494 ConnectWise PSA Reviews
Overall Review Sentiment for ConnectWise PSA
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Everything!! I purchased on premise ConnectWise over 6 years ago and it transformed my company!
It really does pay for itself in found revenue. Time gets put into the system and invoiced! I always believed in documentation of service which stop clients objections to dollar amounts on invoices so it took us a very long time to write up the service, format it, email it to the client from Word.
ConnectWise solved all our issues with documentation of tickets and configurations.
I can see engineers weekly time at a glance
Everything is done in ConnectWise from purchasing to invoicing. Review collected by and hosted on G2.com.
Where you input your time in a ticket does not have the client phone number and I always open my time entry right before I call the client and forget to get the phone number first.
Seriously that is all. Review collected by and hosted on G2.com.
i like that I can track all time and equipment in one place. it integrates with QuickBooks and my Quoting tool. managing and billing recurring services is really easy. Review collected by and hosted on G2.com.
there are a lot of parts to it - and it's tough to know it all. trying to get help is a challenge sometimes. I don't like the contracts and license commitments Review collected by and hosted on G2.com.
It makes my business run smoother. It handles everything from customer ticket entry to tracking technician time and invoicing. It's absolutely catching time that used to fall through the cracks! Once you buy it, you can't imagine how you survived before! Review collected by and hosted on G2.com.
It's EXPENSIVE, and they are working hard to get you with add-on features that often cost more than they benefit the business. They advertise it as a product that could replace a person, and it can.... except that you have to have a person spending a ton of time in CW to make it run smoothly, negating some of the productivity savings...
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I had worked with AutoTask before and though it took me a little while to get used to the navigation this is very user friendly. I like the ease of search and some of the sales funnel features. Review collected by and hosted on G2.com.
The Customer section. When creating new customers and opportunities this platform is not as intuitive as AutoTask. The design could use some work too. We work out of Salesforce for the majority of opportunities because of this and utilize this for the last mile per se (From signature as a client and beyond). This causes some double entry. Review collected by and hosted on G2.com.
We manage our whole company through this product. It can streamline so many functions though workflows making out people very efficient. We also don't miss key steps in our transfer between departments. Review collected by and hosted on G2.com.
Not enough options to band our client facing reports and communications from the software. Review collected by and hosted on G2.com.
It was somewhat easy to use. My former organization used it to track time, collect customer data and share it throughout the organization. Review collected by and hosted on G2.com.
It was a bit clunky. The mobile application was not fully integrated into the main code at the time, a couple of years ago. Review collected by and hosted on G2.com.
The one-stop shop of functionality and ability to automate tasks. Review collected by and hosted on G2.com.
Not being able to view 15-minute appointments on any of the calendars. As a result, we have to schedule everything in 30-minute increments. Review collected by and hosted on G2.com.
Good at managing office 365 subscriptions and for automation of ticketing Review collected by and hosted on G2.com.
Needs improvements with the marketing and sales module and better API Review collected by and hosted on G2.com.
That I can be in connectwise all day and the close loop implementation.
First thing I do in the morning (after a cup of coffee) is I open up conenctwise desktop app which works perfectly for touch on my surface pro 4. I have it auto open my service board on all new incoming tickets or ones that clients have responded to and start going through that closed loop.
We just implemented the Tech calendar feature that imports our Exchange Appointments to help us better direct incoming requests. Having a tab view of tickets in the service board, My timesheet, Calendar all open and easy to access is a huge time saver. There's so much to like here about connectwise i could go on. I came from Autotask which was good, but with the integration into our other IT related tools either pushing data to connectwise or pulling it definitely takes the cake. Review collected by and hosted on G2.com.
Right now the only real problem I have with it is sometimes the view of the service board gets a bit misaligned. With so much information and moving to and from columns, sometimes what you view isn't appropriate to the column you're seeing.
One big gripe is the APP. I'm on android and its pretty much garbage. No way to sort the tickets, Its cramped and is unstable. This could be such a great thing as a tech who's always on the field going from client to client it seems like they dropped the ball big on it. Review collected by and hosted on G2.com.
I like that Connectwise keeps all of our clients, sales, and data in perfect order. We can pull reports to see what opportunities for software are available as well as keep leads in a position to keep constant contact and record. I also LOVE the integration with Quosal for our proposals. Review collected by and hosted on G2.com.
I have very little issue with Connectwise however sometimes the customer help tends to be lengthy. If I push chat sometimes it seems like some of their customer service people arent sure what I am talking about and I can't post pictures in the chat. That can be frustrating but they do give you their personal email so that is fine. Just could be better I guess :) Review collected by and hosted on G2.com.
