Best Finance Software for CloudRadial

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.

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Automate getting paid, from invoice to collection. Say goodbye to time-consuming accounting tasks, stressful collections calls, and an aging A/R that just won’t quit. Say hello to effortless cash flow. If you’re like many service providers then you’re offering incredible value to your clients, but they aren’t always paying on time. The result is that your revenue ends up trapped in aging accounts receivable, and investing back into the growth of your business seems like a pipe dream. But it doesn’t have to be this way. ConnectBooster is a scalable solution that fixes your cash flow. We’re trusted by thousands of service providers to get paid on time, every time, all while saving time. Are you next? With two-way data-syncing between your tools and a suite of payment automations, ConnectBooster saves anywhere between 8-20 hours per month on billing-related tasks. Before ConnectBooster, the average service business waits 48 days to get paid by their clients.

Experience greater financial efficiency in your business. Say goodbye to manual errors and say hello to our unrivaled invoice and payment sync. Wise-Sync’s advanced sync technology facilitates end-to-end functionality at a granular level; down to validating each record as soon as it’s transacted - giving you confidence in your numbers. Know which department’s making money with precise PNL reporting. Unlock opportunities to refocus your newly recovered capacity, helping you plan for a profitable future. Wise-Sync empowers you to run each department as a business unit of its own. It validates and departmentalizes your records as soon as they’re transacted. With the extra time, your finance team are able to gain the financial clarity you need to make your next big move.

Your must-have payment solution is Wise-Pay. Shorten your cash gap with the ultimate add-on: Wise-Pay, the preferred choice for 26,000+ payers, providing integrated payment automation across some of the world’s largest payment providers - you’ll never have to chase a payment again. Each time you handle an invoice, it costs you money. Wise-Pay seamlessly reconciles invoice payments in your accounting platform, and automatically creates client invoices for credit card surcharge payments, overpayments and pre-payments. Wise-Pay removes the obstacles that prevent you from accessing a vast number of platforms - enabling a payment process that makes it super simple (and fast) for your customers to pay you. Some integrations include: ConnectWise Customer Portal, CW Sell, Invarosoft IT Support Panel, Desk Director, QuoteWerks, CloudRadial, iSell eCommerce Platform. Say goodbye to monotonous tasks, everywhere from banking checks to reconciling accounts.