Likelihood to Recommend 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
Read full review This tool enables the visual management needed in many offshore teams to easily and quickly see the pending work, work in progress and completed work.For teams that work with a waterfall methodology and do not have AGILE internalized, I believe there are other solutions from Planview or other providers.
Read full review Pros 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. Read full review Ability to color code cards based on type, giving better visibility to the variety of tasks a team handles Ability to set deadline dates and have those dates easily visible Flexibility in design the kanban board. It is easy to add a lane or make a change on the fly. Work doesn't have to stop and a long process created to make simple layout changes. Movement of cards is easy as well as the ability to connect cards to show dependencies. Read full review Cons 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. Read full review Planview LeanKit currently can't or should not be used as a central spot for data and collaboration. Particularly attachments are not well-handled. The portable side of Planview LeanKit is really lacking. We would appreciate some options to group or stack cards. Read full review Likelihood to Renew 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.
Read full review Perfect tool to manage requirement backlog
Read full review Usability 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
Read full review LeanKit isn't the best designed Kanban system I've seen, but overall it's pretty usable. The boards I've used are pretty complex, so it can be difficult to find things. I found that searching and filtering for specific cards was somewhat of a challenge. Dragging a card from one lane to another is kind of a fun way to get things done though.
Nate Dillon Front-End Web Developer, Office of Mediated Education
Read full review Reliability and Availability 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.
Read full review Very minimal outages
Read full review Performance 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.
Read full review Never experienced major slowness
Read full review Support Rating 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."
Read full review It solves all our needs at this time.
Read full review Online Training 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.
Read full review Implementation Rating 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.
Read full review Very easy.
Read full review Alternatives Considered 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.
Read full review I think that LeanKit is very similar to
Asana 's Kanban feature and
Trello , but is much less sleek looking than
Asana .
Asana 's clean and sleek UI makes me enjoy project management much more than LeanKit. It might sound silly that the UI makes so much of a difference to me, but it really does.
Trello is also sleeker than LeanKit, but I still prefer
Asana because it has more customization options and a better interface. We are actually going to look into switching to
ClickUp because we wanted something with a better UI.
ClickUp seems to have a great UI with a lot of customization options.
Read full review Scalability 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.
Read full review Good use cases for small/large teams
Read full review Return on Investment The positive impact is no one has to return to the office to look at notes - they can look up the support ticket on their laptop, tablet, or phone. The positive impact on ROI is keeping all of your support tickets organized in one spot and multiple techs can update them. The positive impact on ROI is that you have happier customers as you can update the support tickets no matter where you are at Read full review Our team meetings are more direct and quick to get through thanks to the better visibility of the workload Easily being able to move cards between team lanes gives instant visibility to where the responsibility for the next step is needed. Read full review ScreenShots ConnectWise PSA Screenshots Planview AgilePlace Screenshots