ConnectWise Sell, I was sold at hello.
June 29, 2017

ConnectWise Sell, I was sold at hello.

Jim Hartz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ConnectWise Sell

We use ConnectWise Sell as our primary quoting tool for customers. We used it back when it was referred to as Quosal and stuck with it as it transitioned to its new branding. It fully integrates with our CRM application and allows us to easily create, customize and get quotes out the door. Its integration with all our major distributors and product information catalog makes it a winner.
  • Hosted on Azure and we have had minimal down time.
  • Integrates with many other systems for a seamless experience.
  • Support is excellent and they listen when you make suggestions and requests!
  • Since the servers are on shared systems, sometime things slow down when usage is high. Not to a point where it is unusable though.
  • A little grace period when adding licenses would be nice. When you hit your limit you cannot have any new users log on unless you disable an existing user. It takes a day or two for new users to activate.
  • It has taken a process that took hours to bring it down to minutes. Even sales reps without much computer expertise can use it, once shown how.
  • There is no fluff in the configuration. Things you need are there. It is simple to get set up. Frees up time to work on other issues.
  • Their support team always jumps in and will get issues resolved quickly. You can't ask for more.
I haven't used a competitor in a while, but I am also not interested in looking. Other systems we used export to ugly and confusing Excel sheets. The Quosal system creates professional, customizable quotes and the customers love how easy it is to interact with them.
It is well suited for resellers in the IT industry. It integrates with all the big boys and the interface is simple and intuitive. If you use ConnectWise Manage as your CRM, the integration makes it a knock out punch.

ConnectWise Sell Feature Ratings

Quote sharing/sending
10
Product configuration
7
Configuration options
8
Pricing rules
Not Rated
Price adjustment
6
Purchase history and open contracts
10
Guided selling/Sales portal
8
CPQ reporting & analytics
Not Rated
CPQ-CRM integration
10
Attachments to quotes
9