ConnectWise Manage is a managed service provider software option that is deployed through the cloud. It’s an effective option for businesses of all sizes, and is especially beneficial to managed service providers, value-added resellers, cloud service providers, IT security personnel and other internal IT teams. Some of the tools that the vendor offers include billing, time tracking, account management and inventory management, which are bundled with CRM functionality.
This system can be integrated with ConnectWise Unite, which monitors, bills and manages cloud solutions such as Amazon Web Services, Microsoft Office 365 and Azure, Cisco Stealthwatch Cloud, Meraki, Cisco Umbrella and Cisco WebEx Teams. Users can get support through Basic, Standard and Premium tiers, which give users access to a cloud database with cloud partners.
SLA Management: The program enables you to manage agreements with functionality that allows for the creation of service expectations, prioritization of tickets according to customer requirements and the automation of client contract management. The reminder process is automated and also renews expiring contracts.
Time Tracking and Billing: Time tracking is available from ConnectWise Manage for projects with both billable and non-billable hours. Time tracking is centralized, so you can view all work periods and look at employee performance information. The program also enables you to customize invoices and offers support for international currencies.
Reporting: ConnectWise includes access to data on projects, sales, services, finance and marketing. The information is centralized and enables users to view metrics for different departments. A dashboard is included that helps with the development of KPIs and includes detailed explanations of every key indicator. The system also allows users to monitor ticket backlogs, open tickets, project hours and SLAs.
Account Management: The system gives every member of a project team access to a single source of information. This repository takes data from service history, contact information, project information and sales opportunities. It contains a 360-degree view of purchases, projects and tickets and includes documentation of activities and a closed-loop system.
Project Management: ConnectWise Manage assists with project transitions by offering complete visibility of statuses, resources and timelines. You can also develop customizable work plans to assist in the design and planning of projects with project tasks and phases. The program also helps with scheduling resources through its drag-and-drop functionality, which allows users to easily adjust tasks. It also contains billing for time, products and expenses.
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Platform: This solution offers business automation, sales and marketing functionality that assists with managing proposals, creating leads and tracking product sales. It facilitates service level agreements and service delivery by offering tools that communicate with and support clients. It can also check on works performed and service contracts to develop insights and minimize payment delays through timely delivery.
Integration: The ConnectWise Suite can integrate with CRM solutions including NetSuite, Microsoft Dynamics and Salesforce. It also offers integrations with distributors to aid in the development of real-time insights on customer products and pricing. The ConnectWise Sell offering provides real-time pricing stock information from various integrated distribution programs.
IT NATION Community by ConnectWise: The system gives users access to the IT NATION community. This group contains IT thought leaders, peers and experts who offer information on building business through user group discussions, conferences and peer group meetings. Product training, best practices guidance and thought leadership are also available for tasks related to sales, HR and marketing.
Automation: The ConnectWise Automate module offers server and desktop management through automated time entries and script functions. Some of the tasks that it can automate include generating random passwords, emailing scheduled reports, updating custom data fields and running direct SQL along with agentless remote management. Inventory management tasks such as detecting devices, maintaining asset inventory and deploying agents to endpoints can also be automated with this program.