Who is this service for?

ConnectWise Sell is a cloud-based quoting solution for IT solution providers, including managed service providers, AV professionals, value added resellers, and more.

About ConnectWise Sell

ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

Average rating 3.9/5

Total score
3.9
“Ease of use
3.8
User support
3.9
Features
3.9

Product details

Starting price:

1usd / per month
more about prices

Desktop & Mobile Platforms:

Mac

Windows

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

ConnectWise
http://www.connectwise.com
Set up in 1982
United States

Features

Call Management
Campaign Management
Channel Management
Collaboration Tools
Commission Management
Contact Management
Content Delivery
Content Management
Contract/License Management
Customer Database
Email Marketing
Field Sales Management
For Sales Teams/Organizations
Goal Management
Lead Management

Meeting Management
Opportunity Management
Performance Management
Performance Metrics
Presentation Tools
Proposal Generation
Proposal Management
Referral Tracking
Sales Forecasting
Territory Management
Training Management

Alternatives ConnectWise Sell


S
Scott C.

«Quosal Review»

Usability

Support

Features

1

Overall rating

Benefits:

Remote access to quoting

Drawbacks:

Not flexible . Forced to buy Quosal because Connectwise does not support quoting natively.

In sum:

We purchased 12 Quosal seats in August of 2016 to fix the non quoting ability in Connectwise. We still have not been able to setup quosal to use for quoting. Quosal seems to be very limited on how we can display quotes or line items. Everything requires a special form setup, which equals billable time to Quosal . Also, we have no way of calculating commission correctly. Overall the programs not very flexible compared to other quoting tools. I realize that some of the issues come from the Connectwise setup . Connectwise owns quosoal. I would think the two programs could work better together.

September 6, 2021
Feedback source: the Internet
M
Michael K.

«Phenomenal tool - excellent people - quality solution»

Usability

Support

Features

5

Overall rating

Benefits:

Consistency and predictability of quote and proposal creation and delivery

In sum:

I have been in the industry for 30 years. The work, thoughtfulness and technical strength of the Quosal team is unparalleled. This solution has made a massive difference in my business - and I am so appreciative for everything that they have done and continue to do in order to support our efforts. There is no solution that even closely mirrors this one.

August 14, 2021
Feedback source: the Internet
T
Tom D.

«A lot to learn»

Usability

Support

Features

4

Overall rating

Benefits:

ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team.

Drawbacks:

Same as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier?

In sum:

ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are.

August 7, 2021
Feedback source: the Internet
Andy L.

«Sell saves so much time!»

Usability

Support

Features

4

Overall rating

Benefits:

TIme saved, ease of use, and professional looking quote that are consistant.

Drawbacks:

Take a while to come up to speed, also take time to get your inventory items to where they need to be for quotes. Once this is done, you of off to the races.

August 4, 2021
Feedback source: the Internet
R
Rich K.

«ConnectWise Sell»

Usability

Support

Features

5

Overall rating

Benefits:

I love that it seamlessly integrates with our CRM. Easy to track quotes and keep track of sales stats.

Drawbacks:

Sometimes getting help changing features can be tedious.

In sum:

I have been using this software for over 5 years. Setup was pretty easy and we have been able to modify our templates without a hassle. The integration with our vendors makes setting up quotes a snap.

August 2, 2021
Feedback source: the Internet
Chris M.

«An easy quoting system that makes it simple to break away from boring proposals»

Usability

Support

Features

5

Overall rating

Benefits:

I love that I can integrate videos into our quotes and proposals. Being able to offer clients options and let them easily choose their payment terms and options eliminates a MASSIVE amount of back and forth. And the template system means that I don't have to copy and paste each time. It is web-based and that means I always have access to my quotes when I need to review something. And since we use ConnectWise Manage, quotes easily flow back to ConnectWise for the work and the billing.

Drawbacks:

It is a bear to setup and sometimes use. It has so much there, but I would not call most of it intuitive.

August 2, 2021
Feedback source: the Internet
Brian A.

«Clunky at best - hidden hard to get out of contract»

Usability

Support

Features

2

Overall rating

Benefits:

Feature rich, does a lot of things good, but does nothing great.

Drawbacks:

Very clunky and slow, when you want to bust out a simple quote it takes a long time. Hard to train sales people

In sum:

When it matters most ConnectWise will put their profits above the customer. We used ConnectWise Sell for over 2 years, and after deciding to switch to another product, we found they had an auto renew clause hidden in a link on the agreement without our knowledge. When asking finance to help, they basically said kick rocks, so we are now stuck with this until contract expires.

July 30, 2021
Feedback source: the Internet
F
Florence A.

«Quick response to my question»

Usability

Support

Features

5

Overall rating

Benefits:

I am able to navigate easily through the system and connect my tasks to my time entries and updates.

Drawbacks:

The software can be slow in response at times. Could updates be done after hours? Friday is our slowest day of the week so after 3:00 pm would be the best time for us.

In sum:

Tracking Customer service and sales. Quoting products and services for New and Existing Dental Offices.

July 22, 2021
Feedback source: the Internet
K
Ken S.

«Hard to get set up and tuned, but works pretty well»

Usability

Support

Features

4

Overall rating

Benefits:

The interface to distribution is good, real time on hand, pricing works great. Administration capability is strong

Drawbacks:

The interface to CW Manage is klunky. Adjusting the Quote form is very difficult and requires consulting. Every change is a difficult thing

July 16, 2021
Feedback source: the Internet
H
Heather F.

«Overall, this works well for us. We've had this in place for about 3-4 years now. »

Usability

Support

Features

4

Overall rating

Benefits:

I like the etilize feature to pull in product and descriptions from distributors, as well as the quote format and the ability to approve online.

Drawbacks:

It seems like I get a lot of random glitches, where the page needs to reload or I get errors, etc. Also, there seems to be a lot of steps/boxes to make sure that are set properly. This can be confusing and frustrating to a user that is new to the software. Sometimes I also have issues with customer comments showing up, etc.

In sum:

Ability to get quick approvals through online approvals.

July 14, 2021
Feedback source: the Internet