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Quote and proposal automation is one of the most significant elements of CRM for both new and existing customers. Now you can enhance your Microsoft Dynamics CRM experience and amplify your sales with a comprehensive and seamless integration to a market leader in CPQ technology – ConnectWise Sell®. With guided selling taking users through every milestone in the quoting process, no steps are missed. Create a professional quote in minutes, deliver it interactively to clients, and provide e-signature approval to shorten the sales cycle. Sell within Dynamics helps ensure opportunity forecasts and product details are kept up-to-date and, with Microsoft Power BI, provides analytics to help you strategically grow top-line revenue.
Smooth, fast integration creates a comprehensive solution to help you win more business.
Easily access full account, contact, and address support for all your customers.
Meet your specific business needs with the ability to read and write custom fields.
Quote products even if they don’t exist in Dynamics CRM.
Configure, price, quote and close more business faster with ConnectWise Sell’s sales automation and workflow support capabilities.
Quickly create professional quotes and proposals using templates customized with your brand. Then deliver online, along with supporting documents to personalize the experience. Encourage quick response with e-signature approval.