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 There have been lots of times when we need to add a new habit into our daily work routines, and having the option to do so in the To-Doist app on the very first screen is incredibly helpful. It's a good reminder, and I believe that professionals who truly appreciate and properly value the implementation of good habits would be very grateful for this feature. It's also a time saver because you don't have to manually type it in every day/week / etc.
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 Free plan offers two viewing options and 4 color themes; paid plans offer more Can integrate with Google Calendar, IFTTT, and Zapier apps Viewing format is pretty uncomplicated, including sidebar, easy on the eyes Importable and exportable data, emails Optional beta testing opportunities (can opt in/opt out at any time) 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 The Todoist application now works almost identically across all platforms. There is a minor improvement that I would like to see on iOS and that is the ability to show task count by custom filter. In Board view, I want to be able to easily add sub-tasks to a parent task. Besides those two minor improvements, I am extremely happy with the application. 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 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 Excellent features and concept, simple implementation, but the software is not very clear in training new users and communicating features. The occasional unexplained crash or freeze is not handled gracefully by the desktop software, requiring either the user or tech support to manually restart.
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 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 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 I've used Todoist for about three years now and I haven't needed to contact support, which I'm considering a 10 out of 10. Honestly, their platform is so easy to use that I never had to look up a knowledge base or forum to be able to do what I wanted in Todoist. So I'm not sure what their support system looks like or how it works, but I do know that if I haven't needed support, that's also a good sign!
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 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 [Todoist: To-Do List & Task Manager] is significantly simpler and cheaper than most of the alternatives and doesn't complicate the management of tasks with a plethora of unnecessary features. While all the alternatives have strong feature sets, what Todoist does better than any of them is manage tasks, in theory the central point of them all.
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 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 Location-based reminders ensured that my staff didn't miss things when they went onsite with a customer. This has led to renewals on a regular basis. Sharing of task visibility for managers with their direct reports has enhanced 1-on-1 meetings and ensured that field coaches kept focused The cost of Todoist vs. the value it creates is a huge selling point for the software. For the price per user, I've found nothing that even comes close! Read full review ScreenShots ConnectWise PSA Screenshots