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ConnectWise PSA
Description de ConnectWise PSA
Contrôler votre entreprise, c'est comprendre où va l'argent. ConnectWise met les données financières importantes à portée de main plutôt que sous clé. Du devis à la facturation, l'éditeur facilite les paiements grâce aux fonctionnalités de facturation entièrement automatisées de ConnectWise. Grâce à l'automatisation, tout l'historique des services est suivi et les factures sont envoyées à temps avec un niveau de détail que les clients apprécient.
Qui utilise ConnectWise PSA ?
Conçu pour les entreprises qui vendent, entretiennent et prennent en charge des technologies, notamment les prestataires d'infogérance, les fournisseurs de services de cloud computing, les revendeurs de produits à valeur ajoutée ainsi que les services d'impression gérés et de VoIP.
ConnectWise PSA ne vous convainc pas tout à fait ?
Comparer avec une alternative populaire
ConnectWise PSA
Avis sur ConnectWise PSA
Nous recommandons ConnectWise PSA pour les PME
Avantages :
La gestion des ressources de ConnectWise PSA est très bien implémenté
Inconvénients :
La facturation n'est pas juste le plus souvent
Alternatives envisagées précédemment :
CRM for the Best in the Biz!
Commentaires : With ConnectWise Manage behind us, we've spent the last 6+ years blazing a trail in our local market. Taking on client for year over year growth. And not enough thanks can be given to the tools that helped us get there. With a friendly (now giant) team behind it, ConnectWise Manage integrates with, and has truly become a standard in the industry. You've been with the rest, now get with the best.
Avantages :
ConnectWise Manage has enough features to essentially run your entire business out of! When it comes to tracking issues, maintaining inventory and documented details across many partners/clients/sites - this is THEE tool. Abundant resources to learn the tool exist including certification learning courses. (You're going to want to take them).
Inconvénients :
Interface has been ignored for a long time - its universally uglier than ALL of its competitors. This has been massively improved over the last year and continues to get better as it is finally a focus for them after the many recent developmental hurdles they need to address from the various M&A from the last 4 years. Some more advanced features really require some 'higher' learning to understand and best implement. Thankfully they have many MANY resources for this.
Alternatives envisagées précédemment :
Connectwise PSA provides complete automation
Avantages :
Comprehensive and easy to use once it is configured.
Inconvénients :
While it is extremely powerful it does take a fair amount of time to set up and configure.
Alternatives envisagées précédemment :
Our ConnectWise Experience
Commentaires : In 2007, we started as a computer repair shop and evolved into an MSP with 20 technicians. This year, I made a regrettable decision: we transitioned our entire tech stack to ConnectWise, moving away from Autotask, N-able, and Zomentum. Since then, we've invested over a thousand man-hours just trying to get the system functional.We took an objective approach, documenting ConnectWise's limitations, missing features, and bugs. Our conclusion: it's a step backward from the tools we used before. Details available upon request, as we're not sharing the document publicly due to legal reasons.To make matters worse, we're in a three-year contract with little flexibility from ConnectWise to find a solution. We're even considering paying for the software without using it. If you're contemplating a switch, I implore you to learn from our mistakes. Our experience can hopefully help others make more informed choices.
Avantages :
- The ability to easily create recurring service tickets
Inconvénients :
-Workflows run on a 10-minute timer rather than constantly-Ticket templates can only be applied after creating tickets-Opportunity templates don’t exist-No way to standardize note creation that impact status and email CC-No way to standardize time entry creation using templates that impact status and email CC-Client’s e-mail address does not appear on opportunities-No way to add in-line pictures to opportunities. Only downloadable attachments-No way to add multiple resources to an opportunity’s activities-No standard approval function for approve and post process-No notify resource option for individual notes-No way to edit schedule entry descriptions-No way to add multiple tickets to a service call-No way to bookmark or favorite a client-No way to edit items added by exchange-No way to view a 5-day work week on the calendar-No way to add opportunity pods-Ticket automation regarding changing boards doesn’t allow for simply changing boards and keeping other settings on the ticket, such as status and work type-Services and products do not group under one invoice without creating an additonal invoice-To give a discount you must create a line item specifically for this.-Default billable rates changes when board changes-Can’t add more teams to the Dispatch Calendar list. (known issue)-Agreements and time/tickets can’t be invoiced together-No support for browser based predictive textNo characters for the additional 40 items on my list.
Connectwise Suite for MSP
Avantages :
I love how much you can do in this software. I feel like everything you need is in connectwise manage and its a great way to keep an MSP's cost down by adding this to complete everything you need from sales to tickets to project portals.
Inconvénients :
The support can be a bit off most of the time its guesswork. Which is done by the IT person usually first but the chat option can be tiresome sometimes.