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.

He is very responsive, helpful, and most importantly, extremely patient to help us get on track.

Had trouble printing out Organizational charts which I thought was odd. You can view the org chart online but not able to print it out in a PDF for instance for customers who ask for it.

In general I am happy with the solution despite of the issues around configuration and usability.

Version control on software is great and is our primary purpose to using this platform.

It offers all necessary features, a lot of them are beyond our needs. Our customer rep is actually the best plus and I would not regret to have chosen him and the software because of him.

As a regular user, I am satisfied with the tool. I have autonomy to model processes and create workflows without depending on IT.

Opening a document always has a lag, could be a few seconds to half a minute, especially the first time of the day.

It is perfect for managing customer complaints and compliance management. The customer service is fantastic.

When you need to integrate with Microsoft Word, it's a trouble, if you have different versions of MS Office, or have different Java versions.

I found SoftExpert EQM to be user friendly, tailored to the needs of our organization and ideal for managing customer complaints.

There are rooms for improvement but knowing there is a roadmap in place and SE team listen the feedback, increases confidence and level of satisfaction.

It is a bit annoying to have to install the JNLP file whenever I open a document. It uses Java to control security into the documents.

SoftExpert BPM is a capable, modern software system built on a single common database which allowed our company to standardize process and improve workflow efficiency.

I have never had an issue with the servers being down and the response time in answering questions have been great.

This is easy to users, most part of the time. Also you may have a single point to detail all the documentation you need and share with the people you want.

Considering the price with others, this software offers a good bang for the bucks.

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

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

SoftExpert Suite is the most comprehensive framework of independent yet united solutions to achieve business performance excellence, streamline corporate governance, risk and com-pliance programs, and ensure continuous business process improvement. 

Companies may not need all applications at once, or may want to deploy one application module at a time, growing gradually as the need arises. Whatever the strategy chosen, only a fully shared environment allows its applications to fit together like puzzle pieces and work seamlessly.

With SoftExpert Excellence Suite, interconnected applications in a single workplace replaces many isolated management systems that address only a few aspects of a business, leading to costly delays, inefficiencies and errors caused by duplicated functionality, lack of visibility and inconsistent information.

ConnectWise PSA vs SoftExpert Suite

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons