ConnectWise Sell enhanced us!
Updated July 25, 2017

ConnectWise Sell enhanced us!

Dawn Swagger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Sell

Connectwise Sell is currently being utilized to provide proposals for network upgrade projects, equipment purchases, managed services and more. On the whole, we were using an unpolished quoting system prior to purchasing ConnectWise Sell. That system did not provide tracking or statistics for quotes, it did not have a nice look or use our logo. ConnectWise Sell has significantly upped our sophistication and appearance to our clients and prospective clients. Our clients love the ability to approve quotes via their smart phones and repeatedly report how much they love the integration or ConnectWise Manage and Sell.
  • Connectwise Sell integrated with our CRM Connectwise Manage perfectly. Updating is simple and quick.
  • Implementation and customer service/support is amazing.
  • ConnectWise allows the addition of PDFs to the proposals to make a complete package for prospective clients.
  • Overall we have had a great experience with ConnectWise Sell. I would like the PO system to be more integrated with actual electronic ordering and not with the sales reps.
  • Our clients review and approval proposals for new equipment almost instantaneously. Before it could take days or weeks. These projects always include significant labor returns.
We decided ultimately that we wanted to remain within the Connectwise Manage/Sell family. It made sense.
Kaseya Virtual System Administrator (VSA), Intronis ECHOshare, Datto
ConnectWise Sell is best suited for companies that need to track quotes/proposals, wins, and losses.

ConnectWise CPQ Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes

ConnectWise Sell Reliability

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.