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ConnectWise PSA Description

ConnectWise PSA (formerly ConnectWise Manage) a robust business management platform, is designed for companies that offer service and support technology. ConnectWise PSA is trusted by more than 100,000 users. It offers a wealth features that enable teams to achieve greater accountability and operational efficiency. ConnectWise PSA includes help desk, billing and time tracking, project management, agreement management, sales and marketing, procurement and reporting tools.

ConnectWise PSA™ (formerly ConnectWise Manage) is an award-winning professional services automation (PSA) solution that connects your entire operation. It creates a single view via a single data layer, so you can clarify and streamline what’s actually happening in your business.

Integrations

Reviews - 37 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
ConnectWise
Year Founded:
1982
Headquarters:
United States
Website:
Update This Listing

Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support
Online

ConnectWise PSA Features and Options

Professional Services Automation Software

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Help Desk Software

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

MSP Software

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

ITSM Software

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

IT Management Software

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service Software

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ConnectWise PSA Lists

  • Name: Anis A.
    Job Title: Ownership Workflow Coordinator
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Fantastic for Comprehensive Professional Services Automation

    Date: Jan 13 2024

    Summary: ConnectWise PSA is a comprehensive solution for professional services automation, offering features that cover the entire project lifecycle. Its integration with other ConnectWise tools, resource management capabilities, and CRM functionality make it a valuable asset for businesses in the professional services industry.

    Positive: ConnectWise PSA offers comprehensive project management capabilities, covering project initiation, task management, time tracking, and project completion. This end-to-end approach simplifies project workflows and enhances collaboration.

    Negative: The pricing for ConnectWise PSA may be considered complex, and businesses should carefully evaluate their specific needs and budget constraints. Understanding the pricing model and associated costs is crucial for making informed decisions.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Sales and Marketing Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Helps to Manage Important Key points

    Date: Nov 13 2022

    Summary: I loved how the Connectwise Manage platform helps to streamline the support ticketing process. Ideal for small and mid-sized businesses. Overall, I suggest Connectwise Manage if you searching for a reliable and hybrid platform for tracking, managing inventory and creating tickets that lets you manage all these from one dashboard.

    Positive: Connectwise Manage helps us manage some important key points in our business. It also helps in tracking employee working time. The creation of support tickets is a streamlined process on this platform. Overall it's a great platform.

    Negative: The learning curve on this platform. No other cons.

    Read More...
  • Name: shristi B.
    Job Title: Developer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    GREAT for analytics

    Date: Sep 08 2021

    Summary: Great for analytics information and saves a lot of time.
    Connects well to work along side current software.

    Positive: Helps to provide excellent analytics about the performance of employees and projects.
    Easy to use and work with.

    Negative: Interface can be made more simple because it takes lots of time to setup.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Consultant
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Excellent Reporting and Analytics with Complex Dashboards

    Date: Jul 11 2021

    Summary: If you don't care about a pretty user interface, but want realistic and accurate analytical information of your teams time utilisation, and progression with projects, ConnectWise is the tool for you.

    Positive: ConnectWise provides excellent information for reporting and performing analytics of employee's time use, and billable projects.

    Negative: The graphical user interface for users is quite complex and hard to navigate, meaning it can take a lot of your time during the week to update projects and complete timesheets.

    Read More...
  • Name: Jon G.
    Job Title: Management
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great IT and Automation Solution for Service Providers

    Date: Jul 05 2021

    Summary: Overall, this software has helped to automate and streamline our workflows. The ticketing services and automation is a great addition to any service providers IT solutions. Helps with time management and invoicing. Connects well and works along side our current software. I recommend trying this software out and seeing what it can do for your organization.

    Positive: Really like this software as a means to take some work off the shoulders of the IT team, as well as streamline some of our workflow. Some great features include service ticket management and ticketing system. The software works well with other software platforms and is easily integrated. With some tweaking you can the automation is an awesome feature, and really helps to decrease the workload and free up employees to focus on other things.

    Negative: A lot of setup and tweaking to fit your business needs to get things started and working properly.

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  • Name: Victoria S.
    Job Title: Office Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Ideal for task managers

    Date: Jun 14 2021

    Summary: Since its launch, it is the most important because colleagues feel more comfortable with it and can evaluate projects more efficiently and concisely. There are many aspects to the program, and we like it because it can make us brilliant partners who can help create very fluid and exciting support in the industry. ConnectWise Manage can help you improve the efficiency of your work.

    Positive: The software is incredible and has proven to be an excellent ally for the operation and control of the activities; the workflow has been very influential in having good productivity. The support is extraordinary to achieve confidence in the self-management processes of the software.

    Negative: I don't like that the program has a very high price; they should reconsider the offer to get a more verified demand for the product.

    Read More...
  • Name: Dominik R.
    Job Title: Senior Project Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Automated processes and centralization of information to improve workflows

    Date: Apr 17 2021

    Summary: ConnectWise Manage has provided us with several benefits, among them is the abysmal improvement in our workflow and the great amount of time it saves us in managing multiple processes thanks to the very useful automations that this tool allows us to enjoy. It provides everything we need to lighten workflows, streamline processes and manage information within the same environment. It is a very robust tool that can streamline many processes within any organization, it must be taken into account that it has a certain learning curve that can become steep but it is worth it for how much it offers and how much it helps.

    Positive: The use of ConnectWise Manage in my organization has been consistent of an optimal management of our data and the organized management of our systems and production processes, it is an incredible tool that has allowed us to centralize all the information of our business in the same environment. It has a very attractive interface, it integrates with third party tools without any complications and its customer service and support is first class.

    Negative: It is a robust tool and at first it may cost a little to understand its operation and take proper advantage of its many benefits, it has a learning curve that is worth overcoming.

    Read More...
  • Name: Lynn J.
    Job Title: Marketing Specialist
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Consistent and Fruitful Communication Aid

    Date: Feb 02 2021

    Summary: ConnectWise ensures successful way of discussions and information spread in the whole world. Again, ConnectWise guarantees us with speed and security during all our operations.

    Positive: ConnectWise offers all the details of communication, including chats, calls, and also content sharing.
    ConnectWise demands so little, hence, users can fully subscribe from the product.

    Negative: ConnectWise takes quite long for it to upload files, and this limits the speed for this operations. Hopefully, the developer can upgrade on this.

    Read More...
  • Name: Aryan R.
    Job Title: Associate Analyst
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great for Managing

    Date: Nov 27 2020

    Summary: The overall experience has been great with ConnectWise Manage its really easy to manage and optimize your requirements with this tool also provide real-time tracking and management for our work and projects.

    Positive: A trusted multi-functional tool.
    Very helpful for automation and manage your clients with help desk etc, billing and time coverage.
    It helps to optimize our business operation.

    Negative: No cons it really worked well for me with so many features.

    Read More...
  • Name: Shreyas P.
    Job Title: Intern
    Length of product use: Free Trial
    Used How Often?: Daily
    Role: User, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Managing made easy

    Date: Nov 24 2020

    Summary: It gets everything at one place to make life easier for managing clients in multiple aspects like accounting, tracking issues and help desk by which we can eliminate usage of multiple different tools and just use one.

    Positive: Helps you automate and manage your clients with help desk, billing support and accounts.
    Is secure and easy to use, easy to set up in existing technology
    Reduces your time and effort to get efficient at the business.

    Negative: Haven't really found any issues yet. The support team was quick to get any issues resolved.

    Read More...
  • Name: Amy S.
    Job Title: Assistant Principal
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Take Back Control

    Date: Nov 23 2020

    Summary: I have been able to take back control of all areas of my business because it is now all at my fingertips with ConnectWise Manage.

    Positive: With using ConnectWise Manage I have been able to stay on top of contracts for billing and time coverage automatically. It has never been so easy!

    Negative: I have yet to run into a con. Anytime I have had any issue, I have been able to chat with customer service and they resolve my issue immediately. The demo made my life so much easier to navigate the new software.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Associate Analyst
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Highly Scalable Tool

    Edited: Nov 17 2020

    Summary: This product gives one software for many solutions that we usually use different platforms for that. It has a very simplified interface. No learning curve is there. Overall, it's a highly scalable tool.

    Positive: ConnectWise Manage is a trusted multi-functional tool. We tried its help-desk and sales and marketing manager, from day one we are pretty impressed by its ability and simplified interface. It's highly scalable and can be used in many business processes.

    Negative: Lead treating and personalization were not so effective.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Senior Consultant
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Most versatile tool

    Edited: Nov 11 2020

    Summary: My overall experience has been excellent with it. l also appreciate how ConnectWise Manage made business management easy and optimized. It's simple to get started with this. I highly recommend it.

    Positive: Nothing comes close to the versatility of this software. Bringing ConnectWise Manage into the organization wasn't difficult. It helped to optimize our business operations. On a broader scale, it provides a powerful help desk, project manager, sales, and marketing support.

    Negative: The help desk doesn't come with the major required automation as we get from other tools.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Customer relations and Marketing Specialist
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User, Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Manage Business Operations with CW Manage

    Edited: Nov 07 2020

    Summary: Everyone in the team loved using, ConnectWise Manage to manage and collaborate for help desk, projects, and time tracking. Everything is process is straightforward and flexible as we want.

    Positive: ConnectWise Manage is a tool for business operations management. It offers helpdesk, billing, sales, marketing project and time tracking.
    It helps to boost agility in business. Highly capable of breaking a complex infrastructure of management into simple and straightforward.

    Negative: The deployment was not very easy. Otherwise its great.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Technical Program Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Powerful and advanced PSA software

    Edited: Nov 06 2020

    Summary: Overall, ConnectWise Manage is a great PSA tool for improved business processes. The platform is highly powerful and gives the best control for managing the help desk and its add-on of ticketing, chat, issue tracking.

    Positive: ConnectWise Manage is a very advanced and powerful professional service automation tool. It helps my organization to build a resourceful help desk and sales solution for our customers. Its interface is streamlined and easy to navigate. There is no learning curve related to this platform.

    Negative: Nothing so far. We don't have any issues with this solution.

    Read More...