ConnectWise Sell - Transition was a little rough, but it's a solid product.
September 28, 2018
ConnectWise Sell - Transition was a little rough, but it's a solid product.
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Sell (formerly Quosal)
Our organization uses ConnectWise Sell to enable sales. This tool allows us to quickly quote our clients for hardware, software, and services. I currently have 5 reps that spend a good chuck of their time working in it with great success. It integrates with ConnectWise Manage to improve workflow efficiency and eliminate duplicate entry. It also has handy templates that allow us to create standard quotes in record time.
- Integration with ConnectWise Manage is great and allows you to easily convert a quote into an opportunity and a work order to save time.
- Templates make quoting routine items a snap.
- The system has good flexibility for quoting services that happen on a recurring basis.
- Sometimes moving from page to page within the application can be slow.
- Changing the ascetics on your quote templates is so complicated you have to hire an expert. Changing the content is straightforward.
- Setup can be a challenge, and I would recommend paying for help to make sure it's set up correctly and communicates with other applications.
- The transition to this from quosal on premise was pretty rough. Took a while to get up and going. I would try to plan it out better than we did and get the right help where needed.
- Moving to a web based application has made it easier than ever to quote no matter where I or my staff is at
- Slick integration with our other applications saves us time.
We've also had some experience with quotewerks in the past. Quotewerks has some pretty solid functionality for the basic quoting features that we need, but didn't have the tight integration that we wanted.