ConnectWise Automate Overview

ConnectWise Automate boosts IT efficiency by automating technical tasks and improving ROI. A free trial is available for this powerful RMM software.

Use Cases

Customers recommend Helpdesk Management, Knowledge Management, Workflow Management, as the business use cases that they have been most satisfied with while using ConnectWise Automate.

Other use cases:

  • Proposal & Quote Management
  • Onboarding
  • Contact List Management
  • Lifetime Value Management
  • Collaboration
  • Contract Management
  • Products & Pricelist Management
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Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using ConnectWise Automate.

Other priorities:

  • Improve ROI
  • Enhance Customer Relationships
  • Increase Sales & Revenue
  • Improve Visibility
  • Improve Stakeholder Relations
  • Shorten Ramp Up Time
  • Establish Thought Leadership
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ConnectWise Automate Use-Cases and Business Priorities: Customer Satisfaction Data

ConnectWise Automate works with different mediums / channels such as Offline. On Premises. User Generated Content etc.

ConnectWise Automate's features include Ticketing, Alerts: Popups & Notifications, Personalization, etc. and ConnectWise Automate support capabilities include Email Support, Chat Support, Phone Support, etc. also ConnectWise Automate analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Its a powerful tool, in the hands of someone who has spent years building and tweaking the software, generally without supports help, it can do anything you want unless a bug gets in your way that won't be fixed for a few weeks/months...." Peer review by Kyle S., Systems Admin, Information Technology and Services

ConnectWise Automate, Okendo, NiceJob, Broadly, BirdEye, etc., all belong to a category of solutions that help Reviews and Reputation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ConnectWise Automate

Top Industries

  • Information Technology and Services
  • Transportation/Trucking/Railroad
  • Computer & Network Security

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ConnectWise Automate is popular in Information Technology And Services, Transportation/Trucking/Railroad, and Computer & Network Security and is widely used by Small Business, Mid Market, and Enterprise.

ConnectWise Automate Customer wins, Customer success stories, Case studies

What Are the key features of ConnectWise Automate for Helpdesk Management?

What solutions does ConnectWise Automate provide for Knowledge Management?

How can ConnectWise Automate enhance your Workflow Management process?

How does ConnectWise Automate facilitate Proposal & Quote Management?

What benefits does ConnectWise Automate offer for Onboarding?

11 buyers and buying teams have used Cuspera to assess how well ConnectWise Automate solved their Reviews and Reputation needs. Cuspera uses 1927 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Reviews and Reputation needs.

Advanced Network Products - Information Technology And Services

ConnectWise helped Advanced Network Products, an MSP, solve service quality and operational chaos. ANP struggled with disconnected sales, service, and project teams. Clients could not easily get stat...us updates. In 2012, ANP adopted ConnectWise to streamline operations and improve visibility. They also used Service Leadership, Inc. to gain insights into financial and operational performance.

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Allierad - Information Technology And Services

ConnectWise PSA helped Allierad, a managed service provider in Houston, Texas, manage over 90 clients and 1,500 endpoints. Allierad serves many healthcare clients and needed strong security and busin...ess continuity. After switching to another platform, they returned to ConnectWise for better support and features. The platform improved their service delivery and positioned them for growth in security and cloud trends.

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Allstar Partners - Information Technology And Services

ConnectWise Partner Program helped Allstar Partners, a cybersecurity-focused MSP, improve its marketing and lead generation. Allstar Partners struggled with growth using only referrals and word-of-mo...uth. The ConnectWise Partner Program gave them tools and resources for structured marketing. This support helped Allstar Partners handle technical and marketing challenges. The company now delivers better cybersecurity services to its clients.

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Big Sur Technologies - Information Technology And Services

IT Nation Evolve and IT Nation Grow helped Big Sur Technologies, a small IT services provider, face challenges around growth and succession planning. The company joined the IT Nation community to get... expert advice on mergers, acquisitions, and business transitions. With support from the community and boot camp, Big Sur Technologies reached an operational maturity level of 3.7. The company continues to improve its business operations and planning.

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Cornerstone Information Technologies, LLC (Cornerstone.IT) - Legal Services

Service Leadership helped Cornerstone.IT move from project-based IT to managed services. The company faced big challenges during this change, especially after the loss of a co-founder. Service Leader...ship gave them access to peer groups and benchmarking tools. These tools helped Cornerstone.IT make better business decisions. As a result, they grew their managed services business and improved operations.

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Emerge IT Solutions - Information Technology And Services

ConnectWise helped Emerge IT Solutions fix problems with cross-selling and business silos. Before, teams worked separately and used different quotes, which caused confusion and lost revenue. There wa...s no single place for information, so billing mistakes happened. With ConnectWise, Emerge IT Solutions made their process smoother and more consistent. They improved transparency, unified their quotes, and reduced missed revenue.

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Frequently Asked Questions(FAQ)

for ConnectWise Automate

What is ConnectWise Automate?

ConnectWise Automate is a cloud-based IT management tool that helps to deliver IT services and helps companies track and manage IT assets from a single location. It gains better visibility, removes delivery roadblocks, and increases service without increasing costs through a solution that helps to master discovery, management, patching, monitoring, and automation.

Boost the effectiveness of IT teams and simplify every aspect of business with flexible remote monitoring and management from ConnectWise Automate. Eliminate blind spots in supported environments, automate any IT support task, and support more endpoints without adding headaches or headcount. It provides remote monitoring functionality, which enables users to manage desktops, laptops and devices on their network and monitor device performance using a unified dashboard.

Key features include asset discovery, endpoint management, patching, monitoring, and automation. ConnectWise Automate also offers network administration, which helps users to identify and repair faults, configure services, improve uptime and track server performance. The solution allows users to define which patches should be approved, when they are to be installed and how the agent should react in case of a reboot.

What is ConnectWise Automate used for?

ConnectWise Automate is a Reviews and Reputation Software mainly used by its customers to Acquire Customers and Scale Best Practices by Helpdesk Management, Knowledge Management and Workflow Management .

What are the top features of ConnectWise Automate?

Ticketing, Alerts: popups & Notifications and Personalization are some of the top features of ConnectWise Automate.

Who uses ConnectWise Automate?

ConnectWise Automate is used by Information Technology And Services, Transportation/Trucking/Railroad and Computer & Network Security among other industries.

What are ConnectWise Automate alternatives?

Okendo, NiceJob, Broadly and BirdEye are popular alternatives for ConnectWise Automate.

Where is ConnectWise Automate located?

ConnectWise Automate is headquartered at 4110 George Rd., Suite 200, Tampa, FL 33634, USA.
lightning

Peers used ConnectWise Automate for helpdesk management and knowledge management

ConnectWise Automate Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.01/5 ★

Read Reviews (31)
Custom Reports

3.46/5 ★

Read Reviews (182)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.01/5 ★

Read Reviews (31)
Custom Reports

3.46/5 ★

Read Reviews (182)

Software Failure Risk Guidance

?

for ConnectWise Automate

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Automate

ConnectWise, LLC News

Product

ConnectWise Patches Critical Flaw in Automate RMM Tool - IT Security News

ConnectWise has patched a critical flaw in its Automate RMM tool, which could have allowed attackers to intercept and tamper with communications in certain configurations.

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Product

MobileRMM Technology Announces Integration with ConnectWise PSA - PRWeb

MobileRMM Technology has integrated its mobile device management platform with ConnectWise PSA, allowing MSPs and IT service providers to manage mobile devices alongside traditional IT assets. This integration enhances asset visibility, automates daily device synchronization, and provides actionable reporting, improving service levels and operational efficiency for MSPs.

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Product

ConnectWise Launches ConnectWise Email Security and Security Awareness Training with ...

ConnectWise has launched ConnectWise Email Security and Security Awareness Training in collaboration with Proofpoint. This AI-powered solution, integrated into the ConnectWise Asio platform, enhances email security for MSPs by offering advanced threat protection and compliance tools. It simplifies management, reduces costs, and accelerates revenue growth by streamlining deployment and automating threat response.

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Partnership

IT Nation and Channel Program Announce Battle Royale for 2025 PitchIT Cohort | ConnectWise

ConnectWise, in collaboration with Channel Program, is hosting the Battle Royale event for the 2025 PitchIT cohort. This three-day livestream will feature 24 companies showcasing their solutions to MSPs and industry leaders. The top three finalists, determined by evaluations from MSPs and ConnectWise, will present at IT Nation Connect in November, with prize money awarded to winners.

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ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Company Website

https://www.connectwise.com/

Year Founded

1982

HQ Location

4110 George Rd., Suite 200, Tampa, FL 33634, USA

Employees

501-1000

Social

Facebook Linkedin Twitter

Financials

M&A