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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.

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Company Facts

Company Name:
ConnectWise
Date Founded:
1982
Company Location:
United States
Company Website:
www.connectwise.com/platform/business-management/psa
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

ConnectWise PSA Categories and Features

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

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 Service Software

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

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

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

More ConnectWise PSA Categories

  • Reviewer Name: A Verified Reviewer
    Position: Technical architect
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Super effective tool

    Date: Oct 24 2020
    Summary

    Overall, ConnectWise Manage helps to deal with many of the management scenarios including Help Desk, sales and marketing. I appreciate its robust sales pipeline management. It's an effective tool.

    Positive

    The ability to manage projects and help desk in one software is great. ConnectWise brings accountability and smoothens the workflow management. It streamlines our sales pipeline to track and manage every aspect of sales and marketing.

    Negative

    Time tracking doesn't provide reliable tracking.

    Read More...
  • Reviewer Name: Jenny P.
    Position: Teacher
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good automation tool

    Date: Nov 10 2020
    Summary

    Overall ConnectWise Manage is feature rich management and automation tool and provides real time tracking and management for our projects.

    Positive

    ConnectWise Manage is a very good automation tool and helps a lot in management of business operations with lot of features.

    Negative

    The deployment is not a straight one and need some technical knowledge for integrations, but it is good to go once setup is done.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Marketer
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    A great ticketing tool for MSPs

    Date: Aug 14 2020
    Summary

    If you are a medium/big company with customer-facing products, you definitely need an automated ticketing system that helps you manage everything in one place. ConnectWise Manage is a very good tool to do just that.

    Positive

    - The tool is highly robust and customizable. You can literally remove anything that you do not use and have the option to add more things than you might ever need.
    - The mobile application is the biggest pro.

    Negative

    - Not really suitable for small businesses and companies.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Customer relations and Marketing Specialist
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Manage Business Operations with CW Manage

    Updated: 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...
  • Reviewer Name: A Verified Reviewer
    Position: IT & Research Specialist
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Try and believe... Better than any other IT Service Software

    Date: Aug 24 2020
    Summary

    We are happy users of ConnectWise Manage. We are using it to solve our customer solution desk. It helps to fix our client problems and it's automation. ConnectWise Manage gives us the power to schedule and manage our IT data from remote. We don't have any cons, believe me, its real perfect tool.

    Positive

    ConnectWise Manage Automates every aspect of IT services. We are using HelpDesk automation, it's really the greatest of automation tools. You can also use it for sales and marketing, invoicing, managing projects and many other solutions.

    Negative

    Not a single con. ConnectWise Manage is a perfect tool.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Software Engineer Director
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    GameChanger business tool

    Updated: Aug 19 2020
    Summary

    ConnectWise Manage turns out to be a game-changer tool for our enterprise. It basically provides us everything that we need for our business. Usability is its biggest positive thing about this tool.

    Positive

    It has great flexibility to turn business in the right direction.
    Premium user interface and active customer service.
    Client management system.
    Productive workflow management.
    Gives you manage complete 360 business management.

    Negative

    Everything was perfect, works simply great. I will update if I face any.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Associate Analyst
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Highly Scalable Tool

    Updated: 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...
  • Reviewer Name: A Verified Reviewer
    Position: Finance assistant
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great software for MSP companies!

    Date: Aug 28 2020
    Summary

    It is a strong and stable company which offers service and support in technology. It comes with the widest variety of features.

    Positive

    A user friendly software with wide and more variety of features you can imagine at one place. It is user friendly and easy to set up and use too.

    Negative

    Cant really think of anything as a con but not really telling that there are no cons.

    Read More...
  • Reviewer Name: Mohit V.
    Position: Operations Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    ConnectWise manage, all in one business manager

    Updated: Aug 13 2020
    Summary

    Good business management tool helps to manage the business efficiently. For this ConnectWise manage is an excellent tool. It helps to manage CRM, sales and marketing in well-organized form and gives the best overall solution for my business.

    Positive

    It's an automated platform to manage the business efficiently.
    CRM, with live chat and email support options.
    Excellent email marketing options.

    Negative

    I never encountered any problem with this tool.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Operations and Marketing Analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Offers Complete Help desk solution

    Updated: Oct 28 2020
    Summary

    I'm using ConnectWise for my help desk solution. It makes my help desk productive and easily operational. Overall, it handles live chat and tickets pretty easily.

    Positive

    I can manage support requests and tickets with the least effort using ConnectWise Manage. No hassle in migrating from other tools. Integrated with ConnectWise Suite. The ticketing system it offers makes managing very easy.

    Negative

    I want quick replay features, it comes helpful when you are handling multi chats.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Data analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Outstanding Business Manager

    Updated: Aug 10 2020
    Summary

    It's an amazing and effective platform. Overall I use ConnectWise Manage to create automated customer helpdesk and to manage our sales efficiently. It's very easy to deploy and implement on business.

    Positive

    It's very easy to implement in any business. It provides an automated helpdesk to establish automated and better customer satisfaction. Its project management gives a birds-eye view of progress.

    Negative

    Overall it's an outstanding manager platform.

    Read More...
  • Reviewer Name: Aryan R.
    Position: Associate Analyst
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 5,000 - 9,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Technical Program Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Powerful and advanced PSA software

    Updated: 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...
  • Reviewer Name: A Verified Reviewer
    Position: Senior Technical Support
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    10 out of 10 - Business management platform

    Date: Aug 17 2020
    Summary

    It's a robust tool and we are highly dependent on ConnectWise Manage. It helps our business to increase productivity and eliminate the communication gap between clients and businesses.

    Positive

    #1- Great platform, it offers the best multi help desk for customers.
    #2- Easy to assign tickets and track progress.
    #3- Time and expenses management and tracking.
    #4- Sales management.

    Negative

    #2- We had an overall positive experience with it.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Business Development & Marketing Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    MULTI-CHANNEL HELP DESK SOLUTION

    Updated: Oct 27 2020
    Summary

    ConnectWise Manage is an extremely powerful help desk tool. I liked the ease at which I can set up business help desk on multi-platforms. By far, I'm very happy with this solution.

    Positive

    I like being able to quickly interact with clients using its live chat method. Now we got the power to engage with multiple clients at a time. It is so easy to keep every support request in top priority.
    Generating and managing tickets works hassle-free.

    Negative

    Analytics and feedback are not as useful as per my expectation.

    Read More...
  • Reviewer Name: Anirudh S.
    Position: Operations
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excess is trouble

    Date: Sep 01 2020
    Summary

    Overall for automatize the process of business operations its good. Its procurement module is very descriptive and important. it helps in improved communication within the teams but the lag side is data showing capacity. there is few rights to stop that, but after technical guidance, the same can be managed.

    Positive

    Its a very extensive and broad software and hence its sometimes a trouble for regular user. Its breadth of services of PSA which includes all the process of company from agreements, help desk, Billing, sales and marketing, procurement etc. an error at a point will impact all the features and the issue is that there is no notification.

    Negative

    Its inter linkage with all the departments sometime create the privacy issue and data shrinkage. all data will be reflect to the department and rights are there for change and update.

    Read More...
  • Reviewer Name: Kunal R.
    Position: Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Sales and Marketing Manager

    Updated: Aug 10 2020
    Summary

    ConnectWise Manage is a handy tool to boost our sales and manage marketing. It offers great marketing customizations and automation that help us reach our campaign goal easily.

    Positive

    It helps to capture leads and boost business sales. Easy to use and offers many customization options to design own marketing campaign. Powerful tracking and reporting.

    Negative

    It worked great for me. Nothing to share about cons.

    Read More...