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

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.
  • 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.
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 PSA Feature Ratings

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