Why ConnectWise helps our team and our clients Connect!
July 27, 2018
Why ConnectWise helps our team and our clients Connect!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Manage
Every person within our organization uses ConnectWise Manage. We use it to manage our service boards, and for contract administration, CRM, billing and inventory and procurement. As an organization, we are fully committed to using ConnectWise Manage. The Service Boards, SLAs, and configurations help keep us on top of our customer tickets. The workflows and closed-loop communication help us automate meaningful communication to our clients. The Integration with Sell and Automate makes the choice to use Manage a no-brainer.
- Service Desk, Ticket Management and Closed loop communication is perhaps its best features.
- We are also pleased with the integration between Sell and Manage. It provides a seamless way to streamline the sales process.
- The Integration with Automate and Control, specifically the one-click launching once a configuration has been attached.
- 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.
- More accurate time tracking
- Better Billing Practices
- Better visibility into department efficiencies / inefficiencies.
We have tried other and have found ConnectWise the be the best. It is the most comprehensive, offer the best integrations and did not require a complete overhaul of our work flows. We also found the training to be superb and the support, especially the online chat, to be highly responsive and effective.