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.

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.

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.

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.

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.

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

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, 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.

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.

Overall, I have had better experience with other management systems. I feel like there is just too much to process.

The rates come in very close and some are dead on. And if I have any questions, they are always quick to respond.

It has saved me so much time from going into each company and trying it myself, they make it quick and user friendly.

It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.

Used the management system along with the web site. The web site development team is fantastic.

No one even answers calls or return messages. What a terrible company all they do is offer this value package of all under one umbrella.

This is the worst operating system I have EVER used.

Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.

I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.

I especially love their customer service/tech support. They are very nice and helpful and respond really quick.

Easy navigation, better learning and easy access.

We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.

You start looking elsewhere and think about a divorce because you can't take the excuses, the apathy, unreliability, extra time and effort that affects your productivity.

Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.

I would give this five stars, it will save you a ton of time if you represent a large number of companies.

I like the compatibility this software has with multiple insurance companies and being able to rate policies fairly quickly.

The mobile versions are great. I love the texting ability and all the text messages sync  with the insureds file.

Customer support is horrible and trying to cancel your service is a nightmare.

Obtaining accurate reports is very difficult. They are often broken and will timeout during download.

I was so hopeful and excited by the pitch and product potential. But just like romance, after the honeymoon you see what life with your partner is really like.

They checked and it's not the carriers request that answers affecting rating are missing or the question is missing completely.

Customer service was very helpful. Used for commercial insurance: account management was great, COI's were easy.

EZLynx is a great rater for agencies that focus on more preferred lines of business if the agency writes more non-standard or standard the cost does not seem to weigh the benefit.

I am able to keep track of x dates, renewals and client documents better than with the other CRM I was using, and having the ability to download from carriers is great.

I expected disruption for 2 months-it's been over 4 so far.

Virtually non-existent customer support with reporting problems; no one is empowered to do anything.

Rating is great, and the system is cleanly laid out and easy to use.

Very easy to use and very helpful when extracting monthly reports.

I am imputing everything into the system myself. You say you pay for onboarding - it is a lot of works.

Trying to build a new report is even worse. The customer support for reporting is non-existent.

I love the concept of this product. The idea of receiving multiple quotes but only having to input information once is very appealing.

I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.

I love that when you have leads that come in from a lead generator the information is automatically in EZlynx.

Overall, we enjoyed Ezlynx. Would recommend to other agencies.

Great, great system to have in our office to help quote.

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

EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System™ is designed to meet the unique needs of your business in an easy-to-use interface that takes care of doing the work for you. 

From real-time home and auto quoting on your insurance agency website to email marketing, pipeline management, reporting, AI, and more, EZLynx has the integrated solution for you.

EZLynx drives the success of over 30,000 agencies with:

EZLynx Rating Engine
EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler.

EZLynx Management System
EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads. EZLynx is a complete agency management solution, with all the tools you need to sell, service and grow your business. A single platform means your agency won’t be slowed down by disparate systems our multiple software vendors. Having all your agency’s data on a single platform makes every aspect of that data more visible, intelligent, actionable, and profitable. One, single system means no more duplicate entries, interrupted workflows, or bridging data between separate systems. Because you have a single view of the customer, you always have the most accurate and complete picture up on the screen.

EZLynx Client Center
EZLynx Client Center provides mobile-ready online customer self-service. Your clients are satisfied immediately with 24/7 remote access to their policies, change requests, ID Cards, claims and more.

EZLynx Automation Center
Automating processes represents a significant benefit in time savings to agencies - meaning they are not paying employees to do work that their management system can and should do for them. EZLynx anticipates and suggests what to do next, and will even automate these steps for your agency. Get more done in less time by automating sales, retention, servicing and client engagement across your entire agency. EZLynx Automation Center comes equipped with recommended workflow templates to help your agency realize the benefits of the tool immediately. These templates were built with the most common and time-saving agency use cases in mind.

EZLynx drives the insurance industry forward.
The expectations of today’s insurance shoppers are rooted in their online consumer experiences, across all industries. EZLynx solutions like EZLynx Virtual Agent, online customer self-service, and timely automated customer communication help your agency meet these new demands. Policy Compare provides a side-by-side comparison of the expiring and renewing policies, so you can quickly and meaningfully understand the difference in premium. Being able to better advise your clients at renewal time reinforces the trusted advisor relationship, which is all too important for the independent insurance industry. Carrier eDocs and Messaging workflows help agencies expand and strengthen the relationship between insureds, agents and insurers. The EZLynx Connect Marketplace provides development-free connectivity to third-party vendor solutions, advancing your agency immediately in targeted ways. Benefit from turnkey access to industry-leading integrations and cross-selling opportunities. 

ConnectWise CPQ vs EZLynx

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