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ConnectWise Manage gives you the CRM power to generate new opportunities easily, and design and track professional marketing campaigns to keep the leads coming. When it comes to sales, you’ll stay on top of sales opportunities, and have full visibility into the pipeline with automated follow-ups so you never miss the next step, or let a deal get cold. Automate the tasks that are keeping your team from the big picture, and keep them focused on your customers instead. Once the sale is done, a seamless handoff from sales to project management means nothing falls through the cracks.
Easily create professional HTML emails using pre-made customizable templates with editable fields and drag and drop functionality, then start targeting custom groups.
Drill into each campaign to determine emails opened, links clicked and forms submitted. Then use that data for lead scoring.
Create and manage sales opportunities with centralized access to every interaction. Find all communication, activities, and product/service details in one place.
Streamline your sales process by automating follow-up activities such as phone calls and emails, so communication remains consistent and no opportunity goes cold.
Set and stay on top of team quotas, and follow opportunities through the sales funnel, using data to make strategic decisions based on the hottest opportunities.
Follow sales progress with automatic notifications, set reminders for deals to close and agreements to renew, and notify the team of won opportunities.
The transition from sales opportunity to project is painless with ConnectWise Manage. Simply use a template to create a project, customize a work plan and get started.
Do you know what’s affecting your profitability? With instant visibility dashboards and custom reporting, ConnectWise Manage turns data into an actionable tool to help drive decision-making.