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PROFESSIONAL SERVICES AUTOMATION (PSA)

ConnectWise Review

Product Snapshot

Technology

ConnectWise is available as a SaaS solution that requires no additional hardware.

Customer Focus

ConnectWise works with companies of all sizes.

Selected Customers

Contact vendor directly for case studies.

About ConnectWise

ConnectWise ConnectWise is a professional services automation (PSA) software solution that helps automate various processes for companies that are in the technology industry. During the lead prospecting process, users can work with the program’s CRM platform to track all lead activity, details and quotes.

As leads are converted into customers, users can receive and work through customer support tickets. During billing periods, the system can send out invoices and collect payments. Users have the ability to set up workflows that work between company teams, and the product can maintain multiple work projects. Lastly, ConnectWise has a number of BI tools that provide insights on overall company performance.

About ConnectWise
ConnectWise was founded in 1982 and is headquartered in Tampa.

ConnectWise Key Features

  • SaaS business management platform software solution
  • Sets up workflows that integrate with various program processes
  • Maintains all leads in a CRM platform
  • Processes customer service tickets
  • Sends out invoices and collects bills
  • Maintains multiple company projects
  • Displays insights into overall company performance

 

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