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We are confident that ConnectWise can exceed your expectations when it comes to a CRM application, but we also understand that you may prefer to continue using another application if it meets your needs. Acquiring customers is at least ten times more expensive than retaining them so extend the power of CRM. Manage your valuable customer relationships and generate new business leads with the power of ConnectWise and our CRM Extensions.
ConnectWise fully integrates with Microsoft Exchange to give you optimized functionality. Three key functions enable you to better manage schedules, client information and overall communications.
Calendar Integration
Your dispatcher’s going to love you for this one. Now every time a service call or sales activity is scheduled, it’s automatically entered into your employees’ Outlook calendar – in real-time. ConnectWise will even set reminders to the assigned resource, whether service technician, project personnel or sales rep. And if you’re using the optional ConnectWise Mobile feature, you can use the Exchange calendar as your timesheet, too. Most importantly, the function offers two-way synchronization, meaning if you change information downstream, it shows upstream and vice versa.
Contact Integration
Eliminate the need for employees to update individual contact lists. ConnectWise contacts are updated to a centralized public folder in Exchange that everyone can use as their centralized, completely up-to-date e-mail listing.
E-mail Integration
Prefer to have your client issues documented? Have them e-mail you their concerns. ConnectWise fully integrates with any monitoring or MSP tool that uses e-mail. In fact, the optional E-mail Connector add-on syncs your Exchange public folders to your service board, reducing the chance for missed information – and miscommunication. Advanced parsing rules also allow you to get service tickets to the right customer and service board so you can respond quickly and accurately.
Better still, technicians receive an e-mail with a hyperlink that takes them directly to the service ticket or project activity within ConnectWise. So do your salespeople. One click from there and they can enter their time on the service ticket or sales activity. It’s just that easy.
ConnectWise CRM Feature List
- Does not require Outlook on your desktop
- Calendar integration
- Contact integration
- Synchronize companies and contacts (Free)
- Synchronize appointments (Free)
- Enter time via Outlook calendar (requires Mobile Add-on)
Lead Import by ConnectWise (Free)
- Import leads from spreadsheets
- Generate followup activities
- Associate leads with territories
- Associate leads with marketing groups
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