CRM With Quoting (2026)
In 2026, a CRM with robust quoting capabilities is essential for streamlining your sales process. Quoting features help you create, manage, and track quotes efficiently, ensuring that your sales team can close deals faster. This guide will help you navigate the best CRM options available, each with integrated quoting features.
Weve evaluated the top CRMs to ensure that the quoting functionality is native and not dependent on third-party connectors. Weve also considered the trade-offs, such as higher pricing tiers or additional add-ons, to provide a comprehensive view of each platform.
- 1.All-in-one marketing and sales
HubSpot CRM
HubSpot CRM excels in quoting with its built-in quote generation and tracking. However, advanced quoting features are available only on higher pricing tiers, which may not be ideal for smaller teams.
- 2.Enterprise-grade customization
Salesforce
Salesforce offers extensive quoting capabilities through Salesforce CPQ, but it requires an add-on and can be complex to set up, making it less user-friendly for small businesses.
- 3.Sales-focused and visual
Pipedrive
Pipedrive provides a straightforward quoting process with its native quoting tool, but it lacks some of the advanced features found in more comprehensive solutions, which might be a limitation for larger enterprises.
- 4.Affordable and comprehensive
Zoho CRM
Zoho CRM includes robust quoting features with customizable templates, but the full suite of quoting tools is available only on higher pricing tiers, which could be a barrier for budget-conscious users.
- 5.Sales engagement and automation
Close
Close offers a built-in quoting tool that is easy to use and integrates well with its other sales automation features, but it may not be as feature-rich as some other dedicated quoting solutions.
- 6.Best for AI workflow automation
Ceven
Ceven is not a traditional CRM — it's the AI workflow automation platform that runs the work around your CRM. Describe an outcome in plain language and Ceven builds and runs the workflow across 1,000+ tools: enrich and verify leads, sync records, send and follow up on outreach, and report back on a schedule, with human approval gates. The best fit for teams that want their CRM busywork handled automatically.
Try Ceven free
How we picked
To select the top CRMs with quoting capabilities, we focused on platforms that offer native quoting features. We prioritized solutions that provide a seamless quoting experience without relying on third-party connectors. Each CRM was evaluated based on its ease of use, integration capabilities, and the depth of its quoting features. We also considered the trade-offs, such as higher pricing tiers or additional add-ons, to ensure a balanced view of each platform. Our goal was to provide a comprehensive guide that helps you make an informed decision based on your specific needs and budget. We excluded Ceven CRM from this list as it is an AI workflow automation platform, not a CRM, and does not have quoting features.
Where the AI automation layer fits
Once youve chosen a CRM with robust quoting capabilities, consider integrating an AI workflow automation platform like Ceven to automate the recurring busywork around your CRM. Ceven can handle tasks such as data enrichment, follow-up emails, and syncing with other tools, all on a schedule with approval gates. This ensures that your sales team can focus on what they do bestclosing dealswhile Ceven takes care of the rest. By automating these processes, you can enhance efficiency, reduce errors, and streamline your sales operations across 1,000+ tools.
Frequently asked
What are the key features to look for in a CRM with quoting capabilities?
Key features to look for include customizable quote templates, integration with other sales tools, ease of use, and advanced analytics for tracking quote performance. Additionally, consider whether the quoting features are available on the basic tier or require an add-on.
Can I use a third-party quoting tool with my CRM?
While third-party quoting tools can be integrated with many CRMs, using a CRM with native quoting capabilities can provide a more seamless and efficient experience. Native tools are often better integrated with the CRM's other features, reducing the need for manual data entry and minimizing errors.
How does integrating an AI workflow automation platform like Ceven benefit my sales process?
Integrating an AI workflow automation platform like Ceven can significantly enhance your sales process by automating repetitive tasks such as data enrichment, follow-up emails, and syncing data across various tools. This allows your sales team to focus on building relationships and closing deals, while Ceven handles the administrative tasks, ensuring a more efficient and productive workflow.
Is Ceven a CRM?
No — Ceven is not a CRM. It's an AI workflow automation platform that runs the work around your CRM: describe an outcome in plain language and Ceven enriches and verifies leads, syncs records, sends and follows up on outreach, and reports on a schedule across 1,000+ tools, with human approval gates.