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

See all use cases See less use cases

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

See all business priorities See less business priorities

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

"...We utilize the service boards to tracking helpdesk tickets, sales tickets, opportunities, documentation, and more...." Peer review by Dawn S, Admininstrative Coordinator, Computer & Network Security

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 makes ConnectWise Manage ideal 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.

"...A streamlined and integrated ecosystem makes the whole MSP process from PSA to Automation to Quoting completely seamless...." Peer review by Garry Adams

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How can ConnectWise Manage optimize your Helpdesk Management Workflow?

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.

"...Our entire organization, a managed technology services provider, uses ConnectWise every day for all of our help desk support processes...." Peer review by Ian Hansen, IT Service Director, Innovation Computing

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How efficiently Does ConnectWise Manage manage your 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.

"...The Project module plus templates and workflows make project management organized and automated...." Peer review by Jennifer Henney, Systems Analyst, Netrix IT

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How does ConnectWise Manage address your Engagement Management Challenges?

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.

"...The journey can be transformational if you are willing to engage in good faith...." Peer review by Jared Tremper, Service Desk Manager, Quality Systems Solutions, Inc.

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How can ConnectWise Manage enhance your Contact List Management process?

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 use ConnectWise (CW) to create and manage tickets, opportunities, sales orders, purchase orders, receiving, and contact management...." Peer review by Kim Hikichi, President, Core Information Technologies ltd.

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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.

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
JNR Networks Computer & Network Security	Computer & Network Security	Case Study JNR Networks How One MSP Took Control of ConnectWise Automate and Reached Its Full Potential Read More
Emerge IT Information Technology and Services	Information Technology and Services	Case Study Emerge IT How One IT Services Company Grew into Cross-Selling Bliss with ConnectWise Read More
Integrated Computer Systems Support Inc Information Technology and Services	Information Technology and Services	Case Study Integrated Computer Systems Support Inc How One Company Made an Additional $93,000 in 5 Months Why ConnectWise Automate® & ConnectWise Manage® Were Key to Their Success Read More

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.

Peers used ConnectWise Manage for sales document management and helpdesk management

ConnectWise Manage Competitors

More ConnectWise Manage Alternatives...

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)

ConnectWise Manage Integrations

ConnectWise Manage integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.59/5 ★

Read Reviews (154)

Data Import

3.39/5 ★

Read Reviews (564)

Software Failure Risk Guidance

for ConnectWise Manage

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Manage

ConnectWise, LLC News

Peter Kujawa and Keith Graham of ConnectWise Recognized on - GlobeNewswire

Peter Kujawa and Keith Graham of ConnectWise were named to the 2025 CRN Channel Chiefs list for their leadership and impact on the company's success and the MSP community.

02/02/2025 - source

CrashPlan Integrates with ConnectWise Through Invent Program

CrashPlan has integrated its services with ConnectWise through the ConnectWise Invent Program, enhancing product compatibility and offerings for users.

20/01/2025 - source

CrashPlan Integrates with ConnectWise Through Invent Program - The Manila Times

CrashPlan has integrated with ConnectWise through the Invent Program, enhancing their technology offerings.

20/01/2025 - source

ConnectWise, LLC Feeds

ConnectWise expands C-suite in executive shake-up - Tampa Bay Business Journal

07/04/2025 - source

ConnectWise Announces Strategic Executive Appointments to Strengthen Partner Experience

ConnectWise has announced new strategic executive appointments to enhance the partner experience.

30/03/2025 - source

Channel Brief: ConnectWise Names New Channel Leadership - Channel E2E

ConnectWise has appointed new leaders for its channel team.

21/01/2025 - source

ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Company Website

https://www.connectwise.com/

Year Founded

1982

HQ Location

4110 George Rd., Suite 200, Tampa, FL 33634, USA

Employees

501-1000

Social

Financials

M&A

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

Business Management Software | ConnectWise Manage Business ...

Failure Risk for ConnectWise Manage ?

ConnectWise Manage Overview

Use Cases

Business Priorities

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

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on ConnectWise Manage Use Cases

What makes ConnectWise Manage ideal for Sales Document Management?

How can ConnectWise Manage optimize your Helpdesk Management Workflow?

How efficiently Does ConnectWise Manage manage your Workflow Management?

How does ConnectWise Manage address your Engagement Management Challenges?

How can ConnectWise Manage enhance your Contact List Management process?

53+ more Business Use Cases

Case Studies

Case Study JNR Networks

Case Study Emerge IT

Case Study Integrated Computer Systems Support Inc

Frequently Asked Questions(FAQ)

What is ConnectWise Manage?

What is ConnectWise Manage used for?

What are the top features of ConnectWise Manage?

Who uses ConnectWise Manage?

What are ConnectWise Manage alternatives?

Where is ConnectWise Manage located?

Peers used ConnectWise Manage for sales document management and helpdesk management

ConnectWise Manage Competitors

ConnectWise Manage Features

ConnectWise Manage Integrations

Notion

Livechat

Insightly CRM

Evernote

Pipedrive

Software Failure Risk Guidance

ConnectWise, LLC News

Peter Kujawa and Keith Graham of ConnectWise Recognized on - GlobeNewswire

CrashPlan Integrates with ConnectWise Through Invent Program

CrashPlan Integrates with ConnectWise Through Invent Program - The Manila Times

ConnectWise, LLC Feeds

ConnectWise expands C-suite in executive shake-up - Tampa Bay Business Journal

ConnectWise Announces Strategic Executive Appointments to Strengthen Partner Experience

Channel Brief: ConnectWise Names New Channel Leadership - Channel E2E

ConnectWise, LLC Profile

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