ConnectWise PSA vs. monday.com vs. Wrike

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

The platform is very well suited for our nonprofit programs that serve low-income clients who need diapers, wipes, and period products. It has helped us run our programs, capturing information and allowing us to view the data for reporting purposes. The ability to filter data is very helpful by allowing us to categorize information to get a better picture of the progress of our programs.

Incentivized

I believe it's well suited if you have multiple jobs/projects that you need to keep organized. We work with multiple job types from print/creative to web, copy and digital ads so it helps us stay organized. I don't think it would be suitable for a company that doesn't have a lot of jobs to manage. We average over 1,200 requests a year.

Incentivized

• 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.

• I like summary of subitems, especially with subitasks as subitems and add item tracking for each subtask it can show total tracked in parent item. Similar with other columns, like numbers, status, date.
• Dashboard features, Many kinds of dashboard view available, we can utilize on the basis of requirements.
• monday.com workform is very powerful, easily share form link when submitted it will create line item in board with provided data.
• monday.com automation is very helpful in order to automate steps with specific rules and easy setup.
• monday.com also provides integrations in order to automate processes if need to integrate multiple app together. or need to transfer data between multiple apps.

Incentivized

• Keeps projects on track
• Provides tools that make editing and reviewing tasks much easier
• Helps our team work effectively and efficiently despite many of us being remote workers
• Visually accessible on multiple platforms which makes it easy to do work from anywhere

Incentivized

• 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.

Incentivized

• The desktop app for Mac seems to have a few issues with visual glitches appearing on screen, it only seems to go away when I close the tool and reopen it
• Subtasks don't show on the individual users to-do list, only main level tasks

Incentivized

• Email alerts sometimes send too slowly.
• If you put a project on hold, it can be hard to find it once you are ready to return to it.
• Sometimes there are too many steps/tasks and the main page can get cluttered.

Incentivized

The product works awesomely. The only factors holding back a 10 star rating are some of the upgrades that I believe are necessary. Namely, active directory integration for the customer portal is a feature that is long overdue. AD integration on the technician side should also be made available for subscribers of the cloud hosted solution.

Incentivized

Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.

Incentivized

I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.

Incentivized

ConnectWise has been great for our help desk. Over the years we have used it (5+), it has responded to community-sourced feedback and improved its product. I have always appreciated the support given when required, and overall the program has helped our service desk to become more efficient. The automated aspect, including workflow rules, has been an important part of our overall systems. When considering a help desk PSA, ConnectWise should not be overlooked.

Incentivized

It's really about ease of use. I use Click-Up as well, which I really enjoy, but monday.com is a lot less complex to use. Its structure is a bit easier to understand and I got accustomed to the functionality very quickly. I have not explored enough of its functionality to comment any further but it's a really great tool for tracking progress and for capturing absolutely everything I need to save, including ideas, brain-dump, insights, continuous improvement on tasks and processes. I am lucky to be able to use monday.com as a member of my client's team.

Incentivized

It does take some time and work to really understand and use it properly, but I think the accessibility to help and documentation make that completely feasible. Once you know how to use it, I find it to be very user-friendly, and have very few complaints.

Incentivized

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

There have only been 2 instances in the past year where monday.com was down.

Incentivized

Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.

Overall, I love CW Manage. I think it is a great platform, but nothing is learned from saying "You're great!" So I will share 2 issues where I think improvement can be made. 1. There are times where service requests are closed inappropriately without explanation or warning which can be frustrating. I have learned that I must work extra hard to manage my open issues to ensure that they don't just disappear without resolution. 2. I recently found that I had mistakenly been charged $50 a month for a year for services I did not have. When I brought this to CW's attention, I was quickly given a credit memo and an apology, which was nice, but it was still annoying

Incentivized

Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")

Incentivized

Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX

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

monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.

Incentivized

Time and time again, Wrike has proved that they listen to their customers and put us first. From sales to support - they are quick to respond, encourcage community engagement and I never feel like i am callling a help center

We had staff in person provide some training

Incentivized

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

To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.

Incentivized

I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.

Incentivized

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)

Incentivized

We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.

Incentivized

There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group

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.

monday.com feels like it offers a lower barrier to entry as well as more versatility, extensibility without becoming too complex. Atlassian is geared more for larger companies requiring a greater degree of granular controls. Both platforms have a number of integrations (though, Atlassian may have "more" because of it's marketplace and longer tenure), but monday.com may be easier to configure, though with potentially more limited functionality. monday.com definitely lends itself well to getting a business off the ground with simpler automations and the ability to grow you to the point of "graduating" to a more specialized tools.

Incentivized

Wrike's UI, combined with its low-cost solutions, has been the standout factor compared to the other options sought. They have multiple license types suited to different usage, a standout compared to others that don't leave you stuck paying high license fees for licenses you won't use to that extent.

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

For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.

Incentivized

I’d go with a 9/10. It scales really well across teams and use cases, especially once you set things up properly. The only reason it’s not a full 10 is that it can take some effort to structure everything cleanly at the start.

• Faster compilation of Business Review material
• For larger customers, the dashboarding has helped our customers to remain sticky and add services/revenue to our MSP. They want to add more fragments of their IT for the 1 pane rollup.
• From a leadership perspective, BG has allowed me to make difficult staffing decisions with confidence. Detailed metric driven decisions on who is hitting KPIs/who isn't - as well as when data proved we were overstaffed and understaffed.

Incentivized

• By using monday.com as an enablement tool for templated onboarding plans, we have been able to begin calculating the number of manager hours saved through our work (not defined yet).
• monday.com's reporting tools also allow us to more easily report on the productivity and output of our team since we keep up with all projects and subitems in monday.com.

Incentivized

• Allow us to plan, execute, track, and effortlessly achieve the completion of all projects before the deadline.
• Great team collaboration that enhances team productivity and efficiency.
• Provide real time project status and progress easily.
• Projects stay well organized and assigning tasks to right people is simple.