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AgencySmart vs. ConnectWise CPQ

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    AgencySmart

    N/AN/AAgencySmart is a brokerage software specialist headquartered in Fairfield, New Jersey, helping brokers and general agents with their eponymous cloud-based CRM, small group and individual quoting engine and commission tracking system that is accessible from a laptop, tablet or smartphone. Users can track client and prospect renewals, track service issues, enter and distribute commissions with AgencySmart.

    $49

    per month per user

    ConnectWise CPQ

    Score8.5 out of 10
    N/AConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically update their sales pipelines accordingly. The vendor says key benefits include: Save time creating IT quotes and proposals through automation …N/A
    Pricing
    AgencySmartConnectWise CPQ
    Editions & Modules
    Basic Quoting
    $49
    per month per user
    CRM with Commissions
    $75
    per month per user
    Full Access
    $99
    per month per user
    Enterprise & GA
    Custom Pricing
    No answers on this topic
    Offerings
    Pricing Offerings
    AgencySmartConnectWise CPQ
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Features
    AgencySmartConnectWise CPQ
    CPQ
    Comparison of CPQ features of AgencySmart and ConnectWise CPQ
    Feature
    AgencySmart
    -
    Ratings
    ConnectWise CPQ
    9.4
    43 Ratings
    Quote sharing/sending00 Ratings10.043 Ratings
    Product configuration00 Ratings10.042 Ratings
    Configuration options00 Ratings10.041 Ratings
    Pricing rules00 Ratings10.042 Ratings
    Price adjustment00 Ratings10.043 Ratings
    Purchase history and open contracts00 Ratings10.038 Ratings
    Guided selling/Sales portal00 Ratings8.037 Ratings
    CPQ reporting & analytics00 Ratings6.035 Ratings
    CPQ-CRM integration00 Ratings10.040 Ratings
    Attachments to quotes00 Ratings10.040 Ratings
    User Ratings
    AgencySmartConnectWise CPQ
    Likelihood to Recommend
    -
    (0 ratings)
    10.0
    (49 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    1.0
    (10 ratings)
    Usability
    -
    (0 ratings)
    9.0
    (7 ratings)
    Performance
    -
    (0 ratings)
    6.3
    (5 ratings)
    Support Rating
    -
    (0 ratings)
    5.9
    (8 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.8
    (4 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (5 ratings)