ConnectWise Manage

Automates Processes and Gains Efficiencies Across Your Business
3.0 (1 Reviews) Write a Review
Overview
ConnectWise
ConnectWise Manage is a PSA Tool Designed To Run Your As-a-Service Business. It creates a single flow of information from start to finish, keeping all team members in the loop. Improve customer satisfaction by creating accountability for your team and supplying a better solution for customers to communicate with them. Gain control of your teams by implementing best practice processes within the system so you can spend less time managing employees, and more time focusing on your business. Ensure billing is correct and create a more efficient finance team, which will lead to higher margins.
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Core Features
Project Management Features
  • Collaboration
  • Dashboard
  • Expense Tracking
  • Project Tracking
  • Reporting and Forecasting
  • Task Management
  • Workflow Management
Billing and Invoicing Features
  • Billing Portal
  • Contingency Billing
  • Customizable Invoices
  • Hourly Billing
  • Online Invoicing
  • Online Payments
  • Project Billing
Reporting Features
  • Automated Reports
  • Customizable Dashboard
  • Drag & Drop
  • Financial Reports
  • Marketing Reports
  • Report Export
  • Sales Reports
  • Visual Analysis
Business Process Management Features
  • Alerts/Notifications
  • Collaboration
  • Process Monitoring
  • Project Management
  • Reporting & Analysis
  • Workflow Management
Time Tracking Features
  • Alerts/Notifications
  • Billable Hours
  • Booking Management
  • Multiple Billing Rates
  • Reports & Analysis
  • Timesheet Management
Procurement Features
  • Budget Management
  • Invoice Processing
Remote Monitoring & Management Features
  • Backup & Recovery
  • For MSPs
  • Mobile Access
  • Real-Time Alerts
  • Web Protection
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
3.0 (1 Reviews)

Its not great for projects and CRM

Gary Boyle
posted on 6/11/19

Pros: It's integrated into our ticketing and billing platform. Part of our PSA

Cons: The CRM features are pretty weak. It doesn't really track anything that great. Super hard to use for projects.

Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Linux
Support
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Case Studies
  • On-Site Training
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