Good all-in-one tool but could use a makeover
October 22, 2019
Good all-in-one tool but could use a makeover
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Manage
It's used throughout our entire company to track time, manage sales opportunities, receive service tickets, send quotes and manage contacts, track expenses, and marketing campaigns. We very recently started using the ConnectWise campaigns feature that allows us to send email blasts, create forms and schedule social media posts.
Pros
- Reports, when configured correctly, provide insightful information, such as forecasts, opportunities and sales call plans.
- Offers a link shortener for social media.
Cons
- The user interface leaves a lot to be desired.
- It's not very intuitive.
- Getting help from their support team is hit or miss, but I do appreciate the chat function they offer.
- The Outlook Calendar integration can get messy, and it's really cumbersome to change a meeting time or date with an internal team of users.
- Allows us to see our sales opportunities, expected sales, and actual sales.
- Tracking time and expenses to projects or marketing campaigns lets us see how much our efforts cost vs what we get back.
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