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ConnectWise Manage

Create Opportunities, Track Progress & Maximize Results

With built-in marketing functionality and sales opportunity management, you’re ensuring oversight and accountability to drive towards results. 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 deal is closed, a seamless handoff from sales to project management means nothing falls through the cracks.

Explore the Sales & Marketing Benefits of ConnectWise Manage

Create Simple, Professional Emails

Easily create professional HTML emails using pre-made, customizable templates with editable fields and drag and drop functionality, then start targeting custom groups.

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Know Your Campaign’s Performance

Drill into each campaign to determine emails opened, links clicked and forms submitted. Then use that data for lead scoring.

Create & Track Opportunities

Create and manage sales opportunities with centralized access to every interaction. Find all communication, activities, and product/service details in one place.

Guarantee Faster Follow-Up

Streamline your sales process by automating follow-up activities such as phone calls and emails, so communication remains consistent and no opportunity goes cold.

Monitor Your Pipeline

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.

Rely on Automatic Communication

Follow sales progress with automatic notifications, set reminders for deals to close and agreements to renew, and notify the team of won opportunities.

Discover the Tools to Empower Your Sales Team

Track opportunities, market your business, and close more deals with ConnectWise Manage.

Explore Other ConnectWise Manage Features


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.

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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.

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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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Got It!

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The inability to correctly manage the sales pipeline for your team can lead to a decrease in closed sales deals by over 70%.

This is detrimental to the growth of your organization. Ensure you’re getting the most out of your sales team and managing pipeline effectively.

*Commissioned Forrester Consulting Total Economic Impact Study

“With ConnectWise Manage, I can look at a glance and know what’s coming down the sales pipeline and what I need to plan for in six months without having to go speak to each individual salesperson.”

Eric Hoffmaster, Director of Operations, Innovative Computing Systems
Partner Support