ConnectWise CRM

Nutshell

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Ratings & Reviews

Overall Rating

4.07 / 5 (181)

4.20 / 5 (349)

Ease-of-Use

3.5 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.0 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

May 31, 2020

July 1, 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.

  • Fairy easy to learn and some Features are great like service board and scheduling. I like the ability to send my PO’s directly from the software.

  • 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

  • very easy to use and has proper storage easy to find data spelling words are corrected as you work with this soft ware

  • easy to use and great for a small business searching is easy tagging is great filtering function is helpful

  • Cons

  • The ease of use could be a little better but overall it is the best software you could have if you are in sales.

  • While most of the integrations are good, I wish it integrated better with Active Campaign, which is my marketing automation platform.

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

FrontRunners

2020

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

13 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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