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Manage your business with the features you need

Project management & service delivery

Features

Basic

Standard

Premium

Project management

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Ticketing

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Resource management

Keep employees accountable by assigning them to tasks, tickets, and scheduled events.

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SLA management

Keep employees accountable by assigning them to tasks, tickets, and scheduled events.

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MSP/RMM integration

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Customer Portal

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Email connector

Maintain email communication with your clients within tickets. Also create new tickets when they email you.

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ConnectWise Chat

Handle and resolve multiple chat sessions with clients.

Optional

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Knowledge base

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Features
Basic
Standard
Premium

Time tracking

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Expense tracking

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Features
Basic
Standard
Premium

Company & contact management

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Asset management

Configurations - Define, update, and maintain your client's device information.

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User-based billing

Sync client Active Directory contacts in ConnectWise Manage for proper "per user" billing.

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Active Directory integration

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Features
Basic
Standard
Premium

Opportunity management

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Sales management

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Marketing

Basic - Send marketing messages to multiple clients.

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Advanced marketing

ConnectWise Campaign

Optional

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Features
Basic
Standard
Premium

Procurement & inventory

Optional

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Features
Basic
Standard
Premium

Billing & finance

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GL integration

Sync invoices, expenses, and procurement items to different accounting packages.

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Contract management

Agreements

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Features
Basic
Standard
Premium

Standard reports

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Cloud database access*

Extract useful data from the cloud to help you build reports.

Optional

Optional

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Report writer

Generate, build, and send custom reports.

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Features
Basic
Standard
Premium

Sub-contractor licenses

Optional

Optional

Streamline IT licenses

Allow your clients to use a part of your instance of ConnectWise Manage to maintain their internal IT department.

Optional

Optional

QuickBooks™ online integration

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Office 365® billing, monitoring & management

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Cloud infrastructure billing, monitoring & management

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Cisco Simple IT billing, monitoring & management

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Features
Basic
Standard
Premium

Calendar synchronization

Sync Outlook and Google calendar events to and from ConnectWise Manage.

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Workflow automation

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Mobile application

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Change approvals

Maintain proper Change Management requests inside ConnectWise Manage.

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Custom Fields

Create custom fields to fit your unique processes

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Sandbox

Optional

Optional

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Virtual admin

Utilize a certified ConnectWise expert to maintain your instance of ConnectWise Manage

Optional

Optional

Virtual DBA

DB optimization - Utilize a certified ConnectWise DBA expert to maintain your instance of the ConnectWise Manage database.

Optional

Optional

Features
Basic
Standard
Premium

Basic support

Support access via chat, email, online assets, and community

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Standard support

Basic support package plus outbound phone support and extended support hours.

Available for Purchase

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Premium support

Standard support package plus 24/7/365 support, Customer Relationship manager, and faster response times

Available for Purchase

Available for Purchase

Available for Purchase