What users are saying about
Top Rated
329 Ratings
68 Ratings
Top Rated
329 Ratings
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Score 7.8 out of 100
68 Ratings
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Score 7.6 out of 100

Feature Set Ratings

    Incident and problem management

    7.9

    ConnectWise Manage

    79%

    WorkflowMax

    Feature Set Not Supported
    N/A
    ConnectWise Manage ranks higher in 6/6 features

    Organize and prioritize service tickets

    8.1
    81%
    79 Ratings
    N/A
    0 Ratings

    Expert directory

    7.4
    74%
    45 Ratings
    N/A
    0 Ratings

    Subscription-based notifications

    7.5
    75%
    52 Ratings
    N/A
    0 Ratings

    ITSM collaboration and documentation

    8.0
    80%
    59 Ratings
    N/A
    0 Ratings

    Ticket creation and submission

    7.9
    79%
    79 Ratings
    N/A
    0 Ratings

    Ticket response

    8.3
    83%
    78 Ratings
    N/A
    0 Ratings

    Self Help Community

    7.8

    ConnectWise Manage

    78%

    WorkflowMax

    Feature Set Not Supported
    N/A
    ConnectWise Manage ranks higher in 2/2 features

    External knowledge base

    8.4
    84%
    60 Ratings
    N/A
    0 Ratings

    Internal knowledge base

    7.2
    72%
    70 Ratings
    N/A
    0 Ratings

    Multi-Channel Help

    7.6

    ConnectWise Manage

    76%

    WorkflowMax

    Feature Set Not Supported
    N/A
    ConnectWise Manage ranks higher in 5/5 features

    Customer portal

    7.3
    73%
    71 Ratings
    N/A
    0 Ratings

    IVR

    8.9
    89%
    18 Ratings
    N/A
    0 Ratings

    Social integration

    7.0
    70%
    25 Ratings
    N/A
    0 Ratings

    Email support

    7.8
    78%
    71 Ratings
    N/A
    0 Ratings

    Help Desk CRM integration

    7.2
    72%
    67 Ratings
    N/A
    0 Ratings

    Project Management

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    9.2

    WorkflowMax

    92%
    WorkflowMax ranks higher in 14/14 features

    Task Management

    N/A
    0 Ratings
    9.3
    93%
    25 Ratings

    Resource Management

    N/A
    0 Ratings
    9.3
    93%
    6 Ratings

    Gantt Charts

    N/A
    0 Ratings
    9.0
    90%
    3 Ratings

    Scheduling

    N/A
    0 Ratings
    9.3
    93%
    19 Ratings

    Workflow Automation

    N/A
    0 Ratings
    9.3
    93%
    4 Ratings

    Team Collaboration

    N/A
    0 Ratings
    9.3
    93%
    19 Ratings

    Support for Agile Methodology

    N/A
    0 Ratings
    8.7
    87%
    3 Ratings

    Support for Waterfall Methodology

    N/A
    0 Ratings
    9.0
    90%
    3 Ratings

    Document Management

    N/A
    0 Ratings
    9.0
    90%
    19 Ratings

    Email integration

    N/A
    0 Ratings
    9.3
    93%
    4 Ratings

    Mobile Access

    N/A
    0 Ratings
    8.9
    89%
    21 Ratings

    Timesheet Tracking

    N/A
    0 Ratings
    9.7
    97%
    24 Ratings

    Change request and Case Management

    N/A
    0 Ratings
    9.0
    90%
    11 Ratings

    Budget and Expense Management

    N/A
    0 Ratings
    9.3
    93%
    18 Ratings

    Professional Services Automation

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    9.4

    WorkflowMax

    94%
    WorkflowMax ranks higher in 4/4 features

    Quotes/estimates

    N/A
    0 Ratings
    9.7
    97%
    23 Ratings

    Invoicing

    N/A
    0 Ratings
    9.3
    93%
    27 Ratings

    Project & financial reporting

    N/A
    0 Ratings
    9.7
    97%
    22 Ratings

    Integration with accounting software

    N/A
    0 Ratings
    9.0
    90%
    27 Ratings

    Attribute Ratings

    • WorkflowMax is rated higher in 5 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Support Rating, Implementation Rating

    Likelihood to Recommend

    7.0

    ConnectWise Manage

    70%
    111 Ratings
    8.7

    WorkflowMax

    87%
    28 Ratings

    Likelihood to Renew

    4.7

    ConnectWise Manage

    47%
    26 Ratings
    9.0

    WorkflowMax

    90%
    1 Rating

    Usability

    5.7

    ConnectWise Manage

    57%
    25 Ratings
    9.0

    WorkflowMax

    90%
    2 Ratings

    Availability

    8.0

    ConnectWise Manage

    80%
    7 Ratings

    WorkflowMax

    N/A
    0 Ratings

    Performance

    1.0

    ConnectWise Manage

    10%
    13 Ratings

    WorkflowMax

    N/A
    0 Ratings

    Support Rating

    4.6

    ConnectWise Manage

    46%
    32 Ratings
    7.0

    WorkflowMax

    70%
    4 Ratings

    Online Training

    5.0

    ConnectWise Manage

    50%
    8 Ratings

    WorkflowMax

    N/A
    0 Ratings

    Implementation Rating

    1.0

    ConnectWise Manage

    10%
    8 Ratings
    9.1

    WorkflowMax

    91%
    2 Ratings

    Product Scalability

    1.0

    ConnectWise Manage

    10%
    7 Ratings

    WorkflowMax

    N/A
    0 Ratings

    Likelihood to Recommend

    ConnectWise Manage

    I really enjoy ConnectWise, it is a massive step forward. The ability to see all departments working towards the same goal and having full visibility on account activity is massive to our business. Only some small tweaks would go a long way to making this even easier for sales managers to keep tabs on active prospects and lead generation.
    Anonymous | TrustRadius Reviewer

    WorkflowMax

    WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
    Anonymous | TrustRadius Reviewer

    Pros

    ConnectWise Manage

    • 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.
    Alissa Levanway | TrustRadius Reviewer

    WorkflowMax

    • You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
    • It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
    • It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
    Inés Prieto | TrustRadius Reviewer

    Cons

    ConnectWise Manage

    • 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.
    John Trevino | TrustRadius Reviewer

    WorkflowMax

    • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
    • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
    • No search function to find a specific job, you have to scroll through all jobs allocated to you.
    Anonymous | TrustRadius Reviewer

    Pricing Details

    ConnectWise Manage

    General

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?
    No

    Starting Price

    $35 Per Tech Per Month

    ConnectWise Manage Editions & Modules

    Edition
    Subscription$35.001
    1. Per Tech Per Month
    Additional Pricing Details

    WorkflowMax

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?
    No

    Starting Price

    $20 per month

    WorkflowMax Editions & Modules

    Edition
    Standard$201
    Premium$701
    1. per month
    Modules
    Lead Manager Module$15/month
    WorkflowMax Premium$50/month
    1. none
    Additional Pricing Details

    Likelihood to Renew

    ConnectWise Manage

    ConnectWise Manage 4.7
    Based on 26 answers
    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.
    Delano Collins | TrustRadius Reviewer

    WorkflowMax

    WorkflowMax 9.0
    Based on 1 answer
    Because we can't imagine being without it!
    Lindsay Simpson | TrustRadius Reviewer

    Usability

    ConnectWise Manage

    ConnectWise Manage 5.7
    Based on 25 answers
    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
    Wes Jensen | TrustRadius Reviewer

    WorkflowMax

    WorkflowMax 9.0
    Based on 2 answers
    It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
    Anonymous | TrustRadius Reviewer

    Reliability and Availability

    ConnectWise Manage

    ConnectWise Manage 8.0
    Based on 7 answers
    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.
    Farrell Lusher | TrustRadius Reviewer

    WorkflowMax

    No score
    No answers yet
    No answers on this topic

    Performance

    ConnectWise Manage

    ConnectWise Manage 1.0
    Based on 13 answers
    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.
    David Pavuk | TrustRadius Reviewer

    WorkflowMax

    No score
    No answers yet
    No answers on this topic

    Support Rating

    ConnectWise Manage

    ConnectWise Manage 4.6
    Based on 32 answers
    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."
    Jennifer Henney | TrustRadius Reviewer

    WorkflowMax

    WorkflowMax 7.0
    Based on 4 answers
    The support team are excellent. The only downside is that you can't phone them!
    Mary Moore | TrustRadius Reviewer

    Online Training

    ConnectWise Manage

    ConnectWise Manage 5.0
    Based on 8 answers
    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.
    Graham Green | TrustRadius Reviewer

    WorkflowMax

    No score
    No answers yet
    No answers on this topic

    Implementation Rating

    ConnectWise Manage

    ConnectWise Manage 1.0
    Based on 8 answers
    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.
    Charlie Meyer | TrustRadius Reviewer

    WorkflowMax

    WorkflowMax 9.1
    Based on 2 answers
    Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks?What are you going to give clients i.e. how will your proposals and invoices look?
    Mary Moore | TrustRadius Reviewer

    Alternatives Considered

    ConnectWise Manage

    We reviewed a lot more products than those listed above but in the end, we are told by our business mentors to just pick one and use it - everything has its learning curves. However, all of the other products we tried couldn't even come close to what Connectwise Manage could provide. The information is detailed and a great way to keep track of your techs, your inventory, your support tickets and so much more.
    Daren Anderson, MSIS | TrustRadius Reviewer

    WorkflowMax

    WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
    Caroline Laredo | TrustRadius Reviewer

    Scalability

    ConnectWise Manage

    ConnectWise Manage 1.0
    Based on 7 answers
    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.
    Nicolas Poague | TrustRadius Reviewer

    WorkflowMax

    No score
    No answers yet
    No answers on this topic

    Return on Investment

    ConnectWise Manage

    • At this stage in the game, we have been using the Connectwise Manage product for just one year. This basically means we're just getting out of the honeymoon part of the relationship and will now venture into getting our full value out of the software as we also begin to grow our business. We can't report on our ROI yet but we can't see ourselves living without a great PSA tool either.
    • The software has definitely enabled our projects manager to operate with more focus on the project itself, knowing that the finance details will be visible and closely scrutinized by the CFO prior to having an invoice or agreement created.
    Daryn O'Shea | TrustRadius Reviewer

    WorkflowMax

    • Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
    • Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
    Janette Fairleigh | TrustRadius Reviewer

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