Bilflo provide staffing firms the option to use their existing ecosystem and take advantage of automation software. With Bilflo, users can automate a back office, interface a front office (ATS, CRM) with back office processes (Time Management, Payroll, Accounting). and access needed business intelligence. Bilflo picks up after hiring talent and manages the ongoing relationship between the contractor, client, and staffing agency. Aggregate workforce data…
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ConnectWise PSA
Score 8.3 out of 10
Small Businesses (1-50 employees)
ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is the hub of the ConnectWise suite.
Connectwise PSA worked a lot better than ManageEngine because it could handle a lot more and had a lot more features than ManageEngine. Connectwise PSA is better than AutoTask in many respects but it lacks some other features that make AutoTask work better, such as the …
ConnectWise PSA compares pretty closely with Autotask based on my usage as a technician. I cannot address it beyond ticketing. Zendesk was a much simpler ticketing system and did not have much of the more complicated functions. Zendesk did at the time integrate very well with …
I would not have championed for the transition had I known how poorly the implementation would go and how antiquated the software really is. As a company serving technology providers CW knows we have an expectation of ease of use, robust offerings, straightforward …
Everyone but dynamics had holes in it. Dynamics is good, but it requires more development time. I spoke with some people that have CW and liked it. But when I inquired after our frustrations, I discovered they had a full time scheduling & logistics CW manager and the field …
ConnectWise, does more than one function well for a CRM, it enables managed service providers to place all of their services into a single solution, that helps smooth the running of the business. Now we don't have to have 4+ different software packages to provide customer …
We reviewed a lot more products than those listed above but in the end, we are told by our business mentors to just pick one and use it - everything has its learning curves. However, all of the other products we tried couldn't even come close to what Connectwise Manage could …
We chose ConnectWise Manage because it has integration into our distribution network. This feature is ok but given all of the other issues, we will more than likely be moving to Dynamics.
When we picked this product, it was the best and has since been surpassed. We chose ConnectWise Manage because the salesperson glossed over all of the features we wanted and it ticked all the boxes. We should have done more research. We stick with it because once you get into …
Any solution is better than ConnectWise at the current state of this company. We chose Pulseway. With them, we have a great easy interface, and awesome customer support. We can buy our licence ourselves. The price is on their site as opposed to competitors who hide their price …
ConnectWise Manage is better than all of them. It's more complete and has a consistent interface across all of its modules. Very easy to filter and find data with Views. I like that it has its own program too, not just a website. I think the program is essentially like a mini …
Monday.com is very easy to use, and it is much easier for new team members to learn how to use it. I use it with our web developers, and the interface is much easier to navigate. Emails to clients/other resources that are generated from their tasks are much nicer looking and do …
Autotask and ConnectWise Manage are the two heavy-hitters in the PSA space. Autotask has a much more updated UI and is much more user-friendly than ConnectWise Manage. ConnectWise Manage is more popular than Autotask in the channel and often products are integrated with …
We used ECI E-automate for our MSP side, however, it just didn't have the features we needed. ECI was a great fit for our copy print division, however, the MSP side needed features not in this program. I have used OSticket prior and it was briefly thought of for our MSP side, …
We selected ConnectWise when we were a much smaller company with more basic needs. It was fine for that. We've outgrown it but are now basically stuck with it. I keep hoping for some major improvements. If I had the opportunity to replace it, I would - I would look at …
I was honestly coerced into it by my peer group at the time... but it was the right decision. We transformed from a break/fix to a Managed Services business and probably couldn't have made that transition without ConnectWise or some other tool like it. It allowed us access to …
It aided the smooth operation of our recruitment process. Anyone who is interested in working with the company can gain access. Assume I'm a salesperson looking to expand my team. In that situation, I have the ability to approve or reject candidates, as well as add follow-ups to the dashboard. This is where I explain why I'm rejecting an applicant or why the interview has been rescheduled.
MSPs wanting to find a single system to fill all their needs. Businesses wanting to increase their ability to deal with tickets, with advanced management and KPI monitoring. Small IT business who need more than just a ticketing system and are looking to make the leap to a full PSA with integration options, client portal and advanced configuration.
Tickets- Customers can email and a ticket is generated and falls under their profile for historical records. You can save documents and select if they are customer facing or only internal facing. The option as well to have communication in tickets whether its internal facing or customer facing is nice to have when you're trying to keep a record or important details for just internal means and the customer doesn't have to see all the jargon.
Procurement - It's great to have this integrate with Quosal Sell. Quotes being processed into opportunities and then into a sales order which connects to a ticket or project is pretty easy to use. It does have a learning curve but once you get the hang of it, it's straightforward. Everything is pretty connected, whether keeping track of products customers have purchased historically through us, to knowing what ticket is associated to an RMA.
I will say the calendar option needs a little bit of work.
A calendar that looks more like lets say a Google Calendar would a nice feature.
Better Knowledge base section.
We attempted to get very good use out of the Knowledge however due to not really being able to organize it and it being very hard to navigate we had to go a different route for our documentation.
Possibly adding a cleaner user interface and adding more customization for the organization of companies would help.
A better layout for reporting would also be something good to have.
The layouts available are so difficult to put together to get what you want out of a report. Virtually makes it impossible to get what you want out of them.
The product works awesomely. The only factors holding back a 10 star rating are some of the upgrades that I believe are necessary. Namely, active directory integration for the customer portal is a feature that is long overdue. AD integration on the technician side should also be made available for subscribers of the cloud hosted solution.
ConnectWise has been great for our help desk. Over the years we have used it (5+), it has responded to community-sourced feedback and improved its product. I have always appreciated the support given when required, and overall the program has helped our service desk to become more efficient. The automated aspect, including workflow rules, has been an important part of our overall systems. When considering a help desk PSA, ConnectWise should not be overlooked.
We use the cloud version of ConnectWise and in the last 5 years it has never been down for us during business hours. I can only recall 1 time when it was not available during off hours when we wanted to use it.
Overall, I love CW Manage. I think it is a great platform, but nothing is learned from saying "You're great!" So I will share 2 issues where I think improvement can be made. 1. There are times where service requests are closed inappropriately without explanation or warning which can be frustrating. I have learned that I must work extra hard to manage my open issues to ensure that they don't just disappear without resolution. 2. I recently found that I had mistakenly been charged $50 a month for a year for services I did not have. When I brought this to CW's attention, I was quickly given a credit memo and an apology, which was nice, but it was still annoying
The front line support techs are wildly inconsistent when it comes to the level of support. Sometimes you get someone who just wants to throw links to University documentation at you, sometimes you get someone who truly tries to understand your issue and confers with peers and managers to find an answer, and sometimes you get someone who just wants to create a ticket and escalate immediately. If you ask three different techs the same question you will probably get three different answers, one of them being, "That's not possible."
We are a telecoms company. Whilst CW were very happy to sell us their product and tell us how good it is for telecoms. All the training material is geared towards IT MSP's. The on-line training material was virtually useless. We found the implementation a bit of a joke. They tried telling us 12 hours of implementation time would be sufficient to launch the product. We erred on the side of caution and paid for 24 hours. This was quickly eaten away and we were nowhere near ready to go-live. I find the on-line chat facility is of much more use for us.
Thoroughly review the training at ConnectWise University BEFORE starting. Ask questions to other partners - there is a huge community that is more than willing to help. Lastly, I recommend getting ConnectWise Consulting to help - it's a BIG product, and the money you spend on consulting will pay for itself by helping you and your team get off to a running start (in the right direction)
Everyone but dynamics had holes in it. Dynamics is good, but it requires more development time. I spoke with some people that have CW and liked it. But when I inquired after our frustrations, I discovered they had a full time scheduling & logistics CW manager and the field people were using it purely like any other more simplistic ticket system. They said it would be impossible otherwise. The one big difference is the transparency of the sales effort. The other sales people were honest on the limitations or potential challenges and worked with us. They also worked with our agenda. At CW they don't have that option. The consulting time is eaten through a pre-formatted agenda which they communicate too you, not with you.
ConnectWise seems to have a good understanding of the IT service industry. During the required onboarding training, they even preach configuring only features that you need right now, as you can always scale up later. The feature set for the most part takes into considerations all aspects of an IT business, whether small or enterprise, or growing from one to the next.