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ConnectWise Manage Valuable Features

Joe Reagan - PeerSpot reviewer
Help Desk Manager at MYERS NETWORK SOLUTIONS

ConnectWise has a lot of shortcut keys, and you can manipulate the forms. This is all great stuff. If I had the time, I would create some more custom forms. There are some canned forms for basic input, like call-taking forms. When I open a new ticket, I've got a zillion fields, and only 10 apply to the current situation. I haven't taken the time to see if they have any way to import or download forms for specific situations, like forms specific to billing. I'm sure my boss doesn't want to see a form with 3,000 fields on it, and he's only interested in two of them.

I also like ConnectWise's ability to set up queries. I can set up all these different queries that look for specific things and end up with a list of results, like feedback from the client or the ticket status. There is a little thing where you can click a dropdown box. And I don't know if ConnectWise added some by default, but when I discovered this, it was like, "Wow, what a gold mine!" I usually have ConnectWise open with five to six tab screens where a specific query is the end result in each screen. I start my day, sign in, and run macros to open up my basic five or six screens to run throughout the day.

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GW
Sr. IT Solutions Architect at a computer software company with 11-50 employees

Some of the most valuable features, at least for us, are definitely apparent when it comes to the kind of central management on offer. Being able for it, number one, to directly integrate into ConnectWise Automate, goes hand in hand. What that allows us to do is it allows us to, have an up-to-date inventory on all of our stuff, and also have all of that information available to us in ConnectWise. Being able to pull pretty much any information needed directly into our ticketing system without having to go outside is always really useful. 

We handle our service agreements and our billing and finances and all that stuff. Being central helps us keep track of how much we need to bill each of our clients, as well as how many different tickets we have and how long technically takes when it comes to time and expenses and stuff like that.

It's definitely one of those tools that is super powerful.

The initial setup isn't too difficult.

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Chris Walters - PeerSpot reviewer
VoIP Network Engineer at Infinet Solutions

I like the search function up top where if you know what you're searching for, you can find it pretty quickly. Because you've got the option to change what the search parameters are, whether you're searching for a project, quote, ticket, or an invoice, you can kind of pick and choose what you're looking for.

Some of the mass move features are nice, as far as being able to mass move some tickets and do some mass edit functions.

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Buyer's Guide
ConnectWise Manage
September 2022
Learn what your peers think about ConnectWise Manage. Get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
632,779 professionals have used our research since 2012.
TN
Vice President International Business Development at a tech services company with 11-50 employees

We use this solution because it does everything we need as opposed to other programs that are always missing one feature or another. This is the only product that has every feature we need and this makes it unique in the market because it has everything that any VAR or MSP would want.

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MikeChacker - PeerSpot reviewer
IT Manager Global Service Delivery at a energy/utilities company with 1,001-5,000 employees

It's a pretty simple web interface. The rules engine was really easy to set up, and it ingests emails very well.

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Sean Saeb - PeerSpot reviewer
Partner and CIO at Caspian IT Group

All the features of ConnectWise Manage are valuable. However, ticketing, customer management, customer communication, technician efficiency, calendars, coding, billing, invoicing, and contract management are available. It's a complete solution. Additionally, the company is responsive with the ability to progress or make necessary changes happen. 

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Tom Cross - PeerSpot reviewer
President at Fairoaks IT

The solution integrates with pretty much everything that we need.

The product has been pretty stable so far.

The solution can scale quite well.

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DL
Solution Architect at a security firm with 201-500 employees

The search function is really good. To have a single place where we have the account information stored is probably most valuable.

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Rick Maiolo - PeerSpot reviewer
Director of Business Development at FrontBlade Systems Inc.

We like the way that ConnectWise is completely integrated. So you when you identify an opportunity, you can save it, and ConnectWise pushes it through to the whole invoicing process.

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BP
Network Administrator at a computer software company with 11-50 employees

It handles ticketing pretty well, and it's not something I have many critiques for.

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RB
IT Support Specialist at a tech services company with 11-50 employees

I like that we are able to email the tickets, and being able to put remote computers into the tickets, is a nice feature.

It's a nice ticketing system.

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SV
Chief Executive Officer at a tech services company with 11-50 employees

The ease of reporting is valuable. We have a weekly management meeting, and we gather numbers from ConnectWise in preparation for that. It is helpful for measuring how we're doing in our performance.

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LA
Senior Instrustor of IT at a computer software company with 501-1,000 employees

The most valuable features of ConnectWise Manage are that it is on the cloud and functions well.

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Buyer's Guide
ConnectWise Manage
September 2022
Learn what your peers think about ConnectWise Manage. Get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
632,779 professionals have used our research since 2012.