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ConnectWise, the Lamborghini of CRM; Get addicted to drive
October 03, 2016

ConnectWise, the Lamborghini of CRM; Get addicted to drive

David Lay | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise

Very simply - If its not in ConnectWise, it didn't happen. ConnectWise is our single most important tool to register, keep and maintain our client information. Everything we do for a client is recorded in ConnectWise (sales, billing, repairs, documentation, communication).
  • CRM
  • Billing
  • Sales
  • Service orders
  • Documentation
  • Better resource planning and budgeting
  • Auditing of clients (service orders, time, conversations, etc)
  • Increased billing effeciency
  • Better client communications
  • Better marketing efforts
  • Realistic SLA expectations and reporting
ConnectWise beats Autotask hands down. I did a 30 day trial of Autotask and quickly realized that the capabilities were inferior to what ConnectWise has.
If you're in IT and not using ConnectWise then you're also missing a lot of opportunities with your clients and not charging enough for your service orders. In my first month of using ConnectWise it saved my rear by being able to provide a client with a full audit log of activities we had provided AND it increased my revenue because I was not billing for all my time.

ConnectWise PSA Feature Ratings

Incident and problem management
10.0
Organize and prioritize service tickets
10
Expert directory
10
Subscription-based notifications
10
ITSM collaboration and documentation
10
Ticket creation and submission
10
Ticket response
10
Self Help Community
10.0
External knowledge base
10
Internal knowledge base
10
Multi-Channel Help
10.0
Customer portal
10
IVR
10
Social integration
10
Email support
10
Help Desk CRM integration
10