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

"...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

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

"...We use it for ticket management, project management, sales tracking, T&M and agreement invoicing, client communication and asset tracking...." Peer review by Wes Jensen, Chief Anxiety Eliminator, Carefree Technology Management
"...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
"...I m able to establish workflows so I can deliver good customer service...." Peer review by Internal Consultant

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.

ConnectWise Manage Customer wins, Customer success stories, Case studies

How efficiently Does ConnectWise Manage manage your Sales Document Management?

What makes ConnectWise Manage ideal for Helpdesk Management?

What benefits does ConnectWise Manage offer for Workflow Management?

How can ConnectWise Manage optimize your Engagement Management Workflow?

How can ConnectWise Manage enhance your Contact List Management process?

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.

 

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 Manage

What is 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.

What is ConnectWise Manage used for?

ConnectWise Manage is a Help Desk Software mainly used by its customers to Acquire Customers and Scale Best Practices by Sales Document Management, Helpdesk Management and Workflow Management .

What are the top features of ConnectWise Manage?

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

Who uses ConnectWise Manage?

ConnectWise Manage is used by Information Technology And Services, Computer & Network Security and Wholesale among other industries.

What are ConnectWise Manage alternatives?

ESign PDF, Signable, NinjaOne (Formerly NinjaRMM) and Formstack Documents are popular alternatives for ConnectWise Manage.

Where is ConnectWise Manage located?

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

Peers used ConnectWise Manage for sales document management and helpdesk management

ConnectWise Manage Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.34/5

Read Reviews (60)
Custom Reports

3.14/5

Read Reviews (499)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.34/5

Read Reviews (60)
Custom Reports

3.14/5

Read Reviews (499)

Software Failure Risk Guidance

?

for ConnectWise Manage

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Manage

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