I think the system is not integrated well with Connectwise.

Ability to get quick approvals through online approvals.

The finished products always look great. I like that we are able to highly customize our quotes with ConnectWise Sell.

Can't always trust etilize search and pricing. Basic missing functionality.

After Quosal, we were able to get a quote out in minutes. Since upgrading to the newest interface of Quosal (all browser based) the ease and quickness of quoting is even better.

With CWSell formerly Quosal , you have templates to choose from when formatting your quotes, this make building simple quotes easy.

In addition there is no clear answer on how parts are created within CW or Sell and how those work between the system. The admin functionalities are very weak.

Slow to create templates, software is buggy and temperamental. Very difficult to format professionally.

In addition the reporting is awful. What sale program can show you a report for how many sales were won in a month, week, day...its very frustrating.

Also, I find myself struggling within the fields if it’s a large quote with a lot of products.

The QUOTE button on the Opp page still does not work, FYI.

It creates beautiful quotes that look so professional.

We get comments all the time about how great our quotes look. Definitely an improvement from our last quoting tool.

It’s super easy to use Love manage integration.

We sell more product for sure, making it easy to send and get quotes approved. Love the features and tight integration with connectwise and our vendors.

It works fairly well for what it is supposed to accomplish.

Tight integration with Connectwise and Real-time lookups for pricing and product availability make Connectwise Sell very powerful.

End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.

The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.

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.

Also, I find it soooooo frustrating to have an error in Quosal, but will not tell  the cause!!!  For example, our ConnectWise Admin selected some products to make inactive.

Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.

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

ConnectWise Sell is easy to use and we can quickly get a professional quote out the door with Sell. Sell has streamlined the process from customer approval to ordering.

Lots of capabilities but requires a good bit of training.

The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell.

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.

Worst of all that we tested; expensive and incompetent.

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.

Also, we have no way of calculating commission correctly.

Beautiful easy to use web based interface, integrates with other systems. Overall very happy with the product.

The best CRM hands down we have ever used. Support is awesome and the ease of use on all platforms is top notch.

It helps to effectively generate and manage leads,track them and follow up effectively till they are converted.

I think it takes a long time to hear back from someone regarding any problems or issues a user can have at times.

Their support staff is excellent, and easy to connect with.

This is a very advanced CRM and works well for the money. It is easy to use and set up automated drips for emails and texts.

The MOJO dialer integration led to major success for our team. If you are looking for a CRM, this one is worthy of a look.

Easy to use once you understood the concepts. Love being able to see what my clients were searching for on my team's real estate website.

It is always making things user friendly and it is efficient and effective in catching attention. Makes it easy to keep up.

We have received a lot of praise for this application and it helps our customers learn and explore.

BoomTown is competitively priced, so it makes it a great budget-friendly option while still offering excellent features.

I liked the deal that they gave my deal to be a user, and the amounts of other technologies they integrate with.

Easy to use and keep track of clients, to-do's, calls, drip plans, etc. Great for note keeping and can share info easily with transaction coordinator and such.

Website management easy to work with. Top Opportunities are easy to navigate through.

Adding a new lead (fake # or no #). Landline numbers (why not call? Just pass along to agent?).

It technically does have most of the features you'd want in a CRM and was built for the real estate industry.

I love the ability to track notes, calls, etc. I also like the ability to track transactions as well.

As a realtor my team uses boomtown and it has been so effective. It helps us capture the leads and follow up so easily.

I dislike not being able to delete bad leads. It's confusing on how to change a lead's general information.

The automative features are wonderful to help give ease of mind when keeping business and running a business.

When you have Leads such as gaye boi, i mean really. Bad phone numbers and emails.

Loving it and loving the addition of the dotloop integration.

Love everything about the system. Helps me keep in contact with my leads seamlessly.

Overall experience is very good, good customer support, good quality leads, just in two months I have already converted One Lead into Buyer Transaction.

Loved the CRM easy to use and worth the money.

It is a very user friendly CRM. Visually appealing, and the customer service department is there to help you with anything you need.

This automatic email currently can not be edited. It asks the client to call, but no phone number is provided in the entire message.

I hate the multiple windows that pop up when you update something, I'll have five or six boomtown windows open once im done updating.

That can be pretty annoying and inconvenient. Sorry if I didn't explain it correctly.

I like the included free service of having a concierge who does all of the pre qualifying for me so I can focus on other important tasks.

Great Customer service and training. Excellent pre-made action plans.

I like the integration of video into email marketing campaigns, newsletters, and other forms of electronic transmissions.

Great customer service, excellent drip campaigns.

Plenty of good usage as a CRM and the automated emailing works like a charm after it set up.

The speed to solutions and getting back to work quickly without waiting for a response or getting help/ solutions.

US Dollar

ConnectWise CPQ (formerly ConnectWise Sell) is a quote and request for proposal solution suitable for businesses of all sizes. 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. 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 CPQ 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. The product offers integration with various CRMs, business support software, vendors, distributors and more. Integrations include Netsuite, Salesforce, Microsoft Dynamics, Autotask, TechData, Avalara and Dell.


It is compatible with Windows, Linux and Mac operating systems. Support is offered via email, chat and over a phone.



LongDescription

Content Delivery

Cataloging/Categorization

Purchase Order Management

Performance Management

Templates

Digital Signature

Electronic Signature

Product Configurator

Guided Selling

Projections

Pipeline Management

Goal Management

Collaboration Tools

Content Library

eCommerce Management

Automated Quoting

Self Service Portal

Contact Management

Audit Trail

Version Control

Opportunity Management

Content Management

Price and Cost Calculations

Bills of Material

Real Time Data

Proposal Management

Client Portal

Pricing Management

Workflow Management

Billing & Invoicing

Discount Management

Renewal Management

Customizable Branding

Approval Workflow

Quotes/Estimates

Third-Party Integrations

Document Management

Pricing is based on your company’s needs. Contact ConnectWise for more information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

ConnectWise CPQ

In Person

Live Online

Webinars

Documentation

Videos

Boomtown provides marketing and sales automation solutions for the REAL ESTATE industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The application is SaaS based and can be accessed from an iPad, smartphone, and a tablet.


The automated marketing tools create a way for brokers and agents to stay in touch with prospects and clients so that agents can nurture leads without having to manually track all interactions. The system automatically sends notifications regarding listing updates, so that agents can remain up-to-date with their markets.


Boomtown features advanced website analytics, allowing users to track a prospective buyer's or seller's movements and interactions across the site. Sales analytics include dashboards that can help managers monitor their team’s engagement. The tool allows users to customize their product website and add features like mortgage calculator, home value estimator, price history, property details and property maps.



ConnectWise CPQ vs BoomTown

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