ConnectWise Manage and Custify, An In-Depth Comparison 2026

Comparison Summary

ConnectWise Manage: ConnectWise-Manage offers MSPs powerful PSA software with integrated help desk, sales, marketing, and billing tools. A free trial is available to maximize revenue predictability.

Custify: Custify helps Customer Success teams prevent churn and automate processes. Onboarding is improved through an easy-to-use interface.

This comparison report of ConnectWise Manage vs. Custify is based on a specific set of business needs and context. The comparison uses 6282 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing ConnectWise Manage and Custify

ConnectWise Manage, SolarWinds Service Desk, Teamsupport, etc., belong to a category of solutions that help Help Desk, whereas Custify belong to a category of solutions that help Customer Success Platform. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

ConnectWise Manage covers Helpdesk Management, Sales Document Management, Workflow Management, Engagement Management with Phone Calls, etc.

Custify focuses on Training & Onboarding, Upselling, Workflow Management, Customer Feedback Management with E-Mail, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

ConnectWise Manage and Custify: Best activities based on customer satisfaction


ConnectWise Manage in Action: Unique Activities

How can ConnectWise Manage enhance your Helpdesk Management process?
ConnectWise Manage effectively handles helpdesk requests by allowing users to track, manage, and report on them. The software also offers flexible communication options, enabling users to interact with the system in various ways. ConnectWise Manage provides a comprehensive suite of tools for helpdesk management, but some users may find the interface to be challenging.
"...I love connectwise for IT helpdesk because there are so many ways to interact with the software...." Peer review by Javier L., Cloud / MSP Technician, Information Technology and Services
What Are the key features of ConnectWise Manage for Sales Document Management?
ConnectWise Manage allows businesses to manage customer contracts, automate invoices, and store documents in a central location. The platform facilitates the management of client interactions, projects, billing, and agreements. Some functions, such as the cloud console for synchronizing Office 365 licenses, may not consistently perform as expected.
"...It was originally designed to be a service software for a vendor support contract provider I believe...." Peer review by Jon Brantner, Senior Systems Engineer, Earl May
How can ConnectWise Manage optimize your Workflow Management Workflow?
Connectwise Manage provides tools to create and manage automated workflows. These workflows streamline support requests, ensure tickets are not missed, and help maintain service level agreements. Some workflows, however, may be confusing to use due to the many available methods for completing tasks.
"...Workflows are now crucial to how leads are turned to sales which are turned to projects etc...." Peer review by Tom S, Senior Infrastructure Engineer, Information Technology and Services
How does ConnectWise Manage address your Engagement Management Challenges?
ConnectWise Manage helps businesses efficiently manage customer interactions, including scheduling, tracking, and following up on appointments. It also facilitates sales tracking, customer service agreements, and automated invoicing. The software's limitations include a lack of comprehensive client communication for projects.
"...ConnectWise Manage helps us interact with our clients on a day to day basis and helps us reach out to our potential clients...." Peer review by User
How efficiently Does ConnectWise Manage manage your Contact List Management?
ConnectWise Manage enables users to manage and track contact information, company details, and service history. This software facilitates quick access to client information, enhancing customer care and business operations. nHowever, the system lacks the ability to import large contact lists efficiently.
"...We've got our sales leads in there, our customer contacts, our service history, current opportunities, projects and tickets, timesheets, expenses reports; we invoice out of it; we use it to send out our newsletter and track opens and click thrus - just about everything...." Peer review by Gena Roberts

Custify in Action: Unique Activities

What makes Custify ideal for Training & Onboarding?
The training and onboarding program includes a concierge service that assists new users in setting up and using the platform. nThe program also features automated workflows and alerts designed to track user progress, provide support, and improve product adoption. nWhile the program provides support to new users, its effectiveness depends on the user's active engagement.
"...Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased...." Peer review
How can Custify optimize your Upselling Workflow?
Custify helps businesses identify potential upselling opportunities by analyzing customer activity and usage patterns. It automatically creates tasks for sales teams, prompting them to reach out to customers who are ready for an upgrade. By streamlining the upselling process, Custify helps businesses increase revenue and reduce customer churn.
"...Our product adoption, upsells and cross-sells have increased once we implemented the workflows, and we're starting to see a reduction in churn as well...." Peer review by Verified Reviewer, co-founder and developer, Information Technology and Services
How can Custify enhance your Playbook Creation process?
Custify enables users to create automated workflows through playbooks. These playbooks streamline customer interactions and free up time for more important tasks. Custify's playbooks can be used to create success plans and segment customers effectively.
"...Automation: Create playbooks and automate workflows to focus on white-glove tasks...." Peer review

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction


sales document management

contract management

proposal & quote management


helpdesk management



engagement management

engaging and following up


contact list management


communication management

tracking & monitoring communications

sending & publishing communications


training & onboarding


billing and invoice management



opportunity management


knowledge management

creating knowledge base


campaign management

campaign analytics

campaign monitoring



products & pricelist management


lead qualification

lead qualification: technographic



social media management

social media analytics

engaging on social media

scheduling post to social media



customer feedback management

measuring customer satisfaction


advocacy management


account management


rating and review management


business development


competitive intelligence





sales call management


pipeline management


revenue cycle management


relationship management



generation of new leads



calendar management



promotion management


loyalty management

identify target customers




follower management


discount management



lifetime value management


conversion management


community building




Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Establish thought leadership

  • Improve digital and social presence

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Improve visibility

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase customer life time value

  • Increase sales & revenue

  • Scale best practices

  • Improve consistency

  • See 3 more

Business Setting

ConnectWise Manage Custify
Peer score 4.1 4.7
Peer insights 5962 320
Top industries
Information Technology And Services 67.0%
Computer & Network Security 11.0%
Wholesale 7.0%
Information Technology And Services 47.0%
Computer Software 44.0%
Financial Services 7.0%
SMB and Mid-Market 93.0% 98.0%
Enterprise 7.0% 2.0%
Pricing ConnectWise Manage

News

Latest ConnectWise Manage news

ConnectWise opens Australian data centre for x360Recover

ConnectWise has launched an Australian data centre for its x360Recover service, enhancing data residency and disaster recovery for APAC partners. The facility supports cloud, hybrid, and on-premises environments, offering SOC 2 Type II certification. New features include automated backup integrity testing and integration with ConnectWise SIEM, aimed at improving operational resilience and compliance for managed service providers and IT teams.

25/08/2026 - source

Latest Custify news

Custify Launches Custify AI Home, a Unified Dashboard for Its Growing AI Agent Fleet

Custify launched Custify AI Home, a unified dashboard enhancing its AI agent fleet. The platform includes AI Chat, an Agents dashboard, and a live Feed, facilitating natural language interactions. New features include expanded AI agents for tasks like renewal strategy and risk analysis, and improved sentiment analysis capabilities. This update strengthens Custify's position in AI-driven customer success management.

24/08/2026 - source