Side-by-side comparison of features, reviews, pricing and more
Category: Task Management Tool
Industries: Marketing, Business, Education, Communication
Contact for a Quote
Category: Task Management Tool
Industries: Marketing, Business, Education, Communication
Contact for a Quote
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Overall: The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless.
Lindsay C.Optimy helps users receive applications, sort them, and then manage the projects and report on those. From a single dashboard, users can follow all the projects and their processes. Recurring tasks will be automated, saving the user a lot of time. Gather and centralize all contacts in one place.
ConnectWise Manage drives accountability from a time standpoint and makes sure customer requests are addressed efficiently. Thanks to ConnectWise Manage, we saw a significant improvement in productivity for the entire tech team.
Dan KingMade for companies that sell, service, and support technology, ConnectWise Manage is the leading business management platform worldwide. Today, more than 110,000 users rely on ConnectWise Manage to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, the platform fully integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations. ConnectWise Manage is the hub of the ConnectWise suite of products, a set of solutions for technology solution providers that gives an end-to-end view and total control over their business. ConnectWise Manage also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise Manage has been the premier business management platform for technology companies for more than 15 years.
Through Optimy we handle our complete commitment. The hopes that we as a company had for the software have so far been fully fulfilled. It turned out that we can use the tool to integrate further processes that we did not have in mind in advance. With this integration, further processes are streamlined, interfaces and sources of error are reduced.
- Roy H.
My experience has been very positive and filled with great customer service and support at every stage.
- Chelsey W.
Overall: We are ruling all partnership events (commercial and non commercial) through this tool. Pros: You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file Cons: Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive.
- Allain H.
"Great for growth, but a huge learning curve in the beginning." What do you like best about ConnectWise Manage? ConnectWise Manage has options for every customization and setting you to require. It is set up to integrate well with most other tools like Connect, or ITGlue. From a support perspective, I really enjoyed setting up the portal for the end users to input tickets from. Review collected by and hosted on G2.com. What do you dislike about ConnectWise Manage? The learning curve is huge. The implementation will take time, and needs to be set up 100% correctly. Again from the support side of our business, there is a lot more hoops to jump through to get a ticket created, documented and closed compared to other ticketing systems Review collected by and hosted on G2.com. What problems is ConnectWise Manage solving and how is that benefiting you? ConnectWise Manage has a lot of customization for our support team. For me and my team, we use the ticketing feature the most. It has a large learning curve but a lot of options which allows for expanding companies. It connects time on site, with billing and inventory all in one area.
- Gary L.
"Perfect and Easy to use!" What do you like best about ConnectWise Manage? How easy it is to use for creating, working, responding to, and closing tickets. We use the Service Board every day and it's simple to use and makes working tickets a breeze. Review collected by and hosted on G2.com. What do you dislike about ConnectWise Manage? Sometimes the timing of the responses to tickets in the service board shows out of order, so when you respond to a ticket sometimes it shows below the actual email you were responding to instead of in the correct order. Review collected by and hosted on G2.com. What problems is ConnectWise Manage solving and how is that benefiting you? We use ConnectWise Manage to host our service board for incoming IT-related tickets, we also use it to bill clients. The integration of it makes all these tasks simple.
- Nigel W.
"Good system that allows customization and automation" What do you like best about ConnectWise Manage? Nice easy set-up, very easy to get used to using. Can be utilized in different ways for different types of businesses and support. Also ideal for different sizes of business, small or large. Review collected by and hosted on G2.com. What do you dislike about ConnectWise Manage? Updates to the application aren't always good. One update made it so you could no longer search for standard notes using an asterisk and a keyword in the template. We previously were able to categorize standard notes by team, for example, "Support - Device Termination" and you could search *termination to find it. The application also seems to get slower and slower with each update. Now, the Today page on the application loads about 10% of the time. The other 90% of the time, it stays loading endlessly. Review collected by and hosted on G2.com. Recommendations to others considering ConnectWise Manage: Their support has not been very responsive to us so keep that in mind. The more in-depth you get with automations, the more you may need to rely on their assistance. Review collected by and hosted on G2.com. What problems is ConnectWise Manage solving and how is that benefiting you? We are providing support and support solutions to customers. We are able to bill them through ConnectWise with support hours and products that they purchase from us.
- Maddie M.
Pros |
---|
Easy to use |
Being able to make personal edits to the software is a huge improvement in our efficiency |
Customer service available and very professional. |
Cons |
---|
There are some automated features that were available in our previous solution which are not available in the Optimy tool |
Server response too slow |
Some changes are set up without correct information of the client. |
Pros |
---|
Easy to create all the reports needed |
Excellent management system with simple functions |
Useful services and data management |
Cons |
---|
Reporting on many projects is not easy to all users |
Maintenance of the platform to some small business |
Configuration of the interface to new people is not simple. |
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