ConnectWise Manage: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: ConnectWise Manage
Brand: ConnectWise Manage
Rating: 4.08 (5962 reviews)

4.08 5

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(5962)

Business Management Software | ConnectWise Manage Business ...

ConnectWise Manage Overview

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.

Use Cases

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

Other use cases:

Engagement Management
Contact List Management
Communication Management
Training & Onboarding
Billing And Invoice Management
Lead Tracking
Opportunity 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 Manage.

Other priorities:

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

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

ConnectWise Manage works with different mediums / channels such as Phone Calls. and Newsletter.

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

Reviews

"...Storing company and contact information, tracking time to projects, and using it as a service help desk...." Peer review by User

ConnectWise Manage, eSign PDF, Signable, NinjaOne (formerly NinjaRMM), Formstack Documents, etc., all belong to a category of solutions that help Help Desk. 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 Manage

Top Industries

Information Technology and Services
Computer & Network Security
Wholesale

Popular in

Small Business
Mid Market
Enterprise

ConnectWise Manage is popular in Information Technology And Services, Computer & Network Security, and Wholesale and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on ConnectWise Manage Use Cases

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.

"...Now connectwise manages our invoicing, e-mailing, agreement billing and sync's with Quickbooks...." Peer review by Sean P., Information Technology and Services

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What solutions does ConnectWise Manage provide for Helpdesk Management?

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.

"...We use it for our projects and help desk functions, as well as our billing and procurement...." Peer review by Verified User, Account Manager in Sales, Information Technology and Services

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What solutions does ConnectWise Manage provide for Workflow Management?

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 and escalation rules can help keep tickets on track, and custom views help pick out the ones that have gotten off track quickly...." Peer review by Jonathan Gaskell, Service Manager, Greyhound Technologies Ltd.

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What solutions does ConnectWise Manage provide for Engagement Management?

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.

"...Powerful platform to manage all of our customer interactions...." Peer review by Wesley B., Project Manager, Information Technology and Services

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How does ConnectWise Manage facilitate 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. However, the system lacks the ability to import large contact lists efficiently.

"...We are using it to manage our contacts, companies, support tickets, RMM tickets, as well as sales and opportunities...." Peer review by Engineer in Information Technology

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53+ more Business Use Cases

8 buyers and buying teams have used Cuspera to assess how well ConnectWise Manage solved their Help Desk needs. Cuspera uses 5962 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 Help Desk needs.