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
Goals
Scale best practices and Increase sales & revenue are the most popular goals peers achieved using ConnectWise Manage .
Channels
It is the best suited for e-mail, offline, phone calls, channels.
Processes
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
Collaboration
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
Advertisement
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
Coaching
Follower management With Offline and Point of sale
Event management
Community building
Playbook creation
Drip marketing
Database marketing
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
Data Export
Data Import
Support
Phone Support
24/7 Support
Chat Support
Email Support
Other
Failure Risk Guidance Security Report ?
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Top Failure Risks for ConnectWise Manage
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