ConnectWise CRM

Deltek Vision

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Ratings & Reviews

Overall Rating

4.10 / 5 (177)

4.07 / 5 (449)

Ease-of-Use

3.5 / 5

3.5 / 5

Value for Money

4.0 / 5

3.5 / 5

Customer Support

4.0 / 5

4.0 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 17, 2020

February 20, 2020

Pros/Cons

  • Pros

  • I like that it connects with so many other apps to pull data and include in-depth information. The search functionality is really great to be able to look at recurring issues.

  • It's easy to use. All of the reports that are offered are nice. It allows us to stay on top of our client issues to make sure nothing slips through the cracks.

  • Cons

  • Ramp up time, depending on your role, can be a bit lengthy, the training video's provided by ConnectWise are decent, but are sometimes lacking.

  • It is a complex program and the setup consultant was great but it is hard to know what you don't know. I would have liked more detailed help with the set up.

  • Pros

  • I love this product. The maximization of all of aspects of accounting in one software. The ability to create specific reports is great.

  • I have used Vision and several different companies and it has been a great experience every time. Very user friendly, they listen to their customers with improvements to functionality.

  • Cons

  • The customer service is a bit lacking, however it has gotten much better over the last couple of years. The price tag is pretty high too.

  • The application have some great features, i do not much to complain it but the reporting structure can be a little confusing sometimes.

Product Demo & Pricing

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Advisor Recommendations & User Awards

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N/A

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Number of times our advisors have recommended this product

(in the last 30 days)

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10 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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