Home > PSA Software > ConnectWise Manage > ConnectWise Manage vs Klient

ConnectWise Manage vs Klient

Last Updated: November 18th, 2024

Our analysts compared ConnectWise Manage vs Klient based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

ConnectWise Manage is a PSA tool for businesses in the IT sector that are seeking to develop consistency across the organization. It also enables users to manage accounts and other service-oriented tasks efficiently. The program contains centralized data as well as account information to increase internal visibility and to reduce duplicate work.

It aims to streamline elements such as billing, client communications, procurement and project management. It’s available to IT businesses of all sizes and can be deployed either on-premise or cloud-based.

Klient is a PSA system designed for large corporations and small businesses. The enterprise version is built on Salesforce and enables users to work side by side with clientele for ideal services from the early sales stage to service delivery. The small business version is intended for startups and entrepreneurs. Users can manage timesheets, expenses and client billing and monitor projects with one platform.

As a whole, its objectives are to extend effortless customer experience, visible communication between team members and clients for guaranteed alignment of expectations and transparent project health statuses. Project management, team collaboration and time management are some of its key features.

$25/User, Monthly

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$49/User, Monthly

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Tailored to your specific needs

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Product Insights

Automation: ConnectWise Manage can streamline operations through its centralization of various workflows and its automation of tasks such as client contract management and notification of sales events like completed opportunities.
Consistency: The program can ensure consistency by recording customer information from the time someone becomes a lead until the time an order is completed. Standardized onboarding can also be implemented to guarantee that customers receive the same level of service every time they engage with a certain business.
Improved Customer Relationships: This solution can tailor sales materials to user groups based on data collected through ConnectWise Manage’s sales and marketing functionality. Also, by increasing the visibility of customer information across the company, customers can receive more individualized service that’s on track with historical requests and purchases.
Boost Productivity: ConnectWise Manage can increase employee and operational productivity through the automation of tasks and the centralization of information. By freeing up staff workflows, time can be spent on other important tasks that don’t receive as much attention due to different needs being prioritized. Easy visualization of data can also increase productivity. With this, users don’t need to spend as much time searching for information and can spend more time using insights to inform action.

Prompt Communications: Users gain real-time communication with their customers to guarantee everyone is in the loop. When communication is open, users receive complete awareness of their sales channel so they adjust their resource planning accordingly.
Maintain Customer Satisfaction: Incorporated surveys, status reports and customer satisfaction monitoring provide users with clear insights on the health and satisfaction of their clients.
Scalable: Klient grows with businesses and companies as their client-base and production demands expand.
Easy Interface: Users work with a comprehensive interface that allows administrators to conduct intricate and smooth procedures to meet their business protocols.

Help Desk: ConnectWise Manage can track all ticket requests as they enter the system through different avenues, such as live chat, phone and email. ConnectWise Chat allows clients to enable instant online chat functionality and logs the information learned through these communications. The help desk feature also includes a customizable ticketing dashboard where users can view factors such as time-to-resolution history, team resources and total billable hours.
Agreements: This tool automates the management of client contracts along with recurring billing parameters. Agreement templates are included in the system and can be customized to adjust factors such as support coverage and billing rates. The program can also help prioritize tickets based on client expectations.
Account Management: ConnectWise Manage contains a centralized system where all customer interaction is stored, including purchases, communications, tickets and products so that reiterative information isn’t entered and the sales process can be streamlined. The program also develops standardized workflows for tasks such as client onboarding and ticket resolution to ensure a consistent customer experience. KPI and financial reporting are included to see where a customer stands financially with a company.
Sales and Marketing: This program enables users to create and track sales opportunities. Campaign metrics such as links clicked and emails opened can also be monitored to assist with lead scoring. Customizable HTML email templates are available to help target specific groups. Automatic notifications of deals to close, opportunities that were won and agreements to renew keep sales teams up-to-date and ensure that nothing slips through the cracks.
Procurement: ConnectWise Manage can sync up with QuickBooks easily to facilitate operations between accounting and inventory management. The program allows users to visualize materials and products that need to be ordered per set minimum stock levels. The solution can also adjust inventory count and manage inventory quantities. Information can be shared between sales and procurement to provide more visibility into the work of other departments.
Time Tracking and Billing: The system tracks billable and non-billable hours and can allocate them to specific agreements and SLAs. Accountability tools are included in the program to make the process of obtaining approvals less of a hassle. Time on-site can also be tracked through the solution so that users can ensure that they are getting paid for all of the time that they spend working on a project.
Project Management: Sales opportunities can be quickly converted into projects so that nothing slips through the cracks between workflows and so that project-related tasks can begin immediately. ConnectWise Manage also gives users visibility over different project aspects such as resources, roadblocks, timelines and statuses. Project templates can be customized and used to streamline project workflows and ensure consistency.
Reporting: ConnectWise Manage’s reporting functionality includes the ability to see how many assets an organization has on-hand along with inventory levels. Inventory management costs can be calculated based on this information. Tickets can also be reviewed, assigned and closed through this tool.

Project Management: Users can use the project management module to administer all of their projects from start to finish. They can formulate tasks with drag-and-drop tools, partner with group members and clients on project operations and real-time status notifications.
Unified Teamwork: Klient's collaboration accessory enables users to promptly email customers and associates when a new procedure is finished. They can also invite clientele to work on assignments.
Time Management: Users can document how much time is spent on specific duties and assignments with the time management module. They can also track billable or non-billable time and offer accurate client billing by recording costs and bill rates.
Expense Management: Thanks to Klient's expense management module, users can generate adjustable expense and tax types to perform expense processing. They can also invoice billable expenses to their clients.
Resource Management: The resource management accessory permits users to plan, schedule and record all of their resources. If needed, they can effortlessly change resource schedules.
Project Accounting: Users can transform every project into profitable opportunities with the project accounting tool. They can monitor rate cost and bill rates, cards and employ flexible client invoices in batches or on-demand.
Surveys: Klient's survey tool enables users to generate and send customer surveys such as NPS, CSAT or open surveys to study feedback. This component assists users in keeping and maintaining customer support.
Plenty of Integrations: Klient has a string of integrations to streamline various processes. It integrates with a variety of popular third-party tools such as Quickbooks, Xero, Sage, Drakya, Glic Tech, Slack, RelationEdge and more.

Product Ranking

#3

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#9

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Analyst Rating Summary

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User Sentiment Summary

79%

of users recommend this product

ConnectWise Manage has a 'good' User Satisfaction Rating of 79% when considering 811 user reviews from 5 recognized software review sites.

88%

of users recommend this product

Klient has a 'great' User Satisfaction Rating of 88% when considering 63 user reviews from 2 recognized software review sites.

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3.9 (375)

4.4 (62)

4.1 (181)

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3.9 (237)

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Awards

Synopsis of User Ratings and Reviews

Abundant Features: ConnectWise Manage is equipped with a variety of features such as client communication, time tracking, ticketing, lead tracking, reporting, delivering purchase orders, quoting and more, according to 62% of users.

Integratable: Approximately 69% of users reported that ConnectWise Manage integrates with a vast amount of products including other ConnectWise solutions, Automate, Auvik, and LogicMonitor as well as certain sales and accounting solutions.

Arrange Client Information: Users remain organized by sorting client contact information, crucial documents, tickets and more, as reported by nearly 100% of users.

Highly Configurable: Roughly 57% of users reported that ConnectWise Manage is modifiable to align with their business needs.

Simple User Interface: Precisely 71% of users reported that Klient has a user-friendly interface and a simple implementation process.

Responsive Support Team: The customer support team has a rapid turnaround time, according to approximately 100% of users.

High-Quality Performance: Roughly 44% of users say the overall performance of Klient is fantastic and reduces downtime.

Configurable: Nearly 75% of users claim Klient is pliable to their business needs.

Abundant Accessories: Klient has a grand package of features including approval workflow, project management, project layout, retainer billing, revenue recognition and more, as stated by 55% of users.

Integratable: Precisely 100% of users said Klient integrates with Slack, Sage Intacct, Chatter and other applications.

Overwhelming Setup: When conveying how they felt about implementation, 42% of users stated that the setup tables are not user-friendly and there's an overwhelming number of customization choices.

Dated Interface: Approximately 71% of users conveyed that the interface is ugly, old and clunky compared to Zoho and Bullhorn. Users also report that there's a tough learning curve.

Inconsistent Customer Support: ConnectWise Manage's customer support is on a hit-or-miss basis, according to 90% of users. Some customer support agents allocate the best solutions and some don't. There's also a slow response time in offering the ideal troubleshooting resources.

Lagging Mobile Capabilities: Roughly 100% of users stated that ConnectWise Manage's mobile app does not match with its desktop or cloud counterparts.

High Price Tag: The overall cost of the system combined with its varying levels of support comes with a high price tag according to approximately 100% of users.

Slow as Molasses: Precisely 100% of users say ConnectWise Manage has a slow loading time when performing various tasks, including opening the right help tickets.

Lagging System: Of the users who responded to Klient's overall performance, 55% of users said it has a slow loading time and the occasional unexpected error messages.

Limited Reporting: Nearly 42% of users say the reporting feature has limited capabilities and templates.

ConnectWise Manage is an effective PSA tool capable of executing job costing, time tracking, ticketing, project management, sending purchase orders, connecting to machinery and more. It integrates with accounting, sales, other ConnectWise software and more in addition to keeping users organized by sorting client information, tickets and more. Although ConnectWise Manage occasionally lags in performance, has a high pricing plan, a scattered customer support base and a clunky interface, most users believe it's worth every penny.

Klient is a vigorous PSA program that has an array of appliances such as project management, resource management, workflow approval, retainer billing, revenue recognition and more. It's built on Salesforce and integrates with Chatter, Slack, Sage Intacct and other platforms. The interface is user-friendly, the implementation process is simple and the customer support team has swift problem-solving skills. Although the speed of the system is slow and the reporting tool lacks some templates, clients believe Klient is a potent project management resource.

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FAQ

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