There are so many things to set up in the beginning, depending on the complexity of your business it could take months before you're ready to go live. Also the ConnectWise University has a lot of good material to help get you going, with training in nearly every aspect of the system. We use it for an internal IT solution so that part isn't as important for us, but good to know it's there. It's very customizable for however your business operates with support for the whole service lifecycle, from sales and quoting new customers all the way through to invoicing. Our company came onboard with Manage and Automate at the same time, so once we had the integration between them set up it made service tickets very easy to work. Also the chat support through ConnectWise is very good, so if you have questions that's the first place I would turn after looking through the University and forums. If you're looking at this product, get a consultant to help you through implementation. We used a consultant to help us get going, which was a godsend. Good Product, Deployment Can Take Some Work Thankfully they have many MANY resources for this. Some more advanced features really require some 'higher' learning to understand and best implement. This has been massively improved over the last year and continues to get better as it is finally a focus for them after the many recent developmental hurdles they need to address from the various M&A from the last 4 years. Interface has been ignored for a long time - its universally uglier than ALL of its competitors. Abundant resources to learn the tool exist including certification learning courses.
You've been with the rest, now get with the best.ĬonnectWise Manage has enough features to essentially run your entire business out of! When it comes to tracking issues, maintaining inventory and documented details across many partners/clients/sites - this is THEE tool. With a friendly (now giant) team behind it, ConnectWise Manage integrates with, and has truly become a standard in the industry. And not enough thanks can be given to the tools that helped us get there. Taking on client for year over year growth. With ConnectWise Manage behind us, we've spent the last 6+ years blazing a trail in our local market.
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