ConnectWise Manage: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: ConnectWise Manage
Brand: ConnectWise Manage
Rating: 4.08 (5962 reviews)

4.08 5

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(5962)

Business Management Software | ConnectWise Manage Business ...

ConnectWise Manage Overview

ConnectWise-Manage offers MSPs powerful PSA software with integrated help desk, sales, marketing, and billing tools. A free trial is available to maximize revenue predictability.

Use Cases

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

Other use cases:

Engagement Management
Contact List Management
Communication Management
Training & Onboarding
Billing And Invoice Management
Lead Tracking
Opportunity Management

See all use cases See less use cases

Business Priorities

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

Other priorities:

Increase Sales & Revenue
Enhance Customer Relationships
Improve Internal Communications
Improve ROI
Grow Market Share
Establish Thought Leadership
Improve Digital And Social Presence
Shorten Ramp Up Time
Enter New Markets Internationally Or Locally
Improve Stakeholder Relations
Improve Visibility

See all business priorities See less business priorities

ConnectWise Manage Use-Cases and Business Priorities: Customer Satisfaction Data

ConnectWise Manage works with different mediums / channels such as Phone Calls. and Newsletter.

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

Reviews

"...It allowed us to create workflows that made project hand-offs from sales to service almost seamless...." Peer review by Amy Spencer, Marketing Director, DATRON Dynamics

ConnectWise Manage, SolarWinds Service Desk, Teamsupport, Zoho Desk, CustomerWise, etc., all belong to a category of solutions that help Help Desk. 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 Manage

Top Industries

Information Technology and Services
Computer & Network Security
Wholesale

Popular in

Small Business
Mid Market
Enterprise

ConnectWise Manage is popular in Information Technology And Services, Computer & Network Security, and Wholesale and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on ConnectWise Manage Use Cases

What makes ConnectWise Manage ideal for Sales Document Management?

ConnectWise Manage allows businesses to manage customer contracts, automate invoices, and store documents in a central location. The platform facilitates the management of client interactions, projects, billing, and agreements. Some functions, such as the cloud console for synchronizing Office 365 licenses, may not consistently perform as expected.

"...I recently called and ask for automation when converting a quote to a project but its not available as options right now...." Peer review by Vinod M. M., Information Technology and Services

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

ConnectWise Manage effectively handles helpdesk requests by allowing users to track, manage, and report on them. The software also offers flexible communication options, enabling users to interact with the system in various ways. ConnectWise Manage provides a comprehensive suite of tools for helpdesk management, but some users may find the interface to be challenging.

"...We are also able to search through our helpdesk tickets in many different ways using ticket number, client, etc...." Peer review by Justin Wagner, Senior Information Technology Specialist, Key Solutions, Incorporated

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Why is ConnectWise Manage the best choice for Workflow Management?

Connectwise Manage provides tools to create and manage automated workflows. These workflows streamline support requests, ensure tickets are not missed, and help maintain service level agreements. Some workflows, however, may be confusing to use due to the many available methods for completing tasks.

"...It allowed us to create workflows that made project hand-offs from sales to service almost seamless...." Peer review by Amy Spencer, Marketing Director, DATRON Dynamics

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What solutions does ConnectWise Manage provide for Engagement Management?

ConnectWise Manage helps businesses efficiently manage customer interactions, including scheduling, tracking, and following up on appointments. It also facilitates sales tracking, customer service agreements, and automated invoicing. The software's limitations include a lack of comprehensive client communication for projects.

"...Allows us to track our appointments and follow up to make sure nothing falls through the cracks...." Peer review by Account Manager in Sales

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How does ConnectWise Manage address your Contact List Management Challenges?

ConnectWise Manage enables users to manage and track contact information, company details, and service history. This software facilitates quick access to client information, enhancing customer care and business operations. However, the system lacks the ability to import large contact lists efficiently.

"...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...." Peer review by Manager in Marketing

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53+ more Business Use Cases

8 buyers and buying teams have used Cuspera to assess how well ConnectWise Manage solved their Help Desk needs. Cuspera uses 5962 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 Help Desk needs.

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Leap Consulting Information Technology and Services	Information Technology and Services	Case Study Leap Consulting How ConnectWise Helped Leap Consulting Take One Giant Leap Towards Operational Transparency Read More
Mirus IT Information Technology and Services	Information Technology and Services	Case Study Mirus IT See how Mirus IT improved profits, customer support, and overall organisational operations through integrations in the ConnectWise platform. Read More
JNR Networks Computer & Network Security	Computer & Network Security	Case Study JNR Networks How One MSP Took Control of ConnectWise Automate and Reached Its Full Potential Read More

Frequently Asked Questions(FAQ)

for ConnectWise Manage

What is ConnectWise Manage?

ConnectWise Manage helps users manage customer service agreements, automate recurring invoices and document agreements in a central storage location. It caters to small and midsize businesses and can also be deployed on-premises.

The workflow rules defined in ConnectWise Manage cover all areas of the business, from sending targeted marketing campaigns, to tracking service delivery through service level agreements, to invoice creation and financial management. The app can be used for help desk and ticket management, project management, time tracking, customer relationship management, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, inventory management and more.

ConnectWise Manage offers a solution to streamline IT, with automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management. The customizable dashboards and reporting tools give detailed insight into all your most critical KPIs. ConnectWise Manage also comes as a mobile app for dealing with service requests and access data on-the-go.

What is ConnectWise Manage used for?

ConnectWise Manage is a Help Desk Software mainly used by its customers to Acquire Customers and Scale Best Practices by Sales Document Management, Helpdesk Management and Workflow Management .

What are the top features of ConnectWise Manage?

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

Who uses ConnectWise Manage?

ConnectWise Manage is used by Information Technology And Services, Computer & Network Security and Wholesale among other industries.

What are ConnectWise Manage alternatives?

SolarWinds Service Desk, Teamsupport, Zoho Desk and CustomerWise are popular alternatives for ConnectWise Manage.

Where is ConnectWise Manage located?

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

Peers used ConnectWise Manage for sales document management and helpdesk management

ConnectWise Manage Competitors

More ConnectWise Manage Alternatives...

ConnectWise Manage Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
Analytics	4.34/5 ★ Read Reviews (60)
Custom Reports	3.14/5 ★ Read Reviews (499)

CAPABILITIES	RATINGS AND REVIEWS
Analytics	4.34/5 ★ Read Reviews (60)
Custom Reports	3.14/5 ★ Read Reviews (499)

ConnectWise Manage Integrations

ConnectWise Manage integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.59/5 ★

Read Reviews (154)

Data Import

3.39/5 ★

Read Reviews (564)

Software Failure Risk Guidance

for ConnectWise Manage

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Manage

ConnectWise, LLC. News

ConnectWise Empowers MSPs to Strengthen Cybersecurity and Data Protection with Groundbreaking Innovations - GlobeNewswire

ConnectWise introduces new cybersecurity and data protection innovations to help managed service providers (MSPs) enhance their services.

05/11/2024 - source

ConnectWise Introduces PSA in Asio, Revolutionizing the Partner Experience with a Modern, Intuitive PSA Experience - GlobeNewswire

ConnectWise launches a new PSA in Asio, offering partners a modern and user-friendly experience.

05/11/2024 - source

ConnectWises Asio Platform Recognized as CRN 2024 Product of the Year Finalist - GlobeNewswire

ConnectWise's Asio Platform is a finalist for CRN's 2024 Product of the Year award.

29/10/2024 - source

ConnectWise, LLC. Feeds

ConnectWise Appoints David Raissipour as the Chief Product and Technology Officer

ConnectWise appoints David Raissipour as Chief Product and Technology Officer, enhancing their executive team.

24/11/2024 - source

ConnectWise Appoints David Raissipour as the Chief Product and Technology Officer - GlobeNewswire

ConnectWise has appointed David Raissipour as the new Chief Product and Technology Officer.

24/11/2024 - source

ConnectWise Announces CEO Transition: Manny Rivelo Appointed as CEO, Jason Magee to Step Down - GlobeNewswire

ConnectWise announced a change in leadership as Manny Rivelo is appointed CEO, replacing Jason Magee, who is stepping down.

22/09/2024 - source

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

Financials

M&A

ConnectWise Manage: Use-Cases, Insights and Reviews | 2024 Cuspera

Business Management Software | ConnectWise Manage Business ...

Failure Risk for ConnectWise Manage ?

ConnectWise Manage Overview

Use Cases

Business Priorities

ConnectWise Manage Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on ConnectWise Manage Use Cases

What makes ConnectWise Manage ideal for Sales Document Management?

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

Why is ConnectWise Manage the best choice for Workflow Management?

What solutions does ConnectWise Manage provide for Engagement Management?

How does ConnectWise Manage address your Contact List Management Challenges?

53+ more Business Use Cases

Case Studies

Case Study Leap Consulting

Case Study Mirus IT

Case Study JNR Networks

Frequently Asked Questions(FAQ)

What is ConnectWise Manage?

What is ConnectWise Manage used for?

What are the top features of ConnectWise Manage?

Who uses ConnectWise Manage?

What are ConnectWise Manage alternatives?

Where is ConnectWise Manage located?

Peers used ConnectWise Manage for sales document management and helpdesk management

ConnectWise Manage Competitors

ConnectWise Manage Features

ConnectWise Manage Integrations

mailparser

Copper

Shopify

PandaDoc

Docusign

Software Failure Risk Guidance

ConnectWise, LLC. News

ConnectWise Empowers MSPs to Strengthen Cybersecurity and Data Protection with Groundbreaking Innovations - GlobeNewswire

ConnectWise Introduces PSA in Asio, Revolutionizing the Partner Experience with a Modern, Intuitive PSA Experience - GlobeNewswire

ConnectWises Asio Platform Recognized as CRN 2024 Product of the Year Finalist - GlobeNewswire

ConnectWise, LLC. Feeds

ConnectWise Appoints David Raissipour as the Chief Product and Technology Officer

ConnectWise Appoints David Raissipour as the Chief Product and Technology Officer - GlobeNewswire

ConnectWise Announces CEO Transition: Manny Rivelo Appointed as CEO, Jason Magee to Step Down - GlobeNewswire

ConnectWise, LLC. Profile

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