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What is ShieldPSA?

ShieldPSA is a specialized Professional Services Automation (PSA) solution created specifically for Managed Service Providers (MSPs) and IT service teams, integrating essential service management and business operations into one streamlined interface. This platform simplifies the management of customer inquiries, support tickets, service level agreements (SLAs), project oversight, contract management, time tracking, billing, and extensive reporting functionalities. By providing tools that encompass the entire service lifecycle—from the initial receipt and prioritization of service requests to their resolution, including time management, contract administration, and invoicing—ShieldPSA guarantees a smooth operational flow. In addition, it boasts features such as automated workflows, service catalogs, customer and contact management, detailed reporting, a client portal, and multiple integrations, all aimed at enhancing the daily functions of MSPs. With a commitment to helping MSPs consolidate their service operations, the platform improves visibility into technician and customer interactions, standardizes processes, and streamlines the management of recurring services, promoting greater efficiency. Moreover, ShieldPSA is offered as a free PSA solution, with the option for professional services that cater to advanced requirements and boost productivity even further. This blend of functionalities positions it as an essential resource for teams dedicated to enhancing operational effectiveness and ensuring customer satisfaction, ultimately driving growth and success in the competitive landscape of IT services.

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.

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Integrations Supported

Acronis Cyber Protect
Asio by ConnectWise
Backup Radar
BrightGauge
CSP Control Center
Callture
ESET Endpoint Security
Flowgear
HubSpot Customer Platform
HyAlto
IT Glue
Kaseya Quote Manager
Neo Agent
Robly
Salesforce
ScalePad Lifecycle Insights
Scopable
Stackreaction
TimeZest
modusCloud

Integrations Supported

Acronis Cyber Protect
Asio by ConnectWise
Backup Radar
BrightGauge
CSP Control Center
Callture
ESET Endpoint Security
Flowgear
HubSpot Customer Platform
HyAlto
IT Glue
Kaseya Quote Manager
Neo Agent
Robly
Salesforce
ScalePad Lifecycle Insights
Scopable
Stackreaction
TimeZest
modusCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$0
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

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

Vembu Technologies

Company Location

United States

Company Website

www.bdrshield.com

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

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

Categories and Features

MSP

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

Professional Services Automation

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

Categories and Features

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
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Management

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

IT Service

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

ITSM

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

MSP

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

Professional Services Automation

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

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