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.

I have been treated well, my only complaints are the above mentioned.

No transparency into spam-tagged phone numbers & replacements. More than 50% of replaced numbers come back already as spam, waste of our money.

Convoso has a really cool workflow automation that has elevated my productivity quite a bit and I'm definitely profitable.

I felt that from planning to live strategy it went swift, accurate with attention to detail and training to ease the transition.

The thing I like the most is that it is user friendly, easy to use, no complications, just straight to the point get the calls and dispose them correctly.

They have a team dedicated to driving your success, and have helped us improve in all dialing KPIs from our previous dialer.

The business has been able to set up quality appointments in less time. Reporting is a good tool.

Also, Convoso tech support is 2nd to none. Tech Support is easily accessible, all issues are resolved efficiently and even done with a smile.

It has lead management, a fully integrated PBX,  tons and tons of features that help optimize your operation and minimize the need for a admin to run it. It pretty much runs on auto pilot.

This allows me to make smarter decisions with Real Time Analytics that Track Agent and list profitability.

A lot of times bad updates causes glitches that affect our performance.

What I like the most about the convoso is its very easy to used , we were not having any problems in contacting our clients since it is reliable and options were given and can easily to be found.

SENSITIVE CONTENT] and [SENSITIVE CONTENT] are head and shoulders above the rest and should be models to learn from in the onboarding process. Love you all and thank you very much.

The software increased our contact rates 3x which increased overall sales 3x. In addition, the reporting dashboards allowed us to vastly improve a number of efficiency and agent behavior issues.

Our campaign has very specific needs and the software struggles to customize to our needs. In example, Reporting is restricted to dials when we need records as well.

There would also be times that there's a delay. You might hear a phone call ending , you just need to click reconnect.

The price is a bit expensive but its worth it.

I love that is very user friendly. I can make contact with a lot off people in a shorter time frame and navigate the system with ease.

Cost and performance tracking, improved speed to contact, decreased lead spend, increased revenue.

The cost is above average for the sector and the deployment was one of the worst. Seems to be worth it however.

Awesome support, technology unparalleled and a strong emphasis on compliance and future AI and automation.

The best part of the software is the ease to move and manipulate the data to help drive performance.

Dialer is great and flexible system very easy to used contacting clients. And customer service is good on technical help.

This product was easy to use and implement for my new business. The customer support team has always been helpful, and the sheer levels of thought put into designing this software is amazing.

Worse system i've ever used, spent thousands of dollars setting this system up and nothing but constant issues and bugs that never get fixed.

Have always had solid customer service and technical help at will.

More complex configurations in Convoso are either limited or not possible.

Being able to track our costs and conversion ratios better than ever before. Also our speed to contact seems to lead our peers evidence by speaking to lead companies and verify time from post to dial.

I love how flexible the system is and that a lot of changes don't require an engineering background to apply.

Cost and a single integrated solution rather than a patchwork of tools.

Calls come in smooth most of the time and wait time is just right. It is easy to use and since its a web based tool, just log in at any browser, hit availability and you are good to go.

Kudos to amazing internal staff who helped me assimilate to my new surrounding and control panel mighty fast.

I've had some small difficulties with accessing the dashboard.

The only inconvenience we experience at times are network related & they are so rare we barely notice.

The dialer is great, We had better connect rate with our lead however, some of the API integration and functionality on the list are still not fixed.

The price for the extra features cost more than replacing the DID. The scam likely feature is not where it needs to be and it does not justify the cost.

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

Convoso’s all-in-one contact center platform generates and converts leads faster using multiple communication channels. The cloud-based solution offers multiple dialing modes (predictive/power/preview) along with two-way texting,  outbound emailing, smart voicemail drops and Dynamic IVR to pre-qualify leads automatically.


As a cloud-based solution, Convoso’s Contact Center solution is accessible over the internet through servers maintained by Convoso. 


The solution supports customer-centric industries, including insurance, travel, debt settlement, education and more. It helps users manage call volume, sell products or services, conduct market research and qualify sales leads. 


The predictive dialer helps users predict agent availability and maintain the pace necessary to ensure maximum call volume. Dynamic IVR automates customer flows so that maximum customer queries are solved through automated and human-like responses and the rest of the queries are routed to the appropriate agent.



ConnectWise CPQ vs Convoso

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