If you were talking to someone whose organization is considering ConnectWise Manage, what would you say?
How would you rate it and why? Any other tips or advice?
Make sure that it provides everything that you need. I think it probably does everything that you need it to do if you're willing to go through the work to configure it properly. I think ConnectWise is a great solution. However, I believe it's going to start losing market share based on its somewhat restrictive licensing practice. I would say that it's similar to a Cisco or an Avaya phone system, where you're going to get the best, probably one of the best things out there on the market, but you're also going to pay the highest dollar for it. Also, you're not necessarily going to have the best tech support because they will be supporting such a large clientele. Overall, I would rate ConnectWise Manage at eight on a scale from one to ten. Their team doesn't know the API as well as they probably need to in order to support the admin personnel who are trying to utilize it.
My advice for anybody who is considering this product is that it works well if you're using all of the ConnectWise tools. I imagine that if you weren't, it wouldn't be as good. We use ConnectWise Automate, as well as Manage and some other ones, and it seems to work well with their suite. At the moment, it seems to do everything that we want it to do. I would rate this solution an eight out of ten.
My advice to anybody who is implementing this solution or another CRM is to migrate slowly and bring across departments one at a time. Definitely map out the entire migration to make sure that everything is aligned correctly. Otherwise, you'll run into issues. I would rate this solution a seven out of ten.
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