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Customer Relationship Management
We are confident that ConnectWise can exceed your expectations when it comes to a CRM application, but we also understand that you may prefer to continue using another application if it meets your needs. Acquiring customers is at least ten times more expensive than retaining them so extend the power of CRM.
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- Does not require Outlook on your desktop
- Calendar integration
- Contact integration
- Synchronize companies and contacts (Free)
- Synchronize appointments (Free)
- Enter time via Outlook calendar (requires Mobile Add-on)
Lead Import by ConnectWise (Free)
- Import leads from spreadsheets
- Generate follow-up activities
- Associate leads with territories
- Associate leads with marketing groups
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Learn more
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