ConnectWise CPQ

ConnectWise CPQ

ConnectWise
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About

Cacheflow is a deal-closing platform that automates quote to close. Build quotes with complex, usage-based pricing in minutes. Close up to 4x faster by sending customers a single link to complete the deal. Your prospects can approve, eSign, and pay in one interactive self-service checkout. Cacheflow allows you to offer financing options as well, without impacting ARR. Reduce or eliminate manual work with automatic billing and renewals, plus powerful legal and compliance tools. Cacheflow is the first no-code solution to harness the power of a CRM, CPQ, and billing platform all in one. Automate your sales flow with powerfully flexible tools and full transparency. It's a fast, streamlined, and delightful experience.

About

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Revenue Operations, Sales Enablement, CRO, Sales Director, Sales Manager, Sales Operations

Audience

IT solution providers, including managed service providers, AV professionals, value added resellers, and more.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.5 / 5
ease 4.6 / 5
features 4.3 / 5
design 4.5 / 5
support 4.3 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cacheflow
Founded: 2021
United States
www.getcacheflow.com/demo

Company Information

ConnectWise
Founded: 1982
United States
www.connectwise.com/platform/business-management/cpq

Alternatives

Nue

Nue

Nue.io

Alternatives

AI Docs

AI Docs

AI Docs, Inc.
servicePath CPQ

servicePath CPQ

servicePath
Experlogix CPQ

Experlogix CPQ

Experlogix
QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

Categories

CPQ Features

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

Proposal Management Features

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

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement Features

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 Features

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

Integrations

Salesforce
3CX
AtcomCloud
Avalara
BrightGauge
Chargebee
CloudRadial
ConnectBooster
ConnectWise PSA
DeskDirector
GfK Etilize
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
NetSuite
Stripe
Stripe Billing
T-Max Phone Systems
Teamwork.com
Wise-Pay

Integrations

Salesforce
3CX
AtcomCloud
Avalara
BrightGauge
Chargebee
CloudRadial
ConnectBooster
ConnectWise PSA
DeskDirector
GfK Etilize
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
NetSuite
Stripe
Stripe Billing
T-Max Phone Systems
Teamwork.com
Wise-Pay
Claim Cacheflow and update features and information
Claim Cacheflow and update features and information
Claim ConnectWise CPQ and update features and information
Claim ConnectWise CPQ and update features and information