CRM with Quoting

What Is CRM With Quoting?

Customer Relationship Management (CRM) is a business tool that helps manage and analyze customer interactions and data throughout the customer lifecycle. Its main functions include tracking interactions, automating sales processes, and managing contact information and sales pipeline activities. The goal of this system is to enhance business relationships, customer retention, and sales growth.

Quoting is a key sales technique that involves providing formal offers to potential customers. These offers outline the products or services a company offers at specified prices. Effective quoting helps ensure a clear understanding of transaction terms, which can improve the chances of closing deals.

CRM software with quoting features integrates the essential tasks of customer management with the generation of detailed sales quotes. This integration allows for a seamless transition from sales pitch to formal offer, enhancing workflow efficiency and reducing errors. Sales teams can quickly customize quotes based on customer interactions logged within the CRM, ensuring offers are accurate and tailored to individual client needs. This capability significantly streamlines the sales process, facilitating faster responses to customer inquiries and higher conversion rates.


  • Quotation-enabled CRM
  • Integrated CRM and CPQ

CRM vs. Standalone Quoting Software

CRM with quoting integrates customer relationship functionalities directly with the quoting process, providing a comprehensive platform that enhances sales team capabilities. This integration offers a seamless workflow from customer data management to quote generation, which standalone systems do not support. By leveraging CRM capabilities, sales teams can access detailed client histories, interaction logs, and preferences, all within the same system where they generate personalized quotes. This holistic view supports more strategic sales decisions and builds stronger customer relationships.

Standalone quoting software, on the other hand, typically lacks these broader CRM functionalities. While effective in generating quotes, these systems do not provide the contextual customer insights available in CRMs. This absence can lead to a disconnect between the quoting process and the overall sales strategy. Without integrated customer data, quotes generated may not be as closely tailored to the customer’s specific needs and history, potentially missing opportunities to leverage past interactions and preferences to secure new sales. Standalone systems, therefore, might impede the depth of customer engagement and the strategic advantage that a unified system offers.

Benefits of Integrated Quoting

Integrating quoting functionalities from a CPQ system into a CRM system has several advantages. It allows easy access to customer data stored within the system, including past purchases, communication history, and personal preferences. This information can be used to customize quotes to better meet individual customer needs, potentially improving sales outcomes.

Additionally, an integrated system streamlines workflows by reducing the need to switch between different software tools. This consolidation not only saves time but also decreases the likelihood of errors that can occur when transferring data manually between separate systems.

Another significant benefit of integrated quoting is the improvement in data accuracy. With a unified system, all quote details are directly linked to customer records, ensuring that all offers are based on the most current and relevant customer information. This integration fosters more accurate forecasting, better sales tracking, and enhanced decision-making capabilities.

Key Features of CRM Software with Quoting

CRM software with quoting capabilities streamlines the sales process by integrating essential features that enhance efficiency and accuracy in sales operations.

Product/Service Catalog

A robust product/service catalog is a central feature of CRM with quoting integrated. This catalog manages detailed information about products and services, including specifications, pricing options, and configuration variables. It allows sales teams to quickly and accurately pull the necessary details into quotes, ensuring consistency and reliability in the information provided to customers. Moreover, this feature supports complex pricing structures and discounts, which can be automatically applied based on the customer profile or order volume.

Real-time Pricing Engine

The real-time pricing engine plays a vital role in providing accurate quotes based on current market conditions and inventory levels. This feature updates pricing and product information instantly, which is particularly important in industries where prices fluctuate frequently due to external factors like supply chain changes or market demand. Integrating this engine within the CRM ensures that sales quotes are always based on current data, reducing discrepancies and upholding customer trust.

Quote Customization

Quote customization functionality allows sales representatives to tailor quotes to meet specific customer needs and preferences. This feature supports the inclusion of custom line items, variable or dynamic pricing models, and personalized messages or terms. Enhanced customization helps in addressing the unique requirements of each customer, making the quotes more relevant and increasing the likelihood of sales success.

Automated Workflows

Automated workflows within CRM software streamline various sales processes, including quote approvals and the distribution of final quotes. Automation reduces the manual effort required in these stages, speeding up the sales cycle and reducing the potential for human error. For instance, once a quote is created, it can automatically be routed for approval based on preset rules, and upon approval, it can be sent directly to the customer, enhancing efficiency.

E-signature and Online Payments

Features like e-signature and online payment integration help close deals swiftly and securely. The e-signature capability allows clients to sign quotes and contracts digitally, eliminating the need for physical documents. Furthermore, integrating online payment options enables immediate payment processing through secure channels, which not only enhances the customer experience but also improves cash flow for the business. These features collectively reduce turnaround times and bolster the overall efficiency of sales transactions.

Benefits of Using CRM Software with Quoting

CRM software with quoting functionalities brings substantial improvements to sales operations by unifying the entire sales process into a single platform.

Increased Sales Productivity

This integration reduces the time spent on manual tasks, allowing for more attention on activities such as customer engagement and strategy development. This shift can increase sales productivity and potentially boost revenue by enabling sales teams to manage more opportunities efficiently.

Improved Quote Accuracy

The integration of quoting functions within CRM systems ensures that all quotes are consistently accurate and reflect the latest data. Accurate quotes build trust with clients and mitigate risks associated with manual data handling.

Faster Deal Closing

Enhanced automation features expedite the entire quote-to-closure process. Automated workflows and e-signature capabilities ensure quick responses and faster approvals, speeding up deal closures without compromising accuracy or customer satisfaction.

Enhanced Customer Experience

The ability to generate personalized quotes quickly directly from the CRM ensures that customer interactions are both timely and relevant. This responsiveness demonstrates a commitment to customer service, fostering loyalty and improving retention rates.

Better Sales Insights

Advanced analytics capabilities allow for a deep dive into quote performance and sales data, offering insights that drive strategic decision-making and resource allocation. Understanding patterns and outcomes helps refine sales strategies and optimize operations, providing a competitive edge in the marketplace.

Examples of CRMs with Quoting

Some leading CRM platforms include quoting features that enhance the entire sales process by integrating sales quotes, product catalogs, and purchase histories.


Salesforce offers powerful quoting add-ons that seamlessly integrate with its CRM capabilities. This integration allows for the automation of the entire sales pipeline, from lead management to closing deals. Salesforce’s quoting tools enable users to create detailed sales quotes based on up-to-date product catalogs and pricing information, ensuring that every quote reflects real-time data and customer purchase histories. This boosts sales efficiency and shortens the sales cycle.


HubSpot CRM also provides optional features that enhance the sales process. Its quoting module lets users generate and send customizable sales quotes directly within the CRM, maintaining consistency across sales documents and customer communications. By integrating this feature, HubSpot helps streamline various stages of the sales cycle, improving overall sales performance and customer satisfaction.

Key Takeaways

CRM software with quoting dramatically enhances sales efficiency and accuracy by integrating essential sales tools into a single platform. These systems facilitate the entire sales process, from managing the sales pipeline and generating personalized sales quotes to automating workflows and ensuring real-time pricing accuracy. By integrating product catalogs and customer purchase histories into the quoting process, sales are faster and customers are happier with personalized experiences.

When choosing advanced sales tech like a CRM with quoting capabilities, businesses should consider their specific needs, the functionality needed for their sales process complexity, the size of their customer base, and their budget. Selecting a solution that aligns well with these factors ensures that the CRM can effectively support their sales strategies and contribute to long-term business growth.

People Also Ask

Is quoting part of CRM?

Quoting can be part of CRM when the system includes built-in tools or enables CPQ software integration for creating and managing sales quotes directly within the CRM platform. 

What is the difference between CRM and CPQ?

CRM focuses on managing customer relationships, sales pipeline, and interactions across the sales cycle. CPQ), on the other hand, is specifically designed to help sales teams accurately configure products and pricing. While CRM encompasses a broader set of functionalities, CPQ provides detailed support for the quoting phase within a sales process, ensuring complex product offerings are priced accurately and consistently.

How does CRM with quoting integrate with other business systems?

CRM software is designed to work seamlessly with other business systems such as ERP (Enterprise Resource Planning), marketing automation platforms, and customer service tools. This integration ensures that data flows smoothly between systems, maintaining consistency and accuracy across all departments. Integration helps businesses automate broader processes, enhance communication, and streamline workflows, leading to increased operational efficiency and better decision-making.