ConnectWise PSA: The #1 CRM for Tech and IT Companies

 

ConnectWise is one of the oldest and most experienced companies that is dealing in customer relationship management software for IT and tech companies in the United States. Founded in 1982, ConnectWise is anything but old-fashioned. They have adapted with current technology and have created a sales-marketing CRM for a scalable future.

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Intended Users

ConnectWise PSA was created for IT and technology companies that sell, support, and service tech from managed service providers as well as cloud service providers – to manage VOIP, print, and VARs.

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What ConnectWise Can Do For You

ConnectWise CRM will allow your IT or tech support company to take control of the sales pipeline and keep track of your productivity, sales, and revenue faster and easier. It has been rated as the best CRM for IT and technology companies and if used correctly, promises to boost sales productivity and consolidate sales and customer information into one system.

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Features Checklist

If your tech/IT company is looking to improve sales, consolidate the location of customer information and data, as well as make a better impression in marketing services, the ConnectWise CRM may be a good fit.

Some of sales, marketing, and CRM features include:

  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Proposals / Quotes
  • Referral Tracking
  • Territory Management

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With ConnectWise “Manage,” users can use the CRM to generate new business opportunities as well as design and track their professional marketing campaigns in order to keep those leads flowing. With the sales features, you can stay on top of your sales opportunities, retain a full visibility into your pipeline, and have automated follow-ups.

The automated tasks will keep you and your employees can keep your eye on the larger picture while keeping them focused on customers’ needs.

Once a sale is complete, the software will handoff the sale from “sales” to “project management” seamlessly.

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Deployment

ConnectWise is very flexible and versatile in its platform options — in fact, it is one of the most accommodating softwares we have come across.

Deployment options include:

  • Cloud, Web, SaaS
  • Installed – Mac
  • Installed – Windows
  • Mobile – Android Native
  • Mobile – iOS Native

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Pricing

To receive a quote that is customized to your business, fill out the form at the following link: https://www.connectwise.com/request-pricing

Free Demo

While there is no free trial of ConnectWise available, you can use the following link to watch a free demo: http://lp.connectwise.com/sem/demo/sales/int/boost-productivity.

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Training and Support

  • Webinars
  • Live Online Training
  • In Person Training
  • Documentation
  • Online Support
  • 24/7 Live Rep Support
  • Business Hours

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Cons

While it is an experienced software company, ConnectWise CRM isn’t perfect. Despite the range of features, there is room to improve. Recommendations from real users state that the marketing and sales functionality is lacking when it comes to actually managing and running the campaign efforts.

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