ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal
solution of the ConnectWise Suite. With
ConnectWise Sell, users can create professional technology quotes and proposals
that include rich product information, cover letters, and statements of work in
minutes and automatically update their sales pipelines accordingly.
The vendor says key benefits include:
Save time creating IT quotes
and proposals through automation
…
N/A
Korero
Score8.9 out of 10
Small Businesses (1-50 employees)
Korero is designed to be a one stop solution for Customer Relationship
Management, Collaboration and Communication combined with Automation features
to empower and make your sales team highly effective and productive. Primarily
focused on the B2B and Small & Medium Enterprises sector, Korero boasts a simplified User Interface for a
great User Experience.
Korero is available as a Software as a Service solution – pay as you go,
cloud enabled with an omnichannel presence (Android…
$10
per user
Pricing
ConnectWise CPQ
Korero
Editions & Modules
No answers on this topic
Basic
$10.00
per user
Professional
$22.00
per user
Offerings
Pricing Offerings
ConnectWise CPQ
Korero
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
Pricing is computed on a monthly basis, exclusive of VAT and minimum time is 1 month.
More Pricing Information
Features
ConnectWise CPQ
Korero
CPQ
Comparison of CPQ features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
9.2
44 Ratings
5% above category average
Korero
-
Ratings
Quote sharing/sending
10.044 Ratings
00 Ratings
Product configuration
10.042 Ratings
00 Ratings
Configuration options
10.042 Ratings
00 Ratings
Pricing rules
7.743 Ratings
00 Ratings
Price adjustment
10.044 Ratings
00 Ratings
Purchase history and open contracts
10.038 Ratings
00 Ratings
Guided selling/Sales portal
8.838 Ratings
00 Ratings
CPQ reporting & analytics
6.035 Ratings
00 Ratings
CPQ-CRM integration
10.041 Ratings
00 Ratings
Attachments to quotes
10.041 Ratings
00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
-
Ratings
Korero
8.2
3 Ratings
5% above category average
Customer data management / contact management
00 Ratings
8.23 Ratings
Workflow management
00 Ratings
8.13 Ratings
Opportunity management
00 Ratings
8.43 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
9.11 Ratings
Quote & order management
00 Ratings
7.13 Ratings
Channel / partner relationship management
00 Ratings
8.21 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
-
Ratings
Korero
7.5
3 Ratings
3% below category average
Case management
00 Ratings
8.13 Ratings
Help desk management
00 Ratings
6.93 Ratings
Marketing Automation
Comparison of Marketing Automation features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
-
Ratings
Korero
7.8
3 Ratings
1% above category average
Lead management
00 Ratings
7.93 Ratings
Email marketing
00 Ratings
7.72 Ratings
CRM Project Management
Comparison of CRM Project Management features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
-
Ratings
Korero
8.3
3 Ratings
8% above category average
Task management
00 Ratings
8.63 Ratings
Billing and invoicing management
00 Ratings
8.13 Ratings
Reporting
00 Ratings
8.12 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
-
Ratings
Korero
8.5
3 Ratings
11% above category average
Pipeline visualization
00 Ratings
8.53 Ratings
Customization
Comparison of Customization features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
-
Ratings
Korero
8.1
3 Ratings
6% above category average
Custom fields
00 Ratings
7.43 Ratings
Scripting environment
00 Ratings
8.62 Ratings
API for custom integration
00 Ratings
8.21 Ratings
Social CRM
Comparison of Social CRM features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
-
Ratings
Korero
6.4
1 Ratings
16% below category average
Social data
00 Ratings
6.41 Ratings
Platform
Comparison of Platform features of ConnectWise CPQ and Korero
Feature
ConnectWise CPQ
-
Ratings
Korero
8.1
3 Ratings
6% above category average
Mobile access
00 Ratings
8.13 Ratings
Security
Comparison of Security features of ConnectWise CPQ and Korero
The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Korero would be the best choice for freelance professionals, small and medium size companies, in my opinion. It is also a great platform for those who are looking for ATS and CRM together at an affordable price. For a one man company it becomes expensive to buy software and manage relationships and recruitment process online and in that scenario Korero platform comes handy with its offerings and price. Its relatively new in the market so I would say they can bring more add-ons with time but for now I feel it has a lot of potential to support the recruiters like me and many other businesses.
ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of
Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.
I’m pretty happy with Korero as it gives me an easy to use interface and a holistic view for my sales and recruitment requirements. It helps me keep a tab on various open opportunities and ones in the pipeline. At this point of time, my business requirements are well met.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support team is open for discussions and to look into to improve the system that is suits for us. If needed they are always available and they solve problems very fast. They give us the feeling that we are important for them. They don’t charge extra for any small questions. The support is very friendly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Price point is a great advantage as it combines ATS and CRM . Easy to navigate and the best part is if I feel something is missing and needs improvement, I leave feedback and the company acts upon it. The support team is very responsive and my work has never been hindered.
Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info