ConnectWise PSA

About ConnectWise PSA

ConnectWise PSA (formerly ConnectWise Manage) is a business management platform designed to run your technology solution business, connecting everything to allow for superior service delivery, know your business better, discover full-visibility billing, and handle handoffs without hiccups. The workflow rules defined in ConnectWise ConnectWise PSA cover all areas of the business, from sending targeted marketing campaigns, to tracking service delivery through service level agreements, to invoice creation and financial management. The app can be used for help desk and ticket management, project management, time tracking, customer relationship management, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, inventory management and more.

ConnectWise PSA offers a solution to streamline IT, with automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management. The customizable dashboards and reporting tools give detailed insight into all your most critical KPIs. ConnectWise PSA also comes as a mobile app for dealing with service requests and access data on-the-go.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of ConnectWise PSA

  • Billing & Invoicing: Use ConnectWise PSA's smart contract management to manage service contracts with agreement automation. Automate invoicing from service ticket data and sync payment details from your accounting system.

  • Project Management: Create work plans and timelines and get detailed reporting on progress. Use the workflow engine to set deadlines and receive notifications of overdue tasks. Also includes a sales-to-project conversion tool.

  • Helpdesk Management: Includes a ticketing system with workflow automation, SLA and performance monitoring and access tickets on-the-go from mobile devices.

  • Reporting & Dashboards: Dashboards show overviews as well as detailed explanations of KPIs. You can also use the custom report writer in ConnectWise PSA to generate reports on whatever you want.

  • ITIL Processes Automation: Use ConnectWise PSA to automate the full range of ITIL process, including:
    incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management.

  • Cloud Services: Manage, monitor and bill for key cloud applications like Microsoft Office 365. Provide exceptional customer service to your clients and proactively address downtime.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Countries available

    Australia, Belgium, Canada, Germany, Ireland and 5 others

    Supported Languages

    English

    Pricing starting from:

    Not provided by vendor

    • Free Version
    • Free Trial
    • Subscription

    Images

    ConnectWise PSA Software - 1
    ConnectWise PSA Software - 2
    ConnectWise PSA Software - 3
    ConnectWise PSA Software - 4
    ConnectWise PSA Software - 5
    View 5 more
    ConnectWise PSA Software - 1
    ConnectWise PSA Software - 2
    ConnectWise PSA Software - 3
    ConnectWise PSA Software - 4
    ConnectWise PSA Software - 5

    Features

    Total features of ConnectWise PSA: 92

    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Active Directory Integration
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Escalation
    • Alerts/Notifications
    • Approval Process Control
    • Asset Lifecycle Management
    • Asset Tracking
    • Audit Management
    • Audit Trail
    • Automated Routing
    • Automatic Backup
    • Availability Management
    • Backup and Recovery
    • Billable Items Tracking
    • Billing & Invoicing
    • CRM
    • Call Centre Management
    • Capacity Management
    • Change Management
    • Chat/Messaging
    • Client Portal
    • Collaboration Tools
    • Configurable Workflow
    • Configuration Management
    • Contract/License Management
    • Customer Database
    • Customisable Branding
    • Customisable Reports
    • Dashboard
    • Dashboard Creation
    • Data Import/Export
    • Data Visualisation
    • Document Management
    • Document Storage
    • Drag & Drop
    • Email Management
    • Expense Tracking
    • Help Desk Management
    • IT Asset Management
    • IT Asset Tracking
    • IT Reporting
    • Incident Management
    • Interaction Tracking
    • Inventory Management
    • Invoice Management
    • Issue Auditing
    • Issue Management
    • Knowledge Management
    • License Management
    • Maintenance Scheduling
    • Monitoring
    • Patch Management
    • Performance Metrics
    • Prioritisation
    • Problem Management
    • Progress Tracking
    • Project Management
    • Project Templates
    • Project Time Tracking
    • Projections
    • Quotes/Estimates
    • Real Time Analytics
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Real Time Updates
    • Real-Time Chat
    • Remote Access/Control
    • Remote Monitoring & Management
    • Reporting & Statistics
    • Reporting/Analytics
    • Resource Allocation & Planning
    • Resource Management
    • SSL Security
    • Scheduling
    • Self Service Portal
    • Service Catalogue
    • Service Level Agreement (SLA) Management
    • Single Sign On
    • Status Tracking
    • Support Ticket Management
    • Support Ticket Tracking
    • Task Management
    • Third Party Integrations
    • Ticket Management
    • Time & Expense Tracking
    • Timesheet Management
    • Workflow Management

    Alternatives

    Naverisk

    4.8
    #1 Alternative to ConnectWise PSA
    Naverisk is an All-in-One remote monitoring and management (RMM) solution designed for managed service providers with...

    Accelo

    4.5
    #2 Alternative to ConnectWise PSA
    Accelo transforms the way professional service businesses manage client work to improve their performance and profitabil...

    Zendesk Suite

    4.4
    #3 Alternative to ConnectWise PSA
    Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success,...

    Issuetrak

    4.6
    #4 Alternative to ConnectWise PSA
    Tired of software that lets you do just enough to dream of what you could accomplish with more control? Issuetrak lets...

    Reviews

    Overall rating

    4.1 /5
    (238)
    Value for Money
    3.8/5
    Features
    4.1/5
    Ease of Use
    3.6/5
    Customer Support
    3.7/5

    Already have ConnectWise PSA?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 238
    Angela
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Robust software

    Reviewed on 24/05/2021

    The support is really good, which is important as sometimes the settings are hard to get right. I...

    The support is really good, which is important as sometimes the settings are hard to get right. I wish they had had better advice on the setup between Connectwise and Quickbooks as it took a while to get things flowing correctly.

    Pros

    There are a lot of built-in features. It is good for being able to share information between departments. However, there are so many different features, it can be overwhelming for new employees when they first start. It seems to take people a while to really get the hang of it. It is nice having sales being able to see the same invoices as accounting, which saves time of having to send them to them when they have questions.

    Cons

    The reporting features. While they have a report writer, it is quite difficult to use. It is also chronically slow to load. The second thing is it also seems like in the last year I've had more of my tabs lock up in all areas.

    Zach
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    ConnectWise

    Reviewed on 08/04/2023

    Pros

    Overall use experience. Covers our main needs well.

    Cons

    So far no major issues to report. We are happy

    Charlie
    Overall rating
    • Industry: Computer Networking
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

    Manage hosted version is so slow it will cost you most in terms of time

    Reviewed on 30/12/2020

    Toma Bravio and Connectwise do not care about their clients AT ALL! Connectwise will teach you new...

    Toma Bravio and Connectwise do not care about their clients AT ALL! Connectwise will teach you new levels of frustration as you try to get it to do what you want or just to operate at an acceptable speed. Before purchasing this product I really wish I had fully demo'd everything else. Try dealing with their support. Call current clients using it. Research before buying! After Toma Bravo bought this company things got really bad. They used to make regular progress to features and functionality. Since the TB buyout they just buy other companies that fix some aspect of Manage (like buying IT Boost for documentation in lieu of their "knowledge base"). Third party integrators that don't play ball with Manage's team have their products harmed. Like when Manage wanted to get users to use their payment portal, they broke the viewability all custom invoices from the ConnectBooster payment portal for several months. Shop around!

    Pros

    Manage integrates with almost everything that MSPs use. It does a good job as a centerpiece to all of the other software. It excels at letting ticket management be as detailed as you could possibly want. It has a lot of partially developed features that can still be made use of. It has a detailed report writer capable of making any report you can figure out how to make.

    Cons

    Connectwise Manage is super slow! (Can't stress this enough!) It will cost you a fortune in lost tech's time as they want to enter things end of week/day because it is so frustratingly slow. A fast click in this software is like 3-5 sec. Slow clicks will be 10-30 seconds. "Normal" clicks by the company's definition will cost between 3-8 sec before support will recognize there is an issue. Second detractor, most of the features are just introductions to the functionality designed to get you to buy another system. For example, it has a quoting engine that you can't modify the quote template at all (like to add disclaimer text or a logo or instructions or anything) because they have another costly program called Sell. Sell way over does the quoting feature (adding in so much functionality, complexity and cost that it is prohibitive to use for most shops). Knowledge base lol lol lol. Demo it first!! If you use multiple computers regularly then every time you log into a different system it kicks out your other session. The report writer takes a full minute or two to open and you will need a masters degree in that interface to make it do what you want. Regarding support, expect to be on chat for 10-60 min to get a response from a tech, depending on the issue. If your issue is related to reporting whatsoever they will refuse to assist. Then there is the high cost to it and the lockin. Once you start integrating software into it, it becomes super expensive to switch.

    Morgan
    Overall rating
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    I have been using ConnectWise Manage for 7 years as an Account Manager/Sales

    Reviewed on 01/08/2018

    The ultimate benefit is that I am more organized with it. I don't forgetting about renewals,...

    The ultimate benefit is that I am more organized with it. I don't forgetting about renewals, tickets or tasks. It helps me deliver more consistent service so that my clients get a better level of support from me.

    Pros

    Tracking customer assets and reminding you when renewals are due are awesome. The flexibility to run client and internal reports are very good. Workflows are great, the automated processes make it so nothing is forgotten or missed. It is a great way for MSP's to stay on top of tickets, tasks, and activities.

    Cons

    I find it very difficult to search for a closed ticket if I don't know a key word in the subject line. It won't search the body of the ticket for a key word.

    Derek
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Manage all your tickets and more

    Reviewed on 24/12/2019

    As time goes on, it becomes more and more feature rich. Can do pretty much anything that an MSP...

    As time goes on, it becomes more and more feature rich. Can do pretty much anything that an MSP needs as far as client organization and ticketing as well as integrate with RMM tools.

    Pros

    Great organization of information including client information, tickets, and if needed documentation. Highly recommend as it's a great solution for an MSP of any size.

    Cons

    The cost of the software is rather high entry barrier. Most all contracts work as a monthly subscription per employee and that cost is high, but well worth it.

    Showing 5 reviews of 238 Read all reviews

    ConnectWise PSA FAQs

    Below are some frequently asked questions for ConnectWise PSA.

    ConnectWise PSA offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Not Available

    Contact sales for a quote. [email protected]

    ConnectWise PSA has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    ConnectWise PSA supports the following languages:

    English

    ConnectWise PSA supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    ConnectWise PSA integrates with the following applications:

    Acronis Cyber Backup, Auvik, Bedrock Data, ConnectWise Automate, ConnectWise CPQ, ConnectWise Cybersecurity Management, ConnectWise ScreenConnect, Constant Contact, Dynamics 365 Business Central, Google Calendar, Jira, Kaseya VSA, LogicMonitor, MSP360 Managed Backup, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Outlook, NinjaOne, OpsGenie, QuickBooks Online Advanced, Quickbooks Online, Sage 50cloud Accounting, Salesforce Sales Cloud, The Email Laundry, Webroot Business Endpoint Protection, Xero, Zapier

    ConnectWise PSA offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for ConnectWise PSA.