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Make It Simple to Create Leads, Simplify Proposals & Track Sales

You need strong sales and marketing to sustain and grow your business, all while making a great first impression with your customers. But you may find yourself short on time, resources, or expertise to manage it all on your own. We’ve got you covered with simple, easy-to-use tools for creating, deploying, and tracking marketing campaigns. When the leads start rolling in, our automated solutions integrate with your systems to simplify and strengthen the sales process, including creating quotes and proposals.
Deliver Quotes Quickly

Send professional, interactive quotes and proposals in minutes, including the best pricing from top distributors. Remember, there is proven truth to the early quote gets the job.

Create HTML Emails & Forms

Use drag-and-drop functionality to design emails, custom pages, and forms that capture and nurture leads. Schedule emails, and post to social platforms to get the word out.

Track Marketing Results

Gain visibility into all your marketing efforts with analytics that measure each campaign’s performance, so you can direct resources where they’re most valuable.

Move Leads to Sales Quickly

Don’t chance dropping the ball during the handoff from marketing to sales. Prospect contact forms are automatically turned into opportunities for fast follow-up.

Manage Leads & Sales Opportunities

Hold leads in the database until they’re qualified as “sales ready”. Then pass them to your sales team as true opportunities and track their progress for accountability.

Automate Sales Orders

Make a lasting first impression with new customers by automatically turning your won deal into a sale order or project with no delays.

Quote Approval at Every Level

Discounts may help win a new client or reward long-time partnerships, but the longer—and higher—your discounts, the thinner your margins will get. With multi-level approvals, create accountability in your quoting process with required approval from specific stakeholders to ensure your quotes are right—and profitable—before they’re delivered to your clients.

Integrated tools and visibility into vendor inventories allowed sales associates to product consistent-looking quotes and proposals in minutes, resulting in savings of $372,457 over the course of three years*.

*Commissioned Forrester Consulting Total Economic Impact Study

Support Your IT Department with ConnectWise Solutions

Professional Services Automation

Put your marketing and sales process on the fast track to success with automated solutions.

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Quote & Proposal Solution

Create proposals that win and quotes that close with this powerful integrated sales platform.

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ConnectWise allowed us to focus on actually running the business and not concentrate on all the little individual processes.

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