ConnectWise User - Good but could be better.
April 10, 2014

ConnectWise User - Good but could be better.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

2014.2

Overall Satisfaction

ConnectWise is are all-in-one system for managing our sales pipeline, marketing leads, order processing, and resource allocation.

Pros

  • Order Processing
  • Pipeline Reporting
  • Activity Tracking

Cons

  • Mobile Application is lacking functionality
  • Marketing Tools are not very intuitive. Could be developed more.
  • Time tracking requires manual input each week. Templates would be helpful.
  • Sales Reporting has been helpful
  • Documentation history with accounts is good.
I have used SalesForce in the past. It is a much more flexible platform, but ConnectWise has most of the elements we require for our needs.
We have committed to using this tool as a company. We will renew.
It is a good CRM for a smaller IT consulting company. The only reason I do not rate it higher is that we have pushed the limits of the tool (being a relatively larger consulting company).

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