Average Ratings 20 Ratings

Total
ease
features
design
support

Average Ratings 22 Ratings

Total
ease
features
design
support

Description

ConnectWise Automate makes it easy to solve IT problems at lightning speed. ConnectWise Automate is a robust platform for remote monitoring and management (RMM). It helps IT teams increase their effectiveness. It allows teams to identify all devices and users that require proactive monitoring, remove delivery roadblocks and support more endpoints without adding to their workloads.

Description

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asio by ConnectWise
Autotask PSA
BrightGauge
ConnectWise PSA
Datto RMM
AtcomCloud
Auvik
Barracuda SSL VPN
Codeless Platforms Alerting Software
ConnectBooster
ConnectWise ScreenConnect
Control D
Emersion
ScalePad Quoter
Sherweb
ThreatSync
TxContact
VIPRE Site Manager
Wise-Pay
Zynk

Integrations

Asio by ConnectWise
Autotask PSA
BrightGauge
ConnectWise PSA
Datto RMM
AtcomCloud
Auvik
Barracuda SSL VPN
Codeless Platforms Alerting Software
ConnectBooster
ConnectWise ScreenConnect
Control D
Emersion
ScalePad Quoter
Sherweb
ThreatSync
TxContact
VIPRE Site Manager
Wise-Pay
Zynk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

www.connectwise.com/platform/unified-management/automate

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

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

Product Features

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Data Center Management

Audit Trail
Behavior-Based Acceleration
Cross Reference System
Device Auto Discovery
Diagnostic Testing
Import / Export Data
JCL Management
Multi-Platform
Multi-User
Power Management
Sarbanes-Oxley Compliance

IT Asset Management

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

IT Infrastructure Monitoring

Alerts / Notifications
Application Monitoring
Bandwidth Monitoring
Capacity Planning
Configuration Change Management
Data Movement Monitoring
Health Monitoring
Multi-Platform Support
Performance Monitoring
Point-in-Time Visibility
Reporting / Analytics
Virtual Machine Monitoring

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Security

Anti Spam
Anti Virus
Email Attachment Protection
Event Tracking
IP Protection
Internet Usage Monitoring
Intrusion Detection System
Spyware Removal
Two-Factor Authentication
Vulnerability Scanning
Web Threat Management
Web Traffic Reporting

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Mobile Device Management (MDM)

Automatic Device Recognition
Data Management
Deployment Management
Inventory Management
Maintenance Utilities
Procurement Management
Remote Update / Installation
Software Management
Synchronization Management
Wireless Network Support

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Network Monitoring

Bandwidth Monitoring
Baseline Manager
Diagnostic Tools
IP Address Monitoring
Internet Usage Monitoring
Real Time Analytics
Resource Management
SLA Monitoring
Server Monitoring
Uptime Monitoring
Web Traffic Reporting

Network Security

Access Control
Analytics / Reporting
Compliance Reporting
Firewalls
Internet Usage Monitoring
Intrusion Detection System
Threat Response
VPN
Vulnerability Scanning

Patch Management

Alerts/Notifications
Automatic Approval
Automatic Patch Deployment
Automatic Scans
Compliance Management
Custom Patches
Dashboard
Network Wide Management
Patch Prioritization
Patch Testing
Remote Access/Control
Vulnerability Scanning

RMM

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

Server Management

CPU Monitoring
Credential Management
Database Servers
Email Monitoring
Event Logs
History Tracking
Patch Management
Scheduling
User Activity Monitoring
Virtual Machine Monitoring

System Monitoring

Alerts / Notifications
Antivirus Management
Data Backup / Recovery
Device Monitoring
Inventory Management
Patch Management
Policy-based Automation
Remote Monitoring
Reporting / Analytics
Risk Analysis
Server Monitoring
Service Configuration Management

Virtualization

Archiving & Retention
Capacity Monitoring
Data Mobility
Desktop Virtualization
Disaster Recovery
Namespace Management
Performance Management
Version Control
Virtual Machine Monitoring

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

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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