ConnectWise CRM from ConnectWise is a cloud-based customer relationship management solution that provides businesses with a centralized system to track all customer-related information. This solution caters to small and midsize businesses and can also be deployed on-premises.
ConnectWise CRM's Pipeline Reporting feature provides information on performance metrics in a dashboard view. In addition, the solution tracks and stores all data records related to customers and sales including client conversations, issues and configurations.
ConnectWise CRM provides users with pre-designed templates to create custom HTML emails.
ConnectWise CRM measures and monitors sales activities that help users to forecast sales from within the system. This solution also provides training to new users via documents and webinars. The solution provides a mobile app for iOS and Android for remote usage.
Support is available via phone and online chat rooms.
Jared M. Especialidade: Serviços e tecnologia da informação Número de funcionários: 13-50 funcionários
With ConnectWise Manage behind us, we've spent the last 6+ years blazing a trail in our local market. Taking on client for year over year growth. And not enough thanks can be given to the tools that helped us get there. With a friendly (now giant) team behind it, ConnectWise Manage integrates with, and has truly become a standard in the industry.
You've been with the rest, now get with the best.
ConnectWise Manage has enough features to essentially run your entire business out of! When it comes to tracking issues, maintaining inventory and documented details across many partners/clients/sites - this is THEE tool.
Abundant resources to learn the tool exist including certification learning courses. (You're going to want to take them).
Interface has been ignored for a long time - its universally uglier than ALL of its competitors. This has been massively improved over the last year and continues to get better as it is finally a focus for them after the many recent developmental hurdles they need to address from the various M&A from the last 4 years.
Some more advanced features really require some 'higher' learning to understand and best implement. Thankfully they have many MANY resources for this.
Avaliador Verificado Especialidade: Serviços e tecnologia da informação Número de funcionários: 13-50 funcionários
I wish they would get Rich text right. TeamSupport has this perfectly and they are a much smaller company. Another downer is the integration with ITGlue I think it's a bit clunky and if you add the Automate integration it almost loses it's mind. I wish there was a better way to integrate all these platforms. But mainly the rich text could go a long long way for visual users.
There are a lot of features on this platform that would be of interest to MSP's. The time entry, calendar ease, global search. Asset and configuration and contact addition is great.
One thing i strongly dislike about Manage is that you can't add rich text to the ticket entries not drop images which make things easier for tech just picking up on tickets.
James D. Especialidade: Publicidade e marketing Número de funcionários: 2-10 funcionários
I have seen a lot of MSPs struggle to manage time and costs. ConnectWise Manage can do all of this and much more. It was really nice to have one place where we could grab almost all of the info we needed for a given client or project. It can be overwhelming at first. Just stick with it.
Time tracking with ConnectWise Manage is wonderful. It's very intuitive and allows for powerful job costing. The software allows for simple project management and greatly enhances project workflow. The tabbed GUI (very similar to a web browser) made it very easy to switch between the necessary boards and views to get the info I needed.
I'm not a huge fan of how the discussions flow in the GUI. It feels clumsy and I never really had a clear understanding of what the client would see when I messaged them.
Michael H. Especialidade: Serviços e tecnologia da informação Número de funcionários: 13-50 funcionários
Regretable. I regret spending $1600/mo for 3 years on a product that was NOT worth it. I went from spending $300/mo to $1600/mo for a lesser product. Locked into an inferior product by a deceitful sales team.
ConnectWise Manage has a wide birth of functionality. It has 80% of what an MSP needs to manage its service offering. We used the product for 3 years. We used it for ticketing, project management, product inventory, lead tracking, marketing, and client communications. The product's maturity lead us to use many integrations with other services and products.
It's so hard to pick just one thing that I liked least. The company itself was my biggest issue. The sales team had no sense of ethics and resorted to lying in order to make a sale.
If ignoring the deplorable ethics of the company, the product itself has innumerable flaws. The one thing we could not get past was our struggle to regain the efficiency we had prior to using ConnectWise Manage. We took an 30% efficiency hit using ConnectWise Manage. Previously we used MaxFocus Service Desk, and since moving away from ConnectWise we use SolarWinds MSP Manager. We immediately regained our lost efficiency and have maintained it for the past 6 months.
ConnectWise Manage had great automation, but the number of clicks and manual steps required to take advantage of it were not worth it.
Michelle D. Especialidade: Serviços e tecnologia da informação Número de funcionários: 13-50 funcionários
It is fair it def needs work and live customer support over the phone.
Fairy easy to learn and some
Features are great like service board and scheduling.
I like the ability to send my PO’s directly from the software.
Purchasing tab needs major work. You can have several back to back chats with support about the same issue and explain it the same way yet each time you get a completely different answer from each agent