Overview: ConnectWise Suite and Phocas as Business Intelligence Category solutions.

ConnectWise Suite excels in sales document management and customer acquisition, catering to the IT sector mainly, whereas Phocas stands out with extensive analytics features, suiting a wider range of industries including manufacturing and construction. Choose ConnectWise Suite if boost in sales and customer management is your main goal, or opt for Phocas for data-driven insights across multiple business sectors.

ConnectWise Suite: Connectwise-suite offers comprehensive IT management for MSPs under one platform. Features include remote access, RMM, PSA, BDR, NOC, SOC, and SIEM.

Phocas: Phocas Software offers BI and FP&A tools for financial reporting, planning, budgeting, and forecasting. It helps users analyze past data, improve current operations, and plan future strategies.

ConnectWise Suite and Phocas: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

ConnectWise Suite offers robust sales document management and proposal support, essential for businesses focused on enhancing customer acquisition and managing sales processes efficiently. read more →

Phocas provides forecasting and competitive intelligence capabilities, aiding businesses in developing strategic insights and managing contact lists effectively. read more →

Business Goals

ConnectWise Suite assists in acquiring customers, scaling best practices, and increasing sales and revenue, aligning well with IT and financial service industries aiming to enhance customer relationships. read more →

Phocas is designed to boost sales and revenue growth, facilitating customer acquisition and relationship enhancement, catering to industries like manufacturing and construction seeking to expand market share. read more →

Core Features

ConnectWise Suite's integration and custom reports features are key, meeting the needs of businesses with a significant focus on data security, compliance, and ease of migration. read more →

Phocas excels with its analytics and custom report generation features, providing thorough data integration and export capabilities for businesses requiring in-depth data analysis and AI tools. read more →

Vendor Support

ConnectWise Suite offers comprehensive 24/7 support, tailored for users requiring constant availability, with email, chat, and phone support as additional options. read more →

Phocas provides 24/7 support along with training and onboarding, making it suitable for enterprises seeking extensive support options through various communication channels. read more →

Segments and Industries

ConnectWise Suite is predominantly used by the IT and services sector, supporting enterprises focused on information security and wholesale industries. read more →

Phocas primarily serves enterprises of varying sizes within construction, manufacturing, and wholesale, appealing to businesses looking for versatile BI solutions. read more →

Operational Alignment

ConnectWise Suite integrates smoothly into workflows that require on-premises operations, focusing on industries with complex sales and document management needs. read more →

Phocas fits well with operational needs in diverse environments, proving flexible for various segments from small enterprises to large businesses with differing data and analysis requirements. read more →

lightning

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}


ConnectWise Suite in Action: Unique Use Cases

How does ConnectWise Suite address your Helpdesk Management Challenges?

What solutions does ConnectWise Suite provide for Engagement Management?

How does ConnectWise Suite address your Collaboration Challenges?


Phocas in Action: Unique Use Cases

How can Phocas optimize your Competitive Intelligence Workflow?

How can Phocas optimize your Forecasting Workflow?

How can Phocas optimize your Contact List Management Workflow?

News

Latest ConnectWise Suite News

ConnectWise Further Strengthens Leadership Team with Two New Appointments

ConnectWise has strengthened its leadership team by appointing two new executives.

16/04/2025 - source

Latest Phocas News

Phocas marks a decade as a Built for NetSuite (BFN) partner

Phocas Software celebrates 10 years as a NetSuite SuiteCloud Developer Network Partner, enhancing data accessibility for manufacturers, distributors, and retailers. Reports that once took days are now available in seconds, empowering users with accurate insights.

23/04/2025 - source

Business Setting

ConnectWise Suite

Phocas