Do you like to be organized and have happy customers? ConnectWise Manage is the way to go!!
July 30, 2018

Do you like to be organized and have happy customers? ConnectWise Manage is the way to go!!

John Trevino | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ConnectWise Manage

Currently we are using ConnectWise manage as our CRM from our IT company W3IT.

It has really helped us serve our customers better and be well organized in our tasks.

It has also helped with our sales.
  • Manage's GUI is fantastic and easy to use.
  • Makes it very simple to create support tickets and organize them.
  • The different boards in Manage are what really make this product great.
  • Being able to lay everything out and easily organize to our liking is a huge plus!
  • Being customer friendly is another aspect I like.
  • The portal is easy to setup and easy for clients to use.
  • We use this feature heavily as an MSP.
  • I will say the calendar option needs a little bit of work.
  • A calendar that looks more like lets say a Google Calendar would a nice feature.
  • Better Knowledge base section.
  • We attempted to get very good use out of the Knowledge however due to not really being able to organize it and it being very hard to navigate we had to go a different route for our documentation.
  • Possibly adding a cleaner user interface and adding more customization for the organization of companies would help.
  • A better layout for reporting would also be something good to have.
  • The layouts available are so difficult to put together to get what you want out of a report. Virtually makes it impossible to get what you want out of them.
  • Manage Clients
  • Manage Projects
  • Manage Multiple Locations
  • Manage SLAs
  • Manage Time Tracking and Billing
  • Manage Scheduling and Dispatch
Manage has been the best CRM that we have used thus far and I don't see us moving off of it anytime soon.

It has really helped us be better at our jobs and keep our clients happy!
  • It has helped with our time management and documentation.
  • Helped us organization the different aspects of our business.
  • Has helped us better serve our clients overall. We could probably make it without this product, but it has made things 10 times easier to do.
I can really only speak on the University side.

It is very helpful in terms of training our employees on the ins and out of Manage.

Something that we have never had with our previous CRMs.
ConnectWise is by far the better of these two.

Everything is so much easier to navigate and there are just so many different options available that the others don't have.

The support is on another level compared to the other two, which is key for us to have good quick responsive support when we need it.
When organization to keep track of service tickets or sales, this would be the best places to use this.

I couldn't see this being very useful in the retail and education world.

ConnectWise Manage Feature Ratings

Organize and prioritize service tickets
10
Expert directory
9
Subscription-based notifications
9
ITSM collaboration and documentation
7
Ticket creation and submission
10
Ticket response
10
External knowledge base
6
Internal knowledge base
5
Customer portal
10
Email support
10
Help Desk CRM integration
10