494 ConnectWise PSA Reviews
Overall Review Sentiment for ConnectWise PSA
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The QuickBooks integration and invoice creation is great. Time intensive to set up correctly and smoothly, and takes a lot of work to set up the GL, but once it's all set up, it's great to click click and have invoices populated in Quickbooks.
timesheet and ticket calculations - these can be complex multipliers, and Connectwise set up is time intensive, but again, once it's set up, it's a simple click.
Service Agreement specifications - easily changes and customized Review collected by and hosted on G2.com.
very finicky and picky. There are a lot of settings and usage requirements that require checking small boxes that are easily missed, or easily blend in with fields and veiws.
There is no 'save preferences' or 'lock access' features on the technician entry side, there a lot of reviewing and editing is required by the billing department to eliminate errors initiated by the technicians.
There's no easy way to bill half a project upfront, and bill the rest once the work is done on the same project ticket and invoice. Review collected by and hosted on G2.com.
After training it is easy to use and provides the team with a all in one work flow. Review collected by and hosted on G2.com.
I dislike some of the limitations with integration, but more are coming Review collected by and hosted on G2.com.
ConnectWise brings a lot of functionality to a single location so that users are not having to search all over the place for information. The acquisition of Labtech and Sell was especially good for our company as we use both of these products for sales and support. ConnectWise provides easy access to great resources to help train staff and increase product knowledge.
The screenconnect feature has improved our ability to work more effectively with our clients. Integration with Automate helps us track client assets, manage the hardware lifecycle, and make recommendations for improvements based on alerts between the systems. Ticket templates help new employees onboard more quickly because they can easily tell what tasks they need to complete and what parties need to be involved. Tracks enable us to easily communicate information, create tickets and automate various other processes with a single click of a button which is a huge time saver for us. Review collected by and hosted on G2.com.
The Procurement module desperately needs to be revamped. It seems as though it was designed by individuals that have never been part of the procurement process or involved in inventory management. Perhaps it works better for small offices, but for those trying to utilize the module with multiple locations it is a full time job. Sell's new electronic ordering may help address some issues, but until batch ordering is made available it is still not a great solution for larger organizations that ship to multiple offices. Creating workflows for this module is also difficult. Standard board properties do not apply and you are limited to what you can use. There is no audit trail that we have been able to find to verify whether a workflow setup for Procurement items is actually triggering rather than asking the people that should be receiving notifications. Review collected by and hosted on G2.com.
Windows and Mobile apps have solid functionality to enter time, expenses, track projects and track tickets. Review collected by and hosted on G2.com.
Mobile app doesn't have the ability to view projects, which makes it difficult for T&M customers who like doing one-off projects. I have to pull out my laptop to see the speicfic details of the project. Review collected by and hosted on G2.com.
Built by an MSP who knows how MSPs work. Review collected by and hosted on G2.com.
CRM is not as powerful as other parts of the application. It is OK for a small sales team but needs some work if you have more than 3 sales people Review collected by and hosted on G2.com.
Connectwise Manage is our back office lifeline. We utilize the service boards to tracking helpdesk tickets, sales tickets, opportunities, documentation, and more. If it is not in CW it didnt happen. Review collected by and hosted on G2.com.
There is not much to dislike. I look forward to utilizing the PUrchase order availability soon. Review collected by and hosted on G2.com.
Everything is self explanatory and everything you need to do is right there. Anyone can view your notes from anywhere. Review collected by and hosted on G2.com.
Only a certain number of people can access it at any time. Sometimes it is very confusing because the features are not always self explanatory. Review collected by and hosted on G2.com.
It is an excellent tool for managed services orgs that need to track work hours for finding out profitability. Review collected by and hosted on G2.com.
It can take a long time to get used to and figure out how to utilize it to leverage all features Review collected by and hosted on G2.com.
Centralized system that tracks all configs, clients, tickets, billing, projects etc. Review collected by and hosted on G2.com.
Cloud hosted system has limited capabilities vs on-premise. Review collected by and hosted on G2.com.
