ConnectWise Automate Review

Enables us to manage all client requests, jobs and invoicing but project management needs improvement


What is our primary use case?

We use ConnectWise Automate as a professional services automation tool.

How has it helped my organization?

It allows us to manage all client requests, jobs and invoicing.

What is most valuable?

The ticketing system is the most valuable feature. 

What needs improvement?

The project management needs improvement and there's a section of the product called "configuration" that also needs to be improved. 

For how long have I used the solution?

More than five years.

What do I think about the stability of the solution?

Stability is pretty good.

What do I think about the scalability of the solution?

Scalability is good. We currently have fifteen users. As our staff grows, our usage of this solution increases.

How are customer service and technical support?

Their technical support is good. 

How was the initial setup?

The initial setup was complex. It took us around three months to deploy.

What's my experience with pricing, setup cost, and licensing?

Pricing and licensing are reasonable. 

What other advice do I have?

The advice I would give to somebody looking to implement ConnectWise Automate is to spend time getting the implementation right.

I would rate it a seven out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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