Consulting, Training, & Support

Whether you are new to ConnectWise or have been using it for years, there is always something new to learn. Our team can tap into our years of experience to guide your team through the foundational setup as well as new features as they become available.

ConnectWise Manage Certification for Services
ConnectWise Manage Sales Certified
ConnectWise Manage Certification for Finance

I'm new to ConnectWise. How can you help me?

We’ve been using ConnectWise for a long time; so, we’re happy to help you implement ConnectWise Manage according to ConnectWise best practice, but we can also help tailor your implementation to optimize features in the best way for your business. (We also use and can assist with ConnectWise Sell and ConnectWise Automate.) Meeting with key players, we will discuss what features they need and then help configure ConnectWise products to meet those needs. We can do the configuration setup for you if you like, but we’d rather show you how it works to empower you with the knowledge for future success. Just let us know how much assistance you’d like, and we’ll be more than happy to help!

I've been using ConnectWise for years. How can you help me?

We can conduct a Strategic Process Review to analyze your current usage of ConnectWise. During this process, we will sit with various stakeholders and job roles to review the current state of usage in every single screen within ConnectWise Manage. (We also use and can assist with ConnectWise Sell and ConnectWise Automate.) At the end of this process, we will provide you with an actionable roadmap on best practice suggestions to optimize your usage longterm in a scalable way. 

ConnectWise Consulting

As ConnectWise users, we’ve learned a lot over the years about what works and what doesn’t, and we’re more than happy to share that knowledge with you! We always keep scalability in mind too so that, regardless of the immediate topic, you’ll be empowered with the knowledge needed for longterm growth and decision-making. Just getting started with ConnectWise? Request us as your implementation team!

ConnectWise Training

Whether you need to learn about ConnectWise from the ground-up or need a refresher on a specific feature set, we’ve got you covered! Our experienced ConnectWise team can provide customized training tailored to your specific needs as well as teach you tips and tricks for overall optimization. For example, we can walk through all of the Manage Setup Tables to help you configure a solid foundation. For Sell, we can help you configure your quotes and even help build custom templates. For Automate, we can assist with script building to automate repetitive tasks and increase performance. Whatever you’d like to learn, we’ll be more than happy to show you!

ConnectWise Support

We offer as much or as little support that you need. We can be on-call to answer quick questions that may arise while navigating the ConnectWise suite, or we can act as your Virtual ConnectWise System Administrator to remotely manage your environment so that you can run your business instead of running your software. Whether ConnectWise Manage, ConnectWise Sell, or ConnectWise Automate, we’re here to help!

How do I get ConnectWise for my business?

If you don’t have the ConnectWise suite but are interested in learning more, you can either reach out to your ConnectWise Account Manager, or feel free to reach out to us to ask any questions about the product. We’d be more than happy to share our knowledge and feedback with you! (Also, be sure to request us as your implementation team!)

EpiCenter ERP Logo

Why Choose EpiCenter?

As ConnectWise users ourselves, our team is ready to assist your business with its ConnectWise implementation calling on our years of personal experience. Want to hear our origin story and learn more about our differentiators? 

You don't have to take our word for it!

We’ve had the pleasure of working with a diverse group of companies over the years, and here’s what they have to say:


Take the Next Step

Want some additional information about us, ConnectWise, or anything in between? Then, feel free to contact us below!