ConnectWise PSA vs. Zoho Creator

MSPs wanting to find a single system to fill all their needs. Businesses wanting to increase their ability to deal with tickets, with advanced management and KPI monitoring. Small IT business who need more than just a ticketing system and are looking to make the leap to a full PSA with integration options, client portal and advanced configuration.

If you are using some application of Zoho and want some more functionality into it, Use Zoho creator to develop a separate app as per requirement and integrate it with your Zoho App. Small organization can use creator to make apps but it can be used for small range of storage, For Large organization , it may be not feasible.

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.

• Accountability for each employee work which is very vital for any organization
• Making operations very simple even that a simple lay man would be able to perform detailed work like a pro
• Data tracking in live was made possible
• Using proper Manpower for the work they are apt.

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

• In C6, the new setup of permissions is not logical. Admins now have access to every application rather than specific applications, which impacts data confidentiality.
• In C6, the new feature for having multiple environments is very limited as it does not work for ZOHO Creator applications that are linked to other Zoho Creator applications in the same workspace - which is not logical at all.
• In C6, the revised permissions for Developers do not allow the developer to assign permissions to users or to publish forms, reports, pages, etc....which again is not logical.

Incentivized

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

Today Zoho Creator is included in our current plan from Zoho One, but if it was needed to pay apart it should be done because the software we created became very important for our team. The use of Zoho Creator contributes to endorse the Zoho One subscription year after year.

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

Its quite easy if one has the need, interest and passion to build applications and solutions through low-code. One example would be, that my finance head who has absolutely nothing to do with tech and apps, is now able to create apps and manage Zoho Creator all by himself. So its all about the interest and how much time we put to learn the tool. Having said that, its quite easy to learn the tool and create anything that's within our scope of knowledge.

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

In an earlier comment, I mentioned Zoho's excellent uptime. I have been using the system for over 6 years, and have experienced only momentary outages, and of those, only a hand full over the years. It is extremely reliable

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

We do not integrate Zoho with other systems at this time, but rarely are searches, database exports, record edits or creation tasks ever slow enough to notice. It is quite usable

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 recommend Zoho Creator very often. A lot of companies go big earlier than they need to and spend way too much on SalesForce & Marketo. I worked for a small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho Creator was incredibly easy to set up, intuitive to use, and contains all the most essential features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredibly useful in acquiring leads, nurturing them, and tracking pipeline in Zoho Creator. Our small sales team found it very easy to use and loved it.

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

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

Even if it is a easy to use platform, it got some issues on the implementation that could easily handle by IT teams. In our scenario this team don't exist anymore, and the business/marketing team had their expectations that it was quickier to be implemented. So, consider a professional help on this implementation could be cost more (of cource) but it would be helpful to manage the issues and expectations.

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.

Zoho Creator stands out for its balance of affordability, ease of use, and powerful customization options. While it may not offer the same level of enterprise-scale features as platforms like OutSystems or Mendix, it provides a robust solution that meets the needs of many businesses, especially those looking for an integrated, cost-effective low-code platform with strong support for both simple and complex applications.

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

Zoho is incredibly versatile. Much thought was put in to the way the platform functions. I've yet to face a situation where Zoho would not be able to do what I needed. That being said, because of its power, it can also be a bit intimidating technically. Simple needs are simple. More complex needs are ... more complex! Overall, it's a powerful, robust platform

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

• With using Zoho Creator we are able to build apps that we may otherwise pay a pretty penny for. We may risk some features we could get from a 3rd party app but the fact that the data we do collect can easily syn with our CRM and Accounting systems makes up for this.
• Negatively speaking, it takes time to fine tune and really craft your application. I am not a coder, nor do I have a coding background, so patience is key as you design and build out your application.

Incentivized