ConnectWise CPQ Reviews & Ratings

ConnectWise CPQ

4.5 out of 5 stars

Ratings and Reviews 19 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 22 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

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What is ConnectWise ScreenConnect?

ConnectWise Control, previously known as ConnectWise ScreenConnect, serves as an effective remote-support tool tailored for Managed Service Providers, Value Added Resellers, internal IT departments, and managed security firms. This platform is designed to be a swift, dependable, secure, and user-friendly solution that enables businesses to quickly address customer concerns from virtually any location. It encompasses features for remote support, virtual meetings, remote access, and extensive customization options, while also offering seamless integration with popular business applications. Enhancing remote support capabilities significantly minimizes customer downtime, empowering technicians to deliver exceptional service through reliable, direct connections for accessing both desktops and mobile devices whenever necessary. This solution provides versatile and secure remote desktop and mobile support across various industries, ensuring adaptability to diverse needs. If you're uncertain about which version best suits your requirements, we are here to assist you in making the right choice. Plus, you can explore the platform risk-free with a 14-day trial that requires no credit card information.

What is ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

Media

Integrations Supported

Asio by ConnectWise
ConnectWise PSA
Datto RMM
AuthPoint
Delinea Cloud Access Controller
Freshdesk
ITBoost
ThreatLocker
Zendesk

Integrations Supported

Asio by ConnectWise
ConnectWise PSA
Datto RMM
AtcomCloud
Avalara
CloudRadial
ConnectBooster
FAT FINGER
GfK Etilize
KickFire
Microsoft Dynamics 365
Salesforce
TurboDocx
Wise-Pay

API Availability

API Availability

Pricing Information

$27 per month
Free - $0
One - $27 per month, single tech license
Standard - $42 per month per concurrent tech
Premium - $52 per month per concurrent tech
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

screenconnect.connectwise.com/

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

Categories and Features

Co-Browsing

Not specified

Customer Service

Alerts / Escalation
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal

Help Desk

Alerts / Escalation
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management

Meeting

Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Post-Meeting Tools

MSP

Billing & Invoicing
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Remote Access
Remote Systems Monitoring
Scheduling

Remote Desktop

Chat
File Transfer
Mobile Device Access
Multi Monitor Support
Record Remote Sessions
Remote Print

Remote Support

Diagnostic Tools
File Transfer
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

Remote Video Support

Not specified

Remote Work

Collaboration
Meeting Management
Remote Access
Remote Support
Video Chat
Web Conferencing

Secure Remote Access

Not specified

Video Conferencing

Mobile Access
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing

Web Conferencing

Mobile Access
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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