Customer stories

Product Business Settings

ConnectWise Sell is popular in Information Technology And Services, Computer & Network Security, and Transportation/Trucking/Railroad industries and is widely used by Small Business, Mid Market, and Enterprise.

Integrations

Revenue Management
Marketing Automation
Sales Enablement
Email Marketing

ConnectWise Sell Product Overview

ConnectWise-Sell offers IT proposal templates and automation software. Users can create IT quotes, automate workflows, and integrate price catalogs to save time and reduce errors.

How satisfied the customers are with ConnectWise Sell use-cases

Reviews

"...Compare the products under consideration for the step by steps that effect your natural work-flow...." Peer review by Verified User, Account Manager in Sales, Information Technology and Services

ConnectWise Sell Customer Insights, Testimonials and Case Studies

What Are the key features of ConnectWise Sell for Sales Document Management?

How does ConnectWise Sell facilitate Workflow Management?

How can ConnectWise Sell optimize your Helpdesk Management Workflow?

What Are the key features of ConnectWise Sell for Engagement Management?

Why is ConnectWise Sell the best choice for Products & Pricelist Management?

What is ConnectWise Sell?

ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more.

The 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.

With ConnectWise, Sell 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, revenue and other reports. Users can customize their reporting dashboard.

What is ConnectWise Sell used for?

ConnectWise Sell is a CPQ Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Workflow Management and Helpdesk Management .

What are the top features of ConnectWise Sell?

Templates, Ticketing and Personalization are some of the top features of ConnectWise Sell.

Who uses ConnectWise Sell?

ConnectWise Sell is used by Information Technology And Services, Computer & Network Security and Transportation/Trucking/Railroad among other industries.

What are ConnectWise Sell alternatives?

ESign PDF, Competera, Formstack Documents and Dealhub are popular alternatives for ConnectWise Sell.

Where is ConnectWise Sell located?

ConnectWise Sell is headquartered at 4110 George Rd., Suite 200, Tampa, FL 33634, USA.

11 buyers and buying teams have used Cuspera to assess how well ConnectWise Sell solved their CPQ needs. Cuspera uses 4074 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

Advanced Network Products (ANP) - Information Technology And Services - Medium

ConnectWise PSA and Service Leadership, Inc. helped Advanced Network Products (ANP) fix operational chaos and improve financial stability. ANP captured $42,000 in unrecorded billing in the first year..., paying for the ConnectWise investment. Using Service Leadership Index data, ANP made ongoing improvements and exceeded EBITDA benchmarks. The company achieved a successful exit in 2023, showing the value of business management software for MSPs.

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Big Sur Technologies - Information Technology And Services - Small

IT Nation Evolve and IT Nation Grow helped Big Sur Technologies, a small IT services provider, boost its operational maturity level to 3.7. The company used these programs to learn about mergers, acq...uisitions, and growth strategies. The community and boot camp gave them tools, expert advice, and a supportive network. Big Sur Technologies now feels ready for business transitions and future growth.

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Massive IT - Information Technology And Services

ConnectWise Partner Program helped Massive IT meet rising demand for cybersecurity services. Massive IT needed to improve their sales and marketing approach. ConnectWise became an extension of their ...team. This partnership created new growth opportunities. Massive IT improved their go-to-market strategy. They achieved faster results with ConnectWise.

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Marco Technologies - Information Technology And Services

ConnectWise Sidekick for PSA, Sidekick for Teams, and ConnectWise PSA helped Marco Technologies integrate new acquisitions and deepen their solutions stack. Marco used workflow automation (Asio) to d...o more with fewer resources. The company improved efficiency and created better processes. Hyperautomation let Marco move fast and innovate. Marco now supports seamless business integration during mergers and acquisitions.

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Allstar Partners - Information Technology And Services - Small

ConnectWise Partner Program helped Allstar Partners shift from referral-based sales to a structured marketing approach. The MSP used GlassHive to automate marketing and boost lead generation. MDF-fun...ded events increased client engagement and brand visibility. Training and IT Nation events kept the team updated on new tech and sales strategies. Allstar Partners became more confident in marketing and grew their business.

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Cybermorr LLC - Information Technology And Services - Small

ConnectWise Partner Program helped Cybermorr LLC overcome resource constraints and management complexity. Cybermorr used ConnectWise PSA, RMM, NOC Services, SOC Services, and GlassHive to streamline ...operations and improve visibility. The program's marketing support and event funding enabled Cybermorr to automate campaigns and host successful events. Cybermorr now delivers better cybersecurity services and grows its market reach. The partnership made it easier for Cybermorr to respond to customer needs and manage projects.

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Automated quote & proposal software

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Peers used ConnectWise Sell for sales document management and workflow management

ConnectWise Sell Competitors

ConnectWise Sell Features

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  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)

ConnectWise Sell Integrations

ConnectWise Sell integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.62/5 ★

Read Reviews (139)
Data Import

4.02/5 ★

Read Reviews (288)

Avalara

4.33 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Aweber

4.24 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for ConnectWise Sell

Wrike

4.3 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

xMatters

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Textline

4.56 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Delighted platform

4.71 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Vanillasoft Inside Sales CRM

4.61 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for ConnectWise Sell

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Sell

ConnectWise, LLC News

Company
 

ConnectWise affirms EMEA commitment

ConnectWise's SVP for Go-To-Market EMEA, Johannes Kamleitner, emphasized the company's commitment to the European market at IT Nation Connect Europe 2026. He outlined plans to enhance regional leadership and partnerships, focusing on co-creation with MSPs. ConnectWise aims to support MSPs with AI and automation, following its acquisition of ZofiQ, and deepen relationships with regional distributors.

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Product
 

ConnectWise 2026 MSP Threat Report Spotlights How Identity Abuse is Redefining MSP Risk

ConnectWise released its 2026 MSP Threat Report, highlighting a shift in cyberattack strategies towards exploiting trusted identities and legitimate tools. The report emphasizes the need for MSPs to focus on identity security and privileged access governance. ConnectWise is enhancing its platform with features like Privileged Access Management and Managed Endpoint Detection and Response to address these evolving threats.

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Executive
 

ConnectWise appoints new senior VP

ConnectWise has appointed Johannes Kamleitner as Senior Vice President, Go-to-Market EMEA. Based in Austria, Kamleitner will lead the EMEA go-to-market organization, focusing on regions including the UK, Ireland, DACH, Nordics, and Benelux. His role will involve enhancing partner alignment and delivering enterprise-grade capabilities in security, compliance, and MSP enablement.

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Company
 

ConnectWise Opens PitchIT Applications, Offering Startups a Platform to Scale in the MSP Ecosystem | ConnectWise

ConnectWise has opened applications for its PitchIT startup accelerator program, aimed at emerging technology vendors in the MSP ecosystem. The program offers visibility, education, and engagement opportunities, with participants competing for $150,000 in cash and prizes. Applications are open until April 30, 2026, with selected vendors joining the program for mentorship and networking.

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ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Company Website

https://www.connectwise.com/

Year Founded

1982

HQ Location

4110 George Rd., Suite 200, Tampa, FL 33634, USA

Employees

501-1000

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Financials

M&A