ConnectWise PSA vs. Google Sheets vs. Stackby

BrightGauge lets us know when we have critical issues that need solving. A massive influx of tickets all at the same time triggers an investigation. Usually, it is tied to a server going down, which we can address. It would not be helpful for a small MSP or IT department with just a few daily tickets. The stats are better used to track a large amount of clients.

Incentivized

Google Sheets is well suited in two main areas: is free to use and you don't need to buy a license to use it, comparing to the most direct competitors ; collaboration is in my opinion the best advantage, with multiple people working together and seeing others working in real time. It's less appropriate in low connectivity environments (offline capabilities)

Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.

• 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.

• Collaborative planning : In the initial phase of project, Team leads and architects create a permission matrix along with the naming convention simultaneously, seeing who is editing / adding the details in real-time.
• Cost tracking : We use this tool to track cloud resource usage monthly costs, so that we can analyse it and send out comms for high cost based resources. By storing cost data here, it's easy for use to store data of last couple of years.
• Flexible documentation : For change logging of different scenarios we would need different / ad-hoc columns to be added on the fly, which makes using this tool much simpler then reputed third party tools.

Incentivized

• Ability to collaborate with team members on the same spreadsheet
• Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.)
• Ability to send SMS and messages using integration with Twillio and Whatsapp
• All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s)

• Annual or more than annualized data is desperately needed for MSPs to show trends, current limitation is previous 240 days for ConnectWise tickets
• Alerts when datasets do not sync properly, I have to rely on my team to notice vs get an automated alert from BrightGauge
• Small thing, but it would be nice to have more options on the report scheduler to enable a start date. If you wish to do it quarterly, you have to start the schedule exactly 3 months from the next run.

Incentivized

• Ease of use - I collaborate with a lot of folks on these and a lot of them have trouble using it.
• Would love more live features; for example, being able to have cells react to other inputs (checkboxes, etc) with reactive formatting
• More cross-usability with other Google products; it's hard to think of drawbacks honestly, this is a pretty seamless software.

Incentivized

• Implement the same views available on desktop into the mobile app
• Internal automations (like Airtable)
• Ability to implement and display info as a dashboard (like Airtable)
• Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around
• Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does)

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.

Incentivized

I am not involved in the purchase/selection process, but my organization is a Google shop, and Sheets meets most of our spreadsheet needs and works seamlessly with our other tools. I don't anticipate our switching anytime soon.

Incentivized

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

Incentivized

It can easily handle most uses and functions. It is only for very large datasets or advanced analysis that it either lacks the proper functions or performance begins to slow. Most employees who continue to use competitors' products do so out of preference, familiarity with the user interface, or other surface-level reasons.

Incentivized

Stackby is overall pretty easy to use, especially if you're used to something like Airtable or SmartSuite. Some of the pages seem like near exact clones (though they put their own creative spin on things). I'd prefer a slighty fresher interface (like SmartSuite), but I'm willing to sacrifice that for the better price and great customer service.

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.

Incentivized

Like most Google products, Google Sheets rarely has outages or slowness, and when it does, connection is always momentarily restored. I can't recall a time when I've been unable to access Google Sheets but able to access other sites just fine. That said, errors aren't uncommon when handling large data volume. You know what they say about using spreadsheets as databases, but sometimes it's just the most convenient option, especially for smaller or one-off projects, and not being able to store large amounts of data hampers our ability to move quickly with scrappy prototypes or full solutions. It would be great if we could better integrate our data manipulation (Apps Script) with big data in the sheet.

Incentivized

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.

Incentivized

Again, Google Sheets is no exception to Google's general high speed and reliability, but load times can be slow for larger amounts of data. I've used Sheets with Zapier and have used the Python API, and speed has never been an issue.

Incentivized

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."

Incentivized

I have never contacted Google Sheets support, but Google Sheets makes it very easy to report an issue or suggest a feature from Sheets itself (Help > Help Sheets improve), and I've had mostly good experiences with support for other Google products.

Incentivized

Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).

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.

Incentivized

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.

Incentivized

Everyone but dynamics had holes in it. Dynamics is good, but it requires more development time. I spoke with some people that have CW and liked it. But when I inquired after our frustrations, I discovered they had a full time scheduling & logistics CW manager and the field people were using it purely like any other more simplistic ticket system. They said it would be impossible otherwise. The one big difference is the transparency of the sales effort. The other sales people were honest on the limitations or potential challenges and worked with us. They also worked with our agenda. At CW they don't have that option. The consulting time is eaten through a pre-formatted agenda which they communicate too you, not with you.

I have found that I can do almost everything I could have done in Microsoft Excel faster and easier in Google Sheets. We recommend Google Sheets in 99.9% of our use cases and feel it meets the needs of our workers very well. I am sure there are other spreadsheet creation programs out there, but because we are already in the Google environment, adopting Google Sheets in very easy.

Incentivized

I have also tried Ora.Pm. Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys). Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby. Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.

I'm not involved with the purchase, but I assume everything goes smoothly and that the pricing structure is predictable and reasonable. We do not get surprise fees.

Incentivized

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.

Incentivized

Google Sheets works very well with multiple users. It's convenient to see in real-time who is collaborating in a sheet, down to the specific cell that they're viewing/editing. Linking Sheets across departments is convenient with the IMPORTRANGE function.

Incentivized

• 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

Incentivized

• Don't need to pay for windows 365 license as it is free
• Has a positive impact since I am not cursing excel for annoying problems(I don't want the new Pivot table format, I want to use Classic and I don't want to expand/collapse arrows. "x$#%")
• [Haven't] looked at return on investment on work, but has "simplified" for basic and medium spreadsheets.

Incentivized

• Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening.
• Positive impact on organising challenges so that people feel more connected and supported, leading to future sales.
• Positive impact on understanding data so that I can use it more effectively.