What users are saying about
Top Rated
78 Ratings
Top Rated
437 Ratings
Top Rated
78 Ratings
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Score 6.7 out of 100
Top Rated
437 Ratings
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Score 7.9 out of 100

Likelihood to Recommend

ConnectWise Sell

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.
Garry Adams | TrustRadius Reviewer

Zoho CRM

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Andrew McClean | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.4
Zoho CRM
Quote sharing/sending
ConnectWise Sell
7.1
Zoho CRM
Product configuration
ConnectWise Sell
6.4
Zoho CRM
Configuration options
ConnectWise Sell
5.8
Zoho CRM
Pricing rules
ConnectWise Sell
6.4
Zoho CRM
Price adjustment
ConnectWise Sell
6.7
Zoho CRM
Purchase history and open contracts
ConnectWise Sell
7.0
Zoho CRM
Guided selling/Sales portal
ConnectWise Sell
6.1
Zoho CRM
CPQ reporting & analytics
ConnectWise Sell
5.4
Zoho CRM
CPQ-CRM integration
ConnectWise Sell
5.9
Zoho CRM
Attachments to quotes
ConnectWise Sell
7.0
Zoho CRM

Sales Force Automation

ConnectWise Sell
Zoho CRM
7.7
Customer data management / contact management
ConnectWise Sell
Zoho CRM
8.0
Workflow management
ConnectWise Sell
Zoho CRM
8.0
Territory management
ConnectWise Sell
Zoho CRM
7.7
Opportunity management
ConnectWise Sell
Zoho CRM
7.9
Integration with email client (e.g., Outlook or Gmail)
ConnectWise Sell
Zoho CRM
7.1
Contract management
ConnectWise Sell
Zoho CRM
7.5
Quote & order management
ConnectWise Sell
Zoho CRM
7.5
Interaction tracking
ConnectWise Sell
Zoho CRM
8.2
Channel / partner relationship management
ConnectWise Sell
Zoho CRM
7.4

Customer Service & Support

ConnectWise Sell
Zoho CRM
7.5
Case management
ConnectWise Sell
Zoho CRM
7.6
Call center management
ConnectWise Sell
Zoho CRM
7.3
Help desk management
ConnectWise Sell
Zoho CRM
7.6

Marketing Automation

ConnectWise Sell
Zoho CRM
8.0
Lead management
ConnectWise Sell
Zoho CRM
8.1
Email marketing
ConnectWise Sell
Zoho CRM
7.9

CRM Project Management

ConnectWise Sell
Zoho CRM
7.8
Task management
ConnectWise Sell
Zoho CRM
8.0
Billing and invoicing management
ConnectWise Sell
Zoho CRM
7.6
Reporting
ConnectWise Sell
Zoho CRM
7.8

CRM Reporting & Analytics

ConnectWise Sell
Zoho CRM
8.0
Forecasting
ConnectWise Sell
Zoho CRM
7.7
Pipeline visualization
ConnectWise Sell
Zoho CRM
8.0
Customizable reports
ConnectWise Sell
Zoho CRM
8.2

Customization

ConnectWise Sell
Zoho CRM
8.4
Custom fields
ConnectWise Sell
Zoho CRM
8.5
Custom objects
ConnectWise Sell
Zoho CRM
8.3
Scripting environment
ConnectWise Sell
Zoho CRM
8.5
API for custom integration
ConnectWise Sell
Zoho CRM
8.0

Security

ConnectWise Sell
Zoho CRM
8.2
Single sign-on capability
ConnectWise Sell
Zoho CRM
8.0
Role-based user permissions
ConnectWise Sell
Zoho CRM
8.3

Social CRM

ConnectWise Sell
Zoho CRM
7.4
Social data
ConnectWise Sell
Zoho CRM
7.4
Social engagement
ConnectWise Sell
Zoho CRM
7.4

Integrations with 3rd-party Software

ConnectWise Sell
Zoho CRM
7.5
Marketing automation
ConnectWise Sell
Zoho CRM
7.6
Compensation management
ConnectWise Sell
Zoho CRM
7.3

Platform

ConnectWise Sell
Zoho CRM
7.0
Mobile access
ConnectWise Sell
Zoho CRM
7.0

Pros

ConnectWise Sell

  • 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.
Abraham Ford | TrustRadius Reviewer

Zoho CRM

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Adam Montgomery | TrustRadius Reviewer

Cons

ConnectWise Sell

  • 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.
David Landry | TrustRadius Reviewer

Zoho CRM

  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, Hubspot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Ashley Gennett | TrustRadius Reviewer

Likelihood to Renew

ConnectWise Sell

ConnectWise Sell 1.0
Based on 10 answers
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
Bill McCord | TrustRadius Reviewer

Zoho CRM

Zoho CRM 7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran | TrustRadius Reviewer

Usability

ConnectWise Sell

ConnectWise Sell 1.0
Based on 4 answers
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.
Jared Connell | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
There are some other paid apps. But Zoho CRM is decent for all kinds of businesses and it comes with a free price tag.
Oral Tosun | TrustRadius Reviewer

Performance

ConnectWise Sell

ConnectWise Sell 6.3
Based on 5 answers
I dont think we use this tool to potential
Tabby Stoeppel | TrustRadius Reviewer

Zoho CRM

Zoho CRM 9.0
Based on 1 answer
No answer on this topic is available.

Support Rating

ConnectWise Sell

ConnectWise Sell 1.5
Based on 6 answers
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
Matt Lehotsky | TrustRadius Reviewer

Zoho CRM

Zoho CRM 4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta | TrustRadius Reviewer

Implementation Rating

ConnectWise Sell

ConnectWise Sell 8.8
Based on 4 answers
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.
Chris Drynan | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood | TrustRadius Reviewer

Alternatives Considered

ConnectWise Sell

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.
John Trevino | TrustRadius Reviewer

Zoho CRM

I tried a lot of different software trying to find the one that gave me everything, which I found within ZOHO. It wasn't the CRM that sold me on ZOHO, it was the Subscriptions and it's integration within CRM that sold me on ZOHO. I'm glad I picked it, the CRM has been easy to adapt to and easy for the boss to get the reports out he wants.
Scott French | TrustRadius Reviewer

Scalability

ConnectWise Sell

ConnectWise Sell 8.2
Based on 5 answers
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.
Dawn Swagger | TrustRadius Reviewer

Zoho CRM

No score
No answers yet
No answers on this topic

Return on Investment

ConnectWise Sell

  • 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.
Nadia Varallo | TrustRadius Reviewer

Zoho CRM

  • The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
  • We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
  • We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
Sarah Lohsl | TrustRadius Reviewer

Screenshots

Pricing Details

ConnectWise Sell

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

ConnectWise Sell Editions & Modules

Additional Pricing Details

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$12*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$121
Professional$201
Enterprise$351
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
Zoho CRM
7.9

Likelihood to Renew

ConnectWise Sell
1.0
Zoho CRM
7.6

Usability

ConnectWise Sell
1.0
Zoho CRM
8.0

Reliability and Availability

ConnectWise Sell
Zoho CRM
9.0

Performance

ConnectWise Sell
6.3
Zoho CRM
9.0

Support Rating

ConnectWise Sell
1.5
Zoho CRM
4.0

Online Training

ConnectWise Sell
Zoho CRM
8.2

Implementation Rating

ConnectWise Sell
8.8
Zoho CRM
8.0

Scalability

ConnectWise Sell
8.2
Zoho CRM

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