Good all-in-one tool but could use a makeover
October 22, 2019

Good all-in-one tool but could use a makeover

Anonymous | TrustRadius Reviewer
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.
  • Reports, when configured correctly, provide insightful information, such as forecasts, opportunities and sales call plans.
  • Offers a link shortener for social media.
  • 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.
It offers a wide range of company functions (finance, marketing, sales, time tracking, and a service desk), so the whole team can utilize the same central system, which is great. While it's nice it's an all-in-one tool, I think the UI could look a lot better than it does. The reports are also not very pretty. I was not with the company when ConnectWise was implemented, and I received no training. I do not find it to be an intuitive tool that I can just use without some training or level of understanding of what everything does. If you change or fix one thing, it often negatively affects many other areas. Their knowledge base/help documents (called University) does not often provide me with the answers I'm looking for, so I have to chat with support. I love the chat feature but have found the help to be only OK. They are all friendly, but I think they could be better at helping me resolve my issues by finding alternative ways to accomplish my end goals. There is no bulk way to update or manage contacts, which is frustrating when you want to add a large number of contacts to a group since you need to individually select them and click to add them to a group.

ConnectWise PSA Feature Ratings

Organize and prioritize service tickets
Not Rated
Expert directory
Not Rated
Subscription-based notifications
Not Rated
ITSM collaboration and documentation
Not Rated
Ticket creation and submission
Not Rated
Ticket response
Not Rated
Internal knowledge base
7
Customer portal
8
IVR
Not Rated
Social integration
Not Rated
Email support
5
Help Desk CRM integration
8