoicing) in a single platform instead of stitched-together tools. Supply chain financing is rolling out to help businesses bridge the cash-flow gaps that cross-border trade creates. Customers come to us first to stop overpaying on cross-border payments. Once they see what the consolidated platform can do, they expand into the surrounding quote-to-cash workflow as their needs grow. We exist because the small and mid-market businesses that power global trade have always had to choose between expensive bank wires, fragmented fintech tools, and operational systems built for either the buyer or the seller, never both. We give them one platform with better economics, built for how cross-border trade actually works. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Quotable AI?** - **Configuration:** 8.3/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.8/10) - **Quoting:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Quotable AI?** - **Seller:** [Quotable AI](https://www.g2.com/sellers/quotable-ai) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/quotable-ai (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Quotable AI? **"[Quotable AI’s All-in-One 360 Sourcing Platform Brings Clarity](https://www.g2.com/survey_responses/quotable-ai-review-12980433)"** **Rating:** 5.0/5.0 stars *— Pierre G.* [Read full review](https://www.g2.com/survey_responses/quotable-ai-review-12980433) --- **"[User-Friendly, Well-Structured Features with a Strong Product Vision](https://www.g2.com/survey_responses/quotable-ai-review-12960156)"** **Rating:** 5.0/5.0 stars *— Victor M.* [Read full review](https://www.g2.com/survey_responses/quotable-ai-review-12960156) --- ### 23. [Tradecloud](https://www.g2.com/products/tradecloud/reviews) Order-to-Cash Functionality **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Tradecloud?** - **Configuration:** 8.3/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.8/10) - **Quoting:** 9.2/10 (Category avg: 9.2/10) **Who Is the Company Behind Tradecloud?** - **Seller:** [Tradecloud](https://www.g2.com/sellers/tradecloud) - **Year Founded:** 2013 - **HQ Location:** Delft, NL - **LinkedIn® Page:** https://www.linkedin.com/company/tradecloud1/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of Tradecloud? **"[Amazing Platform!](https://www.g2.com/survey_responses/tradecloud-review-5414923)"** **Rating:** 5.0/5.0 stars *— Kathryn M.* [Read full review](https://www.g2.com/survey_responses/tradecloud-review-5414923) --- **"[Best CRM for new and upstart business that want a quick boost to their sales team](https://www.g2.com/survey_responses/tradecloud-review-5058681)"** **Rating:** 5.0/5.0 stars *— Verified User in Business Supplies and Equipment* [Read full review](https://www.g2.com/survey_responses/tradecloud-review-5058681) --- #### What Are G2 Users Discussing About Tradecloud? - [What is Tradecloud used for?](https://www.g2.com/discussions/what-is-tradecloud-used-for) ### 24. [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews) In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing **Average Rating:** 4.8/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Zilliant CPQ?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Configuration:** 8.3/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.8/10) - **Quoting:** 6.7/10 (Category avg: 9.2/10) **Who Is the Company Behind Zilliant CPQ?** - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Company Website:** https://www.zilliant.com - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant (3,351 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Mechanical or Industrial Engineering, Information Technology and Services - **Company Size:** 47% Small-Business, 37% Enterprise #### What Are Zilliant CPQ's Pros and Cons? **Pros:** - Efficiency (2 reviews) - Product Management (2 reviews) - Customizability (1 reviews) - Ease of Use (1 reviews) - Easy Customization (1 reviews) **Cons:** - Slow Loading (2 reviews) - Slow Performance (2 reviews) ### What Do G2 Reviewers Say About Zilliant CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of Zilliant CPQ, greatly enhancing quote cycle and order lead times for competitive advantage. - Users enjoy the **enhanced efficiency** in quote cycle times and order lead times with Zilliant CPQ. - Users value the **customizability** of Zilliant CPQ, allowing tailored solutions for enhanced efficiency and security. - Users value the **ease of use** of Zilliant CPQ, allowing quick configuration of solutions and pricing. - Users value the **easy customization** of Zilliant CPQ, enhancing processes with tailored solutions and security features. **Cons:** - Users find the **slow loading** during complex operations frustrating, affecting their overall experience with Zilliant CPQ. - Users experience **slow performance** with Zilliant CPQ, particularly during complex operations, impacting efficiency. #### What Are Recent G2 Reviews of Zilliant CPQ? **"[Inmind Cloud is 5 star](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)"** **Rating:** 5.0/5.0 stars *— Ian G.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919) --- **"[Able to create a Global Quoting platform integrating our specific needs](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)"** **Rating:** 4.5/5.0 stars *— Russ M.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859) --- ### 25. [Model N for High Tech](https://www.g2.com/products/model-n-for-high-tech/reviews) Optimize revenue and contract compliance by eliminating revenue loss with an automated, intelligent solution that handles every iteration of pricing, quoting, contracting, incentives, ship & debits, and channel management. Model N bridges the gap in your commercial operations by connecting the front-office and back-office processes, breaking down silos so you can effectively manage top- and bottom-line growth; standardizes processes across divisions, regions, and markets; delivers insight to drive your strategic objectives. **Average Rating:** 4.6/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Model N for High Tech?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) **Who Is the Company Behind Model N for High Tech?** - **Seller:** [Model N](https://www.g2.com/sellers/model-n) - **Year Founded:** 1999 - **HQ Location:** San Mateo, CA - **Twitter:** @ModelN (1,217 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/modeln (1,437 employees on LinkedIn®) - **Ownership:** NYSE:MODN **Who Uses This Product?** - **Company Size:** 67% Enterprise, 33% Small-Business #### What Are Recent G2 Reviews of Model N for High Tech? **"[Best reporting tool](https://www.g2.com/survey_responses/model-n-for-high-tech-review-6686632)"** **Rating:** 4.0/5.0 stars *— Gulshan kumar J.* [Read full review](https://www.g2.com/survey_responses/model-n-for-high-tech-review-6686632) --- **"[A Good Commission Tracking System](https://www.g2.com/survey_responses/model-n-for-high-tech-review-6635713)"** **Rating:** 5.0/5.0 stars *— Michael D.* [Read full review](https://www.g2.com/survey_responses/model-n-for-high-tech-review-6635713) --- ## What Is Quote-to-Cash Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Quote-to-Cash Software? - [CPQ Software](https://www.g2.com/categories/cpq) - [Billing Software](https://www.g2.com/categories/billing) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) --- ## How Do You Choose the Right Quote-to-Cash Software? ### What You Should Know About Quote-to-Cash Software ### What is Quote-to-Cash Software? For a modern company with a sales component, the selling process can be complex and drawn out. This process usually involves contact with numerous sales representatives and other employees, all utilizing different software platforms for specific tasks throughout the sales cycle. The more representatives, processes, and systems involved, the greater the likelihood that there will be confusion, stress, or preventable account complications. Quote-to-cash software is designed to consolidate this workflow, and streamline the process of quoting, ordering, and reordering products or services for consumers. The complete revenue lifecycle has various names depending on the organization. These names include: order-to-cash, lead-to-order, inquiry-to-order, and quote-to-order. All these terms essentially mean the same thing. As a sales team works through the process from introductory calls to paid subscriptions, it is increasingly valuable to implement process automation and team collaboration. The solutions in this category offer tools for overseeing and completing the contract lifecycle while centralizing tasks related to the process. Additionally, these solutions typically integrate with customer relationship management or [CRM software](https://www.g2.com/categories/crm) along with other internal systems to enable quick reference for employees while updating customer and order fulfillment data in real time. As the customer relationship develops and moves from initial communication to closed deals, quote-to-cash platforms benefit finance teams (e.g. accounts receivable), customer service teams, and sales departments. Quote-to-cash platforms improve the efficiency and communication of the selling process by streamlining practices such as inventory management, pricing standardization, and cash flow reporting. This software improves proposals and allows for more accurate contract lifecycle management. By unifying and synchronizing the quote-to-cash process, sales departments run smoother and close deals faster, while ensuring maximum customer satisfaction at every stage. Key Benefits of Quote-to-Cash Software - Consolidation of tasks related to the sales lifecycle - Automation of laborious sales processes - Eliminating bottlenecks related to sales, invoicing, order fulfillment, and reordering - Improving visibility and accuracy of customer proposals and contracts ### What are the Common Features of Quote-to-Cash Software? The platforms featured in this category offer diverse tools for streamlining and automating the quote-to-cash process. The following are some common features found in this emerging space. **Guided selling —** By integrating with external systems and indexing past contracts and quotes, certain quote-to-cash products offer in-the-moment assistance with selling, especially as it relates to pricing, discounting, and assembling accurate final quotes. This involves configuration rule sets for complex pricing and intelligent repositories of up-to-date product and pricing information. As quotes and contracts are assembled, certain solutions help verify the accuracy of the information entered, along with feedback such as upsell recommendations. In some cases, products include centralized quote storage. Using these databases, sales team members can easily reference past quotes using a number of filters, and use the information gathered to help influence future proposals. They might also include or integrate with product catalogs, sales playbooks, [contract management software](https://www.g2.com/categories/contract-management), or other resources that can be leveraged in the proposal and contract-completion processes. **Workflows and approvals —** For many sales contracts, particularly those involving important customers or substantial quotes, a finalized proposal may require review from sales management or product engineers to ensure the correct amounts are quoted. Depending on the structure of an organization, this can be a complicated process that leads to bottlenecks and miscommunication, which can impede the deal and endanger the customer relationship. Certain quote-to-cash platforms include approval workflow features that notify relevant parties when a quote requires review and approval. These features help prevent rogue discounting or other forms of misquoting, ensuring a positive customer experience and optimal revenue collection. **Pipeline monitoring —** At any given moment, there are a number of in-process sales happening in an organization. Quote-to-cash solutions offer a transparent view of the sales pipeline, allowing salespeople, sales managers, financial teams, and others in an organization to track customer interactions. This visibility not only benefits sales team members with scheduling their tasks or customer follow-ups, but helps leadership keep tabs on these relationships and make strategic decisions based on the size, scope, and details related to the pipeline at any given moment. ### What are the Software and Services Related to Quote-to-Cash Software? The following business solutions are closely related to the quote-to-cash process. It might benefit a company to consider one or both when addressing their sales strategy. [**Configure price quote (CPQ) software**](https://www.g2.com/categories/cpq) **—** This is a specialized technology that focuses on the quoting component of the sales lifecycle. These platforms offer intelligent assistance about which products to recommend and what quoted price to offer when assembling sales proposals based on customer needs. In addition to helping craft a proposal and find a price quote, certain products in this category help evaluate the profitability of a deal and offer real-time suggestions that aid in the quoting process. These tools typically integrate with CRM or [ERP systems](https://www.g2.com/categories/erp-systems) to ensure salespeople find relevant products or customer information when crafting a sales proposal. As quotes are completed, relevant data can be exported from the CPQ platform into corresponding systems. [**Quote-to-cash consulting providers**](https://www.g2.com/categories/quote-to-cash-consulting) **—** Quote-to-cash consulting providers offer businesses advisory and implementation expertise related to the quote-to-cash process. The exact services change based on a specific agency and the various needs of a business. These can include assistance with choosing the right software tools or refining a sales team’s processes to maximize the benefits of their technology. As modern sales tools continue to evolve and companies develop new strategies around them, quote-to-cash consultants offer valuable, timely assistance to improve both employee adoption and sales numbers.