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.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ConnectWise Sell.
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
"...It also has a function called order porter which allows for seamless online approval of quotes that's quite handy as a sales guy...." Peer review by Mike H., Information Technology and Services
Peer review evidence (same sources as the product rating summary)
"...The ability to include videos and other media in the proposal helps set us apart from a standard proposal or quote...." Peer review by Chris Michalec, Founder, Chief Strategist & vCIO - I help law firms with IT, Parkway Technology Solutions
"...Compare the products under consideration for the step by steps that effect your natural work-flow...." Peer review by Account Manager in Sales
"...versatility to work tools help, for example Connect Wise, a great tool that helps support our internal customers and tickets, is great...." Peer review by Consultant
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 efficiently Does ConnectWise Sell manage your Sales Document Management?
How does ConnectWise Sell facilitate Workflow Management?
What benefits does ConnectWise Sell offer for Helpdesk Management?
How does ConnectWise Sell address your Engagement Management Challenges?
What solutions does ConnectWise Sell provide for Products & Pricelist Management?
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.
Starport Managed Services - IT Services - Medium
The Reactive Support Era Is Over: ConnectWise ...
Global Technology Distribution Council
ConnectWise Expands EMEA Leadership Presence as MSP Industry Enters the ...
Automated quote & proposal software
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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?
What are the top features of ConnectWise Sell?
Who uses ConnectWise Sell?
What are ConnectWise Sell alternatives?
Where is ConnectWise Sell located?
ConnectWise Sell Competitors
ConnectWise Sell Features
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- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (56) |
| Custom Reports | Read Reviews (460) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (56) |
| Custom Reports | Read Reviews (460) |
ConnectWise Sell Integrations
ConnectWise Sell integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for ConnectWise Sell
Software Failure Risk Guidance
?for ConnectWise Sell
Overall Risk Meter
Top Failure Risks for ConnectWise Sell
ConnectWise, LLC News
ConnectWise opens Australian data centre for x360Recover
ConnectWise has launched an Australian data centre for its x360Recover service, enhancing data residency and disaster recovery for APAC partners. The facility supports cloud, hybrid, and on-premises environments, offering SOC 2 Type II certification. New features include automated backup integrity testing and integration with ConnectWise SIEM, aimed at improving operational resilience and compliance for managed service providers and IT teams.
ConnectWise Expands x360Recover Across APAC with New Australian Data Centre and Product Enhancements
ConnectWise has expanded its x360Recover solution in the APAC region by launching a new data center in Australia. This development enhances business continuity and disaster recovery options for MSPs and IT teams, offering local data residency and reduced latency. The solution integrates with ConnectWise SIEM, improving cybersecurity and recovery workflows.
ConnectWise Appoints Cybersecurity and Enterprise Tech Leader Craig Rones as Chief Marketing Officer
ConnectWise has appointed Craig Rones as Chief Marketing Officer. Rones, with over 20 years of experience in cybersecurity and technology companies, will lead ConnectWise's global marketing strategy. He aims to enhance the company's platform positioning and drive partner success through AI-native solutions, focusing on revenue growth and operational efficiency for Managed Service Providers.
ConnectWise deepens SentinelOne partnership
ConnectWise has expanded its partnership with SentinelOne to enhance its managed security services by integrating SentinelOne's extended detection and response (XDR) and other advanced security features. This integration aims to simplify the technology stack for managed service providers (MSPs) by incorporating SentinelOne's comprehensive security suite, including application security and AI prompt security, into ConnectWise's offerings.
ConnectWise, LLC Profile
HQ Location
4110 George Rd., Suite 200, Tampa, FL 33634, USA
Employees
501-1000
Social
Financials
M&A