ConnectWise Sell Overview

ConnectWise-Sell offers IT proposal templates and automation software. Users can create IT quotes, automate workflows, and integrate price catalogs to save time and reduce errors.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using ConnectWise Sell.

Other use cases:

  • Engagement Management
  • Products & Pricelist Management
  • Social Media Analytics
  • Collaboration
  • Opportunity Management
  • Competitive Intelligence
  • Conversion Management
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ConnectWise Sell.

Other priorities:

  • Scale Best Practices
  • Enhance Customer Relationships
  • Improve ROI
  • Improve Visibility
  • Improve Internal Communications
  • Establish Thought Leadership
  • Improve Brand Engagement
  • Build Brand Awareness
  • Improve Efficiency
  • Improve Stakeholder Relations
  • Shorten Ramp Up Time
  • Launch New Products
See all business priorities See less business priorities

ConnectWise Sell Use-Cases and Business Priorities: Customer Satisfaction Data

ConnectWise Sell's features include Templates, Ticketing, Personalization, etc. and ConnectWise Sell support capabilities include 24/7 Support, Phone Support, Email Support, etc. also ConnectWise Sell analytics capabilities include Analytics, and Custom Reports.

Reviews

"...so we're able to continue our ConnectWise workflows with created opportunities...." Peer review by Jake O., Computer & Network Security

Peer review evidence (same sources as the product rating summary)

"...ConnectWise allows the addition of PDFs to the proposals to make a complete package for prospective clients...." Peer review by Dawn Swagger, Admininstrative Coordinator, The Technology Group, LLC
"...Make sure to invest the time in properly setting up Quosal and integrating with your workflows...." Peer review by Russ L., Information Technology and Services
"...ConnectWise Assist Dedicated technician & help desk services ..." Case Study Techvera

ConnectWise Sell, eSign PDF, Competera, Formstack Documents, Dealhub, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ConnectWise Sell

Top Industries

  • Information Technology and Services
  • Computer & Network Security
  • Transportation/Trucking/Railroad

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ConnectWise Sell is popular in Information Technology And Services, Computer & Network Security, and Transportation/Trucking/Railroad and is widely used by Small Business, Mid Market, and Enterprise.

ConnectWise Sell Customer wins, Customer success stories, Case studies

How can ConnectWise Sell optimize your Sales Document Management Workflow?

Why is ConnectWise Sell the best choice for Workflow Management?

How can ConnectWise Sell enhance your Helpdesk Management process?

What solutions does ConnectWise Sell provide for Engagement Management?

How does ConnectWise Sell address your Products & Pricelist Management Challenges?

11 buyers and buying teams have used Cuspera to assess how well ConnectWise Sell solved their CPQ needs. Cuspera uses 4074 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

 

Global Technology Distribution Council

ConnectWise Expands EMEA Leadership Presence as MSP Industry Enters the ...

ConnectWise has appointed Johannes Kamleitner to the GTDC's EMEA Vendor Advisory Council, coinciding with the launch of The ConnectWise Platform. This platform integrates PSA, RMM, cybersecurity, and... AI to enhance MSP operations. ConnectWise aims to lead the shift to AI-native services, offering EMEA partners improved automation and productivity. The platform promises significant operational efficiencies and revenue opportunities for MSPs.

Read on →
 

Massive IT - Information Technology And Services - Small

Tampa, USA

ConnectWise Partner Program helped Massive IT speed up their go-to-market and boost cybersecurity expertise. The program provided ready-made marketing materials, sales resources, and training. Massiv...e IT launched new marketing campaigns and closed managed service agreements for cybersecurity and Microsoft services. The company saw faster time to market, stronger partner engagement, and expanded revenue growth. ConnectWise enabled Massive IT to build repeatable sales and marketing processes for lead generation.

Read more →
 

Marco Technologies - Information Technology And Services - Large

Minnesota, USA

Marco Technologies used ConnectWise Sidekick, PSA, and workflow automation to drive hyperautomation across their IT services. In 2024, they expect over 25% of support tickets to be handled by automat...ion. This shift increases IT service margins, improves invoiceability, and reduces onboarding time for new MSP customers. Marco also recaptures significant labor cost savings and boosts efficiency. Their partnership with ConnectWise supports rapid innovation and aggressive automation goals.

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Mangano IT - Information Technology And Services - Small

Windsor, Australia

ConnectWise helped Mangano IT, a small MSP in Windsor, Australia, scale its business without increasing headcount. Mangano IT used ConnectWise PSA, CPQ, and Automate to track time, manage projects, a...nd integrate key processes. The platform enabled better resource allocation, improved client profitability analysis, and reduced operational costs. Mangano IT leveraged data insights to enhance customer experience and increase retention. Membership in IT Nation Evolve provided valuable benchmarks and best practices for continued growth.

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Litzia - Information Technology And Services - Small

Bellingham, USA

Litzia used ConnectWise tools to support Community Food Co-op's growth from one to three locations. They provided co-managed IT, point-of-sale support, and consulting services. Litzia used IT Nation ...Evolve peer groups, ConnectWise Manage, and Service Leadership to keep systems stable and secure. Their work helped the co-op avoid downtime and reduce food waste. This allowed Community Food Co-op to serve more customers and plan for future expansion.

Read more →
 

ited - Information Technology And Services - Medium

Montreal, Canada

ConnectWise Asio helped ited grow from a $1 million startup to a $50 million IT services leader. ited used ConnectWise to support rapid mergers and acquisitions and streamline business operations. Th...e platform unified workflows, improved financial decisions, and increased efficiency. ited transitioned all acquired companies to ConnectWise Asio within two months. The company credits ConnectWise for driving profitability and enabling fast, scalable growth.

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Automated quote & proposal software

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Frequently Asked Questions(FAQ)

for ConnectWise Sell

What is ConnectWise Sell?

ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more.

The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.

With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.

What is ConnectWise Sell used for?

ConnectWise Sell is a CPQ Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Workflow Management and Helpdesk Management .

What are the top features of ConnectWise Sell?

Templates, Ticketing and Personalization are some of the top features of ConnectWise Sell.

Who uses ConnectWise Sell?

ConnectWise Sell is used by Information Technology And Services, Computer & Network Security and Transportation/Trucking/Railroad among other industries.

What are ConnectWise Sell alternatives?

ESign PDF, Competera, Formstack Documents and Dealhub are popular alternatives for ConnectWise Sell.

Where is ConnectWise Sell located?

ConnectWise Sell is headquartered at 4110 George Rd., Suite 200, Tampa, FL 33634, USA.
lightning

Peers used ConnectWise Sell for sales document management and workflow management

ConnectWise Sell Competitors

ConnectWise Sell Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)

ConnectWise Sell Integrations

ConnectWise Sell integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.62/5 ★

Read Reviews (139)
Data Import

4.02/5 ★

Read Reviews (288)

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Aweber

4.24 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tray.ai

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Avalara

4.33 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for ConnectWise Sell

Livechat

4.59 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Semrush

4.55 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Leadpages

4.34 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

BirdEye

4.79 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

DNSFilter

4.66 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for ConnectWise Sell

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Sell

ConnectWise, LLC News

Product

ConnectWise Expands MSP Leadership Presence in EMEA

ConnectWise has expanded its leadership presence in EMEA by appointing Johannes Kamleitner to the GTDC's EMEA Vendor Advisory Council. This move aligns with ConnectWise's launch of the ConnectWise Platform, which integrates PSA, RMM, cybersecurity, and AI capabilities to enhance MSP operations. The platform aims to automate workflows and improve service delivery, offering significant productivity gains for partners.

Read more →
Product

The Buzz: ConnectWise unveils Predictive IT platform, Cavelo launches AI security analyst, and Zscaler and Radiant Logic tackle M&A access

ConnectWise has launched a new Predictive IT platform, integrating PSA, RMM, cybersecurity, automation, and AI into a unified execution layer for managed services. This platform aims to shift MSP operations from reactive to AI-native models, enhancing productivity and economic impact through AI-driven automation.

Read more →
Product

ConnectWise Dismantles Asio To Build AI-Powered MSP Platform

ConnectWise has unveiled its new AI-powered platform for managed service providers (MSPs), integrating PSA, RMM, cybersecurity, and automation into a single AI-native layer. This platform aims to transform MSPs from systems of record to systems of action, enhancing predictive IT operations and reducing ticket volumes by up to 40%. The platform will be available in North America, Europe, and Asia-Pacific by the end of June.

Read more →
Product

ConnectWise launches AI-native platform for MSP operations

ConnectWise has launched an AI-native platform to unify MSP operations, integrating PSA, RMM, SIEM, Managed EDR, and BCDR with a shared data layer and agentic AI. This platform aims to transition MSPs from reactive service delivery to predictive IT, enhancing automation and operational decision-making. The platform will be available as SaaS, with general availability set for June 30.

Read more →

ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Company Website

https://www.connectwise.com/

Year Founded

1982

HQ Location

4110 George Rd., Suite 200, Tampa, FL 33634, USA

Employees

501-1000

Social

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Financials

M&A