Average Ratings 22 Ratings
Average Ratings 0 Ratings
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.
Description
With the Zero Keyboard platform and mobile apps for Salesforce, you can easily track sales activity and enter CRM information. Our scanner app can read contact information and company information by taking a picture of a card. It maps them to Salesforce Contacts and Leads. Even offline, it can do this even if you aren't connected. Before uploading, you can review the business card data and add any required or custom fields that were not included on the card. You can also add a note by typing or using the Speech-to-Text voice recognition. Securely send the data through our native Salesforce integration. No internet connection? No problem! No problem! The app will queue the data to upload the next time you connect to the internet.
API Access
Has API
API Access
Has API
Integrations
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
Integrations
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10 per month
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/business-management/cpq
Vendor Details
Company Name
Zero Keyboard
Founded
2013
Country
Finland
Website
zerokeyboard.com
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
Product Features
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