About ConnectWise Sell

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 Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, reven...


Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

58 Reviews of ConnectWise Sell

Average User Ratings

Overall

4.12 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(23)

23

4 stars

(16)

16

3 stars

(6)

6

2 stars

(4)

4

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 58 results

April 2021

Melissa from ITSolutions|Currie

Verified Reviewer

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

April 2021

Easy to use and it creates beautiful quotes

Sell saved me so much time in my Quoting and purchasing processes. The productivity gain paid for the cost difference between Sell and our old solution.

Pros

It creates beautiful quotes that look so professional.

Cons

I don't need support very often but when I do it is not great.

Reasons for Choosing ConnectWise Sell

n/a

Reasons for Switching to ConnectWise Sell

QuoteWerks didn't have as much automation and the ConnectWise Manage integration was not as good.

April 2021

Tom from TriTech Corporation

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

April 2021

A lot to learn

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.

Pros

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.

Cons

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?

Reasons for Choosing ConnectWise Sell

Is all part of ConnectWise so what better way to go.

August 2016

Tommy from Bayshore Interactive

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

3.0

August 2016

Better Options - Avoid

Just like another reviewer i had to purchase $1200 worth of training along with a $200 monthly payment. Essentially i paid $400 a month for the first year. The trainers were friendly but the training was confusing. After the training your on your own, i had and still do have many problems but i have pretty much given up on this product. There are much better options out there. I would recommend avoiding this product unless you have a dedicated development team that can help you customize it and repair it when it breaks.

Pros

Finished product looks nice. Ability to integrate credit cards into a quote.

Cons

Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you. Every time i did get someone to talk to me they acted like they were doing me a favor, then after a few calls i was told i needed to purchase more training to help me with me product needs which were VERY basic. Im still using Quosal and doubt ill be able to get any money back but the whole operation in my opinion is sloppy, my credit card processing has not worked in months and there is NO PHONE NUMBER to call these people for support. You must open a ticket up and talk them into calling you which is a huge pain. If im paying 200+ a month for something i should be able to pick up the phone and get some support. I feel ripped off and would highly recommend avoiding this company due to bad service after the sale.

March 2021

Brandon from Turn Key Solutions

Company Size: 11-50 employees

Industry: Information Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

March 2021

Sell has plenty of potential and could be great

Overall Sell has been a good tool, the integration to Manage works well, with some limitations. Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.

Pros

The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell. The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.

Cons

There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products. Another feature that would be helpful is a middle-tier review/approval feature for engineering staff without requiring a fully licensed seat to access the application.

June 2017

Kevin from Air2Data

Company Size: 11-50 employees

Industry: Wireless

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

June 2017

It has made providing quotes easier.

Speed of quotes on a very complex product of WIFI networks for hotels based on construction types and brand standards for acceptable WIFI.

Pros

I like how customers can sign and pay online. However, the signing process is confusing for customers on the steps of what to fill next so the transaction is successful. I sometimes have to guide the customer, because there are no clear Step 1, Step 2, etc., guides.

Cons

I hate the process to make and use template messaging for my quotes. I want a real library of click-easy template messaging I can select after I publish the quote. 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. The unit sold was the same but the parts to build it where changing. It would have been nice to have Quosal tell us why the mysterious error. This wasted a lot of valuable time.