ConnectWise Manage

4.08 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(7519 Reviews)

Business Management Software | ConnectWise Manage Business ...

Connect with Vendor

About ConnectWise Manage

ConnectWise Manage helps users manage customer service agreements, automate recurring invoices and document agreements in a central storage location. It caters to small and midsize businesses and can also be deployed on-premises.

The workflow rules defined in ConnectWise Manage cover all areas of the business, from sending targeted marketing campaigns, to tracking service delivery through service level agreements, to invoice creation and financial management. The app can be used for help desk and ticket management, project management, time tracking, customer relationship management, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, inventory management and more.

ConnectWise Manage offers a solution to streamline IT, with automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management. The customizable dashboards and reporting tools give detailed insight into all your most critical KPIs. ConnectWise Manage also comes as a mobile app for dealing with service requests and access data on-the-go.

Peer and Expert Reviews
for ConnectWise Manage


Scale best practices and Increase sales & revenue are the most popular goals peers achieved using ConnectWise Manage .

Other goals:

  • Acquire customers
  • Enhance customer relationships
  • Improve internal communications
  • Grow market share
  • Improve ROI
  • Improve digital and social presence
  • Establish thought leadership
  • Enter new markets internationally or locally
  • Shorten ramp up time
See all goals See less goals


It is the best suited for e-mail, offline, phone calls, channels.

Other channels:

  • point of sale
  • on premises
  • social media
  • newsletter
  • chat
  • video
  • Facebook
  • mobile
  • website
  • mobile app
  • user generated content
  • blogs
  • promotions
  • channel partners
See all channels See less channels


Peers recommend sales document management, helpdesk management, workflow management, as the business processes that they have been most satisfied while using ConnectWise Manage .

Read Reviews of Business Process for ConnectWise Manage

Sales document management

Contract management

Proposal & quote management

Helpdesk management

Workflow management

Communication management With E mail and Phone calls

Sending & publishing communications With E mail

Tracking & monitoring communications With Phone calls and Newsletter

Engagement management With Phone calls and Newsletter

Engaging and following up

Contact list management

Contacts history With E mail

Tracking contacts With Offline and Point of sale

Training & onboarding With Video

Billing and invoice management

Customer case management

Opportunity management

Campaign management With Social media

Campaign analytics With Social media and Facebook

Lead tracking

Knowledge management

Creating knowledge base

Lead qualification With Offline and On premises

Lead qualification: technographic With Offline and On premises

Products & pricelist management

Social media management With Social media and Facebook and E mail

Social media analytics With Social media and Facebook


Offer management With Offline and Point of sale

Forecasting With Phone calls

Advocacy management With Offline and On premises

Account management

Customer feedback management With Offline and Point of sale

Measuring customer satisfaction

Sales call management With Phone calls

Rating and review management

Product marketing


Calendar management

Generation of new leads With E mail

Lead management

Relationship management

Deal management

Pipeline management

Discount management

Promotion management

Lead engagement

Business development

Revenue cycle management

Competitive intelligence

Subscription management


Follower management With Offline and Point of sale

Event management

Community building

Playbook creation

Drip marketing

Database marketing

See allless Activities

Popular Business Setting
for ConnectWise Manage

Top Industries

  • Information Technology and Services
  • Computer & Network Security
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used ConnectWise Manage to Scale best practices and Increase sales & revenue

Verify if it works for you

IT and Other Capabilities
for ConnectWise Manage

  • Low
  • Medium
  • High


Data Export

Data Import


Phone Support

24/7 Support

Chat Support

Email Support


AI Powered


Custom Reports

Failure Risk Guidance Security Report ?

See Sample Risk Report

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Manage

Get Failure Risk Report

First 5 Reports are Free

Find software similar to ConnectWise Manage

Find Similar Software

Vendor Profile Details

Company Name Connectwise
Year Founded 1982
HQ Location 4110 George Rd., Suite 200, Tampa, FL 33634, USA
Employees 501-1000
Financials M&A