Can be difficult to learn and is not very intuitive. Its got so many options that are organized, but very scattered.

I wish there was a better way to integrate all these platforms. But mainly the rich text could go a long long way for visual users.

Anyway, I love the team at CW. The product is a must, but you have to invest yourself fully.

Another downer is the integration with ITGlue I think it's a bit clunky and if you add the Automate integration it almost loses it's mind.

I love how it ties with Quickbooks, makes transferring invoices and data so easy. Also great that it is so multi functional.

As far as my use of the software, I am overall satisfied. It does everything it needs to do.

They literally just churn you out and get the next lot of sheep in. Sales team lied about how it would interact and sync with Xero.

The end of the ady when i can log out of Connectwise. The Contract part and some automation is good.

Asset and configuration and contact addition is great.

The sales team had no sense of ethics and resorted to lying in order to make a sale. If ignoring the deplorable ethics of the company, the product itself has innumerable flaws.

ConnectWise is a horrible company and has mediocre products.

Now with Thoma Bravo investing it's a flip house - extract value, sell or go public. Now it's about Shareholder return, before it was about the shareholder return tired to the user experience.

Easy to use this software i recommend to everybody.

The cost of the software is rather high entry barrier.

As an integrated PSA / Billing System / Ticketing System it functions great. In comparison to the other products in it's space it's light years beyond in functionality and usage.

The back end of this software can be a bit confusing and hard to manage.

It's strong suits are ticketing, configuration tracking, and large of integrations. CW is one of the largest PSAs out there in the MSP world and they are stil here for a reason.

I wish they would get Rich text right. TeamSupport has this perfectly and they are a much smaller company.

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

This software is very powerful and a great all in one tool for managing marketing, contracts, customer service, and all other sales functions.

Updates continue to break / loose our work rules and we continue to have to update/ reenter them. Can be very frustrating and time consuming.

Connectwise provides a level of customer service that you just can't find anywhere else. It is super easy to get a hold of them and 9/10 times they have the exact answer you are looking for.

ConnectWise support has always been great for me, with helpful, quick responses.

Every user at our company complains about how much it lags. It doesn't matter where we are or which computer we are using.

We have saved a lot of time and have increased logged tickets and time for clients.

The report writer is a bit complicated, also the integration between quickbooks and connectwise gets a bit confusing.

The UI, the customer service, everything truthfully including their training which is the worst I have had to endure.

The ease of use and ability to locate the data you're looking for quickly is great. It's been a great tool for us.

If your issue is related to reporting whatsoever they will refuse to assist. Then there is the high cost to it and the lockin.

Tracking customer assets and reminding you when renewals are due are awesome. The  flexibility to run client and internal reports are very good.

It's very intuitive and allows for powerful job costing. The software allows for simple project management and greatly enhances project workflow.

Poor interface clunky and over complicated for simple tasks easy to mess up and limited connectivity with other programs no simple tools like calendar reminders alarms etc.

Support from connectwise is poor and got worst when opened their uk office. Been using CW for 6 years.

I really like the amount of integration and the ability to organize objects nicely. I think the dev team is heading in a good direction.

It does a good job as a centerpiece to all of the other software. It excels at letting ticket management be as detailed as you could possibly want.

Using ConnectWise can be very confusing if you don't train on it for at least a few weeks.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

US Dollar

ConnectWise PSA (formerly ConnectWise Manage) is a managed service provider (MSP) solution that caters to businesses of all sizes across various industries such as marketing and advertising, finance, sales, hospitality and more. Key features include backup management, patch management, project management, invoicing, a built-in dashboard and scheduling.


ConnectWise PSA helps users manage customer service agreements, automate recurring invoices and document agreements in a central storage location. The solution also enables users to keep track of their clients’ infrastructure via parameters such as configurations, serial numbers, warranties and more.


Additionally, ConnectWise allows users to identify and resolve issues remotely and supports integration with various third-party applications such as Acronis, Cisco, Webroot and more. The solution can either be deployed on-premise or hosted in the cloud and also offers users mobile applications for iOS and Android devices.


Support is available via phone, email and online live chat.



LongDescription

Support Ticket Management

Real Time Analytics

Status Tracking

Billable Items Tracking

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

IT Asset Management

Progress Tracking

Contract/License Management

License Management

Active Directory Integration

SSL Security

Change Management

Single Sign On

Invoice Management

Timesheet Management

Project Management

Approval Process Control

Projections

Knowledge Management

Customer Database

Resource Management

Collaboration Tools

Automated Routing

Call Center Management

Scheduling

Data Import/Export

Resource Allocation & Planning

Problem Management

Self Service Portal

Remote Monitoring & Management

Help Desk Management

Audit Trail

Configurable Workflow

Project Time Tracking

Dashboard Creation

Capacity Management

Real Time Data

Performance Metrics

Service Catalog

Issue Management

Configuration Management

Support Ticket Tracking

Role-Based Permissions

Client Portal

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Ticket Management

Asset Tracking

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Network Monitoring

Data Visualization

Time & Expense Tracking

Real-Time Chat

Service Level Agreement (SLA) Management

Chat/Messaging

Availability Management

Billing & Invoicing

Interaction Tracking

Dashboard

Expense Tracking

Patch Management

Audit Management

Alerts/Escalation

Real Time Reporting

Customizable Branding

Asset Lifecycle Management

Automatic Backup

Reporting/Analytics

Monitoring

Prioritization

Remote Access/Control

Incident Management

Backup and Recovery

Summary Reports

IT Asset Tracking

Quotes/Estimates

Drag & Drop

Issue Auditing

Third-Party Integrations

Maintenance Scheduling

Task Management

Live Chat

Document Management

Inventory Management

Web browser (OS agnostic)

Contact sales for a quote. Sales@Connectwise.com

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

ConnectWise PSA

In Person

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Lead Capture

Performance Management

Proposal Generation

Leaderboards

Data Synchronization

Customer Segmentation

Rich Text Editor

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Electronic Signature

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

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