Average Ratings 22 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Screenshots View All

Screenshots View All

Integrations

3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

Integrations

3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

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

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