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What is ConnectWise PSA?

ConnectWise PSA, previously known as ConnectWise Manage, is a comprehensive business management solution tailored for organizations that provide technology support and services, and it is relied upon by over 100,000 users. This platform is packed with numerous features that enhance team accountability and boost operational efficiency, encompassing tools for help desk management, billing, time tracking, project oversight, agreement handling, sales and marketing, procurement, and reporting. By offering an integrated professional services automation (PSA) solution, ConnectWise PSA fosters a unified perspective of your entire operations through a singular data layer, allowing for improved clarity and streamlined business processes. This holistic approach not only helps organizations manage their resources effectively but also empowers teams to respond swiftly to client needs and market demands.

What is ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

Media

Integrations Supported

Asio by ConnectWise
BrightGauge
CloudRadial
ConnectBooster
FAT FINGER
Salesforce
Wise-Pay
Cloud Elements
CyberFOX Password Manager
Datagate Telecom Billing
Field Effect
ITQuoter
InteGreat Web Services
Jira
Lead Guerrilla
Passly
Scopable
Stackreaction
modusCloud

Integrations Supported

Asio by ConnectWise
BrightGauge
CloudRadial
ConnectBooster
FAT FINGER
Salesforce
Wise-Pay
3CX

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/psa

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

Categories and Features

AI PSA

Not specified

Help Desk

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
Network Monitoring
Real-time Chat
Service Level Agreement (SLA) Management
Ticket Management

IT Management

Capacity Monitoring
Event Logs
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
User Activity Monitoring

IT Service

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

ITSM

Asset Tracking
Availability Management
Configuration Management
Contract/License Management
Dashboard
Problem Management
Project Management
Self Service Portal

MSP

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

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Document Management
Project Management
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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