Very happy with ConnectWise
Updated August 15, 2017
Very happy with ConnectWise
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Manage
It's being used across the whole organization. It runs all of our ticketing and invoicing and pairs with ConnectWise Sell to do all quoting. [We are] Beginning to use for marketing, still exploring that.
- Ticketing and engineer/tech time management is excellent
- Reporting for gauging utilization is good
- Quoting and invoicing features are vastly improved over our old system. Custom quote templates are very handy in ConnectWise Sell.
- Avatax plug-in needs some work on the sell/quoting side. Does not pull client default tax info from ConnectWise Manage and that is a real nuisance.
- Sales and marketing reports could use some improvement. Pipeline info is hard to obtain in a useful form (hot/medium/cold is not ideal).
- Would like the ability to sort tickets by account manager. We have each account manager review tickets for their customers, and we cannot sort by this field and give each account manager the tickets for their clients only.
- Quote template editor is very crude. Harkens back to Wordstar, it's a very basic editor that should be improved.
- Better visibility into engineer utilization
- Better reporting on time tracking
- Easier to prioritize tickets/issues
We evaluated several options and selected ConnectWise for overall fit for our organization.