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ConnectWise Overview

The World’s #1 Business Management Platform

Made for companies that sell, service, and support technology, ConnectWise is the leading business management platform worldwide. Today, more than 90,000 users rely on ConnectWise to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, the platform fully integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations.

ConnectWise also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise has been the premier business management platform for technology companies for more than 15 years.

Features

CRM

ConnectWise organizes client relationships around one system, helping you quote, win, and manage all accounts with efficiency, accountability, and visibility. With ConnectWise, no opportunity goes untracked, and no information is out of reach. Won opportunities are easily converted to sales orders, projects, or service tickets.

Help Desk & Customer Service

The powerful ticketing module in ConnectWise enables you to easily and efficiently track all service requests, ensuring nothing falls through the cracks. Service tickets in ConnectWise can be created in a variety of ways. You can manually create new service tickets within ConnectWise, enable configurations to create service tickets automatically, or use the email connector to have clients send in service requests via email.

Project Management

Whether your project involves one person in one place, or a team spread across multiple locations, you will find ConnectWise gives you executive-level, real-time project reporting.

Finance & Billing

ConnectWise puts important financial information at the business manager’s fingertips. You can manage service contracts through agreement automation, automate the collection of time, expenses, and products for invoicing, and synchronize all data directly into an accounting system. Automated billing through ConnectWise significantly increases efficiency for improved cash flow.

Workflow Automation

Built in automated workflows within ConnectWise help you manage business processes. From sales to service to project management to invoice, workflow rules will fill in the gaps wherever a business lacks automation. You can easily establish role-defined workflow rules that escalate issues to the appropriate party, and leverage new workflow rules to automate every task that comes to mind.

With ConnectWise You Can:

  1. Achieve new levels of productivity
  2. Streamline resource allocation
  3. Track time and billing in a single process
  4. Gain access to a powerful network of ideas, experts, and solutions

Benefits

Your business can be more efficient and profitable. With the right tools, you can up utilization, track and bill for all time worked, improve cash flow, manage to SLAs like a pro, and increase customer satisfaction.

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The ConnectWise Cloud

To keep up with the speed of business, it’s vital to have a cloud solution you can count on. That’s why we commit to providing you with 99.999% uptime, reliable redundancy, unmatched speed, and comprehensive security.

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Business Intelligence

We understand your business needs are unique and you can’t work in a box, so we’re eliminating the box. With the business intelligence tools in ConnectWise, you’ll be able to turn the endless supply of data in your company into targeted and actionable business strategies.

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ConnectWise Mobile

ConnectWise Mobile keeps business on track. Available for iPhone and Android devices, ConnectWise Mobile puts the necessary tools right in your tech’s hands. Our Mobile app ensures your techs can get their work done—anytime, anywhere they go.

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Email Connector

Automate your ticketing and dispatching processes with the ConnectWise Email Connector. Allow your clients to email issues into your service board, and ConnectWise will automatically turn those into tickets.

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StreamlineIT

Your clients hire internal IT staff for one main reason: to control costs. However, they need your expertise to help manage and control their growing IT resources. StreamlineIT ™, powered by ConnectWise®, provides the perfect opportunity to collaborate with your client’s IT team in ways that benefit you both.

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ITIL

ConnectWise is ready to support our partners as they meet the challenge of implementing ITIL within their own organizations.

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Browse best practices and industry news on our blog.

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