ConnectWise - a great PSA for a services organization
Updated September 14, 2017

ConnectWise - a great PSA for a services organization

Tony Johnson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Manage

ConnectWise is our main LOB application. It allows us to have a single point of control for all technical, project, support and sales activities. Every employee is required to use ConnectWise as part of their job. We run by the motto of 'If it is not in ConnectWise, it didn't happen'.
  • Help desk support tickets are handled very well in ConnectWise.
  • Project tracking is adequate and is getting better with each release.
  • ConnectWise integrates very well with other add ons thru the ConnectWise ecosystem.
  • Sales tracking is difficult and cumbersome.
  • Mobile expense management needs improvement for sales and engineering.
  • Still requires the installed 'fat' client to access all functions. They are working on porting more to the web based front end but it is a long process.
  • Mobile app is a bit cumbersome and lacks functionality.
  • Increased engineering billing by approximately 10% due to better capture of activities and visibility
  • Allows for better project recaps and budget allocations
Great for a services based organization. Not great for a high volume sales organization and not great for a sales manager that wants to see everything going on with the deals.

ConnectWise PSA Feature Ratings

Organize and prioritize service tickets
8
Expert directory
Not Rated
Subscription-based notifications
Not Rated
ITSM collaboration and documentation
Not Rated
Ticket creation and submission
9
Ticket response
8
External knowledge base
Not Rated
Internal knowledge base
Not Rated
Customer portal
5
IVR
Not Rated
Social integration
Not Rated
Email support
9
Help Desk CRM integration
8

Using ConnectWise Manage

Very good product. Can always be better.