ConnectWise helps us stay connected to our clients and what is important to them.
September 16, 2016

ConnectWise helps us stay connected to our clients and what is important to them.

Todd Swartzman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ConnectWise

Our entire organization uses ConnectWise. We have 2 business units, Managed Services and Insurance Billing (Revenue Cycle Management) for medical practices. We log all activities in ConnectWise to address a number of business problems.

1. Record time spent against clients. This allows us to understand profitability per client and have a record of actions taken. This is primarily in Service Tickets and Projects.

2. Track assets for Managed Services Clients and associate those assets w/ service tickets.

3. Knowledge Base to help speed resolution of future service issues. To be fair, we supplement this function with another product too, but link to that product from within the assets in ConnectWise.

4. Service billing. We track and invoice service agreements and service tickets out of ConnectWise.

5. CRM and Sales. Contacts, company info, sales leads and sales process management.

6. Integrates with our RMM tool, Labtech and other monitoring tools to automatically open tickets based upon alerts or thresholds being met.

  • Ticket management. This is where the bulk of our service work is created, tracked and closed out for invoicing.
  • Agreement management. Automated billing of contracted services, lets us see what we are doing, and compare cost vs. invoicing to determine profitability of the service and the clients.
  • Time tracking. We do payroll out of ConnectWise too and we can see what that time was spent on by employees.
  • The project management piece is a little clunky and it is hard to collaborate with third parties using just the build in PM tools.
  • Some service agreements with some third parties are particularly troublesome, but this is probably more due to the third party and the way they transmit info than anything else.
  • The customer portal leaves a lot to be desired.
  • Manage Clients
  • Manage Projects
  • Manage SLAs
  • Manage Time Tracking and Billing
  • Manage Scheduling and Dispatch

We used to have our own help desk software we wrote and supported in house (mostly because nothing good existed for an MSP in 2000). The care and feeding became too much for a growing MSP and we switched to ConnectWise around 2005 or 2006. We probably couldn't have scaled as well without a structured way to manage agreements, tickets, clients, CRM and assets.

Another big plus is the community of other MSPs using the product that we can talk to in trying to resolve business and technical problems. Annual conferences are a chance to see what others do with the tools we all run our businesses on.

  • Better visibility on service and profitability for our IT and insurance clients.
  • Saved money vs. supporting and developing our own PSA software.
  • We continue to evolve our usage as we get more focused on the sales and marketing modules build into ConnectWise so that we can have better insights into our sales processes.

IT Nation is a way to break away from the day to day and focus on building our business. We get to focus on improving the operation of our businesses with others who do the same things we do and the industry experts to lend their insights.

User groups and the ConnectWise University have a continually growing place in our growth. The user groups allow us to attend a day of focused training on a specific aspect of the business (maybe marketing, or service delivery) to help keep things on track.

  • None
ConnectWise was the best fit for our MSP in serving multiple small business clients.

Managed Service Providers - I don't know how you run a company like ours without a tool like this. I know one man shows and 200 employee MSPs who use it religiously.

Telecom companies - we've recommended the tool for friends who run telephone service companies and they love it.

If you run a service industry where you need to track what is being done for your clients, ConnectWise is a great tool. It's a CRM x 10!

ConnectWise Manage Feature Ratings

Organize and prioritize service tickets
Expert directory
Subscription-based notifications
Ticket creation and submission
Ticket response
Internal knowledge base
Customer portal
Email support
Help Desk CRM integration