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
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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

"...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 ...

USA

ConnectWise has launched its new platform, the ConnectWise Platform, which integrates AI into service operations for MSPs. Starport Managed Services, a customer, has adopted ConnectWise AI Agents, re...sulting in significant improvements in service desk efficiency, including a 25% reduction in average ticket time and a 40% decrease in resolution time. This platform shift aims to transition MSPs from reactive support to predictive IT operations.

Read on →
 

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 →
 

ZLan Partners - Information Technology And Services - Small

Chicago, USA

ConnectWise helped ZLan Partners grow revenue by 30-35% year-over-year. ZLan used ConnectWise Command for remote monitoring and management, and ConnectWise Recover for backup and disaster recovery. T...he platform reduced alert noise, improved backup speed, and cut labor costs. ZLan gained faster disaster recovery and better customer data availability. ConnectWise’s NOC team provided 24/7 support, helping ZLan deliver high-quality service and expand its client base.

 

Worldband - Information Technology And Services - Small

Massachusetts, USA

ConnectWise helped Worldband, a Massachusetts-based MSP, overcome security and efficiency challenges. The company unified its operations with ConnectWise, integrating ScreenConnect for secure remote ...access and ConnectWise PSA for cloud-based ticketing. Worldband automated cloud migrations, achieving zero downtime and reducing on-prem customers to less than 10%. Revenue grew by 120% and the team expanded to nearly 20 employees. Security improved with privileged access controls and upcoming SIEM adoption promises even stronger protection.

 

Worldband - Information Technology And Services - Small

Massachusetts, USA

ConnectWise RMM helped Worldband cut onboarding time by 80%. The MSP grew from 1,500 to 2,800 endpoints in two years without raising ticket volume. Automation replaced manual installs, saving hours p...er client and improving billing accuracy. Proactive monitoring and remote access let the team resolve issues faster and support clients across multiple states. Standardized environments reduced support calls and boosted client satisfaction.

 

Workplace IT Management - Information Technology And Services - Small

Sioux Falls, USA

ConnectWise IT Nation events helped Workplace IT Management overcome challenges in keeping up with IT trends. By attending these events, they accessed educational sessions on cybersecurity, AI, sales..., and service delivery. They learned new strategies and best practices, which improved their operations and business growth. Networking at the events led to valuable partnerships and a stronger sense of community. Workplace IT credits IT Nation for boosting their service delivery and growth.

Automated quote & proposal software

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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?

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 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)

Software Failure Risk Guidance

?

for ConnectWise Sell

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Sell

ConnectWise, LLC News

Product

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.

Product

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.

Executive

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.

Product

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

Company Name

ConnectWise, LLC

Year Founded

1982

HQ Location

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

Employees

501-1000

Social

Financials

M&A