ConnectWise CRM

ExecVision

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Ratings & Reviews

Overall Rating

4.10 / 5 (177)

4.34 / 5 (348)

Ease-of-Use

3.5 / 5

4.5 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 17, 2020

October 31, 2019

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

  • One of the best coaching tools out there. Really great for the beginners and the experts who are trying to refine their pitch - it is great as well.

  • I like how you can go back and listen to anyone's call...not just your own. I also love the feature to score, grade and make note of certain time frames

  • Cons

  • Some small tech issues, but otherwise all good.

  • Not a distinct need for the product, but it is helpful. I can see the value, but sometimes it distracts me from making my day to day calls and I can get lost in reviewing

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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