ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is the hub of the ConnectWise suite.
$35
Per Tech Per Month
Glip (discontinued)
Score 9.7 out of 10
N/A
Glip was a conversation platform to plan, share and organize work. Glip featured text and video chat at its core, with file sharing, collaborative task management, shared calendars, and automatic version control. Glip was acquired by RingCentral in 2015 and is no longer available standalone, though its features are included in RingCentral MVP.
You absolutely need a full time individual on this program to manage it properly. It is likely a powerful application. However, you have to know how all the disparate parts interact with the other content in the application. How they actually interface with your businesses operation applications (really check this one out as it only seems to play nice with Microsoft suites based on our experience.) and decide how much time and additional money you are willing to bury into this. Figure at least 2x over CW cost your initial period of out-of-pocket costs
Glip should definitely be on your shortlist for a team collaboration tool. Glip has a lower cost and contains all the features found in competitive tools such as Microsoft Teams and Webex Teams. Glip is also scalable and robust enough for large enterprises and is great to coordinate and document large projects with hundreds of tasks and hundreds of resources. Glip, MS, and Webex Teams are excellent for an individual to create and receive task assignments and document and complete those tasks but these tools do not replace enterprise project management software and tools. Glip, MS Teams, and Webex Teams quickly become complicated and disorganized and it becomes easy to drown in all the sea of data unless you work diligently and continually at organizing your workspace.
Tickets- Customers can email and a ticket is generated and falls under their profile for historical records. You can save documents and select if they are customer facing or only internal facing. The option as well to have communication in tickets whether its internal facing or customer facing is nice to have when you're trying to keep a record or important details for just internal means and the customer doesn't have to see all the jargon.
Procurement - It's great to have this integrate with Quosal Sell. Quotes being processed into opportunities and then into a sales order which connects to a ticket or project is pretty easy to use. It does have a learning curve but once you get the hang of it, it's straightforward. Everything is pretty connected, whether keeping track of products customers have purchased historically through us, to knowing what ticket is associated to an RMA.
I will say the calendar option needs a little bit of work.
A calendar that looks more like lets say a Google Calendar would a nice feature.
Better Knowledge base section.
We attempted to get very good use out of the Knowledge however due to not really being able to organize it and it being very hard to navigate we had to go a different route for our documentation.
Possibly adding a cleaner user interface and adding more customization for the organization of companies would help.
A better layout for reporting would also be something good to have.
The layouts available are so difficult to put together to get what you want out of a report. Virtually makes it impossible to get what you want out of them.
ConnectWise has uniquely positioned themselves with the Modern Office Suite to have direct integration with a nearly full suite of tools for MSPs. Although each tool may not necessarily be the absolute best tool on the market, the efficiencies leveraged through direct integration make the entire suite an obvious choice for most companies.
Glip has saved us so much time that my team could no longer live without it. I don't know what we would do. All of us used it constantly all day every day. It is one of the best tools in my arsenal!
I have been using ConnectWise since 2004 and I am impressed with the progress they have made. However, there are still bugs that don't work quite like they should. If I were to run reports and get consistent answers along with a couple other annoyances, then I would score CW as a 10
We use the cloud version of ConnectWise and in the last 5 years it has never been down for us during business hours. I can only recall 1 time when it was not available during off hours when we wanted to use it.
Some tab for certain areas load speeds could be better. Dashboards can load slowly when they reference multiple reports. Some reports can load slowly based on the tables and views they are accessing. At times the SQL queries being performed in the background can actually timeout and a tab or screen will fail to load.
The front line support techs are wildly inconsistent when it comes to the level of support. Sometimes you get someone who just wants to throw links to University documentation at you, sometimes you get someone who truly tries to understand your issue and confers with peers and managers to find an answer, and sometimes you get someone who just wants to create a ticket and escalate immediately. If you ask three different techs the same question you will probably get three different answers, one of them being, "That's not possible."
We have a free account so I understand why we are not at the top of the list. But we have had issues before that took forever for them to get back to us. Once I had to make a Twitter account just to tweet at them about the issue and they finally got back to me. After several weeks. And the issue was something we just had to wait out for a few more days. Normally you have to submit a ticket through their support page and maybe they will get back to you and maybe not. We had one issue where the standard user on the iMac was getting popups every few minutes about installing a helper tool. The only way to fix this was to delete and reinstall Glip as an admin user. This was frustrating because it took time to do this for me as the IT person, and after reaching out to a few times, I was finally given an answer two years after I had asked about it! Finally some devs reach out to me on Glip and told me to just put the app in the user folder instead of the app folder which is managed by the admin account. They said it should be fixed now and I believe it is.
We are a telecoms company. Whilst CW were very happy to sell us their product and tell us how good it is for telecoms. All the training material is geared towards IT MSP's. The on-line training material was virtually useless. We found the implementation a bit of a joke. They tried telling us 12 hours of implementation time would be sufficient to launch the product. We erred on the side of caution and paid for 24 hours. This was quickly eaten away and we were nowhere near ready to go-live. I find the on-line chat facility is of much more use for us.
Rather than letting them sell you a block of time for implementation, create a list of things that must be completed do declare the implementation complete. The implementer will have the discretion on what they set up and in what order. They will be trying to end their services in as little time as possible and may not get things set up right. You are best advised to hire a third-party wizard that has done many of these setups. Record the audio and video of all of your implementation sessions.
ConnectWise, does more than one function well for a CRM, it enables managed service providers to place all of their services into a single solution, that helps smooth the running of the business. Now we don't have to have 4+ different software packages to provide customer tickets, account information, sales pipeline, and HR.
Zoom, Slack, and Wunderlist are all great applications. They do a good job at one core focus. If your team is already familiar with these applications and satisfied with them, you can stick with them. I found Slack confusing and difficult to learn, as did others when onboarding. Zoom and Wunderlist both have a solid user interface and do their jobs well -- not many complaints from them. I just valued simplicity and ease of adoption, which made us look at Glip as one app to do it all.
ConnectWise seems to have a good understanding of the IT service industry. During the required onboarding training, they even preach configuring only features that you need right now, as you can always scale up later. The feature set for the most part takes into considerations all aspects of an IT business, whether small or enterprise, or growing from one to the next.
Because Glip was free, it helped us save money on our chat app. While not a crucial part of the business, the costs of software for your company add up and it was nice that, in this case, it did not add to our expenses.
This isn't really Glip directly, but we used it because we were using RingCentral Meetings for video conferencing with clients, and unfortunately RingCentral Meetings was a bit difficult to use. This was often the client doing things wrong, but it was annoying to have frequent audio feedback, etc. So if that is part of your reason to use Glip, check out if you have any problems there first.
