ConnectWise Automate Overview

ConnectWise Automate boosts IT efficiency by automating technical tasks and improving ROI. A free trial is available for this powerful RMM software.

Use Cases

Customers recommend Helpdesk Management, Knowledge Management, Workflow Management, as the business use cases that they have been most satisfied with while using ConnectWise Automate.

Other use cases:

  • Proposal & Quote Management
  • Onboarding
  • Contact List Management
  • Lifetime Value Management
  • Collaboration
  • Contract Management
  • Products & Pricelist Management
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Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using ConnectWise Automate.

Other priorities:

  • Improve ROI
  • Enhance Customer Relationships
  • Increase Sales & Revenue
  • Improve Visibility
  • Improve Stakeholder Relations
  • Shorten Ramp Up Time
  • Establish Thought Leadership
See all business priorities See less business priorities

ConnectWise Automate Use-Cases and Business Priorities: Customer Satisfaction Data

ConnectWise Automate works with different mediums / channels such as Offline. On Premises. User Generated Content etc.

ConnectWise Automate's features include Ticketing, Alerts: Popups & Notifications, Personalization, etc. and ConnectWise Automate support capabilities include Email Support, Chat Support, Phone Support, etc. also ConnectWise Automate analytics capabilities include Analytics, and Custom Reports.

Reviews

"...The workflows you can create are endless and make process flow more efficient...." Peer review by Jeremy K., Network Security Admin

Peer review evidence (same sources as the product rating summary)

"...It has become an essential tool for supporting our Service Desk operations and proactive maintenance to our clients...." Peer review by Carson Hagan, ITILv3, Director of Managed Services, LightWire, Inc
"...For example the knowledge base article regarding configuring the agent to utilise a proxy server doesn't seem to match up with the latest version...." Peer review by Chris T., Senior Technician, Information Technology and Services
"...I like the work flow that can put into place and the tracking and auditing of tickets...." Peer review by User

ConnectWise Automate, Okendo, NiceJob, Broadly, BirdEye, etc., all belong to a category of solutions that help Reviews and Reputation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ConnectWise Automate

Top Industries

  • Information Technology and Services
  • Transportation/Trucking/Railroad
  • Computer & Network Security

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ConnectWise Automate is popular in Information Technology And Services, Transportation/Trucking/Railroad, and Computer & Network Security and is widely used by Small Business, Mid Market, and Enterprise.

ConnectWise Automate Customer wins, Customer success stories, Case studies

How does ConnectWise Automate facilitate Helpdesk Management?

How does ConnectWise Automate facilitate Knowledge Management?

How can ConnectWise Automate optimize your Workflow Management Workflow?

What benefits does ConnectWise Automate offer for Proposal & Quote Management?

What solutions does ConnectWise Automate provide for Onboarding?

11 buyers and buying teams have used Cuspera to assess how well ConnectWise Automate solved their Reviews and Reputation needs. Cuspera uses 1927 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Reviews and Reputation needs.

 

Massive IT - Information Technology And Services - Small

Tampa, USA

ConnectWise Partner Program helped Massive IT speed up their go-to-market and boost cybersecurity expertise. The program provided ready-made marketing materials, sales resources, and training. Massiv...e IT launched new marketing campaigns and closed managed service agreements for cybersecurity and Microsoft services. The company saw faster time to market, stronger partner engagement, and expanded revenue growth. ConnectWise enabled Massive IT to build repeatable sales and marketing processes for lead generation.

 

Marco Technologies - Information Technology And Services - Large

Minnesota, USA

Marco Technologies used ConnectWise Sidekick, PSA, and workflow automation to drive hyperautomation across their IT services. In 2024, they expect over 25% of support tickets to be handled by automat...ion. This shift increases IT service margins, improves invoiceability, and reduces onboarding time for new MSP customers. Marco also recaptures significant labor cost savings and boosts efficiency. Their partnership with ConnectWise supports rapid innovation and aggressive automation goals.

 

Litzia - Information Technology And Services - Small

Bellingham, USA

Litzia used ConnectWise tools to support Community Food Co-op's growth from one to three locations. They provided co-managed IT, point-of-sale support, and consulting services. Litzia used IT Nation ...Evolve peer groups, ConnectWise Manage, and Service Leadership to keep systems stable and secure. Their work helped the co-op avoid downtime and reduce food waste. This allowed Community Food Co-op to serve more customers and plan for future expansion.

 

Mangano IT - Information Technology And Services - Small

Windsor, Australia

ConnectWise helped Mangano IT, a small MSP in Windsor, Australia, scale its business without increasing headcount. Mangano IT used ConnectWise PSA, CPQ, and Automate to track time, manage projects, a...nd integrate key processes. The platform enabled better resource allocation, improved client profitability analysis, and reduced operational costs. Mangano IT leveraged data insights to enhance customer experience and increase retention. Membership in IT Nation Evolve provided valuable benchmarks and best practices for continued growth.

 

ited - Information Technology And Services - Medium

Montreal, Canada

ConnectWise helped ited grow from a $1 million startup to a $50 million IT services leader. ited used ConnectWise Asio, RMM, and automation tools to streamline business processes and boost profitabil...ity. The platform enabled 20% of ticket time to be automated, with a goal of reaching 50%. ited improved financial decisions, increased efficiency, and managed rapid growth without adding staff. ConnectWise provided the open ecosystem and expert support needed for ited’s aggressive expansion.

 

ited - Information Technology And Services - Medium

Montreal, Canada

ConnectWise Asio helped ited grow from a $1 million startup to a $50 million IT services leader. ited used ConnectWise to support rapid mergers and acquisitions and streamline business operations. Th...e platform unified workflows, improved financial decisions, and increased efficiency. ited transitioned all acquired companies to ConnectWise Asio within two months. The company credits ConnectWise for driving profitability and enabling fast, scalable growth.

Frequently Asked Questions(FAQ)

for ConnectWise Automate

What is ConnectWise Automate?

ConnectWise Automate is a cloud-based IT management tool that helps to deliver IT services and helps companies track and manage IT assets from a single location. It gains better visibility, removes delivery roadblocks, and increases service without increasing costs through a solution that helps to master discovery, management, patching, monitoring, and automation.

Boost the effectiveness of IT teams and simplify every aspect of business with flexible remote monitoring and management from ConnectWise Automate. Eliminate blind spots in supported environments, automate any IT support task, and support more endpoints without adding headaches or headcount. It provides remote monitoring functionality, which enables users to manage desktops, laptops and devices on their network and monitor device performance using a unified dashboard.

Key features include asset discovery, endpoint management, patching, monitoring, and automation. ConnectWise Automate also offers network administration, which helps users to identify and repair faults, configure services, improve uptime and track server performance. The solution allows users to define which patches should be approved, when they are to be installed and how the agent should react in case of a reboot.

What is ConnectWise Automate used for?

ConnectWise Automate is a Reviews and Reputation Software mainly used by its customers to Acquire Customers and Scale Best Practices by Helpdesk Management, Knowledge Management and Workflow Management .

What are the top features of ConnectWise Automate?

Ticketing, Alerts: popups & Notifications and Personalization are some of the top features of ConnectWise Automate.

Who uses ConnectWise Automate?

ConnectWise Automate is used by Information Technology And Services, Transportation/Trucking/Railroad and Computer & Network Security among other industries.

What are ConnectWise Automate alternatives?

Okendo, NiceJob, Broadly and BirdEye are popular alternatives for ConnectWise Automate.

Where is ConnectWise Automate located?

ConnectWise Automate is headquartered at 4110 George Rd., Suite 200, Tampa, FL 33634, USA.
lightning

Peers used ConnectWise Automate for helpdesk management and knowledge management

ConnectWise Automate Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.01/5

Read Reviews (31)
Custom Reports

3.46/5

Read Reviews (182)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.01/5

Read Reviews (31)
Custom Reports

3.46/5

Read Reviews (182)

Software Failure Risk Guidance

?

for ConnectWise Automate

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Automate

ConnectWise, LLC News

Partnership

ConnectWise and IT Nation Unveil 2026 PitchIT Cohort, Expanding the Future of MSP Innovation

ConnectWise and IT Nation have announced the 20 startups selected for the 2026 PitchIT program. This initiative supports innovation in the managed service provider (MSP) industry by providing startups with mentorship, market visibility, and access to the ConnectWise ecosystem. The program aims to foster technologies that enhance MSP operations, security, and scalability. The 2026 cohort will present their solutions at IT Nation Connect Global in November.

Product

CISA adds Microsoft, ConnectWise vulnerabilities to active exploitation catalog

CISA has added a high-severity vulnerability in ConnectWise's ScreenConnect tool to its Known Exploited Vulnerabilities catalog. This flaw, CVE-2024-1708, allows remote code execution and data tampering. It has been exploited in cyberattacks linked to North Korea and China. Federal agencies must patch this by May 12.

Product

CISA Adds Actively Exploited ConnectWise and Windows Flaws to KEV

The U.S. Cybersecurity and Infrastructure Security Agency (CISA) has added a path traversal vulnerability in ConnectWise ScreenConnect (CVE-2024-1708) to its Known Exploited Vulnerabilities catalog. This flaw, which allows remote code execution, was fixed in February 2024. Federal agencies must apply the necessary fixes by May 12, 2026, to secure their networks.

Product

ConnectWise Advances AI Leadership with Agentic AI

ConnectWise has expanded its AI-powered platform, zofiQ, which enhances service delivery for managed service providers by automating workflows and reducing escalations. The platform integrates AI capabilities directly into the ConnectWise environment, improving productivity and service quality. Key features include automated ticket triage and oversight for maintaining service standards, enabling organizations to scale efficiently while maintaining control.

ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Year Founded

1982

HQ Location

4110 George Rd., Suite 200, Tampa, FL 33634, USA

Employees

501-1000

Social

Financials

M&A