--- title: "Quiddity Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Quiddity Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/171695/Quiddity/" page_type: "product" language: "en" --- # Quiddity Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Quiddity ## What is Quiddity? Quiddity is an all-encompassing business platform with CRM features specifically designed to simplify decision-making and help you focus on more important aspects of your business. With Quiddity, you can improve your work efficiency, create business visibility, improve process flows, manage projects and multiple timelines and gain from a customer centric approach to improve your business. ## What is Quiddity used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$20 Per Feature, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Quiddity?[Manage this product listing](https://www.g2.com/products/quiddity/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Quiddity 5.0 (1) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price A$20 Per Feature, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.5 (6,068) Value For Money 5.0 (1) Value For Money 4.3 (4,685) Customer Service 5.0 (1) Customer Service 4.4 (4,478) ## Quiddity alternatives Highest Rated [4.7 (3,622)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Trello](https://www.capterra.com/p/211559/Trello/) [4.5 (23,619)](https://www.capterra.com/p/211559/Trello/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/211559/Trello/) ## FAQs about Quiddity Overview ### What company size and specific industries is Quiddity built for? Quiddity is designed for agencies and service firms of various sizes, including digital and creative agencies, PR agencies, consulting firms, IT and web development companies, and marketing and advertising agencies. It fits organizations that manage client work and need software suited to professional services operations. Features and Usability ### What are the key features of Quiddity? Quiddity offers workflow management, business process automation, and approval process control for coordinating sales and operational work. It also includes lead management, pipeline management, forecasting, and sales reports, plus task management, calendar sync, document management, role-based permissions, and third-party integrations. Integrations ### Which third-party tools and platforms does Quiddity integrate with? Quiddity integrates with six third-party tools and platforms: Docusign, Dropbox, Google Calendar, Microsoft 365, Microsoft SharePoint, and Xero. These catalog integrations span document signing, file storage, scheduling, productivity, collaboration, and accounting. Getting Started and Support ### What training and onboarding options does Quiddity offer? Quiddity provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos support self-paced review. Getting Started and Support ### What customer support options does Quiddity offer? Quiddity provides email/help desk, FAQ/forum, and chat support. The catalog lists these channels as the ways users can get help, but no reviewer feedback is available to describe response times, helpfulness, or common support issues. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Quiddity supports **Real-Time Data**, which helps teams work with current customer information and respond faster to changes. However, it does not include **Data Security** or **Customer Database**. Instead, it offers other relevant CRM features that reviewers also rate as important, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize contact records, find information more quickly, and keep day-to-day customer interactions easier to manage. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Approval Process Control Manage the process of evaluating documents or requests submitted for approval Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Calendar Management Track and manage schedules and meetings via an integrated calendar Quiddity 45 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial Free Version Basic A$20.00 Per Feature,Per Month Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BR Binh R. ### "Best CRM for small/medium businesses" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 9, 2018 Pros \* Easy to use \* Keeps track of client contacts \* Lead,Quotation and Invoice tracking is fabulous- you can measure how many leads you have won or lost over a period of time \* No more using Excel to keep track of client work or sales pipeline \* Everyone in the company can see what is happening with the client using Activity record feature \* Value for money, where else can you access a CRM system for such rate with full functionality? \* All documents can be saved in one place via the cloud per client, which makes finding documents so much faster instead of trying to remember where you saved that document. \* Fantastic communication tool internally, as everyone is able to see what is happening with any particular client at any one time. Cons \* Can be slow as it depends on your internet download and upload speeds \* Difficult to set up on our own, we found that we needed the Quiddity team to help with setting up the fields correctly to suit our business. But once set up, it was a dream to use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.