ConnectWise Sell Software

Pros

We used to host in country and have since moved to their hosted version on Azure. We have multiple templates that we've customized, dependent on service and partner we use. Tracking is very easy and we can get accurate reporting, if used correctly by the end users. With the clients not having to print any documents, the sales cycle is also closed a lot quicker.

The integration is great with ConnecWise Manage

Cons

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

I have been using Sell for almost 3 years

Pros

It is web-based so you can use it wherever you are at. The design is intuitive and easy to learn, yet complex enough to do very customizable things. It integrates with leasing providers (e.g. Great America) so you can include leasing options. You can create a quote template for common items quote out, this saves A LOT of time! I love this feature.

Cons

I could never get a Dell quote to import. It might be a training issue, but it would save a lot more time if this feature worked better.

Pros

I like that it's linked to ConnectWise manage, and it automatically created an opportunity and updates it if you update the quote in ConnectWise Sell.

Cons

It's super confusing without a proper training from the person who knows how to use it. It would be nice to have a tutorial for beginners or something like that.

Our customers love getting to look at different options and the products spelled out. It shows up margins in real time and help do the best quotes possible.

Pros

Sell can give options in a quote and reports back to us when a customer has received the quote and when they view it. It is great asset to our sales team.

Cons

The setup is complicated. The customer service wasn't great on helping us set up so we have had to teach ourselves.

The Dell import tool is probably my favorite (when it works - it's spotty). That's definitely been a time saver.

Pros

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

Cons

It's not very user friendly, not very intuitive, it's hard to import pricing catalogs (mostly because it's hard to get that information from vendors who don't have the integration), the user restrictions aren't what I think they should be, there are a lot of things we should be able to customize on our own that we can't (so we incur extra costs), etc.

productivity in work, organization in work, and the job to stay on top of things as much as possible

Pros

I like how simplified it is to stay organized. Keeps me on track and productive throughout the day/week. Also like that everything i do c an be tracked.

Cons

Do not like how hard it is to find a ticket at times when the service ticket has been closed out.

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

Pros

The Etilize feature that shows me pricing from multiple vendors and pulls photos and descriptions of products, the order porter online approval and notifications when clients look at a quote

Cons

a bit expensive compared to Quoteworks. Wish I could still have an on-prem version because hosted stuff always costs more.

Ability to get quick approvals through online approvals.

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

We use ConnectWise to integrate with our NetSuite business system. The system allows us to add important information to our quotations and give them an extremely professional look than we would get with our business system.

Cons

The only thing I did not like was that there are updates made to the product and we aren't always notified of the changes.

Pros

I really enjoy how it integrates well with ConnectWise Manage on a mostly one-to-one basis. Opportunities in Manage can be converted directly to quotes, retaining all the most relevant customer data and information!

Cons

You wouldn't think so just by glancing at it but the learning curve is steep and it really puts off a lot of our employees at first when they initially gain access to the program.

Pros

It's 100% web based. No software to install, and it will let you take payment automatically (and bill their card!) at the time the customer approves the quote.

Cons

It's very hard to customize the quote forms, or the look and feel of the web portal clients see when they click a quote.

Connectwise Sell allows us to build and manage quotes online without having to be in the office.
It has all the same realtime features as the other major player in the market (Quotewerks) and with tight integration into the Connectwise ecosystem it's a no-brainer for existing Connectwise customers.

Pros

Tight integration with Connectwise and Real-time lookups for pricing and product availability make Connectwise Sell very powerful.
The entire platform is web-based so you can access it from anywhere making the quoting process seamless and easy no matter where you're working from. It's just as effective from Starbucks as it is from your office.

Cons

The UI is a bit outdated. Some of the features are a little hidden in the UI and unless you know where they are at it can take some getting used to.
Currently there is a problem with back-end connectivity resetting causing you to lose your work. Be sure to save often because it happens several times throughout the day and can get very frustrating.

Pros

The thing is, I don't do a lot of IT work but when I do, this is the best product! I like that it integrates with everything!

Cons

It's not really the market leader so they don't have as much behind them as some of the other software options on the market.

Streamlined our sales process completely

Pros

We could not do business without ConnectWise Sell. We love the workflow aspect and integration with ConnectWise sales orders and procurement.

Cons

The Achieve area is useless for us. I would much prefer to be able to customize the notifications are with the notifications that are important to us.

Pros

flexible and customizable, integration with sales process beginning to take off, support is excellent

Cons

Sales integration is horrible. This tool could be the best thing since sliced bread if you get that working. I would be happy to be contacted to help with more input on that.

Pros

Online signature signature is a great feature. We also use templates often. The ability to create a package on the fly is also beneficial

Cons

The integration to connectwise. too many steps and the training is not set up very well. The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with. 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. It is an all or non scenario. If you don't have admin rights you cannot perform many of the day to day tasks. 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. and as for the sales competition piece. It needs more work.

Pros

Once configured and templates are created it is generally easy and fast to create quotes. Better than standard ConnectWise

Cons

Slow to create templates, software is buggy and temperamental. Very difficult to format professionally. Most support requests are billable. Can't always trust etilize search and pricing. Basic missing functionality.

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

Pros

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

Cons

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.

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.