ConnectWise CPQ vs. CareLogic EHR

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.

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Carelogic EHR, by Qualifacts is the second scheduling software my company has used, and so long as there are no unfortunate changes it will be our last. It is user friendly, meaning that it is easy to train employees in, and is well organized. The simple interface takes out much of the guess work.

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• 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.

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• Schedule based- the schedule is easy to use.
• Documentation tied to appointment- no question regarding what to complete when a client comes in.
• Prescription software integration with PDMP- no need to check state sites.

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• 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.

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• It is difficult to obtain information from CareLogic for use in customized reports if the user is not familiar with building reports in Pentaho.
• Rather than having the capability to transmit electronic prescriptions on its own, CareLogic relies on an external program to do so. Prescribers must exit out of the document they are in so that they can access the external electronic prescription system. This system has an additional cost. It would be nice if it could be an all in one system.
• While the company is usually eager to respond to customer needs, something always seems to be broken or need updating in regards to functionality. This may be a function of our agency's location and the unusual needs we have due to our state mandates, but it is tiring to always have to worry about a workaround.

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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 dont think we use this tool to potential

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The rating of "3" represents CareLogic's quick loading of pages, however, the reports are super slow and there is no progress bar or notification to let you know if a report is running or not. I've let a report run for an hour before only to find out that the interface never registered my click to run the report.

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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

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The customer support at Qualifacts is great. When you have an issue you can submit a ticket to support and they're on top of getting things straightened out and always available by phone as well. The struggle with the overall support is it doesn't seem like the needs of the users are heard. When you ask for what should be a simple fix or something that seems the system is missing, it gets labeled an Enhancement Request which is where requests go to pasture.

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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.

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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.

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CareLogic is more a affordable that other competitors. CareLogic takes less time to understand and incorporate. I would say that it has its limitations and is not as intuitive. There is a lot of clicking back and forth between functions and can be annoying. There is also sometimes loss of data. If something goes wrong in the program there is no backup- this may be something that can be added, but my company has chosen not to

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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.

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• 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.

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• No more paper records.
• Prescriptions never get lost.
• Staff have many complaints about work flow.
• New hire training has to be ongoing- it's hard to learn.

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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