ConnectWise PSA

ConnectWise PSA

ConnectWise
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About

Monitor your most critical business metrics, measure team activity and use our proven methodology for up-sell and cross-sell across your team BeeCastle has reviewed +$5bn in sales activity and +10 million business interactions to train our recommendation engines, checklists and AI driven prompts so you can approach account management with confidence BeeCastle plugs-in to your software and is fully automated - Microsoft Outlook, Teams, Xero, ConnectWise Manage, Datto AutoTask, HaloPSA, and much more.

About

ConnectWise PSA, formerly ConnectWise Manage, is a robust business management platform made for companies that offer, service, and support technology. Trusted by more than 100,000 users, ConnectWise PSA offers a wealth of features that enables teams to achieve greater accountability, operational efficiency, and profitability. The platform comes with help desk, time tracking and billing, project management, account management, agreements, sales and marketing, procurement, and reporting tools.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Managed Service Providers (MSPs)

Audience

From managed service providers and cloud service providers to managed print, VOIP, VARs.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$299/month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.6 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.4 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • It's all about the setup, when setup correctly you are golden. I would advise to get some consulting help, not just because we do consulting
  • 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.
  • 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.
  • 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.
  • An alright tool to manage your sales pipeline You can manage assets and also create invoices. Helps a lot with asset management.

Cons

  • Like any software there's a learning curve, take the time to really get to know it
  • It's a large program and the learning curve can be kind of steep.
  • 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.
  • The learning curve on this platform. No other cons.
  • 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.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

BeeCastle
Founded: 2016
Australia
beecastle.com

Company Information

ConnectWise
Founded: 1982
United States
www.connectwise.com/platform/business-management/psa

Alternatives

Alternatives

Thread

Thread

Thread Magic
Rev.io PSA

Rev.io PSA

Rev.io
FlashRev

FlashRev

FlashIntel

Categories

Categories

AI PSA Supported
Help Desk Supported
IT Management Supported
IT Service Supported
ITSM Supported
MSP Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Supported
Multi-Channel Communication Not Supported
Multiple Brands / Products Not Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Not Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

IT Management Features

Capacity Monitoring Supported
Compliance Management Not Supported
Event Logs Supported
Hardware Inventory Not Supported
IT Budgeting Supported
License Management Supported
Patch Management Supported
Remote Access Supported
Scheduling Supported
Software Inventory Not Supported
User Activity Monitoring Supported

IT Service Features

Contract Management Supported
Incident Management Not Supported
IT Asset Management Supported
Knowledge Management Supported
Release Management Not Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

ITSM Features

Asset Tracking Supported
Availability Management Supported
Change Management Not Supported
Configuration Management Supported
Contract/License Management Supported
Dashboard Supported
Incident Management Not Supported
Problem Management Supported
Project Management Supported
Release & Deployment Management Not Supported
Self Service Portal Supported

MSP Features

Backup Management Supported
Billing & Invoicing Supported
CRM Supported
Dashboard Supported
Help Desk Supported
Issue Management Supported
Live Chat Supported
Patch Management Supported
Privileged Access Management (PAM) Not Supported
Project Management Supported
Remote Access Supported
Remote Systems Monitoring Supported
Scheduling Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Not Supported
CRM Supported
Document Management Supported
Portfolio Management Not Supported
Project Management Supported
Proposal Generation Not Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Integrations

Microsoft Outlook Supported
AI Autopilot Not Supported
AnswerForce Not Supported
BDRShield Not Supported
Datto RMM Supported
Delinea Cloud Access Controller Not Supported
Dialpad Sell Not Supported
Dropsuite Not Supported
FAT FINGER Not Supported
HubSpot CRM Not Supported
Jira Not Supported
MSP360 Managed Backup Not Supported
Microsoft Dynamics GP Not Supported
Netreo Not Supported
Pulseway Not Supported
Robly Not Supported
Sage 50 Not Supported
Seemplicity Not Supported
Thread Not Supported
Wise-Sync Not Supported

Integrations

Microsoft Outlook Supported
AI Autopilot Supported
AnswerForce Supported
BDRShield Supported
Datto RMM Not Supported
Delinea Cloud Access Controller Supported
Dialpad Sell Supported
Dropsuite Supported
FAT FINGER Supported
HubSpot CRM Supported
Jira Supported
MSP360 Managed Backup Supported
Microsoft Dynamics GP Supported
Netreo Supported
Pulseway Supported
Robly Supported
Sage 50 Supported
Seemplicity Supported
Thread Supported
Wise-Sync Supported
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Claim ConnectWise PSA and update features and information