What users are saying about
Top Rated
244 Ratings
60 Ratings
Top Rated
244 Ratings
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Score 7.6 out of 100
60 Ratings
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Score 8.4 out of 100

Likelihood to Recommend

ConnectWise Manage

Wouldn't be good for small businesses and unless you are providing work that needs to be generated by a ticket, this wouldn't be for you. It's great for companies that need to log specific information for customers and record time entered by employees. It's good for project management, keeping track of financials and time
Alissa Levanway | 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

Feature Rating Comparison

Incident and problem management

ConnectWise Manage
7.2
WorkflowMax
Organize and prioritize service tickets
ConnectWise Manage
7.4
WorkflowMax
Expert directory
ConnectWise Manage
7.3
WorkflowMax
Subscription-based notifications
ConnectWise Manage
6.6
WorkflowMax
ITSM collaboration and documentation
ConnectWise Manage
6.2
WorkflowMax
Ticket creation and submission
ConnectWise Manage
7.9
WorkflowMax
Ticket response
ConnectWise Manage
8.0
WorkflowMax

Self Help Community

ConnectWise Manage
6.3
WorkflowMax
External knowledge base
ConnectWise Manage
6.6
WorkflowMax
Internal knowledge base
ConnectWise Manage
6.0
WorkflowMax

Multi-Channel Help

ConnectWise Manage
5.8
WorkflowMax
Customer portal
ConnectWise Manage
6.9
WorkflowMax
IVR
ConnectWise Manage
4.2
WorkflowMax
Social integration
ConnectWise Manage
4.0
WorkflowMax
Email support
ConnectWise Manage
6.5
WorkflowMax
Help Desk CRM integration
ConnectWise Manage
7.6
WorkflowMax

Project Management

ConnectWise Manage
WorkflowMax
6.9
Task Management
ConnectWise Manage
WorkflowMax
8.0
Resource Management
ConnectWise Manage
WorkflowMax
3.0
Scheduling
ConnectWise Manage
WorkflowMax
7.0
Workflow Automation
ConnectWise Manage
WorkflowMax
8.0
Team Collaboration
ConnectWise Manage
WorkflowMax
7.0
Document Management
ConnectWise Manage
WorkflowMax
7.0
Email integration
ConnectWise Manage
WorkflowMax
7.0
Mobile Access
ConnectWise Manage
WorkflowMax
3.0
Timesheet Tracking
ConnectWise Manage
WorkflowMax
10.0
Change request and Case Management
ConnectWise Manage
WorkflowMax
7.4
Budget and Expense Management
ConnectWise Manage
WorkflowMax
8.0

Professional Services Automation

ConnectWise Manage
WorkflowMax
9.3
Quotes/estimates
ConnectWise Manage
WorkflowMax
10.0
Invoicing
ConnectWise Manage
WorkflowMax
9.0
Project & financial reporting
ConnectWise Manage
WorkflowMax
9.0
Integration with accounting software
ConnectWise Manage
WorkflowMax
9.0

Pros

ConnectWise Manage

  • Manage's GUI is fantastic and easy to use.
  • Makes it very simple to create support tickets and organize them.
  • The different boards in Manage are what really make this product great.
  • Being able to lay everything out and easily organize to our liking is a huge plus!
  • Being customer friendly is another aspect I like.
  • The portal is easy to setup and easy for clients to use.
  • We use this feature heavily as an MSP.
John Trevino | TrustRadius Reviewer

WorkflowMax

  • Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
  • Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
  • Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.
Anonymous | TrustRadius Reviewer

Cons

ConnectWise Manage

  • The inventory and procurement module could use some work. It is often difficult to navigate through. A cycle count option would be a great addition as well.
  • More customization would be great especially in the PO emails.
  • The StreamLine IT function, while great, could use some improvement. It is difficult to setup and can at times interfere with other things that we do.
  • The invoices are perhaps the ugliest. A straight forward customizable invoice template, not a report that adds 20 steps to the process, would be a huge improvement.
Sebastian Abbinanti | TrustRadius Reviewer

WorkflowMax

  • When looking at the job distribution it isn't to scale and it isn't printable.
  • Sometimes it is confusing as to where you might find something until you realise there are multiple points of access.
  • When a job is assigned the whole task is assigned and if you work on it before the task is allocated to you, it isn't possible to enter those hours. It would be better if the employee could choose the task they did and enter the hours and then it sent back to an approver to have it added.
Caroline Laredo | TrustRadius Reviewer

Likelihood to Renew

ConnectWise Manage

ConnectWise Manage 10.0
Based on 23 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 8.0
Based on 15 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 9.1
Based on 3 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 8.1
Based on 6 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 2.8
Based on 12 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 2 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 6.2
Based on 7 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 3 answers
Thoroughly review the training at ConnectWise University BEFORE starting. Ask questions to other partners - there is a huge community that is more than willing to help. Lastly, I recommend getting ConnectWise Consulting to help - it's a BIG product, and the money you spend on consulting will pay for itself by helping you and your team get off to a running start (in the right direction)
Delano Collins | TrustRadius Reviewer

WorkflowMax

WorkflowMax 9.1
Based on 1 answer
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

Our business was formed through the relationship between two separate business owners, one who utilized Labtech RMM products only and myself who had used the Solarwinds RMM product and eventually their Service Desk product. One look at Connectwise manage showed that it was a significantly more developed product at the time, something that would stack up well with the likes of AutoTask. It was an easy decision to transition to the Connectwise line of products and operate in a cohesive environment supported by a single vendor. As we move forward, we are excited to bring on other products that integrate into the Automate product, allowing us to offer additional services to our customers that can be managed and monitored in one location.
Daryn O'Shea | TrustRadius Reviewer

WorkflowMax

Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the billing is so tightly integrated into the workflow is a great strength. At this time we have been using Max for 6 years and plan on keeping using it. We have evaluated Slack but it didn't work for us.
Janette Fairleigh | TrustRadius Reviewer

Scalability

ConnectWise Manage

ConnectWise Manage 8.0
Based on 6 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

  • ConnectWise has contributed to being more accurate with our Engineers time keeping. Being able to track everything to very granular detail has been beneficial.
  • Pre-planning and recurring service tickets for companies has been a big benefit as well. Love being able to set it and forget it.
  • Having more options on time entries has allowed our Field Engineers to become more granular with the time spent on site. It has allowed us to capture more follow up opportunities to get back in front of the Client to show them.
Carson Hagan, ITILv3 | TrustRadius Reviewer

WorkflowMax

  • Biggest impact has been automation of client invoicing. Prior to using WorkflowMax, invoices were generated in Word, usually a template from a prior invoice to that client. Now the invoice is generated in WorkflowMax, saved as a draft, exported to Word, uploaded to Microsoft SharePoint, then shared with the invoice author. This has cut down on mistakes and unnecessary admin time.
Nadine Haines | TrustRadius Reviewer

Screenshots

Pricing Details

ConnectWise Manage

General

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

ConnectWise Manage Editions & Modules

Additional Pricing Details

WorkflowMax

General

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

WorkflowMax Editions & Modules

Edition
1 User$15/month1
5 Users$49/month1
10 Users$99/month1
20 Users$149/month1
Unlimited$199/month1
  1. Bracketed Pricing
Modules
Lead Manager Module$15/month
WorkflowMax Premium$50/month
    Additional Pricing Details

    Rating Summary

    Likelihood to Recommend

    ConnectWise Manage
    7.0
    WorkflowMax
    10.0

    Likelihood to Renew

    ConnectWise Manage
    10.0
    WorkflowMax
    9.0

    Usability

    ConnectWise Manage
    8.0
    WorkflowMax
    9.0

    Reliability and Availability

    ConnectWise Manage
    9.1
    WorkflowMax

    Performance

    ConnectWise Manage
    8.1
    WorkflowMax

    Support Rating

    ConnectWise Manage
    2.8
    WorkflowMax
    7.0

    Online Training

    ConnectWise Manage
    6.2
    WorkflowMax

    Implementation Rating

    ConnectWise Manage
    1.0
    WorkflowMax
    9.1

    Scalability

    ConnectWise Manage
    8.0
    WorkflowMax

    Add comparison