Better manage your Clients and Time with ConnectWise Manage!
September 24, 2018
Better manage your Clients and Time with ConnectWise Manage!
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Manage
We currently use ConnectWise for all our Managed service divison's needs. We use the helpdesk ticketing system for all our MSP customers and it helps us track the time spent on each client for efficiently. It allows us create automatic replies to clients and creates an easy portal to use for back and forth discussions with the clients on specific tickets and problems. We also use ConnectWise Manage to automate our billing cycles for all our Monthly products, it significantly reduced our time spent on billing.
- Track and manage Tickets with ease, email connector works extremely well to automatically create tickets coming in by email.
- Keep track of your time. When you open a ticket, ConnectWise Manage automatically starts tracking your time so you can invoice the correct amount of time spent on tickets each time.
- The mobile clients makes it easy to add notes from our technicians and it gives you the ability to be more efficient.
- Different system boards allows you to setup the different parts of your business easily.
- The Configurations tab for customer information needs to have more features to help manage customer sites information and settings.
- Integration with Microsoft 365 partner portal would be beneficial to help with Automatic billing.
- Better access to customer information from mobile app would help technicians be able to get the information required quicker
- It allows us to see how much time was wasted and how to be more efficient
- We no longer forget appointments or forget to send estimates with opportunity boards.
- We are billing more accurately now with the time based entry for each tickets
We selected ConnectWise Manage because they did a customer demo for us answering all the questions we had prepared. The other companies had generic demos and didn't seem to be able to answer our specific questions. ConnectWise was able to help us setup the account and made sure to get us ready for the live date.