ConnectWise Suits Well in the IT Industry
January 09, 2018
ConnectWise Suits Well in the IT Industry
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Manage
We use ConnectWise Manage for our CRM and use almost all facets of it. As a sales force, we use it to keep track of our customers, targets and NBD, appointments and follow up - basically all of our sales functions, including sales tracking, quotas, etc. We use it for our projects and help desk functions, as well as our billing and procurement. ConnectWise and its features allow us to manage our specific portions of the business and keep up to date on all of our responsibilities so nothing falls through the cracks. As a salesperson, I can see what our engineers are assigned to in the Dispatch Portal, as well as the progress of our projects.
- Visibility into a variety of facets of our business
- Allows for ease of scheduling appts, as well as others in the company to meetings
- Allows us to track our appointments and follow up to make sure nothing falls through the cracks
- I use the CW Manage app and it would be nice to be able to see the Dispatch Portal on there
- Expense reporting can be a little clunky, but has gotten much better
- It would be nice to have a better notification when an opportunity goes past due
- I am in a sales role, but am sure ConnectWise has a very positive ROI.
- It allows us to bill our customers on 15 minute increments
- It allows doe seamless visibility between service and sales
ConnectWise Manage is a very complete solution. It is perfect for our business. I believe that Salesforce is better is larger environments, but do believe that ConenctWise Manage could be just as useful in larger environments.