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agreementsAgreements

Strengthen Client Relationships with Agreement Management

Service level agreements (SLAs) can be hard to track, and you might not know if you’re living up to your clients’ expectations. With agreement management in ConnectWise Manage, it all comes together. You’ll clearly document all terms of the agreement—what devices are covered, service hours, response times, etc. Manage what matters to your customers and surpass their service expectations.

Deliver on Customer Expectations with these Features

Set up Agreements

ConnectWise Manage helps you get desired results from agreements by establishing service expectations and automating the management of client contracts, including cloud services. Support your cash flow by automating recurring billing.

Simplify SLA Management

The ConnectWise Manage SLA setup helps you decide which tickets to take care of first, depending on your clients’ service delivery expectations. Determine unique response plans and resolution times with custom calendars and matrices, then track every step.

Improve Workflows

To avoid breaching SLA contracts, ConnectWise Manage automates reminders to the appropriate resources and also helps you proactively renew expiring contracts. You’ll also stay updated when clients reach a low support balance, so nothing slips through the cracks.

Create Smarter Agreements

agreements
Custom, Flexible Agreement Options

Choose to use existing templates, or customize client-specific agreements with flexibility in adjusting billing rates and support coverage.

billing
Easily Adjustable Billing Options

Add charges for additional products related to the agreement.

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Agreement Profitability Visibility

See all time entries that have been applied to an agreement, and easily determine profitability.

“The agreements function of ConnectWise Manage really allows us to track what goes into it so we can see how profitable we really are on those agreements.”

Aaron Hamp, Owner, I.N.C. Systems & POS of Michigan

“The agreements function of ConnectWise Manage really allows us to track what goes into it so we can see how profitable we really are on those agreements.”

Aaron Hamp, Owner, I.N.C. Systems & POS of Michigan

Explore Other ConnectWise Manage Features

Time Tracking & Billing

Capture all of your billable time and hold your techs accountable. Keep invoices detailed and accurate, so that you get paid for all the work you put in.

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Account Management

Discover a sophisticated, 360° view of your customers and start building the strong relationships your business relies on.

Explore >>

Help Desk

Provide exceptional service with top-of-the-line ticketing and dispatch, all while capturing every moment of billable time.

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