March 28, 2015
Administrator in Finance and AccountingConsumer Services Company, 11-50 employees
Score 6 out of 10
Overall Satisfaction with ConnectWise
ConnectWise is used across the entire company and plays major role in project managing, accounting, agreements, purchasing, invoicing etc. I often use their saying, "if its not in ConnectWise, it doesn't exist". It is crucial for our techs to enter all time/expenses in a timely manner for project/service billing and for our sales reps to keep track of customer and all sales/opportunities which also helps management with projecting sales and budgeting. It is our "go to" system for the entire company. ConnectWise once setup properly eases things on accounting/finance since it is required that everyone enter time/expenses in a TIMELY manner and helps tremendously with keeping track of agreements expiring and invoicing. ConnectWise can be pretty automated for reminders and action items but it is all about the setup, which can be daunting at the beginning and it definitely takes a team to work out how you want things to work. It's a great tool but as with anything it requires constant upkeep and daily monitoring to be most accurate and functional. Everyone really needs to do the ConnectWise University to get familiar with how things work. You can guess but you will probably not get the full knowledge of what it can do! My favorite part is that if I think of something or need something done in ConnectWise that might make it work better for us, we can always contact them and they will work it in the next upgrade/version.
- Automation/workflow from Opportunities to Sales Orders/Projects to Purchasing/Invoicing
- Contracts/Agreements coverage/Renewal/workflows for expiring contracts
- RMA Process
- Workflow rules for Progress Invoicing. When we need to invoice a customer in stages based on what is completed and not have on the "invoicing" tab until it is closed.
- More sections for internal notes for Finance/Admin. Like on the Finance Screen for Projects would be nice to have a Note Section for when Change orders happen or dollars change. Would like to see the history.