ConnectWise Sell Overview

ConnectWise-Sell offers IT proposal templates and automation software. Users can create IT quotes, automate workflows, and integrate price catalogs to save time and reduce errors.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using ConnectWise Sell.

Other use cases:

  • Engagement Management
  • Products & Pricelist Management
  • Social Media Analytics
  • Collaboration
  • Opportunity Management
  • Competitive Intelligence
  • Conversion Management
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Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ConnectWise Sell.

Other priorities:

  • Scale Best Practices
  • Enhance Customer Relationships
  • Improve ROI
  • Improve Visibility
  • Improve Internal Communications
  • Establish Thought Leadership
  • Improve Brand Engagement
  • Build Brand Awareness
  • Improve Efficiency
  • Improve Stakeholder Relations
  • Shorten Ramp Up Time
  • Launch New Products
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ConnectWise Sell Use-Cases and Business Priorities: Customer Satisfaction Data

ConnectWise Sell's features include Templates, Ticketing, Personalization, etc. and ConnectWise Sell support capabilities include 24/7 Support, Phone Support, Email Support, etc. also ConnectWise Sell analytics capabilities include Analytics, and Custom Reports.

Reviews

"...so we're able to continue our ConnectWise workflows with created opportunities...." Peer review by Jake O., Computer & Network Security

ConnectWise Sell, eSign PDF, Competera, Formstack Documents, Dealhub, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ConnectWise Sell

Top Industries

  • Information Technology and Services
  • Computer & Network Security
  • Transportation/Trucking/Railroad

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ConnectWise Sell is popular in Information Technology And Services, Computer & Network Security, and Transportation/Trucking/Railroad and is widely used by Small Business, Mid Market, and Enterprise.

ConnectWise Sell Customer wins, Customer success stories, Case studies

How can ConnectWise Sell enhance your Sales Document Management process?

How efficiently Does ConnectWise Sell manage your Workflow Management?

How efficiently Does ConnectWise Sell manage your Helpdesk Management?

How efficiently Does ConnectWise Sell manage your Engagement Management?

How efficiently Does ConnectWise Sell manage your Products & Pricelist Management?

11 buyers and buying teams have used Cuspera to assess how well ConnectWise Sell solved their CPQ needs. Cuspera uses 4074 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

Relentless Solutions - Information Technology And Services

ConnectWise ScreenConnect helps Relentless Solutions deliver better IT services. Relentless Solutions uses ScreenConnect to improve operations and cut costs. The tool helps them serve retail and whol...esale clients across the US and Caribbean. Their team uses it to boost business processes and employee productivity. Relentless Solutions values accountability, communication, and innovation. They support hundreds of small and medium-sized companies with this solution.

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Present - Information Technology And Services

ConnectWise helped Present, a Canada-based MSP, scale its cybersecurity business. Present used ConnectWise business management, unified monitoring, and cybersecurity solutions. The ConnectWise Market...place gave Present more technology options for their clients. Present achieved a customer satisfaction rating of over 95% for three years. The partnership helped Present deliver better IT services and reduce costs for their clients.

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Advanced Network Products - Information Technology And Services

ConnectWise helped Advanced Network Products, an MSP, solve service quality and operational chaos. ANP struggled with disconnected sales, service, and project teams. Clients could not easily get stat...us updates. In 2012, ANP adopted ConnectWise to streamline operations and improve visibility. They also used Service Leadership, Inc. to gain insights into financial and operational performance.

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Emerge IT Solutions - Information Technology And Services

ConnectWise helped Emerge IT Solutions fix problems with cross-selling and business silos. Before, teams worked separately and used different quotes, which caused confusion and lost revenue. There wa...s no single place for information, so billing mistakes happened. With ConnectWise, Emerge IT Solutions made their process smoother and more consistent. They improved transparency, unified their quotes, and reduced missed revenue.

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Guaranty Bank & Trust - Banking

ConnectWise Automate helped Guaranty Bank & Trust manage IT for nine branches with a small team. The bank's three-person IT staff was overwhelmed by manual work. ConnectWise Automate automated IT pro...cesses and enabled remote monitoring and support. This saved the bank $100,000 a year in staffing costs. The solution also helped maintain FDIC compliance.

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ited - Information Technology And Services

ConnectWise Asio helped ited support a fast mergers and acquisitions strategy. ited needed an open ecosystem, new tools, and a platform for growth. They used ConnectWise Business Management Solutions..., ConnectWise Automate, and cybersecurity tools. ited built its business operations on ConnectWise Asio. This platform helped ited grow and manage technology for its clients.

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Automated quote & proposal software

Video Thumbnail

Frequently Asked Questions(FAQ)

for ConnectWise Sell

What is ConnectWise Sell?

ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more.

The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.

With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.

What is ConnectWise Sell used for?

ConnectWise Sell is a CPQ Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Workflow Management and Helpdesk Management .

What are the top features of ConnectWise Sell?

Templates, Ticketing and Personalization are some of the top features of ConnectWise Sell.

Who uses ConnectWise Sell?

ConnectWise Sell is used by Information Technology And Services, Computer & Network Security and Transportation/Trucking/Railroad among other industries.

What are ConnectWise Sell alternatives?

ESign PDF, Competera, Formstack Documents and Dealhub are popular alternatives for ConnectWise Sell.

Where is ConnectWise Sell located?

ConnectWise Sell is headquartered at 4110 George Rd., Suite 200, Tampa, FL 33634, USA.
lightning

Peers used ConnectWise Sell for sales document management and workflow management

ConnectWise Sell Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)

Software Failure Risk Guidance

?

for ConnectWise Sell

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Sell

ConnectWise, LLC News

Company

ConnectWise Opens PitchIT Applications, Offering Startups a Platform to Scale in the MSP Ecosystem | ConnectWise

ConnectWise has opened applications for its PitchIT startup accelerator program, aimed at emerging technology vendors in the MSP ecosystem. The program offers visibility, education, and engagement opportunities, with participants competing for $150,000 in cash and prizes. Applications are open until April 30, 2026, with selected vendors joining the program for mentorship and networking.

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Executive

ConnectWise Appoints Johannes Kamleitner as Senior Vice President, Go-to-Market EMEA | ConnectWise

ConnectWise appointed Johannes Kamleitner as Senior Vice President, Go-to-Market EMEA. Kamleitner, based in Austria, will lead the company's EMEA go-to-market organization, focusing on partner alignment and delivering enterprise-grade capabilities in security and compliance. He brings extensive leadership experience from DataGuard, N-able, and GFI Software.

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Awards

ConnectWise Recognized as Category Leader in Cloud Management, Network Management, and RMM by Channel Program - Industry Analysts, Inc.

ConnectWise has been recognized as a Category Leader in Cloud Management, Network Management, and RMM by Channel Program. This recognition highlights ConnectWise's exceptional performance and innovation in the IT channel space, based on feedback from managed service providers. The accolades underscore the company's commitment to delivering top-notch solutions and services.

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Partnership

ESET to aid MSPs by integrating with ConnectWise Asio

ESET has announced an integration with ConnectWise Asio, aiming to support Managed Service Providers (MSPs) by enhancing their cybersecurity capabilities. This collaboration will streamline operations for MSPs, providing them with improved tools to manage security threats effectively.

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ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Company Website

https://www.connectwise.com/

Year Founded

1982

HQ Location

4110 George Rd., Suite 200, Tampa, FL 33634, USA

Employees

501-1000

Social

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Financials

M&A