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
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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

"...Compare the products under consideration for the step by steps that effect your natural work-flow...." Peer review by Verified User, Account Manager in Sales, Information Technology and Services

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

"...We can label each quote according to site which makes it easy to track in the future...." Peer review by Ronald Deeds, Client Advocate Manager and Cisco CSE6, Alpha Technologies
"...so we're able to continue our ConnectWise workflows with created opportunities...." Peer review by Jake O., Computer & Network Security
"...User friendlyGreat designFun and accessibleGreat help desk support..." Peer review by Verified User, Administrative Assistant in Corporate, Computer & Network Security

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

What benefits does ConnectWise Sell offer for Sales Document Management?

What makes ConnectWise Sell ideal for Workflow Management?

How can ConnectWise Sell optimize your Helpdesk Management Workflow?

How can ConnectWise Sell enhance your Engagement Management process?

What benefits does ConnectWise Sell offer 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 warns of new ScreenConnect flaw without patch - BleepingComputer

ConnectWise has identified a vulnerability in its ScreenConnect Remote Access platform, affecting both cloud and on-premises deployments. The company has issued temporary mitigation steps to block potential attacks while working on a permanent fix. ScreenConnect is widely used by MSPs and IT departments for remote troubleshooting and system maintenance.

Product

ConnectWise Expands x360Recover Across APAC with New Australian Data Centre and Product Enhancements - The Manila Times

ConnectWise has expanded its x360Recover solution in the APAC region with a new data center in Australia. This expansion enhances business continuity and disaster recovery capabilities by providing local data residency and reducing latency. The solution integrates with ConnectWise's platform, offering automated backup integrity testing and flexible deployment options to support diverse IT environments. The Australian data center is now available, with further expansions planned for Microsoft 365 and Google Workspace backup.

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.

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