CRM with Quotes & Invoicing

5 CRM tools that qualify — compared on sourced, continuously re-verified facts.

Freshsales

AI-powered sales CRM from Freshworks with a built-in phone, email, and lead scoring.

Quotes & Documents: Built-in CPQ — quotes, proposals & documents

Full profile Visit Freshsales

HubSpot

AI-powered customer platform built around a free CRM, spanning marketing, sales, and service.

Quotes & Documents: Native quotes with e-signature; Revenue Hub Pro+

Full profile Visit HubSpot

monday CRM

Customizable sales CRM built on monday.com's no-code Work OS.

Quotes & Documents: Native quotes & invoices; monthly limits per tier (Basic 20, Standard 50, Pro 250)

Full profile Visit monday CRM

Pipedrive

Sales-first CRM that helps small teams manage their pipeline and close more deals.

Quotes & Documents: Native quotes/proposals/contracts with built-in e-signatures (from Premium plan)

Full profile Visit Pipedrive

Zoho CRM

Highly customizable CRM for sales teams, part of Zoho's broad business software suite.

Quotes & Documents: Native Quotes/Sales Orders/Invoices (inventory/CPQ) from Professional

Full profile Visit Zoho CRM

How this list is built. Every CRM tool here qualifies on a verified, first-party fact — no unsourced opinions. Affiliate disclosure: we may earn a commission when you sign up through outbound links here, at no extra cost to you — commissions never influence our data or rankings. Full disclosure.