ConnectWise PSA Reviews

I am an independent CW PSA and CPQ Consultant and I have found, across multiple environments, it's all about the setup. Set it up right to start or set it up right now.. you will find it a great program. All software has their idiosyncrasies for sure but if you get it set right, it can streamline things across the board for all departments.

If you set things up correctly it's a very, very powerful tool. I have years of finance/billing experience in different applications and I will say, for pro serv invoicing, CW beats the rest. As long as time is entered, agreements are setup correctly and defaulting as they should and tickets are closed, invoicing should be a breeze.

It's a large program and the learning curve can be kind of steep.

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.

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.

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.

Overall, it's a decent solution with tons of potential if you put the time into it. The community is full of great people and there are a ton of 3rd party solutions that fill the product gaps.

ConnectWise Manage is a good step into the ConnectWise ecosystem of products. They provide a low cost hosted solution that fills the needs of most MSPs. Ticketing, Billing, Procurement is all included.

Support needs some work. The product has also stalled a bit on the development side.

Enables us to keep track of all the clients that we have. We can bill them and keep the management informed on what work we are doing for them.

An alright tool to manage your sales pipeline
You can manage assets and also create invoices.
Helps a lot with asset management.

The software hasn't had a decent upgrade in several years.
The user interface is outdated from 20 years in the past.
The service can be improved a lot.

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.

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.

The learning curve on this platform. No other cons.

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.

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.

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.

Once it's all setup and working it's a great tool to handle your help desk ticketing, but be prepared to spend the time and money to get it configured well enough.

Once it's "properly configured", Manage does a great job as a ticketing system. It can be quite powerful and there seems to be lots of integrations available.

Getting it "properly configured" can be a VERY time consuming and difficult process. Some companies end up having to hire a consultant to get the basics configured because it's so overwhelming. It's very expensive as well, and the support isn't great. Community support can sometimes be better than official support. Mobile app leaves a lot to be desired.

Overall it's a good solution built as such, so that businesses can customize the features to meet their needs.

Connects your entire business through a single pane of glass.
Gives you a cloud billing option.
Everything gets tracked as an easily manageable ticket in the system.
Has a 2-factor authentication for increased security.

The reporting is not user friendly, even basic reports require a lot of scripting.

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.

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.

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.

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

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

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

ConnectWise has many programs/add-ons available. However, it appears these add-ons were from completely different companies that may have been purchased and brought in. Each program's interface is different. Before making a commitment to ConnectWise, I would recommend looking at all the other managed services options available.

1. Many features available.
2. Cloud-based, does not require an on-premise server.

1. Very, very expensive.
2. Complex interface; each add-on module is different.
3. Sales Team is very difficult to work with.
4. Long-term contracts.

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.

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.

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

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.

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.

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

Overall ConnectWise management is a great application with plenty of integrations and a great ticketing system thats detrimental to my job. Update the interface a bit and get a 5 star from me.

Regardless of what or why anytime your using help desk, sales, or network alerting, everything gets a "ticket."

While this application is incredibly versatile, the interface seems old and some of the menu items can be muddled. They seem to be improving slightly since the previous version, but I'd like to see a more intuitive design.

ConnectWise Manage enables a wide range of business operation manager to make everything in control under your action. Overall it's a reliable business tool.

ConnectWise Manage has wide configuration support on business processes but mainly we are using because of its robust helpdesk. The helpdesk contains a wide array to fit on a multi-level purpose. It's a great tool for helpdesk purposes.

The pipeline monitor can't able to give us great visualization.

ConnectWise Manage brings excellent managers for our help desk and marketing teams. It enables great automated functions to manage sales and customer effortlessly.

ConnectWise Manage helps to enhance the customer experience. It helps to integrate with the best ticketing and help desk to make every support request counts. I liked its automated escalation service option.

The only downside I had, was the lead manager from marketing.

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.

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.

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

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.

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!

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.

This stuff is powerful, but requires a lot of manpower to get it all figured out. I thought I had it mastered and then I found out that I had only scratched the surface of a portion of it. It's like the Swiss army knife of managed services.

There's so much this application does. I was finding new things every day I used it. Strong emphasis on being able to obtain information or run commands remotely without bothering the user of the workstation.

In our organization we had a full time technician dedicated only to configuring this software for our use.

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.

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.

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