ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is the hub of the ConnectWise suite.
$35
Per Tech Per Month
Klipfolio Klips
Score 9.2 out of 10
Small Businesses (1-50 employees)
Klipfolio is a customizable dashboard and reporting platform that provides real-time business insights. It is used by small to mid-sized businesses and agencies to track performance metrics and create tailored reports, and to consolidate, transform, and visualize data.
$90
per month
Zoho Analytics
Score 8.4 out of 10
Small Businesses (1-50 employees)
Zoho Analytics is a self-service BI and analytics platform that uncovers patterns, spots emerging trends, tracks business metrics, and detects anomalies. Designed for ease of use, it enables business users to create reports and dashboards independently, without relying on IT.
$60
per month 5 users
Pricing
ConnectWise PSA
Klipfolio Klips
Zoho Analytics
Editions & Modules
Subscription
$35.00
Per Tech Per Month
Base
$90
per month
Grow
$190
per month
Team
$350
per month
Standard
$60
per month Starts at 5 Users
Premium
$145
per month Starts at 15 Users
Enterprise
$575
per month Starts at 50 Users
Offerings
Pricing Offerings
ConnectWise PSA
Klipfolio Klips
Zoho Analytics
Free Trial
No
Yes
Yes
Free/Freemium Version
No
No
Yes
Premium Consulting/Integration Services
No
Yes
Yes
Entry-level Setup Fee
No setup fee
Optional
No setup fee
Additional Details
—
Discount available for annual pricing. There are various implementation and training options available, from a 60 Day Proof of Concept, to Onboarding & Training, or ongoing dedicated Data Hero support.
There is a 20% discount for all plans if subscribed yearly. Customers can buy add-on rows and users, in addition to the plans listed above.
The single reason I chose Zoho reports over other such platforms is the fact it is well integrated with other Zoho products like Creator, CRM which we use as well. In addition, it is very easy to sync with MySQL tables and offers MySQL coding.
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.
Using Klipfolio is one of the finest ways we can expand our business because it is so simple to use and always has new features that make it better. We also appreciate the excellent customer service they offer. There are several benefits to making this investment in your company's efficiency and profitability. We think it's worth the money.
Zoho Analytics is the best way to consume data created by Zoho products . It's robust and quick build formula libraries and auto generated reports. A data source can be integrated and be ready for consumption within minutes. This gives a well developed baseline for organizing to develop advance analytics. It's mobile dashboards are very intuitive and useful for leaders who are on the move.
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.
Zoho Analytics’ predictive analytics capabilities can help forecast future trends, allowing for proactive planning and risk management.
Performance Monitoring: We can track key performance indicators (KPIs) across departments, such as sales, marketing, finance, and HR. This aids in identifying bottlenecks and areas for improvement.
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.
While Klipfolio covers so many of the bases, one area where I would like to see expansion would be offering additional design and graphics themes for even more customization.
Klipfolio has an extensive offering but might be even better if there were a way that we could integrate with some small to mid-sized CRM solutions for audience list segmentation and marketing integrations.
It would be interesting if Klipfolio could enable us to overlay the data learnings for cross-referencing of multiple client campaigns for comparative insights.
I'm guessing it's out there somewhere but I really could have used a 'quick start guide' or guided start.
Once I figured it out, it makes sense how to make sure the right data is provided in order to make dashboards quite flexible--- but without examples, I found it quite a challenge
The initial organization of Analytics is NOT intuitive. Once in context, the organizational features make sense, but (at least initially) it would have been most useful if the organization of Analytics reports in Zoho Analytics had saved me a lot of time.
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.
I'd give this an 11 if I could! As our business moves forward we hope to use Zoho Analytics more then we do now. Creating better reports and dashboards for our management team to evaluate the health of our business and to provide more insightful reports for our customers. The possibilities are endless with this tool
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
My initial impressions of the software have been extremely positive. There are YouTube tutorials that explain how to make klips. The intuitive design of the UI It appears that everything in this software has been thoroughly tested to create all the visualizations that can be imagined as well as the user input controls that allow users to have exactly the data they want to be displayed in seconds, considering the various functions and formulas available in the Excel integrations and the extensive list of other services that can be integrated.
For an end user, Zoho Analytics is pretty easy to use and very easy to access the dashboard. Linking data from multiple sources is very convenient. Multiple people can work on preparing and publishing the dashboards simultaneously, which helps delegate tasks.
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.
ZOHO is a very reliable company/product. We never had any issues with downtime or inaccessibility to our data. Any type of maintenance that they had to perform was clearly communicated and never an issue. We use a lot of external hooks and we've never had any issues with getting ZOHO to communicate with any of those hooks.
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.
ZOHO has obviously invested a lot of time effort and money in to creating a reliable infrastructure with high availability. We've never had any issues with performance and all of our data crunching small to large has always been well within reason. We have come to appreciate the performance of ZOHO and will continue to use it for all of our data needs.
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."
It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.
The support team is honestly not that great. At times, it seems as if members of our own team know more about the product than the support team. They must not have a lot of training or the turnaround is quick
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.
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.
If your external data sources are previously organized and correlated (e.g.: in your datawarehouse or database) your implementation will be easier. Of cource some not previously predicted correlation would be necessary to be done during the implementation, but if your organization let it to be all done into Zoho Analytics, it will take more time from your team.
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.
These and many other BI tools are the most direct competitors. I only have experience with Klipfolio and Tableau. Tableau is definitely more capable, but much more difficult to learn and use. Klipfolio is simple and really packs a punch for its simplicity. I have yet to run into a major problem with it lacking a needed functionality.
Zoho Analytics has the best UI and user friendly to create reports and dashboard along with features like Zia Assistance that guide in creating reports and dashboard and also help in the forecasting of the data based on the past records.
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.
As far as I know, Zoho Analytics has been able to fulfill every need we've had for it. Our reports have gotten better and more detailed with pretty much every new issue of our magazine. It just keeps getting better, and we keep feeding it more data to digest and present to us.
