ConnectWise Asio vs. Forecast

As far as finding a company its a little easier than figuring out what we do for that company. We have opportunities in ConnectWise Asio and its hard to search what year it was a lost opp.

Incentivized

Forecast is well suited for tracking schedules, especially if it is only being controlled by a single department. When it comes to using Forecast in a larger ecosystem with more "cooks in the kitchen" it would be helpful to have the software more easily integrated with other software.

Incentivized

• contacting the right person from a company
• showing sells opportunities
• showing all lost and won opps

Incentivized

• Assign and allocate resources.
• Identify lean departments and identify areas to increase headcount.
• Manage agile teams.
• Identify bottlenecks in departments or resourcing.

Incentivized

• filtering out opps and dates better to where they are searchable
• being more user friendly
• updating new features more frequently
• updating the search tab to where its easier to find companies and contacts

Incentivized

• Not as intuitive as its companion software, Harvest. This software takes longer to learn when on-boarding new staff. It is also difficult to view time notes without needing to physically open them up. This could be improved by expanding the "on hover" functionality. Personally, having spent as little time in workflow software is really important, as it gives me more time to code.
• Because we use this software to plan schedules, items often fall through the cracks. I would like to see some more sophisticated syncing with not only Harvest but also with Asana.
• Lack of integration with Asana. It would be nice to pull data from forecast and display it in Asana. This would be helpful for understanding how much time I have to spend on a project rather than bounce back and forth between web apps.

Incentivized

I have not needed support for Forecast.

Incentivized

Hubspot is much more user friendly but there are certain things that hubspot doesnt do such as submitting tickets and looking at history with contact/company.

Incentivized

I have not used any other scheduling software other than Forecast. The company selected Forecast because it is used in conjunction with Harvest. The pair of web apps can be used to pull detailed data. This is very important to our agency, and making data-driven decisions is exceptionally important to our agency mission.

Incentivized

• integrating with other CRMs and platforms

Incentivized

• Allow departments to run efficiently.
• Quickly identify whether departments need to hire.
• Easily visualize project gaps in resources.

Incentivized